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Showing episodes and shows of
Kevin Wray
Shows
Simply Financial with Kevin Wray
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
2025-12-25
41 min
Simply Financial with Kevin Wray
Financial Stress
Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2025-04-24
41 min
Simply Financial with Kevin Wray
Retirement Demographics
Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2025-02-20
41 min
The Kevin Jackson Show
Trump Claims Another Victory, Chris Wray Quits in Disgrace
[SEGMENT 1-1] Christopher Wray is quitting "So, Christopher Wray says he’s quitting? Is that how they’re spinning it? As if keeping his job was an option. This guy isn’t walking out the door—he’s being shot out of a CANNON. If the DOJ were 'The Apprentice,' there’d be no cliffhanger for the next season, because we know who’s getting FIRED! And don’t get me started on his testimony to Congress.Asking Christopher Wray a question is like asking a Magic 8-Ball with commitment issues: 'Director Wray, what’s your shoe size?' 'Well, Congre...
2024-12-13
40 min
Simply Financial with Kevin Wray
The 5 Biggest Retirement Regrets of Retirees
Tune in as Kevin and Walter take a look at an article about the 5 biggest retirement regrets of retirees. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2024-08-22
41 min
Wealthy Advisor Mindset
16 | Kevin Wray | Navigating Work-Life Balance and Legacy Building
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Kevin Wray as he shares his journey of resilience and growth, highlighting the power of positive mindset and learning from setbacks. He emphasizes the importance of seeking advice from those who are wiser, showcasing a humility that has been instrumental in his success. Despite facing health challenges like lymphoma, Kevin's unwavering belief in his ability to overcome obstacles and his commitment to continuous learning have propelled him forward. His approach to life and business is centered around the idea that age is no barrier to success...
2024-05-07
30 min
Simply Financial with Kevin Wray
Retirement Planning Statistics
Join Kevin and Walter as they take a look at some of the latest national retirement planning statistics. As we run through these numbers, Kevin will share his insights from a financial advisor's perspective. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2024-04-04
41 min
Simply Financial with Kevin Wray
Does Kevin Agree or Disagree with Common Financial Assumptions?
Does Kevin Agree or Disagree with Common Financial Assumptions? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2024-03-06
41 min
Simply Financial with Kevin Wray
The Good Ol' Days
In some ways, retirement planning was easier back in the good ol’ days. How does Kevin help people overcome financial challenges that their parents and grandparents didn’t necessarily have to face? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2024-02-15
40 min
Simply Financial with Kevin Wray
Reasons To Hire A Financial Advisor
Kevin will go over the signs for needing a financial advisor to look at your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2024-01-25
40 min
Simply Financial with Kevin Wray
Fill In The Blank
Kevin will play "fill in the blank" with some sentences that contain financial advice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-12-28
40 min
Simply Financial with Kevin Wray
Financial Christmas Movie Characters
We'll look at some famous Christmas movie characters, and we'll see what similarities they have with some common financial characters that Kevin sees coming into his office. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-12-21
40 min
Simply Financial with Kevin Wray
What’s In Your Financial Christmas Stocking?
Let's see what items that Kevin would put in someone's financial stocking, and which items he would leave out. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-12-14
40 min
Simply Financial with Kevin Wray
Simple Solutions For Imminent Danger
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-12-07
41 min
Simply Financial with Kevin Wray
Simple Solutions For Imminent Danger
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-10-05
41 min
Market Proof Marketing: Home Builder Marketing Insights
Ep 295: Utilizing Meaningful Information to Create Impactful Content with Barbara Wray
Market Proof Marketing · Ep 295: Utilizing Meaningful Information to Create Impactful Content with Barbara WrayIn this episode, Kevin Oakley sits down with Barbara Wray, the Senior Vice President of Strategic Growth at Wick Marketing. Barbara shares an inside look at their nationwide study of new home buyers and shares the process that led them to inspect the attitudes, aspirations and motivations instead of just looking at the demographic. They discuss the results from the survey and share their thoughts on both the positive and negative outcomes as well as the results that builders should pay the most attention to.
