Financially Well

By: Kevin Mahoney CFP®
Listen for free

  • 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
  • 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.
    Show more Show less
    7 mins
  • The Power of a Roth IRA For Your Child

    The Power of a Roth IRA For Your Child
    May 30 2024
    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, talks about how these small paydays will create an opportunity for you to teach your child about investing. And they’ll create an opportunity for them to experience compounding. Then, when your child begins their adult life, they already may have a meaningful amount of money in retirement savings. Welcome to Financially Well, the finance podcast for Millennials.
    Show more Show less
    10 mins
  • An Alternative To Saving More Money

    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
Economics Personal Finance Personal Success
Show more Show less

What listeners say about Financially Well

Average customer ratings

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

Audible.com reviews

Amazon reviews
No Reviews are Available