Financial wellness programs for Millennial employees,
from a CFP® Pro who empowers his peers with financial clarity
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Financially Well
Why a finance podcast for Millennials specifically? The Financially Well podcast is designed to do help our generation in a way that is still all too rare. 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.
All Financially Well Episodes
Your 2022 list of the 9 best independent financial advisors in Washington, DC. Brought to you by Financially Well, the Millennial finance podcast.
December 15, 2021
Millennials aren’t running out of time to build wealth
August 1, 2021
How will we respond when the calendar says ‘January 1’ and we don’t feel any optimism or motivation to work on our financial goals?
October 7, 2020
I’ve committed to always acting in my clients’ best interest. But if I don’t start advocating for systemic changes, am I really upholding that standard?
August 11, 2020
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