Financially Well

De: Kevin Mahoney CFP®
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  • Resumen

  • 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)
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Economía Finanzas Personales Éxito Personal
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Episodios
  • Turning Stillness Into Better Investment Decisions

    Turning Stillness Into Better Investment Decisions
    Aug 30 2024

    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 Millennials, 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 finance podcast for Millennials.
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    5 m
  • Access (to a Mega Backdoor Roth) Matters

    Access (to a Mega Backdoor Roth) Matters
    Jul 31 2024

    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 opportunity to save $69,000 in a tax-advantaged account is no small thing.

    You should be adamant that you get access.

    Welcome to Financially Well, the finance podcast for Millennials.
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    8 m
  • Turning a Loss Into a Gain

    Turning a Loss Into a Gain
    Jun 30 2024
    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. He compares tax-loss harvesting to a famous incident from the 1500s, and discusses how the strategy can help us to salvage tax savings from our frustration. Welcome to Financially Well, the finance podcast for Millennials.
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    7 m

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