2023-08-07
43 min
Simply Financial with Kevin Wray
Less Stress On Your Portfolio
Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-07-27
41 min
Simply Financial with Kevin Wray
Facts vs Fiction
Kevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-07-20
41 min
Simply Financial with Kevin Wray
Simple Solutions For Imminent Danger
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-07-13
41 min
Simply Financial with Kevin Wray
Reasons Why People Don’t Visit Financial Advisors
There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-07-06
40 min
Simply Financial with Kevin Wray
Good News, Bad News
Kevin addresses the news you can expect when approaching your advisor - both good and bad. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-05-25
40 min
Simply Financial with Kevin Wray
Generational Challenges
Kevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-05-18
40 min
Simply Financial with Kevin Wray
Financial Pet Peeves
Kevin will address some pet peeves he has within the financial world, and how to avoid them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2023-05-04
40 min
Simply Financial with Kevin Wray
Tough Conversations
Sometimes being a financial advisor means having uncomfortable conversations. Kevin will go over how he has helped people navigate some of these tricky conversations... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2022-09-01
40 min
Simply Financial with Kevin Wray
The First Visit
We'll detail what the first visit with Kevin will look like. Later, we'll answer listener questions and go over some common financial "famous last words." Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2022-07-07
40 min
Simply Financial with Kevin Wray
Two Truths and a Lie
Kevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-10-21
40 min
Simply Financial with Kevin Wray
Glass Half-Full Or Half-Empty?
We'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-09-16
40 min
Simply Financial with Kevin Wray
Retirement Statistics
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-08-05
40 min
Simply Financial with Kevin Wray
Reasons To Get Life Insurance
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-07-29
40 min
Simply Financial with Kevin Wray
Gold Medal Retirement
Winning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-07-22
40 min
Simply Financial with Kevin Wray
Inflation 101
Inflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.
2021-07-15
40 min
Simply Financial with Kevin Wray
Key Financial Memories
We’ve found that your financial behaviors can be explained by things that you remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.
2021-07-08
40 min
Simply Financial with Kevin Wray
Retirement Pop Quiz
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-07-01
40 min
Simply Financial with Kevin Wray
The SECURE Act 2.0
You may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-06-24
40 min
Simply Financial with Kevin Wray
Preventative Care
Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-06-17
40 min
Simply Financial with Kevin Wray
Financial Wisdom From Calvin and Hobbes
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-06-10
40 min
Simply Financial with Kevin Wray
Reading Your Statements
Nearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-06-03
40 min
Simply Financial with Kevin Wray
Retirement Statistics
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-05-27
40 min
Simply Financial with Kevin Wray
Reasons To Get Life Insurance
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-05-20
40 min
Simply Financial with Kevin Wray
Retirement Pop Quiz
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-05-13
40 min
Simply Financial with Kevin Wray
Divorce Mistakes
On today's show, we talk about some of the financial mistakes that Kevin has witnessed people make in the midst of a divorce and how you can try and avoid these mistakes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-05-05
40 min
Simply Financial with Kevin Wray
Financial Wisdom From Calvin and Hobbes
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-04-29
40 min
Simply Financial with Kevin Wray
Don't Put Off Your Retirement Planning
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-04-22
40 min
Simply Financial with Kevin Wray
Unpopular Financial Opinions
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-04-15
40 min
Simply Financial with Kevin Wray
Retirement Statistics
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-04-08
40 min
Simply Financial with Kevin Wray
Unhealthy Financial Foods
There's no doubt that unhealthy food is all around us. It can be difficult to say no to that piece of cake, or bag of potato chips. But what are some parallels we can draw to the financial word? Kevin talks about how some of the properties that are in unhealthy foods can also be related to certain financial attributes that could potentially harm our portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-04-01
40 min
Simply Financial with Kevin Wray
Retirement Demographics
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-03-25
40 min
Simply Financial with Kevin Wray
March Madness
March Madness is here! But how does a basketball tournament relate to financial planning? You'd be surprised by the similarities. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-03-18
40 min
Simply Financial with Kevin Wray
Reasons To Get Life Insurance
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-03-11
40 min
Simply Financial with Kevin Wray
The Final Decade Before Retirement
The last ten years before your retirement are often the most crucial for your financial plan. Make sure you have everything planned out correctly, to ensure a smooth retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-03-04
40 min
Simply Financial with Kevin Wray
Financial Wisdom From Calvin & Hobbes
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin & Hobbes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-02-25
40 min
Simply Financial with Kevin Wray
Why Hire An Advisor?
