McNamaraOnMoney: Recent Episodes
McNamara Financial
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.
Are Roth conversions really the tax-saving strategy they’re made out to be? Financial advisor Alyssa McNamara Reed breaks down the benefits, costs, and often-overlooked consequences of converting retirement assets to a Roth account.Using a real-world retirement scenario, Alyssa explores tax-free growth, upfront tax bills, Medicare premiums, Social Security taxation, and the importance of understanding the break-even point. The bottom line: Roth conversions can be a powerful planning tool, but they’re not right for everyone. Before you convert, run the numbers and understand the long-term impact.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.📅 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
Planning for a loved one with a disability involves more than saving money. It requires protecting their future without jeopardizing access to essential benefits. In this episode, Mike McNamara speaks with Joan McGrath, CEO of Plan of Massachusetts and Rhode Island, about the critical role of Special Needs Trusts, how they help preserve eligibility for programs like SSI and Medicaid, and the key differences between first-party and third-party trusts. They also discuss ABLE accounts, the responsibilities of professional trustees, and the unique value of social workers who provide ongoing advocacy and life care planning. Whether you’re a parent, caregiver, or financial professional, this conversation offers practical guidance for building long-term financial security while protecting the services that individuals with disabilities rely on.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.📅 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
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
In this episode, financial advisor Alyssa McNamara Reed breaks down the growing interest in Roth accounts and Roth conversions, explaining why they can be powerful retirement planning tools but are not right for everyone. She compares traditional IRAs, which offer upfront tax deductions, with Roth accounts, which provide tax-free growth and tax-free retirement distributions.Reed explains why Roth conversions are getting renewed attention amid rising healthcare costs, concerns over federal debt, and uncertainty about future tax rates. She also cautions that conversions can create unintended consequences, including higher Medicare premiums and increased taxation of Social Security benefits.The episode concludes with a practical warning: Roth conversions usually make the most financial sense when the taxes can be paid with outside cash rather than from the converted retirement funds themselves.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.📅 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
This week, join guest host Patrick Haraden from Lockton Companies in Boston for a discussion about Medicare.This episode of McNamara On Money features a practical conversation with experts from Abacus Business Consulting about the often-confusing world of Medicare. The discussion breaks down the major parts of the program, including Part A, which covers hospital care, and Part B, which covers outpatient medical services.The episode also explains the key differences between Medigap supplemental policies and Medicare Advantage plans, noting that Medicare Advantage often functions as a managed-care alternative to traditional Medicare. The guests offer important guidance for people who continue working past age 65, including how Medicare enrollment affects Health Savings Accounts and how to avoid costly late-enrollment penalties.Throughout the discussion, the experts emphasize that Medicare is not a one-size-fits-all decision. Choosing the right approach depends on each person’s doctors, prescriptions, travel habits, health needs, and financial situation.📅 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
In this episode, Mike McNamara delivers a blunt assessment of America’s growing financial instability, comparing the federal government’s spending habits to a household headed toward bankruptcy. He explains how persistent deficits, trillions in new borrowing, and interest payments on a national debt approaching $39 trillion are creating an unsustainable cycle.McNamara warns that rising interest rates and inflation could eventually force difficult tradeoffs, with debt obligations threatening to crowd out essential programs such as Medicare and Social Security. He also expresses skepticism that political reform efforts, including the Department of Government Efficiency, have made any meaningful dent in the problem.Against that backdrop, McNamara urges listeners to focus on what they can control: living within their means, reducing dependence on debt, building emergency reserves, and working toward personal financial independence. The episode closes with a sober warning that if elected leaders refuse to confront the debt crisis, the bond market may eventually impose its own painful correction.📅 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
In this episode, financial advisor Alyssa McNamara Reed speaks with reverse mortgage specialist David Tourtillott about the modern role of federally regulated Home Equity Conversion Mortgages.David Tourtillott explains how today’s reverse mortgages differ from the poorly regulated and often misunderstood products of the past. Insured by the FHA, these loans include safeguards designed to protect homeowners and their heirs. For seniors age 62 and older, a reverse mortgage can provide access to home equity without monthly mortgage payments, creating tax-free cash flow or a growing line of credit for future needs such as long-term care.The conversation also addresses common misconceptions, including concerns about ownership, inheritance, and repayment. Tourtillott, explains that reverse mortgages are non-recourse loans, meaning heirs are not responsible for debt beyond the value of the home.Ultimately, the episode presents the reverse mortgage as a strategic retirement planning tool, one that may help retirees preserve investment assets, manage cash flow, and create greater financial flexibility in later life.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.📅 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
