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Financially Well

Dec 15, 2021

Who are the best financial advisors in Washington, DC?

This is the Millennial finance podcast Financially Well. In this special, end-of-year episode, Kevin Mahoney, CFP® will highlight several local, independent financial advisors whom he would trust with his own money.

Kevin’s financial planning company, Illumint,...


Dec 1, 2021

How much interest does your savings currently earn in your bank account? What type of terms would you accept for a 7% return on that money? 

 

Welcome to the millennial finance podcast Financially Well. In this episode, Kevin Mahoney, CFP® will consider whether Series I savings bonds are the best investment opportunity...


Nov 15, 2021

Did you know that HSAs, or health savings accounts, offer better tax benefits than most investment accounts? Yet, uncertainty about the details has led many Millennials to question why an HSA is worth it for them.

Welcome to the millennial finance podcast Financially Well. In this episode, Kevin Mahoney, CFP® will...


Nov 1, 2021

When you’re thinking about your financial decisions, what questions do you ask yourself? Do you focus on what you can control (your savings rate) or unpredictable variables (the inflation rate)?

This is the millennial finance podcast Financially Well. In this episode, Kevin Mahoney, CFP® will talk about how rising...


Oct 15, 2021

If you’ve ever researched “financial planning,” you’ve probably come across an article such as Nerd Wallet’s “10 Questions to Ask a Financial Advisor.” These articles are very useful, especially for anyone who has never worked with a financial advisor. But these questions also reflect the minimum that you...