Couverture de Financially Well

Financially Well

Financially Well

De : 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) Développement personnel Economie Finances privées Réussite personnelle
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    Épisodes
    • Financially Well Podcast Hiatus

      Financially Well Podcast Hiatus
      Dec 16 2025

      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!
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      2 min
    • 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 min
    • 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 min
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