This episode features financial advisor Justin McNamara and insurance professional Guy Ziriak discussing two often-overlooked forms of protection: disability insurance and long-term care insurance.They begin with disability insurance, explaining why it is best understood as income protection. The conversation covers the difference between short-term employer benefits and long-term individual policies, including how properly structured coverage can provide tax-free income during an extended illness or injury. Justin and Guy also discuss important policy features such as own-occupation protection and cost-of-living adjustments, which can help preserve income as careers and expenses change over time.The discussion then turns to long-term care insurance and the financial risk created when a person needs help with basic activities of daily living, whether at home, in assisted living, or in a nursing facility. They explain why Medicare usually does not cover these extended care needs, why older traditional policies became difficult to price, and why hybrid products combining long-term care benefits with life insurance have become more common.Together, the conversation offers a practical look at how these insurance tools can help protect income, preserve savings, and reduce the financial strain that can come with serious illness, injury, or chronic care needs.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.📅 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
This episode of McNamara on Money explores how vocational education is creating alternative pathways to stable, high earning careers as traditional college costs continue to rise. Host Alyssa McNamara Reed speaks with representatives from Southshore Technical School about the growing demand for skilled trades and the school’s hands-on approach to career preparation.Guests Bob Melo and Amy Dao discuss the school’s distinctive week-on, week-off model, which combines academic study with immersive technical training across multiple career fields. The conversation also highlights the school’s major $283 million campus expansion, driven by increasing enrollment demand and regional workforce needs.The episode further examines Southshore’s cooperative education program, which places students in real-world apprenticeships, as well as the Career Technical Initiative, a state-funded program offering free vocational training opportunities for adults pursuing new career paths.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.📅 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
In this episode, financial advisor Alyssa McNamara Reed sits down with wedding planner Ashley Fiddler to discuss the realities of planning modern weddings and managing the often substantial costs that come with them. From event management and partial planning to full-service coordination, Ashley explains how professional planners help couples navigate timelines, vendor relationships, and high-pressure decisions.The conversation also explores changing wedding trends, including the rise of full wedding weekends with welcome parties, after-parties, and destination-style experiences. Ashley shares practical insight into current venue demand, budgeting expectations, and why early planning has become more important than ever.Whether you’re planning an intimate gathering or a large-scale celebration, this episode offers practical guidance for couples and families trying to balance meaningful experiences with smart financial decisions.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.📅 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
In this episode, host Justin McNamara sits down with Social Security expert Kurt Zarnowski, a former SSA insider, to break down how the system actually works. From earning the required credits over a ten-year minimum to understanding how your highest 35 years of income shape your benefit, they clarify the mechanics that determine what you receive in retirement.The conversation also examines timing. What does full retirement age really mean? How much do you lose by claiming at 62, and how much more can you gain by waiting until 70? McNamara and Zarnowski walk through the tradeoffs in clear terms, grounded in real financial impact.They also cover spousal and survivor benefits, including key updates under the Social Security Fairness Act of 2023 that affect those with public pensions.This episode is a practical guide to making more deliberate, informed decisions about your long term retirement income.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.📅 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
In this episode, financial advisor Mike McNamara reduces long-term stability to two non-negotiable rules.First, live within your means. Spend less than you earn, and treat retirement and education savings as fixed monthly obligations, not optional leftovers. McNamara argues that consistency and discipline matter more than investment skill, especially in a landscape where many rely too heavily on Social Security.Second, build a real emergency reserve. Keep three to six months of expenses in a separate, liquid account. This buffer protects you from turning to high-interest debt or pulling from long-term savings when something goes wrong.The takeaway is direct: financial security is not complicated. It comes from clear priorities, steady habits, and personal responsibility over time.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
In this radio interview, financial expert Alyssa McNamara Reed and certified specialist David ourtillott discuss the mechanics and benefits of federally regulated reverse mortgages. They clarify that modern Home Equity Conversion Mortgages (HECM) are transparent, government-insured tools designed to help seniors aged 62 and older access their home's wealth without monthly payments. Tourtillott explains how a reverse line of credit can grow over time, serving as a strategic resource for long-term care or supplemental retirement income. The conversation addresses common fears regarding heir inheritance and vanishing equity, emphasizing that these loans are non-recourse, meaning the debt never exceeds the home's value. Ultimately, the sources frame the reverse mortgage as an underutilized financial instrument that provides retirees with increased liquidity and security while allowing them to remain in their homes.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.📅 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
