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

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Episodes

Financial Media - The Good, the Bad, and the Ugly, Part 2 - 1 of 2 15.05.2023

This week, join Mike McNamara, Ph. D., CFP® and his daughter Alyssa McNamara Reed, CFP® for the next segment in a series about the latest financial stories in the media. 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. Alyssa McNamara Reed, CFP®is a financial planner with p...

Tax Time is Over - Let's get ready for next year - Part 1 of 2 06.05.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about recent legislative changes to tax laws that may affect you. 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. Ju...

Tax Time is Over - Let's get ready for next year - Part 2 of 2 05.05.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about recent legislative changes to tax laws that may affect you. 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. Ju...

Financial Media - The Good, the Bad, and the Ugly - Part 2 of 2 01.05.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for a show about the latest financial stories in the media. 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. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersect...

Financial Media - The Good, the Bad, and the Ugly - Part 1 of 2 01.05.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for a show about the latest financial stories in the media. 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. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersect...

Frauds, Scams, and Stuff You Should Be Worried About - Part 2 of 2 17.04.2023

This week, Mike McNamara, Ph. D., CFP® his guests Detective Greg Davis, Sergeant Liam Rooney, and Detective Todd Goodwin from the town of Marshfield Police Department for a show about scary financial news and financial planning in light of 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 legacy clients...

Frauds, Scams, and Stuff You Should Be Worried About - Part 1 of 2 17.04.2023

This week, Mike McNamara, Ph. D., CFP® his guests Detective Greg Davis, Sergeant Liam Rooney, and Detective Todd Goodwin from the town of Marshfield Police Department for a show about scary financial news and financial planning in light of 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 legacy clients...

The Spring Real Estate Market, with Sharon McNamara - Part 2 of 2 10.04.2023

This week join Alyssa McNamara Reed, CFP®, her brother Justin McNamara, CFP®, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about the Spring Real Estate Market. 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-r...

The Spring Real Estate Market, with Sharon McNamara - Part 1 of 2 10.04.2023

This week join Alyssa McNamara Reed, CFP®, her brother Justin McNamara, CFP®, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about the Spring Real Estate Market. 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-...

Home Mortgages with Jeremy Devaney - Part 2 of 2 03.04.2023

This week, join Michael J. McNamara, Ph. D., CFP®, and his guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 20...

Home Mortgages with Jeremy Devaney - Part 1 of 2 03.04.2023

This week, join Michael J. McNamara, Ph. D., CFP®, and his guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 20...

Financial Award Letters with Julie Shelds-Rutyna of MEFA - Part 2 of 2 27.03.2023

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Financial Award Letters and how they fit into your financial planning for college. 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 Sh...

Financial Award Letters with Julie Shelds-Rutyna of MEFA - Part 1 of 2 27.03.2023

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Financial Award Letters and how they fit into your financial planning for college. 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 Sh...

It is a Scary Financial World - Part 2 of 2 20.03.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of 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 legacy clients and select others. Kirk B. Reed, CFP® is a financial planner with passion for client service...

It is a Scary Financial World - Part 1 of 2 20.03.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of 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 legacy clients and select others. Kirk B. Reed, CFP® is a financial planner with passion for client service...

Estate Planning with Attorney Brian Fecteau - Part 2 of 2 13.03.2023

This week join Mike McNamara, Ph. D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. 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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Es...

Estate Planning with Attorney Brian Fecteau - Part 1 of 2 13.03.2023

This week join Mike McNamara, Ph. D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. 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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Es...

HR Issues with Pat Haraden - Part 2 of 2 06.03.2023

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 HR-related issues. 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 ye...

HR Issues with Pat Haraden, Part 1 of 2 06.03.2023

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 HR-related issues. 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 ye...

Making Sense of the Markets - Part 2 of 2 21.02.2023

This week, Mike McNamara, Ph. D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense. 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. Alyssa McNamara Reed, CFP®is a financial planner with passi...

Making Sense of the Markets - Part 1 of 2 20.02.2023

This week, Mike McNamara, Ph. D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense. 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. Alyssa McNamara Reed, CFP®is a financial planner with passi...

Front-Loading Your Savings for Retirement - Part 2 of 2 20.02.2023

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion front-loading your savings for retirement. 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 Plann...

Front-Loading Your Savings for Retirement - Part 1 of 2 20.02.2023

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion front-loading your savings for retirement. 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 Plann...

Insurance, with guest Ted Dixon - Part 2 of 2 06.02.2023

Join Mike McNamara, Ph. D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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. Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only t...

Insurance, with guest Ted Dixon - part 1 of 2 06.02.2023

Join Mike McNamara, Ph. D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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. Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only t...

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