Simply Financial With Kevin Wray podcast

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Kevin Wray. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Kevin Wray أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Fixable

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How to get your confidence back 41:05

منذ 19 weeks41:05

التشغيل لاحقا

قوائم

إعجاب

احب

41:05

When negative feedback shakes your confidence, it can be difficult to get back to feeling like yourself at work. In this episode, Anne and Frances help a struggling listener who has spent years toning herself down in the workplace after being told that she was too assertive — now, she feels that her modest approach is holding her back. Together, they use Anne and Frances’s “trust triangle” framework to explore how empathy, authenticity, and logic can help you rebuild confidence and trust with your colleagues, and share helpful confidence hacks for getting comfy with discomfort. What problems are you dealing with at work? Text or call 234-FIXABLE or email fixable@ted.com to be featured on the show. For the full text transcript, visit ted.com/podcasts/fixable-transcripts Want to help shape TED’s shows going forward? Fill out our survey ! Hosted on Acast. See acast.com/privacy for more information.…

Simply Financial with Kevin Wray

منزل السلاسل•Feed

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

275 حلقات

#Trading #Business #Business News #Kevin Wray #Retirement Planning #News

Simply Financial with Kevin Wray

updated منذ 6 أيام

منزل السلاسل•Feed

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

275 حلقات

#Trading #Business #Business News #Kevin Wray #Retirement Planning #News

كل الحلقات

Simply Financial with Kevin Wray

1
What Retirement Means 41:00

منذ 6 أيام41:00

41:00

One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried 41:00

منذ 13 يومًا41:00

41:00

Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
The Five People You Meet Before Retirement 41:00

منذ 20 يومًا41:00

41:00

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Financial Book Club: The Psychology of Money 41:00

منذ 5 weeks41:00

41:00

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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The Wrong Questions 41:00

منذ 7 weeks41:00

41:00

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Financial Stress 41:00

منذ 8 weeks41:00

41:00

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

Simply Financial with Kevin Wray

1
The Retirement Garden 41:00

منذ 10 weeks41:00

41:00

What does retirement planning have in common with growing a garden? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

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Retiring Amidst Volatility 41:00

منذ 11 weeks41:00

41:00

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
April Fools 41:00

منذ 12 weeks41:00

41:00

In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

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The Planning Process 41:00

منذ 13 weeks41:00

41:00

It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Financial Advisor Survey 41:00

منذ 14 weeks41:00

41:00

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
Game Night 41:00

منذ 16 weeks41:00

41:00

What can we learn about retirement planning from these popular board games? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

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Retirement Demographics 41:00

منذ 17 weeks41:00

41:00

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

Simply Financial with Kevin Wray

1
The Five Love Languages of Financial Planning 41:00

منذ 18 weeks41:00

41:00

In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Retirement Planning with Andy Reid 41:00

منذ 19 weeks41:00

41:00

Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won’t be retiring anytime soon, but let’s still see what we can learn about retirement planning from these quotes from the Chiefs coach. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Retirement Planning with Dolly Parton 41:00

منذ 21 weeks41:00

41:00

Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

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New Year Checklist 41:00

منذ 22 weeks41:00

41:00

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

Simply Financial with Kevin Wray

1
New Year, New Me! 41:00

منذ 23 weeks41:00

41:00

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
Financial Half-Truths 41:00

منذ 26 weeks41:00

41:00

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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End of Year Planning 41:00

منذ 27 weeks41:00

41:00

Let’s discuss some of the financial matters that folks should consider addressing before the end of the year... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Lies We Tell Ourselves 41:00

منذ 28 weeks41:00

41:00

Let’s explore some of the financial lies people sometimes tell themselves… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Financial Stress 41:00

منذ 29 weeks41:00

41:00

Psychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
Look at the Bright Side 41:00

منذ 30 weeks41:00

41:00

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
Retirement Pitfalls 41:00

منذ 33 weeks41:00

41:00

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Peak 65 41:00

منذ 34 weeks41:00

41:00

More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

1
Retirement Planning with Arnold Schwarzenegger 40:51

منذ 35 weeks40:51

40:51

What can we learn about retirement planning from these quotes from Arnold Schwarzenegger? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Low Hanging Fruit 41:00

منذ 36 weeks41:00

41:00

It’s important to have a comprehensive financial plan for yourself, but sometimes even just a few quick, minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start making big positive improvements for yourself… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…

Simply Financial with Kevin Wray

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Key Questions To Ask As You Approach Retirement 41:00

منذ 37 weeks41:00

41:00

Are You Ready For Retirement? In today's conversation, we'll give you some key questions to consider. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Multiple Choice Quiz 41:00

منذ 39 weeks41:00

41:00

Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Simply Financial with Kevin Wray

1
Most Common Retirement Planning Mistakes 41:00

منذ 41 weeks41:00

41:00

There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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