McNamaraOnMoney

This week, Mike McNamara, Ph. D., CFP® for a discussion about some critical financial issues in the US and world economies. Is the US on the brink of bankruptcy? What can be done about it, and how can you prepare? Why aren't politicians talking about it? Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with lega...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about presidential elections and their impact on the markets. Justin McNamara, CFP® is a Certified Financial Planner with a 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 pla...

Join Alyssa McNamara Reed, CFP® for a deep dive into Hybrid Life Insurance Policies. 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://mcnamarafinancia...

This week, Mike McNamara, Ph. D., CFP® show about the latest financial headlines currently making the news from a high-level point of view. 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://mc...

This week join Mike McNamara, Ph. D., CFP® for a fascinating discussion about the psychology of being a successful investor. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial pla...

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies for a discussion about Insurance and Employee Benefits along with his guest Nikki Conte, Director of Outreach and Education for the Massachusetts Health Connector Authority. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm,...

Join Justin McNamara, CFP® and his father, Michael J. McNamara, Ph. D., CFP® for a discussion individual securities vs. mutual funds. 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. Michael J. McNamara, Ph. D., CFP®, is the Founder...

Join Alyssa McNamara Reed, CFP® for a discussion about Annuities. 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://mcnamarafinancial.com/contact McNam...

This week join Mike McNamara, Ph. D., CFP® for his views on the latest financial 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and fa...

This week join Justin McNamara, CFP®, and his guest, independent college counselor Stacy Havens for a discussion about college counseling. 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. McNamara Financial is an independent, family-...

This week, join Alyssa McNamara Reed, CFP® for a continuation of a live financial planning session with a real client. (The original session with the client was a few weeks ago) This week, we go into even more detail. 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 own...

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...

This week join Mike McNamara, Ph. D., CFP® for a discussion about making an annual financial checklist. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving i...

Let’s make a plan! - Live Financial Planning Join Alyssa McNamara Reed, CFP® for a financial planning session with a real client. 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 Financia...

This week join Justin McNamara and his guest Julie Shields-Rutyna of MEFA for a discussion on College Decisions and Financial Aid. 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. Julie Shields-Rutyna is the Director of College Plann...

Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® with their guest, Attorney Stephanie Konarski, for a discussion about protecting assets with medicaid planning and crisis planning. Stephanie Konarski received her law degree from New England School of Law where she graduated with honors. She is also a cum laude graduate of Framingham State College where she received her undergraduate degre...

Join Alyssa McNamara Reed, CFP® for a financial planning session with a real client. 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://mcnamarafinancia...

This week, join Michael J. McNamara, Ph. D., CFP® and his guest Kurt Czarnowski for a discussion about 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 i...

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 with Darlene Sullivan about Municipal Finance. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and...

Join Alyssa McNamara Reed, CFP® for a discussion about inheritances and their implications for your financial planning. 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...

This week join Mike McNamara, Ph. D., CFP® for further discussion about taking income from your investments in your retirement. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about IRA Distributions. 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 o...

Join Alyssa McNamara Reed, CFP® for a deeper dive into retirement planning. 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://mcnamarafinancial.com/con...

This week join Mike McNamara, Ph. D., CFP® for a discussion about taking income from your investments. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving in...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about the 401(k) and how it can fit into your financial planning. 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 pl...