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 South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcna...
Jun 12, 2023•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 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 South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcna...
Jun 12, 2023•46 min
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 team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial...
May 22, 2023•47 min
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 team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial...
May 22, 2023•47 min
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 passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries ...
May 15, 2023•47 min
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 passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries ...
May 15, 2023•47 min
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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selecti...
May 06, 2023•48 min
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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selecti...
May 05, 2023•48 min
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 intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees....
May 01, 2023•45 min
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 intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees....
May 01, 2023•44 min
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 and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://...
Apr 17, 2023•45 min
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 and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://...
Apr 17, 2023•44 min
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-retirees. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy...
Apr 10, 2023•46 min
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-retirees. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy...
Apr 10, 2023•45 min
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 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 201...
Apr 03, 2023•45 min
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 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 201...
Apr 03, 2023•48 min
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 Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA...
Mar 27, 2023•43 min
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 Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA...
Mar 27, 2023•42 min
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 and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, ...
Mar 20, 2023•47 min
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 and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, ...
Mar 20, 2023•46 min
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, Estate Settlement, Probate Matters, Elder Law and Corporate Law. You can find Bryan Fecteau onli...
Mar 13, 2023•44 min
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, Estate Settlement, Probate Matters, Elder Law and Corporate Law. You can find Bryan Fecteau onli...
Mar 13, 2023•44 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 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 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
Mar 06, 2023•44 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 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 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
Mar 06, 2023•43 min
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 passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of e...
Feb 21, 2023•45 min
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 passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of e...
Feb 20, 2023•46 min
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 Planner with a passion for investment strategy and selection. Works with small businesses and owners, pare...
Feb 20, 2023•46 min
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 Planner with a passion for investment strategy and selection. Works with small businesses and owners, pare...
Feb 20, 2023•47 min
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 to how he serves the needs of his clients, but also how he leads the team at Dixon Associates. You can ...
Feb 06, 2023•43 min
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 to how he serves the needs of his clients, but also how he leads the team at Dixon Associates. You can ...
Feb 06, 2023•44 min
