55 episodes
Financially Well Kevin Mahoney, CFP®
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- Business
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5.0 • 9 Ratings
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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects recent personal finance news to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence? New episodes released each month on the 1st & 15th.
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What You Know About Your Future Retirement
Our retirement feels so far in the future.
Yet, our retirement finances aren’t a complete unknown. Even at young ages, we have data that can increase the chances we succeed.
Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, talks about how, in most cases, we can withdraw 4% of our investments annually for 30 years without running out of money. But the specific amount we need depends on our spending habits.
Welcome to Financially Well, the finance podcast for Millennials. -
No One Taught You to Use an HSA
You’re probably not making the most of your health savings account (HSA). Most likely, no one taught you that your approach is too narrow.
Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains the benefits of an HSA. But he also shares how, almost like breathing, HSAs demand awareness, intentionality, and patience from us.
Welcome to Financially Well, the finance podcast for Millennials. -
Monet & the Reality of Luck
Amid unfavorable circumstances, Claude Monet focused on what he could control. He and his Impressionist peers launched an independent, competing art exhibition that drew attention to their work.
But Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains that Monet also got a little lucky. And his story offers an example of why we shouldn't focus too much on outcomes when we make financial decisions.
Welcome to Financially Well, the finance podcast for Millennials. -
Bluey & The Limits of Structure
Joe Brumm knew his approach to children's television didn't conform to conventional ideas. But he didn't care. He created the show Bluey to meet his own desired outcomes.
Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses what we might learn from Joe Brumm and Bluey. The biggest lesson lies in a willingness to embrace flexibility over structure.
Welcome to Financially Well, the finance podcast for Millennials. -
Artificial Financial Decisions
It’s hard for anyone to figure out how and when we should actually use the money we’ve saved.
Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains how we can stick to our preferences. Even when short-term trends and distracting technology compete for our attention.
Welcome to Financially Well, the finance podcast for Millennials. -
Moneyball
Have you ever felt stressed out when you're struggling with one particular aspect of your finances?
Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, proposes a solution: stay focused on the aggregate.
Welcome to Financially Well, the finance podcast for Millennials.
Customer Reviews
Great Listen for Millenial Parents
The Financially Well podcast is exactly what I was looking for as a millennial parent. I most often listen to podcasts while I’m on the go, and these succinct and well researched episodes allow me to stay educated on important financial matters without feeling like I have to block off part of my day specifically for this task. I can quickly listen to an episode while I’m on the way to pick up my son from school and take away valuable information that I can implement right away.
Love it
Insightful and engaging
Concise and helpful financial info
This is a great resource for Millennials. Kevin explains all the key financial issues and concerns in a simple and concise way!