McNamaraOnMoney

This week, Mike McNamara, Ph. D., CFP® for a show about why we live in Thebes possible time in history! 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...

This week, Mike McNamara, Ph. D., CFP® for a show about why we live in Thebes possible time in history! 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...

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022. 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 w...

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022. 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 w...

This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about financial mindsets and motivations when it comes to saving and spending. 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...

This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about financial mindsets and motivations when it comes to saving and spending. 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...

All About Long-Term Senior Care, Part 2 of 2 This week, join Mike McNamara CFP® and his guest Patrick Flaherty as they discuss long-term senior care. Patrick Flaherty is the President & Founder of Guided Senior Living. You can reach him online at https://www.guidedlivingcare.com/. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-r...

This week, join Mike McNamara CFP® and his guest Patrick Flaherty as they discuss long-term senior care. Patrick Flaherty is the President & Founder of Guided Senior Living. You can reach him online at https://www.guidedlivingcare.com/. 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 sel...

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Planning and Saving 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 Shields-Rutyna is the Director of College Planning,...

This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Planning and Saving 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 Shields-Rutyna is the Director of College Planning,...

This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about investment products. 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. Justin McNamara, CFP® is a Certified Financial Planner with a passion...

Investment Product Explainer - Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about investment products. 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. Justin McNamara, CFP® is a...

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...

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...

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 Social Security and Medicare. Pat is joined by his guests guests Kurt Czarnowski and Ted O'Connor. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning fir...

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 Social Security and Medicare. Pat is joined by his guests guests Kurt Czarnowski and Ted O'Connor. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning fir...

This week, join Kirk Reed, CFP®, and Mike McNamara, Ph. D., CFP® for a show about being thankful and finding financial happiness in the midst of turmoil. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McNamara, Ph. D., CFP®, is the Founder of...

This week, join Kirk Reed, CFP®, and Mike McNamara, Ph. D., CFP® for a show about being thankful and finding financial happiness in the midst of turmoil. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McNamara, Ph. D., CFP®, is the Founder of...

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara, CFP® for the annual Thanks and Giving show. 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 passion...

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara, CFP® for the annual Thanks and Giving show. 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 passion...

This week, join Kirk Reed, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island.  Your can find them online at: https://www.hendersoninsuranceus.com...

This week, join Kirk Reed, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island.  Your can find them online at: https://www.hendersoninsuranceus.com...

This week join Justin McNamara and his guest Julie Shelds-Rutyna for a discussion on the FASFA 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 Planning, Education, a...

This week join Justin McNamara and his guest Julie Shelds-Rutyna for a discussion on the FASFA 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 Planning, Education, a...

This week join Kirk Reed and Mike McNamara their annual Halloween show - a fun discussion about financial tricks and treats. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McNamara, Ph. D., CFP®, is the Founder of McNamara Financial and a Cer...