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

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

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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.

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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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Financial Planning for Millennials?


All Financially Well Episodes

Will a Home Bias in Investing Limit Your Potential Wealth?

Our preferences for things with which we’re familiar creates a home bias when we invest our savings

October 1, 2022


Gig Workers, Entrepreneurs, Athletes, and Teachers All Must Manage Variable Income

3 Steps Millennials with Variable Income Can Take to Invest Consistently

A specific process for when you receive a bonus or atypical paycheck can help you to invest more consistently. Get Financially Well, the finance podcast for Millennials

September 15, 2022


What Does the Future Look Like?

Your Investment Time Horizon: The Key to Saving More Money?

Your future may feel uncertain, but envisioning the long-term in rich detail can empower you to take financial action. Get Financially Well, the finance podcast for Millennials

September 1, 2022


Grandfather fishing with his grandkids

Will Money Management in Retirement Be Easier Than You’ve Heard?

If you prepare for money management in retirement using the “4% Rule, you’re not likely to run out of money. Get Financially Well, the finance podcast for Millennials

August 15, 2022



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