This interview features Julie Shields-Rutyna from the Massachusetts Education Finance Authority (MEFA), who discusses the complexities of college financial aid and decision-making. The conversation focuses on the significance of National College Acceptance Day on May 1st and the necessity of comparing award letters using tools like cost calculators. Shields-Rutyna explains the distinctions between grants, scholarships, and federal loans, while also noting new caps on parent PLUS loans. Additionally, she highlights the flexibility of 529 savings plans, which can now be used for vocational training or rolled into Roth IRAs. The source serves as a practical guide for families navigating the final stages of the higher education planning process.📅 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
(TMC), noting that many Americans overspend on depreciating assets at the expense of their long-term savings. He provides a mathematical breakdown of new car prices, insurance, and maintenance, comparing the financial outcomes of buying versus leasing. Mike emphasizes that living within one’s means and prioritizing appreciating investments are essential for achieving a secure and successful retirement.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
involves balancing academic rigor with social comfort rather than focusing solely on prestige. Finally, they touch on evolving career trends, noting a renewed value in the trades and humanities alongside high-demand fields like healthcare and technology.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.📅 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
In this episode, Justin McNamara interviews an interview with Niki Conte from the Massachusetts Health Connector, who explains the state’s insurance marketplace and upcoming enrollment deadlines. The discussion clarifies that open enrollment typically ends in late January, providing a critical window for individuals without employer-sponsored coverage to secure health plans. Ki describes how subsidies and tax credits can lower monthly premiums, specifically highlighting the ConnectorCare program for residents within certain income brackets. Listeners are encouraged to use online estimation tools to compare private carriers and find plans that meet state requirements. Additionally, the conversation emphasizes the availability of free professional assistance, such as navigators, to help consumers manage the application process. Managed by Justin McNamara, the segment also touches on the financial implications of healthcare for early retirees and those in career transitions.📅 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
This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies for a discussion about Insurance and Employee Benefits along with his guest Nikki Conte, the Director of Outreach and Education for the Massachusetts Health Connector, explaining how the state’s official insurance marketplace functions. The discussion clarifies that the Connector serves individuals, families, and small businesses who lack access to employer-sponsored insurance, including early retirees and those aging out of parental plans. A major highlight is the ConnectorCare program, which combines federal tax credits with state subsidies to provide low-cost or zero-premium plans with no deductibles. The experts emphasize the importance of using the official mahealthconnector.org website to avoid predatory sites and explain how qualifying life events allow for enrollment outside the standard year-end window. Furthermore, the dialogue distinguishes MassHealth (Medicaid) from Medicare, noting that the Connector simplifies the process by using a single application to determine eligibility for various state programs. Finally, the source outlines the metallic tier system, helping consumers understand the trade-offs between monthly premiums and out-of-pocket costs.📅 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
to avoid selling assets during a crash. Ultimately, he encourages listeners to proactively stress-test their financial plans to ensure long-term stability regardless of economic shifts.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
This week join Mike McNamara and his guest Susan Peavey, a veteran travel professional. The discussion highlights the evolving role of travel agents, emphasizing how their expertise provides security and personalized logistics that internet booking sites often lack. Peavey explains the benefits of bundled vacation packages, the importance of travel insurance, and the complexities of organizing destination weddings or multi-generational family trips. Throughout the show, the participants share anecdotes about handling unforeseen travel disruptions, such as flight cancellations and medical emergencies, to illustrate the value of professional oversight. The segment serves as both an informative guide for listeners planning international getaways and a showcase for Peavey’s localized travel agency.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
On this show, Alyssa McNamara Reed and Social Security expert Kurt Czarnowski talk about the complexities of Social Security benefits. The speakers outline the historical evolution of the program, explaining how eligibility shifted from a calendar-based system to one determined by credits and lifetime earnings. They clarify essential concepts such as full retirement age, the financial impact of early or delayed collection, and the specific rules governing spousal and divorced spouse benefits. Additionally, the discussion addresses the recent Fairness Act, which repealed certain pension offsets, and the projected funding shortfall facing the system in the coming decade. Throughout the dialogue, they emphasize that Social Security is meant to be a supplemental income source rather than a complete retirement solution.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.📅 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
