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 Financial is an Independent, family-owned, fee-only investment management and financial planning firm...
Feb 04, 2023•48 min
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 Financial is an Independent, family-owned, fee-only investment management and financial planning firm...
Feb 04, 2023•48 min
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 with a passion for investment strategy and selection. Works with small businesses and owners, parents ...
Jan 31, 2023•46 min
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 with a passion for investment strategy and selection. Works with small businesses and owners, parents ...
Jan 31, 2023•48 min
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, divorcees, and pre-retirees. American Consumer Credit Counseling is a nonprofit credit counseling a...
Jan 16, 2023•46 min
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, divorcees, and pre-retirees. American Consumer Credit Counseling is a nonprofit credit counseling a...
Jan 16, 2023•45 min
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-retired, and works with legacy clients and select others. To schedule a visit with the team at McN...
Jan 09, 2023•44 min
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 select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mc...
Jan 09, 2023•44 min
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, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise relate...
Jan 09, 2023•45 min
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, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise relate...
Jan 09, 2023•44 min
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 for investment strategy and selection. Works with small businesses and owners, parents of college-bo...
Dec 19, 2022•46 min
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 Certified Financial Planner with a passion for investment strategy and selection. Works with small b...
Dec 19, 2022•45 min
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 Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CR...
Dec 12, 2022•45 min
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 Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CR...
Dec 12, 2022•46 min
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 firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT I...
Dec 05, 2022•46 min
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 firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT I...
Dec 05, 2022•47 min
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 McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy client...
Nov 28, 2022•44 min
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 McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy client...
Nov 28, 2022•42 min
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 for investment strategy and selection. Works with small businesses and owners, parents of college-bo...
Nov 21, 2022•44 min
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 for investment strategy and selection. Works with small businesses and owners, parents of college-bo...
Nov 21, 2022•44 min
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/ Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of g...
Nov 14, 2022•38 min
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/ Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of g...
Nov 14, 2022•39 min
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, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to plannin...
Nov 07, 2022•45 min
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, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to plannin...
Nov 07, 2022•44 min
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 Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others. To sche...
Nov 02, 2022•45 min
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 Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others. To sche...
Nov 02, 2022•43 min
This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation. 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 for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, ...
Oct 24, 2022•47 min
This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation. 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 for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, ...
Oct 24, 2022•45 min
This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about all things Real Estate. 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. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor...
Oct 17, 2022•43 min
Medicare Open Enrollment time is fast approaching, and it's time to think about your options for Medical Supplemental Plans. This week, join Kirk B. Reed, 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 Medicare Supplemental Plans. 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 est...
Oct 17, 2022•47 min
