McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • Financial Media - The Good, the Bad, and the Ugly, Part 2 - 1 of 2
    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 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 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/
    47 min
  • Tax Time is Over - Let's get ready for next year - Part 1 of 2
    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 selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    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, 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/
    48 min
  • Tax Time is Over - Let's get ready for next year - Part 2 of 2
    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 selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    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, 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/
    49 min
  • Financial Media - The Good, the Bad, and the Ugly - Part 2 of 2
    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.
    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, 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/
    46 min
  • Financial Media - The Good, the Bad, and the Ugly - Part 1 of 2
    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.
    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, 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/
    45 min
  • Frauds, Scams, and Stuff You Should Be Worried About - Part 2 of 2
    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://mcnamarafinancial.com/contact
    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/
    45 min
  • Frauds, Scams, and Stuff You Should Be Worried About - Part 1 of 2
    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://mcnamarafinancial.com/contact
    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/
    44 min
  • The Spring Real Estate Market, with Sharon McNamara - Part 2 of 2
    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 and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
    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.
    mcnamarafinancial.com/
    46 min
  • The Spring Real Estate Market, with Sharon McNamara - Part 1 of 2
    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 and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    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. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
    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/
    46 min
  • Home Mortgages with Jeremy Devaney - Part 2 of 2
    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 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press.  Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors.  Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.
    You can find Fairway Independent Mortgage online at: https://www.fairwayindependentmc.com/
    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/
    Be sure to check out the McNamara on Money website at:
    https://mcnamaraonmoney.com
    46 min

About McNamaraOnMoney

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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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