provisions for older workers and explain how higher earners may be required to direct certain contributions into Roth 401(k) accounts. The conversation shifts to the rising costs of homeownership, where Michael warns that insurance premiums and maintenance expenses are outpacing historical averages. He emphasizes that homeowners often underestimate the real cost of property upkeep, which can range from 1% to 3% of a home’s value annually depending on its age and location. The segment concludes with a sobering look at how climate-related risks are causing insurers to flee certain markets, potentially threatening property values and future mortgage availability.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
In this episode. join host Alyssa McNamara Reed provides a detailed look at mortgage management and the mechanics of debt reduction. She utilizes amortization tables to illustrate how interest payments are front-loaded, demonstrating how even small monthly overpayments can significantly shorten a loan’s lifespan and save homeowners thousands in interest. The discussion also features a caller who shares his personal success in achieving financial freedom by aggressively paying off his mortgage early. Additionally, Reed offers guidance on evaluating refinancing opportunities, suggesting that borrowers must consider how far they are into their current loan term before resetting to a new thirty-year schedule. Throughout the segment, she emphasizes that eliminating debt not only improves long-term wealth but also provides the emotional security necessary for more confident retirement planning.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.📅 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
On. this episode, we explore the complexities of retirement planning, specifically addressing the question of how much one needs to save. Hosts Alyssa McNamara Reed and Mike McNamara emphasize that savings targets are highly individual, depending on factors like marital status, pension eligibility, and lifestyle expectations. We address the risks of inflation, the nuances of required minimum distributions, and the potential downsides of annuities. 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.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
In this episode, Justin McNamara is joined by, Niki Conte, a director at Massachusetts Health Connector, who explains what Massachusetts residents need to know about getting health insurance - and why timing matters.She highlights the January 23rd deadline to enroll in coverage that begins in February, noting that for most people, this is the last chance to sign up unless they experience a qualifying life event. Niki also clears up a common misconception: the Health Connector isn’t government-run insurance. It’s a marketplace where residents can choose plans from major private insurers, including Blue Cross Blue Shield.The conversation walks through available subsidies and the ConnectorCare program, which can significantly reduce costs for middle- and lower-income households. Niki also shares practical tips on using online cost-estimation tools and getting free, certified help from trained navigators who can guide you through the process.This episode is especially helpful for early retirees, freelancers, and anyone between jobs who needs reliable, affordable health coverage without an employer plan.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.📅 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
In this episode, financial advisor Mike McNamara tackles two of the biggest threats to a secure retirement: debt and the rising cost of education.Mike explains how many people unintentionally put their own future at risk—by carrying high credit card balances, maintaining expensive lifestyles, or prioritizing their children’s college tuition ahead of retirement savings. He makes a simple but powerful case: retirement savings shouldn’t be optional. They should be treated like a monthly bill that always gets paid.To show why planning matters, Mike walks through the history of major market downturns since 1950 and explains how volatility can damage portfolios if you’re forced to sell at the wrong time. His key takeaway for retirees is practical and reassuring: keep enough cash on hand to cover several years of expenses, so market downturns don’t derail your long-term plan.This episode is a grounded, no-nonsense look at personal responsibility, smart planning, and how clear math—not wishful thinking—leads to financial peace of mind, the core philosophy behind McNamara Financial.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
Alyssa McNamara Reed and insurance expert Everett Henderson discussing the current state of the insurance industry. The conversation centers on the unprecedented 35% premium increases small businesses are facing and the overall lack of competition within the health insurance market. Henderson explains how the Affordable Care Act and rising medical costs have contributed to these financial pressures while offering strategies for navigating coverage. The two also explore the financial transition to Medicare at age 65, noting that government-subsidized plans often provide significant cost relief compared to private options. Additionally, the dialogue touches on rising auto and homeowners insurance rates driven by natural disasters and expensive vehicle technology. 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.📅 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
a substantial piece of legislation that significantly alters the United States tax code. The hosts highlight key changes, such as making certain income tax brackets permanent and increasing the standard deduction to simplify filings for many households. They also explain new benefits for specific groups, including a senior bonus deduction for those over 65 and expanded child tax credits for families. Throughout the broadcast, the duo emphasizes that many of these provisions are retroactive to the current year, potentially leading to larger tax refunds. Listeners are repeatedly encouraged to consult with professional accountants because the complexity of these laws makes proactive year-end planning essential for maximizing savings. Specialized topics like state and local tax (SALT) caps, 529 education plans, and the financial impact of Social Security are also addressed to help retirees manage their taxable income levels.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
