Financially Well  By  cover art

Financially Well

By: Kevin Mahoney CFP®
  • Summary

  • 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.
    Copyright Kevin Mahoney (2024)
    Show more Show less
Episodes
  • An Alternative To Saving More Money
    Apr 29 2024
    You’d probably love to save more money. What part of your finances would that break, though? Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, asks: what if you plan to work an extra 6-12 months before you retire? You may not want to choose that path. But the math at least gives you the option: that extra time at work is equivalent to saving 1% more of your salary over 30 years. Welcome to Financially Well, the finance podcast for Millennials.
    Show more Show less
    8 mins
  • What You Know About Your Future Retirement
    Mar 31 2024
    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.
    Show more Show less
    8 mins
  • No One Taught You to Use an HSA
    Feb 28 2024
    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.
    Show more Show less
    6 mins

What listeners say about Financially Well

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.