Simply Financial with Kevin Wray

It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed, along with financial jargon that some advisors might try using on you.

Unanswerable Questions

Kevin will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.

Fill In The Blanks

We'll discuss how to make it through the retirement redzone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.

What Is A Fiduciary?

This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.

Better Late Than Never

Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table.

Unreasonable Requests

While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.

Not Your Parents' Retirement

Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest.

Opportunity Riding A Dangerous Wind

Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.

Mind The Gap

If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.

Just What The Doctor Ordered

Think of Kevin as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.