Informações:
Sinopse
Podcast by McNamara Financial
Episódios
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Estate Planning with Attorney Brian Fecteau - Part 2 of 2
13/03/2023 Duração: 43minThis week join Mike McNamara, Ph.D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. 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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law. You can find Bryan Fecteau online at: https://www.delaney-muncey.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/
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Estate Planning with Attorney Brian Fecteau - Part 1 of 2
13/03/2023 Duração: 43minThis week join Mike McNamara, Ph.D., CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. 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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law. You can find Bryan Fecteau online at: https://www.delaney-muncey.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/
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HR Issues with Pat Haraden - Part 2 of 2
06/03/2023 Duração: 43minThis 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 HR-related issues. 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/
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HR Issues with Pat Haraden, Part 1 of 2
06/03/2023 Duração: 42minThis 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 HR-related issues. 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/
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Making Sense of the Markets - Part 2 of 2
21/02/2023 Duração: 44minThis week, Mike McNamara, Ph.D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense. 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/
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Making Sense of the Markets - Part 1 of 2
20/02/2023 Duração: 46minThis week, Mike McNamara, Ph.D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense. 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/
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Front-Loading Your Savings for Retirement - Part 2 of 2
20/02/2023 Duração: 46minJoin Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion front-loading your savings for retirement. 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 a 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/
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Front-Loading Your Savings for Retirement - Part 1 of 2
20/02/2023 Duração: 47minJoin Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion front-loading your savings for retirement. 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 a 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/
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Insurance, with guest Ted Dixon - Part 2 of 2
06/02/2023 Duração: 42minJoin Mike McNamara, Ph.D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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. Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates. You can find Dixon Associates online at: dixon-associates.com/ To schedule a visit with the team at McNamara Financial, be sure to visit: 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. mcnamarafinancial.com/
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Insurance, with guest Ted Dixon - part 1 of 2
06/02/2023 Duração: 43minJoin Mike McNamara, Ph.D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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. Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates. You can find Dixon Associates online at: https://dixon-associates.com/ 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/
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We live in the best possible time in history - Part 2 of 2
04/02/2023 Duração: 47minThis week, Mike McNamara, Ph.D., CFP® for a show about why we live in Thebes possible time in history! 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/
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We live in the best possible time in history - Part 1 of 2
04/02/2023 Duração: 48minThis week, Mike McNamara, Ph.D., CFP® for a show about why we live in Thebes possible time in history! 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/
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SECURE Act 2.0 - Part 2 of 2
31/01/2023 Duração: 46minJoin Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022. 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 a 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/ To read the SECURE act 2.0 for yourself please see document online
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SECURE Act 2.0 - Part 1 of 2
31/01/2023 Duração: 48minJoin Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022. 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 a 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/ To read the SECURE act 2.0 for yourself please see document online
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Financial Mindset Analysis and Motivation - Part 2 of 2
16/01/2023 Duração: 45minThis week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about financial mindsets and motivations when it comes to saving and spending. 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. American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation, and financial education. To reach American Consumer Credit Counseling please visit: https://www.consumercredit.com 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
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Financial Mindset Analysis and Motivation - Part 1 of 2
16/01/2023 Duração: 44minThis week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about financial mindsets and motivations when it comes to saving and spending. 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. American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation, and financial education. To reach American Consumer Credit Counseling please visit: https://www.consumercredit.com 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
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All About Long-Term Senior Care, Part 2 of 2
09/01/2023 Duração: 43minAll About Long-Term Senior Care, Part 2 of 2 This week, join Mike McNamara CFP® and his guest Patrick Flaherty as they discuss long-term senior care. Patrick Flaherty is the President & Founder of Guided Senior Living. You can reach him online at https://www.guidedlivingcare.com/. 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/
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All About Long-Term Senior Care, Part 1 of 2
09/01/2023 Duração: 43minThis week, join Mike McNamara CFP® and his guest Patrick Flaherty as they discuss long-term senior care. Patrick Flaherty is the President & Founder of Guided Senior Living. You can reach him online at https://www.guidedlivingcare.com/. 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/
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Planning And Saving for College with Julie Shelds-Rutyna of MEFA - Part 2 of 2
09/01/2023 Duração: 44minThis week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Planning and Saving for College. 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. Julie Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to planning, saving, and paying for college to families, colleges, and other organizations. Prior to joining MEFA, Julie worked for the College Board, Nellie Mae, and American Express, and was the Director of Financial Aid at the Harvard Graduate School of Education. Julie has been involved with MASFAA in a variety of positions and committees since 1993. She holds degrees from the University of Massachusetts in Amherst and the Harvard Graduate School of Education in Cambridge. To schedule a visit with the team a
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Planning And Saving for College with Julie Shelds-Rutyna of MEFA - Part 1 of 2
09/01/2023 Duração: 43minThis week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Planning and Saving for College. 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. Julie Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise related to planning, saving, and paying for college to families, colleges, and other organizations. Prior to joining MEFA, Julie worked for the College Board, Nellie Mae, and American Express, and was the Director of Financial Aid at the Harvard Graduate School of Education. Julie has been involved with MASFAA in a variety of positions and committees since 1993. She holds degrees from the University of Massachusetts in Amherst and the Harvard Graduate School of Education in Cambridge. To schedule a visit with the team a