November192021
Episode 42: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Kevin Mahoney, CFP®, the financial advisor for millennials
A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.
Today’s guest: Kevin Mahoney, CFP® — Financial Advisor for Millennials
Our topic: Saving and preparing your kids for college
About Kevin Mahoney CFP®: The founder & CEO of Illumint, a Washington D.C-based company that offers online financial planning for Millennials, Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house and invest our savings. As a fiduciary and expert on his generation’s most pressing financial issues, Kevin also works with employers on Millennial-specific financial wellness programs. Organizations such as George Washington University, Nestle, General Assembly, WeWork, and Johns Hopkins University have partnered with Kevin to provide relevant nonjudgmental personal finance knowledge to their Millennial audiences.
Drawing from his daily conversations with his peers, Kevin has emerged as a thoughtful, unique voice in the personal finance industry and has written for Yahoo! Finance, Fatherly, and Kiplinger. He currently writes regularly for Forbes. He also frequently serves as a resource for journalists providing insight to national publications such as the New York Times, Washington Post, Newsweek, Time, CNBC, The Huffington Post, Real Simple, Consumer Reports, and Marketwatch.
Kevin holds an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. Business Insider called Kevin one of the “best financial advisors for Millennials” in the U.S., and Financial Advisor Magazine named him one of 10 “young advisors to watch.” He is a proud member of the XY Planning Network, Advisor Growth Community, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). Kevin also is the father of two young kids who would tell you he excels at making oatmeal, building forts, and singing bedtime songs.
Join us every Friday at 5pm EST on Facebook Live: facebook.com/hopekatzgibbs
Watch all of our episodes: MargueritaCheng.tv.
