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Empowering Millennials with the confidence to invest their savings
The Financially Well Podcast
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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.
Many Millennials Fear Investment Regrets & Mistakes
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.
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Reviews
"Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family."
– Meg M.
(20)
"Kevin is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals."
– Laura F.
Financial flexibility can be more important than a tax break. But we’ve lost touch with how to create that structure
The Suzuki Method for learning to play the violin also teaches us about making financial decisions
How often do you make unreasonable financial decisions? Probably not as often as you should.
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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.
