McNamaraOnMoney

Financial Words of Wisdom from Financial Industry Titans, Part 2 of 2 This week, join Michael J. McNamara, Ph. D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-re...

Financial Words of Wisdom from Financial Industry Titans, Part 1 of 2 This week, join Michael J. McNamara, Ph. D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-re...

Real Estate from the Legal Side with Attorney Mark Stiles, Part 2 of 2 This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing.  Alyssa works wit...

Real Estate from the Legal Side with Attorney Mark Stiles, Part 1 of 2 This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. Alyssa McNamara Reed, CFP® is a financial planner with a passion for the intersection of taxes and investing.  Alyssa works wi...

Surviving the Real Estate Downturn with Sharon McNamara, Part 2 of 2 This week join Mike McNamara, Ph. D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy...

Surviving the Real Estate Downturn with Sharon McNamara, Part 1 of 2 This week join Mike McNamara, Ph. D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy...

Thoughts on a Changing Economic Landscape, Part 2 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, p...

Thoughts on a Changing Economic Landscape, Part 1 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, p...

Let’s do a Plan! - Part 2 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McN...

Let’s do a Plan! - Part 1 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McN...

Life and Disability Insurance with Pat Haraden, Part 2 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about Disability and Life Insurance. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, servi...

Life and Disability Insurance with Pat Haraden, Part 1 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies in Boston for a discussion about Disability and Life Insurance. You can find Lockton online at: https://global.lockton.com/offices/usa-boston McNamara Financial is an Independent, family-owned, fee-only investment management a...

Bear Market Survival Guide - The Continuing Discussion - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates,...

Bear Market Survival Guide - The Continuing Discussion - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates,...

What to do about Market Volatility? - Continuing the Conversation - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. Kirk B. Reed, CFP® is a financi...

What to do about Market Volatility? - Continuing the Conversation - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. Kirk B. Reed, CFP® is a financi...

Elder Care with Guest Suzanne McNamara - Part 1 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, par...

Elder Care with Guest Suzanne McNamara - Part 2 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, par...

What to do about volatility? - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widow...

What to do about volatility? - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widow...

Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Sean P. Kelly of Marco...

Bankruptcy with Attorney Sean P. Kelly, Part 1 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Sean P. Kelly of Marcott...

Investment Returns - What do you need? - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of es...

Investment Returns - What do you need? - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of es...

Financial Jeopardy! Part 2 of 2 This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy! Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https:...