Episodes
275
Latest episode
Oct 2026
Language
EN
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Getting to Medicare age can feel like a major milestone and give you a huge sense of relief when it comes to your healthcare planning in retirement. But having Medicare coverage doesn’t mean that all of your healthcare spending problems are solved. Let’s discuss some of the expenses you’ll still encounter… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Fall is a season full of change, especially visible in the leaves as they turn colors and drop to the ground. But it’s also a good time to look around and ask yourself what financial changes you should be making right now. Because sometimes a few intentional changes can make a significant difference in your financial life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Where some people see a crisis, others see an opportunity. Part of it has to do with your mindset, and part of it may have to do with the circumstances of your life. The same situation can be viewed very differently by different people- and sometimes, what feels like a crisis to one person may actually be an opportunity for someone else. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
What can we learn about financial planning from these quotes from Albert Einstein… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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
How can you tell if you're working with the right financial advisor? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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
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
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
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
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Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Statera Asset Management
Tom Haugh
Brian Rose
