Financially Well

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?

  1. 12/16/2025

    Financially Well Podcast Hiatus

    The Financially Well podcast will be going on hiatus to start 2026 as I focus on other projects. In the meantime, I want to suggest a few other personal finance podcasts that you might enjoy and benefit from. Talk to you soon!

    2 min

  2. 11/11/2025

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

    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.

    14 min

  3. 10/16/2025

    It's Not Too Late for a Roth Account

    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.

    9 min

  4. 09/15/2025

    How to Spend an Inheritance

    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?

    10 min

  5. 08/16/2025

    The Price You Pay for Financial Complexity

    Many companies rely on complexity to make money. Because complexity enables them to misprice their offerings. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses in this episode how complexity also exists in personal finance. Complex personal finance products, like whole life insurance, work for some people. But only for certain customers and under certain conditions. With money, simple and straightforward is often the better approach for most people. Welcome to Financially Well, the finance podcast for Millennials.

    11 min

  6. 07/15/2025

    The Best Finance Podcasts for Millennials in 2025

    What do my best finance podcasts for Millennials picks have in common? During my research, I looked for the following three criteria: Empathy Clarity Sustainability With that in mind, here are what I consider to be the 5 best finance podcast for Millennials in 2025.

    15 min

  7. 06/15/2025

    How to Win the Investing Game

    At one point, the U.S. stock market was up 27.49% in 2024. But you've probably never heard of the year's best-performing companies. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses why effective investing doesn't require you to know these companies. When you invest in "passive" index funds, you're not here for entertainment. Instead, you're playing to win the game through the smartest route possible. Welcome to Financially Well, the finance podcast for Millennials.

    7 min

  8. 04/15/2025

    Opt for the Difficult Estate Plan

    Without an estate plan, probate can tie up your money for anywhere from three months to five years. Your family is too valuable to you to settle for that outcome. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses how a professional will, trust, and medical directives can fit your unique circumstances. The right estate plan ensures that you leave a financial legacy that will reflect you. Welcome to Financially Well, the finance podcast for Millennials.

    9 min
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About

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?

Information

  • Creator
    Kevin Mahoney, CFP®
  • Years Active
    2021 - 2025
  • Episodes
    69
  • Rating
    Clean
  • Copyright
    © Copyright Kevin Mahoney (2025)
  • Show Website
    Financially Well