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Simply Financial with Kevin Wray

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Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.

Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
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Location:

United States

Description:

Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.

Language:

English


Episodes

Questions You Should Be Asking

11/14/2019
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Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.

Duration:00:40:56

Even Responsible Savers Make Mistakes

11/7/2019
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So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working. Contact Information: Website:...

Duration:00:40:56

Flying and Retirement

10/31/2019
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Flying and retirement planning have a lot of parallels between them. Kevin will break down how these two subjects relate to each other. We also take a look at the 7 deadly sins and see how they can potentially become a problem when you are building a retirement plan for success. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Duration:00:40:56

Life Insurance Mistakes

10/24/2019
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If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. We also dive into financial statements people make that often do not turn out well and take a look at what might be a better option. Contact Information: Website:...

Duration:00:40:56

Fitness and Finances

10/17/2019
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There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Duration:00:40:56

DIY Retirement Planning

10/10/2019
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People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Duration:00:40:56

Financial Media

10/3/2019
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Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.

Duration:00:40:56

The Retirement Road Trip Checklist

9/26/2019
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If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. We'll take a look at that analogy, plus look at some financial disasters you'll want to avoid in your portfolio.

Duration:00:40:56

Retirement Planning For Business Owners

9/19/2019
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Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.

Duration:00:40:56

Decision-Making Impediments

9/12/2019
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For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Make a decision and move forward. Let’s discuss some of the things that can cause the decision-making process to stall

Duration:00:40:56

The Financial Water Wheel

9/5/2019
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We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.

Duration:00:40:56

DIY Financial Planning

8/29/2019
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People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.

Duration:00:40:56

Doing Your Own Research

8/22/2019
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Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves

Duration:00:40:56

Retirement Demographics

8/15/2019
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We'll examine some interesting statistics and demographics related to retirement.

Duration:00:40:56

Retirement Chess

8/8/2019
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How is planning a successful retirement like playing a game of chess? Let’s break down some of the pieces on the chess board.

Duration:00:40:56

Investment Superlatives

8/1/2019
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We'll pretend that we're making a yearbook for the financial world. Let's see who or what would get superlatives in this yearbook, like "most popular" and "most likely to succeed."

Duration:00:40:56

Financial Mythbusters

7/25/2019
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We'll be busting some financial myths on today's show. Later, we'll help you ask better questions about your retirement plan.

Duration:00:40:56

Retirement And Vacation Planning

7/18/2019
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It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.

Duration:00:40:56

Financial Debates

7/11/2019
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We'll be celebrating debate season by having some debates of our own - about financial topics, of course.

Duration:00:40:56

The Retirement Garden

6/27/2019
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Now that summer is in full-swing, let's take a look at how retirement planning is like growing a garden.

Duration:00:40:56