McNamara Financial

McNamaraOnMoney

Business EN ↓ 500 episodes

McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

Author

McNamara Financial

Category

Business

Podcast website

mcnamarafinancial.com

Latest episode

Jul 6, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Protecting Your Income: Disability and Income Protection 15.07.2025

This week, join Justin McNamara, CFP® and his guest for a discussion about protecting your income in the event of disability. 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, pre- and post-retirees. To schedule a visit with the team at McNamara Financial, b...

What is a Certified Financial Planner? 15.07.2025

This week, join Justin McNamara, CFP® for a deep dive into what it takes to become a Certified Financial Planner. 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, pre- and post-retirees. To schedule a visit with the team at McNamara Financial, be sure to vi...

The Big Financial Picture and How it Will Affect You 16.06.2025

This week, Mike McNamara, Ph. D., CFP® for a discussion about looking at the big financial picture, and how it will affect you. 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 clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinanc...

Ethics in the World of Finance 08.06.2025

This week join Alyssa McNamara Reed, CFP® for a discussion about Ethics in the world of finance. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. McNamara Financial is an Independent, family-owned, fee-only investment management and...

Real Estate 02.06.2025

This week join Alyssa McNamara Reed, CFP® and her guest guest Sharon McNamara of Boston Connect Real Estate for a deep dive into Real Estate. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Sharon McNamara is a Broker/Owner of Bosto...

More about Social Security with Kurt Czarnowski 27.05.2025

This week, join Michael J. McNamara, Ph. D., CFP® and his guest Kurt Czarnowski for a dive into Social Security. 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 clients and select others. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now i...

Diversification 19.05.2025

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion on diversification. 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, pre- and post-retirees. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of tax...

Employee Benefits with Pat Haraden 12.05.2025

HR and Employee Benefits with Pat Haraden This week, join guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee Benefits McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A...

Real Estate Round Table with Sharon McNamara - Part 1 of 2 06.05.2025

Please note: This week's show is a 2-part discussion on Real Estate. Be sure to listen to part 2! This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of esta...

Real Estate Round Table with Sharon McNamara - Part 2 of 2 05.05.2025

Please note: If you haven't listened to part 1 of this 2-part episode be sure to check it out first. This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of...

The Tumultuous Stock Market 27.04.2025

This week, Mike McNamara, Ph. D., CFP® for a discussion about dealing with the ups and downs of the stock market. 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 clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contac...

Changes in Social Security with Kurt Czarnowski 21.04.2025

This week, join Michael J. McNamara, Ph. D., CFP® and his guest Kurt Czarnowski for a discussion changes in Social Security. 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 clients and select others. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm wh...

College Financial Aid 14.04.2025

This week, join Justin McNamara, CFP® and his guest Julie Shields Rutyna of MEFA for a discussion about college financial aid. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. McNamara Financial is an independent, family-owned, fe...

Markets and Market Correction 07.04.2025

Join Alyssa McNamara Reed, CFP® for a discussion about markets and market correction. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinanci...

Excellent Careers that Don't Require a College Education 31.03.2025

This week, Mike McNamara, Ph. D., CFP® for a discussion about excellent careers that don't require a college education. 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 clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/...

Divorce - with Attorney Allison Walsh 24.03.2025

Join Justin McNamara, CFP® and his guest attorney Allison Walsh of Walsh Law Office for a discussion about divorce. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. McNamara Financial is an Independent, family-owned, fee-only inve...

College Affordability with Stacy Havens 17.03.2025

This week join Alyssa McNamara Reed, CFP®, and her guest, indpendent college counselor Stacy Havens for a discussion about college affordability. 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. McNamara Financial is an independent...

Market Volatility 10.03.2025

Join Alyssa McNamara Reed, CFP® for a discussion how to dealing with market volatility. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinan...

How to Afford Real Estate 03.03.2025

Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion how to afford real estate. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment...

HR and Employee Benefits with Pat Haraden 24.02.2025

This week, join guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee Benefits McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Financial Topics in the News 16.02.2025

This week, Mike McNamara, Ph. D., CFP® for a discussion about some important financial topics that are currently in the news. 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 clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancia...

Mortages with Jeremy Devaney of The Bank of Canton 09.02.2025

This week, join Alyssa McNamara Reed, CFP®, and her guest Jeremy Devaney of The Bank of Canton for a discussion about montages. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. McNamara Financial is an independent, family-owned, fee-...

Property and Casualty Chaos 01.02.2025

Join Justin McNamara, CFP® and his guest Erin Richardson of Richardson Insurance for a discussion about Property and Casualty Insurance. 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, pre- and post-retirees. You can find Richard Insurance online at https:...

How to Prepare your Child for a Meaningful Career and Life 26.01.2025

This week, Mike McNamara, Ph. D., CFP® for a discussion about preparing your child to have a meaningful career and life. 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 clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com...

Divorce Mediation with Attorney Nicole Levy 19.01.2025

Join Alyssa McNamara Reed, CFP® and her guest, attorney Nicole Levy as they discuss Divorce Mediation. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Attorney Levy is a senior associate attorney, divorce mediator, mediation coach,...

Listen to the McNamaraOnMoney podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.