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McNamaraOnMoney

McNamara Financial
Retirement Planning
Social Security
Medicare
Disability Insurance
Reverse Mortgage
Massachusetts
Long-Term Care Insurance
Medicaid
Mcnamara Financial
Estate Planning
Long-Term Care
Health Insurance
Roth Conversions
Investments
Massachusetts Health Connector
Wedding Planning
Retirement Savings
Financial Aid
Student Loans
Real Estate

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.

PublishesWeeklyEpisodes500Founded11 years ago
Number of ListenersCategory
Business

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Artwork for McNamaraOnMoney

Latest Episodes

Are bonds still a safe investment in today's economy? On this episode of McNamara on Money, Justin and Michael McNamara take a closer look at the bond market and what rising interest rates mean for investors, particularly those approaching or already... more

Medicare can be confusing, and with rising premiums and changing coverage options, making the right decisions is more important than ever. This week on McNamara on Money, Mike McNamara welcomes Medicare specialist Peter Stoner for a practical convers... more

Alyssa McNamara Reed takes a closer look at one of the biggest questions in retirement planning: does long-term care insurance still make financial sense? Drawing on more than two decades of experience, Alyssa compares traditional long-term care poli... more

In this episode of McNamara on Money, Justin McNamara and Mike McNamara take a closer look at what’s happening in the bond market and why it matters to investors, especially those approaching or living in retirement. They break down the basics of how... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Peter Stoner
Medicare expert, founder of Stoner & Company
Stoner & Company (Medicare advisory)
Episode: Medicare Changes: What You Need to Know Before Choosing Your Coverage
Dylan Flaherity
Private risk consultant at Lockton
Lockton Companies Boston
Episode: Strategic Personal Risk Management and Asset Protection
Julie Shields-Rutina
Senior Director of College Planning, Education and Training at MEFA
MEFA (Massachusetts Education Finance Authority)
Episode: Navigating College Acceptance and Financial Aid Decisions
Mark Friedman
Owner of Senior Helpers Boston
Senior Helpers Boston
Episode: Aging in Place: Planning for Care, Independence, and the Future
Joan McGrath
Plan of Massachusetts and Rhode Island representative
Plan of Massachusetts and Rhode Island
Episode: Navigating Special Needs Trusts and Government Benefits
Keith Ledoux
Representative from Abacus Business Consulting
Abacus Business Consulting
Episode: The Essentials of Medicare and Retirement Healthcare Planning
Beth Evans
Representative from Abacus Business Consulting
Abacus Business Consulting
Episode: The Essentials of Medicare and Retirement Healthcare Planning
Amy Dao
Director of Guidance and Admissions
Southshore Technical School
Episode: The Trade Shift: Modern Paths to Technical Careers
Ashley Fiddler
Owner of Ashley Fiddler Events, wedding planner
Ashley Fiddler Events
Episode: The Nuances of Wedding Planning and Financial Budgeting

Hosts

Alyssa McNamara Reed
Host of the show, McNamara Financial family member, focuses on financial planning and education for families.
Justin McNamara
Co‑host and lead facilitator for discussions on retirement planning, investments, and family finances.
Mike McNamara
Host guiding discussions and framing conversations around financial planning and client guidance.

Reviews

4.8 out of 5 stars from 10 ratings
  • Best financial podcast ever

    The show is always interesting and engaging. Unlike a lot of other financial and investment podcasts McNamara on Money covers a wide variety of topics related to financial health at every age, income level, and situation.

    Apple Podcasts
    5
    dalexhouston
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guest lineups add credibility and real‑world insight.
Shows depth and practicality in personal finance topics.
Listeners value actionable math and clear explanations.
Covers a broad range of planning subjects beyond basic budgeting.

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Talking Points

Recent interactions between the hosts and their guests.

Safeguarding the Future: A Guide to Special Needs Planning
Q: What are the basic types of special needs trusts and when would you use them?
First-party trusts hold the beneficiary's own funds and often have Medicaid payback; third-party trusts are funded by someone else and generally do not have payback; pooled trusts are master-trust arrangements with individual sub-accounts for investment.
Safeguarding the Future: A Guide to Special Needs Planning
Q: Can you explain the difference between SSDI and SSI and how they influence trust planning?
SSDI is work-based disability insurance, while SSI is needs-based; SSI has more stringent restrictions that require adherence to program rules, which is why trust planning often centers on maintaining eligibility while providing supplemental resources.
An Active Retirement Plan Consultation
Q: When do you start taking income in retirement, and how should you structure withdrawals?
The host explains that income start dates can vary and discusses balancing withdrawal timing and sourcing from both retirement accounts and taxable investments to optimize taxes and longevity of the portfolio.
An Active Retirement Plan Consultation
Q: Are you prepared for the next market downturn?
The host suggests evaluating whether your portfolio can withstand a downturn and still recover in retirement, emphasizing realistic expectations for returns and the need for a plan that aligns with risk tolerance and time horizon.
College, Careers, & Common Sense
Q: Is it better to pursue a trade or college for long-term financial stability?
The host argues that trades like plumbing, electrician work, and contracting can offer strong mid-career earnings with less debt, while also acknowledging that college can be valuable if it leads to a well-paying career; the overall message is to align choices with financial outcomes and career goals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About McNamaraOnMoney

What is McNamaraOnMoney about and what kind of topics does it cover?

A financially focused, education‑driven show that covers retirement planning, tax strategies, Social Security timing, Medicare considerations, and risk management. Episodes routinely blend practical math, real‑world scenarios, and actionable planning guidance, often featuring expert guests from finance, elder care, education funding, and insurance. A standout is the use of live demonstrations, caller questions, and long‑form explorations of complex topics like Roth conversions, reverse mortgages, and special needs planning, making it valuable for listeners who want to build robust, long‑term financial plans or explore niche planning tools. The format leans toward clear, data‑driven explanations and practical takeaways, with occasional guest... more

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Which podcasts are similar to McNamaraOnMoney?

These podcasts share a similar audience with McNamaraOnMoney:

1. Retirement Starts Today

How many episodes of McNamaraOnMoney are there?

McNamaraOnMoney launched 11 years ago and published 500 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on McNamaraOnMoney?

Recent guests on McNamaraOnMoney include:

1. Peter Stoner
2. Dylan Flaherity
3. Julie Shields-Rutina
4. Mark Friedman
5. Joan McGrath
6. Keith Ledoux
7. Beth Evans
8. Amy Dao

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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