GET YOUR FINANCIAL HEALTH SCORE IN <15 MINUTES
Empowering Millennials with the confidence to invest an inheritance, financial gift, or extra savings
The Financially Well Podcast
AS FEATURED IN
Did anyone ever teach you how to invest? You're not alone if you're thinking, "Uh, no." In fact, almost every Millennial has had a similar experience. So I understand your stress when you need to make decisions about how to invest an inheritance, financial gift, or your extra savings.
You want to make your money work for you, right? And investing an inheritance presents an incredibly unique opportunity to do so. A finance podcast for Millennials may not address every investing question you have. But you've arrived at a great starting point for investing with confidence.
Most Millennials Aren't Prepared to Invest an Inheritance. Are You?
Awards
"Best financial advisor for millennials"
Business Insider
"40 Under 40" Class of 2021
InvestmentNews
"10 Young Advisors To watch"
Financial Advisor
"Best of D.C." Money Management Services
Washington City Paper
"Top Financial Advisor"
Washingtonian
If you feel at all frustrated or stressed that your money isn't working for you, welcome. You may face daunting financial tradeoffs in your life, but that doesn't mean you shouldn't have access to non-judgmental financial advice.
GET YOUR FINANCIAL HEALTH SCORE IN <15 MINUTES
Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(17)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
Financial Advice for Millennials: With Empathy, Not Paternalism
Are you tired yet of financial advice that makes you feel like you've made a mistake? On the Financially Well podcast, Kevin discusses how you can apply recent personal finance news to fit your life and personality. New episodes released each month on the 1st & 15th.
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