Financially Well
The finance podcast for Millennials investing an inheritance or extra savings

Start Learning

Financially Well
The finance podcast for Millennials who want to learn to invest with confidence

START Learning

Financially Well by

Why a finance podcast for Millennials, specifically?  I created the Financially Well podcast to empower our generation to invest for our future. There's no shortage of personal finance news, whether related to student loans, housing costs, inflation, or something else. We also have access to plenty of generalized articles about how to save for college or what you need to be on track for retirement. What we need more of is  someone who can explain, with empathy and without judgment, what all of this personal finance information means to us.  Financially Well is designed to fill that void for Millennials.

Are you ready to learn how to make your money work for you?

TRY Our Millennial Investment Quiz

Hi, I'm Kevin! I created a finance podcast for Millennials so that you can learn to invest an inheritance, financial gift, or extra savings with confidence.

Why is this important to me?

 In my work as a financial advisor in Washington, DC, Millennials like you regularly ask for more practical, empathetic info about investing. I designed Financially Well to address this need.

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All Financially Well Episodes

The Best 529 Plans for DC Residents

The Best 529 Plans for DC Residents

The DC College Savings Plan is still among the best 529 plans for DC residents, even if the District’s 529 plan has room for improvement.

March 15, 2022

College

How to Save Money for College if You’re a Millennial Parent

How to Save Money for College if You’re a Millennial Parent

Most Millennial parents have more questions than answers when they decide they’re ready to open a 529 plan for their young child

January 1, 2022

College

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Test Your Investment Knowledge!

If you've listened to my finance podcast for Millennials, you're already on your way to learning to invest with confidence. But my financial advice for Millennials continues with a free 11-question quiz about the most critical investment concepts.

Try Our MILLENNIAL INVESTMENT QUIZ!