We'll discuss the reasons why it's advantageous to hire a financial advisor as you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-02-18
40 min
Simply Financial with Kevin Wray
Chess, Roulette, or Poker?
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-02-04
40 min
Simply Financial with Kevin Wray
Retirement Statistics
We'll take a look at some statistics for retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-01-28
40 min
Simply Financial with Kevin Wray
Grading Your Financial Competency
We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-01-21
40 min
Simply Financial with Kevin Wray
Financial Wisdom From Mark Twain
Mark Twain has some great quotes - let's see how they can be applied to financial planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-01-14
40 min
Simply Financial with Kevin Wray
Retirement Demographics
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2021-01-07
40 min
Simply Financial with Kevin Wray
Getting Out of Tune
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-12-28
40 min
Simply Financial with Kevin Wray
Movie Villains and Financial Planning
Let's see what we can learn about financial planning from some of cinema's most iconic villains. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-12-22
40 min
Simply Financial with Kevin Wray
Chess, Roulette, or Poker?
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-12-17
40 min
Simply Financial with Kevin Wray
Late Bloomers
Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode. We'll also discuss how your children can affect your retirement plans. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-12-10
40 min
Simply Financial with Kevin Wray
End of Year Planning
The end of 2020 is coming quickly so let’s discuss the financial issues that need to be addressed before the year ends. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-12-03
40 min
Simply Financial with Kevin Wray
Retirement Demographics
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-11-24
40 min
Simply Financial with Kevin Wray
Financial Statements That Nobody Says
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-11-19
40 min
Simply Financial with Kevin Wray
The Hierarchy of Needs
Maslow’s Hierarchy of Needs breaks down human needs into five different tiers. We'll have Kevin explain how he helps his clients address each of these tiers in their retirement planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-11-12
40 min
Simply Financial with Kevin Wray
Gun Safety And Financial Planning
As with many things in life, with a little bit of critical thinking, we can take some basic gun safety principles and apply those principles to the financial planning world. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-11-05
40 min
Simply Financial with Kevin Wray
A Visit To The Financial Doctor
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-10-29
40 min
Simply Financial with Kevin Wray
Movie Villains and Financial Planning
Let's see what we can learn about financial planning from some of cinema's most iconic villains. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-10-22
40 min
Simply Financial with Kevin Wray
Chess, Roulette, or Poker?
