McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • What to do about Market Volatility? - Continuing the Conversation - Part 1 of 2
    What to do about Market Volatility? - Continuing the Conversation - Part 1 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/
    51 min
  • Elder Care with Guest Suzanne McNamara - Part 2 of 2
    Elder Care with Guest Suzanne McNamara - Part 2 of 2
    This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care.
    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, job changers, pre- and post-retirees.
    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.
    Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker.
    You can find Suzanne McNamara online at:
    http://kinshipeldercare.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/
    50 min
  • Elder Care with Guest Suzanne McNamara - Part 1 of 2
    Elder Care with Guest Suzanne McNamara - Part 1 of 2
    This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care.
    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, job changers, pre- and post-retirees.
    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.
    Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker.
    You can find Suzanne McNamara online at:
    http://kinshipeldercare.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/
    53 min
  • What to do about volatility? - Part 2 of 2
    What to do about volatility? - Part 2 of 2
    This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning.
    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/
    48 min
  • What to do about volatility? - Part 1 of 2
    What to do about volatility? - Part 1 of 2
    This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning.
    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/
    52 min
  • Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2
    Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2
    This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
    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.
    Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
    You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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/
    51 min
  • Bankruptcy, with Attorney Sean P. Kelly - Part 1 of 2
    Bankruptcy with Attorney Sean P. Kelly, Part 1 of 2
    This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
    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.
    Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
    You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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/
    51 min
  • Investment Returns - What Do You Need? Part 1 of 2
    Investment Returns - What do you need? - Part 1 of 2
    This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning.
    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/
    53 min
  • Investment Returns - What Do You Need? - Part 2 of 2
    Investment Returns - What do you need? - Part 2 of 2
    This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning.
    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/
    52 min
  • Financial Jeopardy! - Part 2 of 2
    Financial Jeopardy! Part 2 of 2
    This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy!
    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/
    57 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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