McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • College Affordability with Stacy Havens
    This week join Alyssa McNamara Reed, CFP®, and her guest, indpendent college counselor Stacy Havens for a discussion about college affordability.
    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.
    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
  • Market Volatility
    Join Alyssa McNamara Reed, CFP® for a discussion how to dealing with market volatility.
    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
  • How to Afford Real Estate
    Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion how to afford 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.
    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/
    47 min
  • 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/
    44 min
  • Financial Topics in the News
    This week, Mike McNamara, Ph.D., CFP® for a discussion about some important financial topics that are currently in the news.
    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
  • Mortages with Jeremy Devaney of The Bank of Canton
    This week, join Alyssa McNamara Reed, CFP®, and her guest Jeremy Devaney of The Bank of Canton for a discussion about montages.
    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.
    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
    50 min
  • Property and Casualty Chaos
    Join Justin McNamara, CFP® and his guest Erin Richardson of Richardson Insurance for a discussion about Property and Casualty Insurance.
    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.
    You can find Richard Insurance online at https://www.insurewithrichardson.com/
    To schedule a visit with the team at McNamara Financial 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
  • How to Prepare your Child for a Meaningful Career and Life
    This week, Mike McNamara, Ph.D., CFP® for a discussion about preparing your child to have a meaningful career and life.
    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
  • Divorce Mediation with Attorney Nicole Levy
    Join Alyssa McNamara Reed, CFP® and her guest, attorney Nicole Levy as they discuss Divorce Mediation.
    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.
    Attorney Levy is a senior associate attorney, divorce mediator, mediation coach, and collaborative law attorney who brings a precise, client-focused approach to the law combining superior legal scholarship with commonsense solutions to address clients’ legal concerns. In the courtroom, her depth of legal knowledge, as applied to the facts of each of her clients’ cases, provides the backbone for the kind of poised, well-organized legal arguments that Probate and Family Court judges favor. Among her peers, Attorney Levy is known as a focused, strong-willed negotiator with an eye for detail and aptitude for deal-making. Attorney Levy is a statutory divorce mediator pursuant to MGL Ch. 233, § 23C and is a proud member of the Massachusetts Council on Family Mediation. Visit her online at: https://tinyurl.com/hvkbpjnu.
    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
  • 2025: Looking Forward
    Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about what to look for in 2025.
    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 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

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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