McNamaraOnMoney

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about what to look for in 2025. 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 planner with passion for the inter...

Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about the house affordability. 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 a passion for inve...

This week, join Alyssa McNamara Reed, CFP® as she discusses what should be on your 2025 Financial To-Do List. 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:...

This week, join 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://mcnamarafin...

This week, Mike McNamara, Ph. D., CFP® for a discussion about 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://mcnamarafinancial.com/contact M...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about credits cards and consumer spending. 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 planner with passion fo...

This week join Alyssa McNamara Reed and her guest Barbara Cannon of Options for Elders for a discussion about options for elders. 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, fe...

This week, join Alyssa McNamara Reed for a discussion about DECA - Preparing Emerging Leaders and Entrepreneurs in Marketing, Finance, Hospitality, and Management. 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 i...

Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about the Secure Act, the impact of the 2024 US Presidential election, and how to get ready for 2025. 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...

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 Medicare and Medicaid. 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 3...

This week, join Mike McNamara, ,Ph. D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtil...

Join Justin McNamara, CFP® for a discussion about Annuities, with Guy Ziriak of Northeast Brokerage. 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 Northeast Brokerage online at: https://nb-bga.com/ To schedule a visit...

This week, join Mike McNamara, Ph. D., CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about what the heck is going on with Medicare. 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 s...

This week, join Alyssa McNamara Reed, CFP® and learn more about what to do in a bull market. 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnama...

This week join Justin McNamara, CFP® and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Tax Laws. 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. Bryan Fecteau's areas of practice at Delaney & Munc...

This week, join Alyssa McNamara Reed, CFP® and learn more about Roth IRAs and 401(k) plans. 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamar...

This week, Mike McNamara, Ph. D., CFP® for a an important discussion about the US national debt. 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/contact McNamara Financ...

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher for a discussion about Social Security. 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....

This week, Mike McNamara, Ph. D., CFP® for a an important discussion about how the US’ financial house is not in order, and what to do 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 legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https...

This week, Mike McNamara, Ph. D., CFP® for a show about looking at the big picture when it comes to your financial 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial...

This week join Alyssa McNamara Reed, CFP® for a discussion on Annuities. 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, family-owned, fee-only investment management and financial planning firm...

This week join Alyssa McNamara Reed, CFP® for a discussion on the financial aspects of aging. 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, family-owned, fee-only investment management and fi...

This week, Mike McNamara, Ph. D., CFP® talks about the latest financial headlines currently making 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://mcnamarafinancial.com/contact McN...

Join Alyssa McNamara Reed, CFP® for a discussion about Annuities. (This show is a rebroadcast, originally airing on May 25) 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...

This week, Mike McNamara, Ph. D., CFP® a for another 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNam...