Financial guidance for Millennials who are ready for something different

Financially well

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

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Financially Well by

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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All Financially Well Episodes

A Millennial couple holds hands while standing next to a pair of baby shoes

Natural Finance

Like modern winemakers, we have a choice between simplicity and financial complexity. But far too often, we take the conventional approach.

September 1, 2023

Financial Planning

A Millennial couple holds hands while standing next to a pair of baby shoes

Arbitrary Stupid Goals

With money, most of the time, a good-enough solution is fine.

August 1, 2023

Financial Planning

A Millennial couple holds hands while standing next to a pair of baby shoes

The Money Challenge

Coca-Cola’s response to the “Pepsi Challenge” mirrors a mistake we make with money: miscalculating how context impacts our decisions

June 1, 2023

Financial Planning

A Millennial couple holds hands while standing next to a pair of baby shoes

Embracing a Third Place

Financial flexibility can be more important than a tax break. But we’ve lost touch with how to create that structure

May 15, 2023

Investing

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