Simply Financial with Kevin Wray

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

  1. 4D AGO

    Overrated and Underrated

    Let’s talk about a few things in the financial world that might not be all they’re cracked up to be and some things that don't always get the love they deserve.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  2. FEB 19

    Not Ready to Retire

    Sometimes people who have reached a conventional retirement age say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  3. FEB 5

    Mistakes that Kill Life Insurance Claims

    It’s always bad when somebody dies unexpectedly without any life insurance and leaves their family in a difficult financial position. But it might be even worse when somebody has life insurance that doesn’t pay out because they made one of these mistakes… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  4. JAN 29

    I’m 62…Now What?

    Turning 62 might not seem like a big milestone since it’s not a number that ends in zero. But it’s a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it’s important to know your “why” for whatever you choose.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  5. JAN 15

    New Year Checklist

    With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  6. JAN 8

    What's Changing in the New Year?

    Like every new year, 2026 comes with a few new changes. Let’s talk about what you need to know about the year ahead and how to prepare for it financially.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  7. 12/25/2025

    How Often…

    Kevin will discuss how often he's seen certain things happen in his years of financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

    41 min

  8. 12/18/2025

    Giving Season

    With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

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