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Financially Well

Financially Well

Written by: Kevin Mahoney CFP®
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 On this finance podcast for Millennials, Kevin Mahoney, CFP® connects personal finance advice to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence?Copyright Kevin Mahoney (2025) Economics Personal Finance Self-Help Success
Episodes
  • How 5 Fee-Only Wealth Managers in Washington, DC Invest Their Money

    How 5 Fee-Only Wealth Managers in Washington, DC Invest Their Money
    Nov 11 2025

    These personal stories from 5 fee-only wealth managers in Washington, DC show that there isn't one correct way to invest your family's money.

    Welcome to Financially Well, the finance podcast for Millennials.
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    14 mins
  • It's Not Too Late for a Roth Account

    It's Not Too Late for a Roth Account
    Oct 16 2025

    Parents often ask, "Is it too late?"

    For example, "My child is already three and I've heard that the first three years are the most important. Is it too late?"

    Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses why, in both parenting and personal finance, you can "recover, rebuild, and begin again."

    You may regret a few of your past financial choices. But it's rarely too late to change. And when it comes to retirement, you may want to start with a Roth conversion.

    Welcome to Financially Well, the finance podcast for Millennials.
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    9 mins
  • How to Spend an Inheritance

    How to Spend an Inheritance
    Sep 15 2025

    Money is a tool. A means to an end.

    And this includes an inheritance. The only difference is that those dollars may carry more emotional weight for you.

    As the book Die With Zero frames it, "Having money helps you to achieve the goal of enjoying your life." Whether it involves a big house for your family or something else entirely.

    And isn't this what your loved one would want from the inheritance that she or he gives you?
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    10 mins
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