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-10-15
40 min
Simply Financial with Kevin Wray
Retirement Demographics
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-10-08
40 min
Simply Financial with Kevin Wray
Financial Laws
Just like the law of gravity in physics, there are financial laws that we need to consider. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-10-01
40 min
Simply Financial with Kevin Wray
Financial Statements That Nobody Says
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-09-24
40 min
Simply Financial with Kevin Wray
Financial Planning With Charles Barkley
Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-09-17
40 min
Simply Financial with Kevin Wray
Financial Planning With Mom
In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-09-10
40 min
Simply Financial with Kevin Wray
A Visit to the Financial Doctor
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-09-03
40 min
Simply Financial with Kevin Wray
Flirtin’ With Distaster
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-08-27
40 min
Simply Financial with Kevin Wray
Stuff Nobody Says
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-08-20
40 min
Simply Financial with Kevin Wray
Awkward Moments
One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-08-13
40 min
Simply Financial with Kevin Wray
Financial Mindsets
We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-07-30
40 min
Simply Financial with Kevin Wray
Crisis Vs Opportunity
We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-07-23
40 min
Simply Financial with Kevin Wray
Types Of Risk
Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-07-16
40 min
Simply Financial with Kevin Wray
Grading Your Financial Competency
Let's see how well you know your finances. We'll go through a checklist of things that you should know as you go through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-07-09
40 min
Simply Financial with Kevin Wray
A Message To Good Savers
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: https://insightfolios.com/ Phone: 704-529-9500
2020-07-02
40 min
Simply Financial with Kevin Wray
The Financial Water Wheel
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. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-06-25
40 min
Simply Financial with Kevin Wray
Your Financial Weather Forecast
There are financial lessons to be learned from almost every area of life. So let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-06-18
40 min
Simply Financial with Kevin Wray
Ben Franklin Quotes
What can we learn about money by exploring some quotes from the great Ben Franklin? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-06-11
40 min
Simply Financial with Kevin Wray
Hindsight 20/20
There are many financial decisions that you may come to regret later on down the road. We'll take a look at some of the common retirement planning choices that you should be careful with. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-06-04
40 min
Simply Financial with Kevin Wray
Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-05-28
40 min
Simply Financial with Kevin Wray
Ways To Ruin Your Retirement
There are many things that people can get wrong when they plan for retirement. We'll tell you what they are so you don't make the same mistakes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-05-21
40 min
Simply Financial with Kevin Wray
The Customer Isn't Always Right
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-05-14
40 min
Simply Financial with Kevin Wray
Pandemic Paralysis
The coronavirus pandemic has a lot of people frozen in their tracks when it comes to financial planning. When there’s so much uncertainty in the air, it can be easy to use that uncertainty as an excuse to be paralyzed. Kevin gives his advice to overcoming this hesitation and why waiting around is never the answer. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-05-07
40 min
Simply Financial with Kevin Wray
Financial Social Distancing
There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-04-30
40 min
Simply Financial with Kevin Wray
Coronavirus Update
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-04-23
40 min
Simply Financial with Kevin Wray
Financial Closet
For some people, being trapped in their house as a result of “social distancing” has been a good opportunity to do some decluttering—especially cleaning out closets. Let’s see what principles we can take from a closet clean-out that we can apply to our financial lives. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-04-16
40 min
Simply Financial with Kevin Wray
Government Actions
Because many of the government responses to the coronavirus crisis have come in waves, it can be hard to keep up with everything that has been passed. Let’s review some of the major things that have been implemented so far. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-04-09
40 min
Simply Financial with Kevin Wray
Financial Social Distancing
There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-04-02
40 min
Simply Financial with Kevin Wray
Coronavirus Considerations
Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time (if you weren’t prepared this time around). Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-03-26
40 min
Simply Financial with Kevin Wray
Coronavirus Update
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
2020-03-19
40 min
The Duality and Hypocrisy (NFL) Podcast
Episode 71: I Continue The Journey Into The Esoteric, With Kevin Peterson
Welcome back to another fantastic episode of The Duality and Hypocrisy (NFL) Podcast. Uday is taking a hiatus from the podcast and Wray continues on, hoping to deliver you something to listen to each and every week- this week my guest is KEVIN PETERSON, childhood friend and semiprofessional memer. we talk trump, cigs, sluts, and the esoteric. STRAP IN BOYS AND GIRLS!!!! oh and uday gave me his nfl picks so those are in there too if thats all you listen to this dang podcast for nfl picks a song by ke...
2016-12-18
00 min
5 Minutes of Rum
Episode 11: Wray & Nephew Overproof Rum
5 Minutes of Rum episode 11: Wray & Nephew overproof rum, falernum, and The Hawaiian Eye. Episode links: J Wray & Nephew officialJ Wray & Nephew UK siteWray & Nephew at the Ministry of RumTing (wikipedia)Velvet FalernumBG Reynolds falernumFee Brothers falernumSnugHarbor falernumFalernum recipe at PostProhibition.comStopper bottles for syrupsBeachbum Berry Remixed Falernum components (or COM-ponents as you say) Infused Wray & Nephew. Final falernum prep. ...
2013-08-24
19 min