Informações:
Sinopse
Podcast by McNamara Financial
Episódios
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Just How Bad Is The US Debt?
23/09/2024 Duração: 50minThis week, Mike McNamara, Ph.D., CFP® for a an important discussion about the US national debt. 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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Social Security With Pat Haraden
16/09/2024 Duração: 48minThis week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher for a discussion about Social Security. 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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Get Your House in Order! - the Financial Condition of the US
09/09/2024 Duração: 48minThis week, Mike McNamara, Ph.D., CFP® for a an important discussion about how the US’ financial house is not in order, and what to do about it. 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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Big Picture Financial Planning
03/09/2024 Duração: 47minThis week, Mike McNamara, Ph.D., CFP® for a show about looking at the big picture when it comes to your financial 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. 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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Annuities
03/09/2024 Duração: 49minThis week join Alyssa McNamara Reed, CFP® for a discussion on Annuities. 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/
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The Cost Of Aging
03/09/2024 Duração: 46minThis week join Alyssa McNamara Reed, CFP® for a discussion on the financial aspects of aging. 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/
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Financal News That Matters - August 12, 2024
12/08/2024 Duração: 50minThis week, Mike McNamara, Ph.D., CFP® talks about the latest financial headlines currently making 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/
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Annuities (Rebroadcast)
06/08/2024 Duração: 48minJoin Alyssa McNamara Reed, CFP® for a discussion about Annuities. (This show is a rebroadcast, originally airing on May 25) 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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More Financial News That Matters
29/07/2024 Duração: 47minThis week, Mike McNamara, Ph.D., CFP® a for another show about the latest financial stories in the media. 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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Financial News That Matters - the US debt and how it may affect our financial future
22/07/2024 Duração: 47minThis week, Mike McNamara, Ph.D., CFP® for a discussion about some critical financial issues in the US and world economies. Is the US on the brink of bankruptcy? What can be done about it, and how can you prepare? Why aren't politicians talking about it? 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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Presidential Elections and the Markets
14/07/2024 Duração: 46minJoin Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about presidential elections and their impact on the markets. 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/
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A Deep Dive into Hybrid Insurance Policies
09/07/2024 Duração: 49minJoin Alyssa McNamara Reed, CFP® for a deep dive into Hybrid Life Insurance Policies. 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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Big Picture Ideas
01/07/2024 Duração: 47minThis week, Mike McNamara, Ph.D., CFP® show about the latest financial headlines currently making the news from a high-level point of view. 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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The Psychology Of Being A Successful Investor
17/06/2024 Duração: 47minThis week join Mike McNamara, Ph.D., CFP® for a fascinating discussion about the psychology of being a successful investor. 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. 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 And Employee Benefits with Pat Haraden
09/06/2024 Duração: 46minThis week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies for a discussion about Insurance and Employee Benefits along with his guest Nikki Conte, Director of Outreach and Education for the Massachusetts Health Connector Authority. 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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Individual Securities vs. Mutual Funds
03/06/2024 Duração: 48minJoin Justin McNamara, CFP® and his father, Michael J. McNamara, Ph.D., CFP® for a discussion individual securities vs. mutual funds. 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/
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Annuities
29/05/2024 Duração: 48minJoin Alyssa McNamara Reed, CFP® for a discussion about Annuities. 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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Financial News Commentary
20/05/2024 Duração: 48minThis week join Mike McNamara, Ph.D., CFP® for his views on the latest financial 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. 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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College Counseling with Stacy Havens
13/05/2024 Duração: 49minThis week join Justin McNamara, CFP®, and his guest, independent college counselor Stacy Havens for a discussion about college counseling. 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. 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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Live Financial Planning - In Detail
06/05/2024 Duração: 47minThis week, join Alyssa McNamara Reed, CFP® for a continuation of a live financial planning session with a real client. (The original session with the client was a few weeks ago) This week, we go into even more detail. 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/