McNamara Financial

McNamaraOnMoney

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.

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Autor

McNamara Financial

Categoria

Business

Site do podcast

mcnamarafinancial.com

Último episódio

6 de jul de 2026

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Episódios

Divorce, with Allison Walsh - Part 2 of 2 28.08.2023

This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. 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 Fi...

Divorce, with Allison Walsh - Part 1 of 2 28.08.2023

This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. 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 Fi...

Assessing Investment Risks - 2 of 2 22.08.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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 McNam...

Assessing Investment Risks - 1 of 2 21.08.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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 McNam...

How Much Money Can I Take Out of My Nest Egg? - Part 2 of 2 21.08.2023

Join Mike McNamara, Ph. D., CFP® for a discussion about withdrawing money from your nest egg for 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McN...

How Much Money Can I Take Out of My Nest Egg? - Part 1 of 2 21.08.2023

Join Mike McNamara, Ph. D., CFP® for a discussion about withdrawing money from your nest egg for 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McN...

Financial Media - The Good, the Bad, and the Ugly, Part 5 - 2 of 2 05.08.2023

Join Mike McNamara, Ph. D., CFP® and his daughter and business partner Alyssa McNamara Reed, CFP®i for another segment in their ongoing discussion 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...

Financial Media - The Good, the Bad, and the Ugly, Part 5 - 1 of 2 05.08.2023

This week, Mike McNamara, Ph. D., CFP® and his son and business partner Justin McNamara, CFP® for another segment in their ongoing discussion 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. Justin McNamara, CFP® is a Certifi...

Life Insurance with Guy Ziriak - Part 2 of 2 01.08.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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-retire...

Life Insurance With Guy Zirak - Part 1 of 2 01.08.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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-retir...

Financial Media - The Good, the Bad, and the Ugly, Part 4 - 2 of 2 24.07.2023

This week, Mike McNamara, Ph. D., CFP® and Kirk B. 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 intersection of golf...

Financial Media - The Good, the Bad, and the Ugly, Part 4 - 1 of 2 24.07.2023

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

Financial Media - The Good, the Bad, and the Ugly, Part 3 - 2 of 2 10.07.2023

This week, Mike McNamara, Ph. D., CFP® and Kirk B. 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 intersection of golf...

Financial Media - The Good, The Bad, And The Ugly, Part 3 - 1 of 2 10.07.2023

Financial Media - The Good, the Bad, and the Ugly, Part 3 - 1 of 2 This week, Mike McNamara, Ph. D., CFP® and Kirk B. 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 pl...

All About Inheritances - Part 2 of 2 02.07.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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®...

All About Interitances - Part 1 of 2 02.07.2023

Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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®...

Current Financial Headlines- Part 2 of 2 25.06.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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 intersection o...

Current Financial Headlines - Part 1 of 2 25.06.2023

This week, Mike McNamara, Ph. D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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 intersection o...

Transitions in Life - Part 2 of 2 19.06.2023

This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner...

Transitions in Life - Part 1 of 2 19.06.2023

This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner...

HR and Employee Benefits after COVID with Pat Haraden - Part 2 of 2 12.06.2023

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 and Employee Benefits-related issues after COVID. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the Sou...

HR and Employee Benefits after COVID with Pat Haraden - Part 1 of 2 12.06.2023

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 and Employee Benefits-related issues after COVID. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the Sou...

Long-Term Care Insurance with Bernadette Faulkner - Part 2 of 2 22.05.2023

Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance. 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 t...

Long-Term Care Insurance with Bernadette Faulkner - Part 1 of 2 22.05.2023

Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance. 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 t...

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

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