Financially Well

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An Investment Quiz for Millennials: 11 Concepts You Should Know

Do you feel empowered to invest your savings? Welcome to Financially Well, the finance podcast for Millennials. In this episode, Kevin Mahoney, CFP® will share the investment quiz he created for other Millennials. The 11-question quiz covers key investment terms and concepts that stem from his conversations with his Millennial clients. Kevin, who specializes in financial planning for Millennial parents, believes Millennials are closer to feeling confident about investing than they realize. Investing at this stage in life doesn’t need to be complex or confusing. Once Millennials can identify the most critical investing details, they can more easily evaluate how they should invest for their specific lives and circumstances.

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  The Risk of Sunlight and Tax Breaks

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  Turning Stillness Into Better Investment Decisions

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  Access (to a Mega Backdoor Roth) Matters

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  Turning a Loss Into a Gain

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  The Power of a Roth IRA For Your Child

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  An Alternative To Saving More Money

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  What You Know About Your Future Retirement

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  No One Taught You to Use an HSA

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  Monet & the Reality of Luck

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  Bluey & The Limits of Structure

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  Artificial Financial Decisions

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  Moneyball

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  15-Minute Finances

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  Natural Finance

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  Arbitrary Stupid Goals

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  Parting Ways With Country Music