August 27, 2026Episode 39641 min
Grade Yourself
You can grade your own financial competency by seeing how many of these questions you can answer. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Episodes
275
Latest episode
Aug 2026
Language
EN
About the show
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Listen to episodes
August 21, 2026Episode 39541 min
Cast With Purpose: Retirement Lessons From Fly Fishing
Fly fishing isn’t about brute force. It’s about patience, timing, and understanding your environment. In a lot of ways, building a successful retirement plan works the same way, so let’s learn a few financial lessons from the river… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
July 16, 2026Episode 39441 min
National Parks and Financial Planning
Whether you’re visiting one of the 63 national parks this summer or simply the local trail nearby, there are a number of best practices that apply to both your nature hikes and your retirement plan… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
June 18, 2026Episode 39341 min
Dad Jokes
In honor of Father’s Day, let’s tell a few dad jokes with a financial twist. And are there any underlying financial lessons that we can learn from them? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
June 11, 2026Episode 39241 min
Top Gun & Financial Advice
In honor of the 40th anniversary of Top Gun’s release in 1986, let’s review some favorite quotes and scenes to see what they can teach us about our financial lives… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
June 4, 2026Episode 39141 min
Financial Planning for Women
Let's discuss some of the unique retirement planning challenges that women face. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
May 28, 2026Episode 39041 min
Traditional vs. Roth
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
May 7, 2026Episode 38941 min
Financial Planning with Mom
It’s our annual Mother’s Day tradition here on the show. Let’s take some of the things that mom used to tell us and apply them to our financial planning… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
May 1, 2026Episode 38841 min
The Stages of Retirement Planning
Ever wonder what you should be doing to prepare for retirement at each stage of life? Tune into today’s show to find out. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
April 16, 2026Episode 38741 min
The 5 D’s of Retirement Planning
Based on a recent article from Kiplinger, let’s talk about the five keys or rather, “five D’s” of retirement planning… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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