Financially Well

Kevin Mahoney, CFP®

Podcast

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How 5 Fee-Only Wealth Managers in Washington, DC Invest Their Money

11/11/2025 • 13 min

These personal stories from 5 fee-only wealth managers in Washington, DC show that there isn't one correct way to invest your family's money. Welcome to Financially Well, the finance podcast for Millennials. Play episode

It's Not Too Late for a Roth Account
How to Spend an Inheritance
The Price You Pay for Financial Complexity
The Best Finance Podcasts for Millennials in 2025
How to Win the Investing Game
Opt for the Difficult Estate Plan
The Risk of Sunlight and Tax Breaks
Turning Stillness Into Better Investment Decisions
Access (to a Mega Backdoor Roth) Matters
Turning a Loss Into a Gain
The Power of a Roth IRA For Your Child
An Alternative To Saving More Money
What You Know About Your Future Retirement
No One Taught You to Use an HSA
Monet & the Reality of Luck
Bluey & The Limits of Structure
Artificial Financial Decisions
Moneyball
15-Minute Finances
Natural Finance
Arbitrary Stupid Goals
Parting Ways With Country Music
The Money Challenge
Embracing a Third Place
Life in a Spreadsheet
Financially Unreasonable
The Rules of Financial Improv
What Rocks?
Flash Floods
Shadows or Spotlight
The Greatest Show on Turf
Stuck in Traffic
Searching for the Horizon
Why Millennials May Think About Money Differently Than Our Parents
Do Millennials Need to Worry About a Retirement Magic Number Yet?
How You Can Overcome a Hesitation to Use Your Savings
Are You Earning Enough Memories From Your Money?
Why Your Financial Confidence Matters as Much as Your Income
Will a Home Bias in Investing Limit Your Potential Wealth?
3 Steps Millennials with Variable Income Can Take to Invest Consistently
Your Investment Time Horizon: The Key to Saving More Money?
Will Money Management in Retirement Be Easier Than You've Heard?
Why You May Not Need Fintech Apps for Investing on Your Phone
The Most Underappreciated Reasons to Ask for a Raise
Should You Wait to Buy a House if You Have a Low Mortgage Rate?
What Are the Benefits of Buy Now, Pay Later for Millennials?
The 5 Best Books for Millennials About Money
What to Do With an Inheritance Amid the "Great Millennial Wealth Transfer"
Why Isn't Your Qualifying Employer Promoting PSLF News?

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