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Financially Well

Dec 15, 2022

Will our generation think differently about money in the years ahead?

The "Great Recession" that started in 2007 seemed to highlight that Millennials face different financial realities than our parents. More recently, the pandemic and high inflation may have given us little choice but to approach our personal...


Dec 1, 2022

Millennials continue to hear about how much they should save for retirement each year. And they continue to hear what they "should" have in savings at each age milestone, including a hypothetical retirement magic number.

In this episode, Kevin Mahoney, CFP®, who specializes in financial planning for Millennials,...


Nov 15, 2022

What reasons do you give for not using your savings once in a while, even on special, one-time experiences with family and friends?

In the thought-provoking book Die With Zero, author Bill Perkins explains why we point to our risk tolerance, passion for our work, or concern for our kids as justifications for...


Nov 1, 2022

When did you last use your money to create an experience or memory that made you feel happy, personally content, or proud?

“Memories are an investment in our future selves," writes Bill Perkins, author of the book Die With Zero, that "pay dividends and help us live richer lives.” Yet, in this episode, Kevin Mahoney,...


Oct 15, 2022

Does your level of wealth ultimately determine how you think and feel about money?

A behavioral economist recently wanted to understand what characteristics and circumstances help improve our financial wellbeing. In this episode, Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, shares that...