Finances for Fathers: Episode 64 of the Dad.Work Podcast

Dennis McNamara had the opportunity to connect with Curt Storring, the host of the Dad.Work podcast, in a wide ranging conversation focused on finances for fathers.

Some highlights from the finances for fathers discussion:

  • The fundamentals of fiscal fitness and why fathers need to figure this stuff out
  • Finding a balance between time, money and health
  • The return on investment (ROI) of doing men’s work
  • Dennis’ quarantine struggles and doubling down on health protocols to come out the other side stronger
  • Being confident, living with intention and having a more deep and more engaged relationship with those around you
  • The importance of an emergency fund
  • And way more depth than you’d usually find in a conversation about finances for fathers!

Dennis’ Dad.Work Bio:

Dennis McNamara is a dad to a three year old, a husband to his college sweetheart, and a comprehensive financial planner at, and co-founder of, wHealth (pronounced “wealth”) Advisors in Red Bank, NJ.

After graduating university in 2011 Dennis was teetering on a mental and emotional breakdown. With $7,000 to his name, Dennis spent a year exchanging his physical labor for a roof over his head on permaculture farms in Portugal and Costa Rica. After learning more about himself through these experiences he dedicated himself to rigorously pursuing purposeful work instead of job titles.

Since then, he’s been the US Director of Business Development at a social enterprise firm, a financial analyst at the private wealth management arm of Goldman Sachs, and most recently – in 2019 – made the leap to establish his own financial planning firm – wHealth Advisors.

Dennis has been mentioned in Forbes, US News & World Report, and Financial Advisor Magazine. He holds the financial designations of Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and is a Certified Student Loan Professional (CSLP).

Outside of wHealth Advisors he is passionate about compounding healthy habits so that he can show up as the best version of himself – whether that be as a parent, a partner, or a professional.

You can follow along his Instagram @thewhealthadvisor or find more about the work he does with wHealth Advisors at whealthfa.com. There, you can also subscribe to his monthly newsletter which is as much about finances as it is about wellness, personal optimization, and taking meaningful steps to upgrading your life.

Streaming:

The podcast streams on Apple, Spotify, or directly from Dad.Work.

Author

  • Dennis McNamara, CFP®, CHFC®, AIF®, CSLP®

    Today, as co-founder of wHealth Advisors, I find immense fulfillment in knowing that we use our platform as a force for good. As a firm, we’re founded on the industry’s highest standards for ethics and transparency while also offering pro-bono services to those in need. Financially, we donate a portion of our gross revenue annually to qualified 501(c)3 organizations (which are nominated + voted on by our clients). Personally, though, I find the greatest satisfaction in helping my clients gain financial peace of mind through prudent money management. Prudent money management is like a positive feedback loop: when we are no longer burdened by finances, other dimensions of our lives also tend to improve. As we continue to grow we realize that as important as money is, those other dimensions of life are equally (if not more!) important. As modern philosopher Naval Ravikant reminds us: “The three big ones in life are wealth, health, and happiness. We pursue them in that order, but their importance is reverse. A calm mind, a fit body, and a house full of love. These things cannot be bought.” My life’s mission has been dedicated to helping others use money to close the gap between who they are today and the best version of themselves that awaits ahead. I am excited to meet you and look forward to the opportunity of working together on your journey to financial independence! Designations: - Certified Financial Planner™ - Chartered Financial Consultant® - Accredited Investment Fiduciary® - Certified Student Loan Professional® Featured in: - Forbes - U.S. News & World Report - Financial Advisor Magazine Outside of wHealth Advisors: - Educating myself more on: Stoicism, permaculture, climate justice, systemic racism, health & longevity science - Happiest when: outdoors with wife, Arabelle, and son, Manny - Stays active with: strength training, functional range conditioning, hiking, cycling, surfing, and yoga - Financially splurges on: Single-origin coffee

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