Financially Well Podcast Hiatus
Financially Well
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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How 5 Fee-Only Wealth Managers in Washington, DC Invest Their Money
Financially Well
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 .
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It’s Not Too Late for a Roth Account
Financially Well
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 , 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 .
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How to Spend an Inheritance
Financially Well
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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The Price You Pay for Financial Complexity
Financially Well
Many companies rely on complexity to make money. Because complexity enables them to misprice their offerings. Kevin Mahoney, CFP®, who specializes in , 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 .
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The Best Finance Podcasts for Millennials in 2025
Financially Well
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.
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How to Win the Investing Game
Financially Well
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 , 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 .
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Opt for the Difficult Estate Plan
Financially Well
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 , 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 .
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The Risk of Sunlight and Tax Breaks
Financially Well
Research suggests that, when you invest in a 401(k), the tax break earns you an extra 0.73% each year. But you also lock up that money until you’re 59 and a half. Is that risk worth the benefit to you? Kevin Mahoney, CFP®, who specializes in , discusses how we evaluate financial benefits and risks. We need to keep the big picture in mind. The connection between financial flexibility and living the life we want is strong. We can’t dismiss that benefit. Welcome to Financially Well, the .
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Turning Stillness Into Better Investment Decisions
Financially Well
Over a 10-year period through 2022, the average investment fund returned 7.7%. But the average person invested in those funds earned only 6%. Why? Kevin Mahoney, CFP®, who specializes in , explains that the difference between your investment return and your index fund’s return comes down to timing. And what if your investment mistakes merely reflect where else your mind was that day? Welcome to Financially Well, the .
info_outlineHave 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.