McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • Diversification
    Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion on diversification.
    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.
    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/
    46 min
  • Employee Benefits with Pat Haraden
    HR and Employee Benefits with Pat Haraden
    This week, join guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee Benefits
    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
  • Real Estate Round Table with Sharon McNamara - Part 1 of 2
    Please note: This week's show is a 2-part discussion on Real Estate. Be sure to listen to part 2!
    This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate.
    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.
    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/
    49 min
  • Real Estate Round Table with Sharon McNamara - Part 2 of 2
    Please note: If you haven't listened to part 1 of this 2-part episode be sure to check it out first.
    This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate.
    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.
    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/
    47 min
  • The Tumultuous Stock Market
    This week, Mike McNamara, Ph.D., CFP® for a discussion about dealing with the ups and downs of the stock market.
    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/
    49 min
  • Changes in Social Security with Kurt Czarnowski
    This week, join Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a discussion changes in Social Security.
    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.
    Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.”  (www.CzarnowskiConsulting.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
  • College Financial Aid
    This week, join Justin McNamara, CFP® and his guest Julie Shields Rutyna of MEFA for a discussion about college financial aid.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    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
  • Markets and Market Correction
    Join Alyssa McNamara Reed, CFP® for a discussion about markets and market correction.
    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
  • Excellent Careers that Don't Require a College Education
    This week, Mike McNamara, Ph.D., CFP® for a discussion about excellent careers that don't require a college education.
    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/
    47 min
  • Divorce - with Attorney Allison Walsh
    Join Justin McNamara, CFP® and his guest attorney Allison Walsh of Walsh Law Office for a discussion about divorce.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    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

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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