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All Episodes

Financially Well — 69 episodes

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Title
1

Financially Well Podcast Hiatus

2

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

3

It's Not Too Late for a Roth Account

4

How to Spend an Inheritance

5

The Price You Pay for Financial Complexity

6

The Best Finance Podcasts for Millennials in 2025

7

How to Win the Investing Game

8

Opt for the Difficult Estate Plan

9

The Risk of Sunlight and Tax Breaks

10

Turning Stillness Into Better Investment Decisions

11

Access (to a Mega Backdoor Roth) Matters

12

Turning a Loss Into a Gain

13

The Power of a Roth IRA For Your Child

14

An Alternative To Saving More Money

15

What You Know About Your Future Retirement

16

No One Taught You to Use an HSA

17

Monet & the Reality of Luck

18

Bluey & The Limits of Structure

19

Artificial Financial Decisions

20

Moneyball

21

15-Minute Finances

22

Natural Finance

23

Arbitrary Stupid Goals

24

Parting Ways With Country Music

25

The Money Challenge

26

Embracing a Third Place

27

Life in a Spreadsheet

28

Financially Unreasonable

29

The Rules of Financial Improv

30

What Rocks?

31

Flash Floods

32

Shadows or Spotlight

33

The Greatest Show on Turf

34

Stuck in Traffic

35

Searching for the Horizon

36

Why Millennials May Think About Money Differently Than Our Parents

37

Do Millennials Need to Worry About a Retirement Magic Number Yet?

38

How You Can Overcome a Hesitation to Use Your Savings

39

Are You Earning Enough Memories From Your Money?

40

Why Your Financial Confidence Matters as Much as Your Income

41

Will a Home Bias in Investing Limit Your Potential Wealth?

42

3 Steps Millennials with Variable Income Can Take to Invest Consistently

43

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

44

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

45

Why You May Not Need Fintech Apps for Investing on Your Phone

46

The Most Underappreciated Reasons to Ask for a Raise

47

Should You Wait to Buy a House if You Have a Low Mortgage Rate?

48

What Are the Benefits of Buy Now, Pay Later for Millennials?

49

The 5 Best Books for Millennials About Money

50

What to Do With an Inheritance Amid the "Great Millennial Wealth Transfer"

51

Why Isn't Your Qualifying Employer Promoting PSLF News?

52

Second Home or Starter Home: What Should Millennials Buy First?

53

An Investment Quiz for Millennials: 11 Concepts You Should Know

54

The Best 529 Plans for DC Residents

55

The Cost of Living in Washington, DC for Millennials in 2022

56

How to Combine Finances After Marriage

57

5 Unlikely Financial Wellness Tips for Millennials in 2022

58

Can Millennials Create a Will Without a Lawyer?

59

How to Save Money for College if You're a Millennial Parent

60

The 9 Best Financial Advisors in Washington, DC for 2022

61

Is This Your Best Investment Opportunity Right Now?

62

Why an HSA Is Worth It for Many Millennials

63

How Will Rising Inflation Impact Millennials?

64

The 3 Best Questions for Millennials to Ask a Financial Advisor in 2022

65

The Unexpected Reason We Feel Stressed About Money

66

Meet the Newest Employee Financial Wellness Benefit

67

Automate Your Finances to Limit Financial Mistakes

68

How to Make Your Money Work For You

69

How to Build Wealth in Your 30s