Mcnamaraonmoney

This 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

All 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/

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/

This 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

This 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

This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about investment products. 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. 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: 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/

Investment Product Explainer - Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about investment products. 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. 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/

This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CRMP® (Certified Reverse Mortgage Professional) nationwide. David has been educating retirees on all aspects of Reverse Mortgages since 2005. David specializes exclusively in reverse mortgage finance. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David sits on the Money Management Advisory Board at South Shore Elder Services. David is a proud member of the National Association of Senior Advocates. You can find David

This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CRMP® (Certified Reverse Mortgage Professional) nationwide. David has been educating retirees on all aspects of Reverse Mortgages since 2005. David specializes exclusively in reverse mortgage finance. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David sits on the Money Management Advisory Board at South Shore Elder Services. David is a proud member of the National Association of Senior Advocates. You can find D

This 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 Social Security and Medicare. Pat is joined by his guests guests Kurt Czarnowski and Ted O'Connor. 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/ Find out more about the podcast and read Mike's blog posts at: https://mcnamaraonmoney.com

This 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 Social Security and Medicare. Pat is joined by his guests guests Kurt Czarnowski and Ted O'Connor. 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/ Find out more about the podcast and read Mike's blog posts at: https://mcnamaraonmoney.com

This week, join Kirk Reed, CFP®, and Mike McNamara, Ph.D., CFP® for a show about being thankful and finding financial happiness in the midst of turmoil. 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/

This week, join Kirk Reed, CFP®, and Mike McNamara, Ph.D., CFP® for a show about being thankful and finding financial happiness in the midst of turmoil. 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/

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara, CFP® for the annual Thanks and Giving show. 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/

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara, CFP® for the annual Thanks and Giving show. 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/

This week, join Kirk Reed, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island.  Your can find them online at: https://www.hendersoninsuranceus.com/ 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/

This week, join Kirk Reed, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island.  Your can find them online at: https://www.hendersoninsuranceus.com/ 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/

This week join Justin McNamara and his guest Julie Shelds-Rutyna for a discussion on the FASFA and Financial Aid. 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 at McNamara F

This week join Justin McNamara and his guest Julie Shelds-Rutyna for a discussion on the FASFA and Financial Aid. 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 at McNamara F

This week join Kirk Reed and Mike McNamara their annual Halloween show - a fun discussion about financial tricks and treats. 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/