In this episode, host Mike McNamara takes a clear-eyed, plain-spoken look at the financial pressures facing Americans right now — and what they mean for everyday families.Using current data, Mike breaks down why a $38 trillion national debt isn’t just a headline number, but a real force shaping higher interest rates, tighter budgets, and fewer safety nets for younger generations. He walks through some truly eye-opening statistics: millions of workers living paycheck to paycheck, retirement savings pushed aside by daily expenses, and college costs crowding out long-term planning.The message isn’t about fear — it’s about responsibility and agency. Mike explains why relying on government solutions is no longer enough, and why learning to live within your means and plan ahead is more important than ever if you want to avoid outliving your assets.The episode closes with a practical call to action: take control of your financial future by getting informed, getting intentional, and getting professional guidance from a fiduciary who puts your interests first — like McNamara Financial.If you want clarity instead of noise, and a plan instead of wishful thinking, this episode is for you.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
on various factors like marital status, existing pensions, and desired lifestyle. A significant portion of the program features a call-in segment with a listener named Marge, a retiree who asks for advice on the aggressive nature of her mutual fund-heavy retirement portfolio and the value of annuities and Certificates of Deposit (CDs). The show unexpectedly concludes with a transition to an interview with two high school students, Molly and Ethan, who represent their school’s DECA business club, detailing the organization’s competitive activities and the importance of developing public speaking and business skills for future careers.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.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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/
In this episode, Mike McNamara and his son Justin discussing several pressing financial topics facing American families and the economy. A major portion of the discussion focuses on education, with Mike arguing that too many young people attend college without a specific career goal, resulting in debt and poor job prospects, especially when compared to the highly lucrative and desperately needed skilled crafts (like plumbing and electrical work). The hosts support this claim by quoting CEOs from major corporations who warn of severe labor shortages in essential sectors, suggesting that vocational training often yields better financial outcomes than a typical four-year degree. Furthermore, the program analyzes the alarming state of the U.S. federal debt, noting that annual interest payments are projected to exceed a trillion dollars, which contributes to a chaotic fiscal environment and potential inflation risks. Finally, the pair reviews distressing retirement statistics, illustrating that a majority of Americans are financially vulnerable, with many workers expecting to outlive their savings due to high debt loads and other financial burdens.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.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/
In this episode, host Mike McNamara, Ph.D., sits down with Michael Burns for a candid, wide-ranging conversation about the societal and ethical stakes of Artificial Intelligence. Together, they confront some of the biggest fears surrounding AI’s rapid rise: the threat of widespread job displacement across nearly every industry, the explosion of deep fakes and high-tech fraud, and the quiet erosion of critical thinking as people increasingly rely on personalized information feeds.Callers and guests weigh in with pressing moral questions—chief among them, how future generations will tell truth from fiction in a world where AI can fabricate convincing human likenesses and subtly shape information to fit biased narratives.Yet the episode isn’t all doom and gloom. Mike and Michael also spotlight AI’s extraordinary promise: from breakthrough diagnostic tools to the possibility of curing major diseases like cancer.In the end, the conversation treats AI as a powerful, unstoppable force—one that demands urgent attention, thoughtful regulation, and a collective effort to guide its trajectory before it reaches the realm of superintelligence.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.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 host Alyssa McNamara Reed and guest Everett Henderson as they discuss the current state of the insurance market, particularly focusing on the dramatic rise in costs during the open enrollment period. The central theme revolves around the soaring premiums for health insurance, with the host citing a shocking 35% increase in her small business plan, reflecting a wider trend of double-digit rate hikes. Henderson attributes these issues largely to the high cost of medical services, low market competition following the Affordable Care Act (ACA), and the mandatory coverage of expensive procedures for an increasingly unhealthy population. Henderson offers his expertise to individuals seeking non-group insurance plans, especially early retirees, noting that monthly premiums can range widely from $500 to $2,000 depending on the coverage chosen. The two contrast these high costs with the significantly lower, income-tiered costs associated with Medicare for those 65 and older. The conversation briefly concludes by acknowledging the substantial cost increases also seen in property and casualty insurance (home and auto) due to natural disasters and expensive, complex vehicle repairs.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 guest host Patrick Haraden, from Lockton Companies in Boston, and his guest, Andrew Dawson, the Chief People Officer at BVI, as they explore the evolution of the human resources profession. Dawson first shares his unique path from the UK military and recruitment to eventually leading HR teams at major international pharmaceutical and biotech companies. The conversation heavily focuses on how the CPO role and leadership strategies have shifted in the wake of the pandemic, emphasizing the necessity of offering greater empathy and flexibility to accommodate employees' diverse home lives and work constraints. Furthermore, the discussion highlights that effective recruitment and onboarding are paramount for fostering long-term employee commitment, arguing that these processes must be tailored and authentic. Lastly, Dawson addresses the growing influence of Artificial Intelligence (AI), asserting that it will automate routine tasks, ultimately allowing HR professionals to focus on higher-level coaching and strategic partnership.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/
