McNamaraOnMoney is a local, fiduciary-focused financial planning show where the McNamara team brings in subject-matter guests to explain real-world money decisions. Recent episodes emphasize practical planning areas like education funding and navigating healthcare coverage marketplaces, framed for individuals and families.
500 episodes, Irregular, 4.8 rating
<1k, Male, USA
Instagram: 136 followers
alyssa@mcnamarafinancial.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.
Alyssa McNamara Reed, Justin McNamara, Patrick Haraden
Business, Careers, Education, Investing, Personal Journals, Self-Improvement
Typical Credentials:
Practical subject-matter experts tied to consumer finance decisions—e.g., CFP-aligned education/benefits specialists, independent counselors, or authoritative officials/regulators (state marketplace outreach/education leaders). Strong grounding in how programs work (aid eligibility, enrollment rules, subsidies) and how consumers should navigate them.
Required Achievements:
Role leading outreach/education or consumer guidance for official programs, Industry experience advising individuals/families on enrollment or planning outcomes, Track record explaining eligibility rules and decision frameworks
Stacy Havens - College Selection And Financing Timelines; FAFSA And Merit Aid; Yield Rates; Balancing Fit And Rigor; Career Trend Impacts (trades, Humanities, Healthcare, Tech)., Niki Conte - How The Massachusetts Insurance Marketplace Works; Enrollment Deadlines; Subsidies/tax Credits And Connectorcare; Using Official Resources; Enrollment Outside The Standard Window With Life Events; Differences Among Masshealth/medicaid And Medicare., Nikki Conte - Enrollment And Eligibility Via The Connector For Individuals/families/small Businesses; Connectorcare Structure; Avoiding Predatory Sites; Qualifying Life Events; Simplified Application Across State Programs; Metallic Tier Trade-offs (premium Vs Out-of-pocket).
Financial Planning, Investing, Taxes, Retirement, College Planning, Insurance, Healthcare, Benefits, Estate Planning, Fiduciary