Simply Financial with Kevin Wray

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.

A Custom Fit

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.

How To Achieve Your Retirement Goals

Everyone has something they want to do or accomplish in retirement. Let's talk about your goals in retirement. We'll also have a conversation on tax planning and some things that don't matter...until they do.