An Active Retirement Plan Consultation

In this episode of McNamara on Money, host Mike McNamara introduces a new listener-focused series built around live, one-hour retirement consultations. He invites individuals and couples to volunteer for on-air sessions, offering a $200 incentive to participants willing to discuss their 401(k) plans, retirement goals, and financial concerns by Zoom, phone, or in studio. The episode explains how these consultations will work and why real-life examples can help listeners better understand the challenges of retirement planning. McNamara walks through the kinds of questions participants can expect, including topics such as assets, emergency savings, investment risk, market downturns, withdrawal strategies, and portfolio rebalancing. The result is both an invitation to take part in the series and a practical discussion of the decisions that shape long-term financial security. 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. 📅 Want to speak with the team at McNamara Financial? Schedule a consultation today: 👉 https://mcnamarafinancial.com/contact ⸻ McNamara Financial is a family-owned, independent, fee-only financial planning and investment management firm. For over 30 years, we’ve helped individuals and families on the South Shore and beyond navigate their financial futures with clarity, confidence, and care. 💼 Come see what it’s like to work with a fiduciary. http://mcnamarafinancial.com