McNamaraOnMoney

Surviving the Real Estate Downturn with Sharon McNamara, Part 1 of 2

This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn.

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. 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/

Thoughts on a Changing Economic Landscape, Part 2 of 2

This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change.

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.

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/

Thoughts on a Changing Economic Landscape, Part 1 of 2

This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change.

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.

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/

Let’s do a Plan! - Part 2 of 2

What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan.

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 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/

Let’s do a Plan! - Part 1 of 2

What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan.

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 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/

Life and Disability Insurance with Pat Haraden, Part 2 of 2

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 Disability and Life Insurance.

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/

Find out more about the podcast and read Mike's blog posts at:

https://mcnamaraonmoney.com

Life and Disability Insurance with Pat Haraden, Part 1 of 2

This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies in Boston for a discussion about Disability and Life Insurance.

You can find Lockton online at:

https://global.lockton.com/offices/usa-boston

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/

Find out more about the podcast and read Mike's blog posts at:

https://mcnamaraonmoney.com

Bear Market Survival Guide - The Continuing Discussion - Part 2 of 2

This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.

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 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/

Bear Market Survival Guide - The Continuing Discussion - Part 1 of 2

This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.

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 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/

What to do about Market Volatility? - Continuing the Conversation - Part 2 of 2

This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information.

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 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/