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

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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