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Financially Well
Financially Well
Kevin Mahoney, CFP®

On this finance podcast for Millennials, Kevin Mahoney, CFP® connects recent personal finance news to specific steps you can take toward greater... more

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Episodes

It’s Not Too Late for a Roth Account

Parents often ask, "Is it too late?" For example, "My child is already three and I’ve heard that the first... more

18 Feb 2025 · 8 minutes
The Price You Pay for Financial Complexity

Sports gambling companies rely on complexity to make money. Because complexity enables them to misprice their offerings. Kevin Mahoney, CFP®,... more

16 Jan 2025 · 11 minutes
How to Win the Investing Game

The U.S. stock market is up 27.49% this year. But you've probably never heard of 2024's best-performing companies. Kevin Mahoney,... more

16 Dec 2024 · 6 minutes
Opt for the Difficult Estate Plan

Without an estate plan, probate can tie up your money for anywhere from three months to five years. Your family... more

15 Nov 2024 · 9 minutes
The Risk of Sunlight and Tax Breaks

Research suggests that, when you invest in a 401(k), the tax break earns you an extra 0.73% each year. But... more

01 Oct 2024 · 8 minutes
Turning Stillness Into Better Investment Decisions

Over a 10-year period through 2022, the average investment fund returned 7.7%. But the average person invested in those funds... more

30 Aug 2024 · 5 minutes
Access (to a Mega Backdoor Roth) Matters

Compelling options to save for retirement, including the mega backdoor Roth, exist. But only if you have access.  Kevin Mahoney,... more

31 Jul 2024 · 7 minutes
Turning a Loss Into a Gain

We can’t do much to prevent investment losses. But we have choices after an investment setback.   Kevin Mahoney, CFP®,... more

30 Jun 2024 · 6 minutes
The Power of a Roth IRA For Your Child

When your child makes a little money, the IRS will view the cash in their wallet as “earned income.”  ... more

30 May 2024 · 9 minutes
An Alternative To Saving More Money

You’d probably love to save more money. What part of your finances would that break, though?   Kevin Mahoney, CFP®,... more

29 Apr 2024 · 7 minutes
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