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

Financially Well Podcast Hiatus

The Financially Well podcast will be going on hiatus to start 2026 as I focus on other projects. In the meantime, I want to suggest a few other personal finance podcasts that you might enjoy and benefit from. Talk to you soon!

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

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 [https://bykevinmahoney.com/].

It's Not Too Late for a Roth Account

Parents often ask, "Is it too late?" For example, "My child is already three and I've heard that the first three years are the most important. Is it too late?" Kevin Mahoney, CFP®, who specializes in financial planning for Millennials [https://illumintfc.com/], discusses why, in both parenting and personal finance, you can "recover, rebuild, and begin again." You may regret a few of your past financial choices. But it's rarely too late to change. And when it comes to retirement, you may want to start with a Roth conversion. Welcome to Financially Well, the finance podcast for Millennials [https://bykevinmahoney.com/].

How to Spend an Inheritance

Money is a tool. A means to an end. And this includes an inheritance. The only difference is that those dollars may carry more emotional weight for you. As the book Die With Zero frames it, "Having money helps you to achieve the goal of enjoying your life." Whether it involves a big house for your family or something else entirely. And isn't this what your loved one would want from the inheritance that she or he gives you?

The Price You Pay for Financial Complexity

Many companies rely on complexity to make money. Because complexity enables them to misprice their offerings. Kevin Mahoney, CFP®, who specializes in financial planning for Millennials [https://illumintfc.com/], discusses in this episode how complexity also exists in personal finance. Complex personal finance products, like whole life insurance, work for some people. But only for certain customers and under certain conditions. With money, simple and straightforward is often the better approach for most people. Welcome to Financially Well, the finance podcast for Millennials [https://bykevinmahoney.com/].