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Hosted by Kevin Mahoney, CFP® · business · EN
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?
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchOn 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?
Financially Well is hosted by Kevin Mahoney, CFP®. The show has published 69 episodes to date.
Recent episodes include "Financially Well Podcast Hiatus" (16 December 2025, 2 minutes), "How 5 Fee-Only Wealth Managers in Washington, DC Invest Their Money" (11 November 2025, 14 minutes), and "It's Not Too Late for a Roth Account" (16 October 2025, 9 minutes).
Financially Well publishes roughly monthly, with episodes averaging 9 minutes across 69 episodes.
Booking probability for Financially Well is 31%, and the host is rated Selective on guests. Financially Well requires a Pod Score of 80 or higher. Financially Well's contact route on record: verified email.
The strongest fits for Financially Well are Investment Banking & Trading. Financially Well has a business audience.
Kevin Mahoney, CFP® hosts Financially Well, a business podcast with 69 episodes published.
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Episode #69
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...
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 .
Episode #67
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...
Episode #66
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...
Episode #65
Many companies rely on complexity to make money. Because complexity enables them to misprice their offerings. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials , discusses in this episode how...
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...
Episode #63
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 financial planning for Millennials , discusses...
Episode #62
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 financial...
Episode #61
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...
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 financial planning for...
Episode #59
Compelling options to save for retirement, including the mega backdoor Roth, exist. But only if you have access. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials , talks about how the...
Episode #58
We can't do much to prevent investment losses. But we have choices after an investment setback. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials , explains tax-loss harvesting in this episode...
Episode #57
When your child makes a little money, the IRS will view the cash in their wallet as "earned income." But for once, this isn't a tax headache. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials...
Episode #56
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...
Episode #55
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...
Episode #54
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...
Episode #53
Amid unfavorable circumstances, Claude Monet focused on what he could control. He and his Impressionist peers launched an independent, competing art exhibition that drew attention to their work. But Kevin Mahoney, CFP®...
Episode #52
Joe Brumm knew his approach to children's television didn't conform to conventional ideas. But he didn't care. He created the show Bluey to meet his own desired outcomes. Kevin Mahoney, CFP®, who specializes in...
Episode #51
It's hard for anyone to figure out how and when we should actually use the money we've saved. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials , explains how we can stick to our preferences...
Episode #50
Have 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...
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