In this episode of McNamara On Money, host Mike McNamara is joined by Bob Melo from a local technical high school to explore an increasingly relevant question: Do all paths to success require a college degree?Together, they dive into the growing opportunities in skilled trades—plumbing, electrical work, carpentry, and more—and discuss why these professions are not just essential but also financially rewarding. The conversation highlights how parents can help their children move toward financial independence, the realities of today’s cost of living, and the rising demand for hands-on expertise.Listeners will learn about vocational education options, cooperative work programs for high school students, and how early trade training can open doors to meaningful, well-paid careers. Whether you’re a parent, educator, or student weighing your options, this episode offers practical insights into building a stable future—no college debt required.Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
NH) for a discussion about Medicare Pricing and Considerations.The discussion centers on Medicare coverage, including the different Parts A, B, and D, detailing eligibility, costs, deductibles, and out-of-pocket maximums. A significant portion of the conversation focuses on the complexities and rapidly changing landscape of prescription drug plans (Part D), particularly in light of the Inflation Reduction Act, which has led to higher costs for insurance carriers and fewer plan options for consumers. They also address the current open enrollment period and the challenges consumers face, such as doctors dropping certain insurance plans and the financial implications of high-income brackets on Medicare premiums.Alyssa McNamara Reed 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. About Peter D. Stoner:Over 25 years of Medicare Experience Manager of Retiree Sales at Tufts Health Plan Director of Medicare Sales at Fallon Health Plan* Consultant to multiple Medicare Health PlansAHIP (American Health Insurance Plans) Certifiedhttps://www.stonermedicare.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
The conversation focuses heavily on year-end tax planning and the permanent establishment of existing tax brackets and the standard deduction, which was scheduled to sunset. They address major temporary changes, such as the increase of the State and Local Tax (SALT) deduction cap to $40,000 and the introduction of a temporary senior bonus deduction for those over 65, and they urge listeners to consult their tax professionals due to the complexity and retroactive nature of the changes. The hosts also touch on other provisions, including expansions to 529 plans and changes to the federal gift and estate tax exemption, while fielding a call from a listener who shares his successful tax planning strategy.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-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/contactMcNamara 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/
father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.comMcNamara 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/Be sure to check out the new McNamara on Money website at:https://mcnamaraonmoney.com
In this episode, host Alyssa McNamara and guest Lara Shea, the CEO of Rivermead Retirement Community. The discussion centers on the financial and social challenges of aging and long-term care in the United States, particularly for the large baby boomer generation. Key topics explored include the misconceptions about Medicare and Medicaid coverage for long-term care, the increasing difficulty of planning for these costs due to their highly variable nature, and the diminishing viability of long-term care insurance as a solution. The experts also touch on how the growing "sandwich generation" and the increasing cost of living are making it harder for adult children to care for their parents, emphasizing that private pay is becoming the most prevalent option for senior living and care.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.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 host Justin McNamara and guest Julie Shields Rutyna from the Massachusetts Educational Financing Authority (MEIFA), discussing the annual topic of paying for college. The conversation covers significant, recent changes to federal financial aid and loan landscapes, including the simplified Free Application for Federal Student Aid (FAFSA) process, new limits on Parent PLUS and Graduate PLUS loans, and the reduction of repayment options to a new standard plan and a simpler repayment assistance plan. Additionally, the discussion addresses strategies for saving for education, highlighting the expanded eligible expenses and flexibility of 529 plans, as well as the benefits of the MEIFA-administered U plan (prepaid tuition plan).Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.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/
In this episode, Mike McNamara, Ph.D., CFP® advises parents to proactively guide their high school and middle school children in making career decisions to ensure future financial stability and happiness. McNamara argues that a significant percentage of recent college graduates are underemployed or unemployed, suggesting that college is not the only viable path and may not be worth the cost for many. He emphasizes the importance of researching career aptitude, potential salaries, and the "living wage" before committing to expensive college majors, highlighting high-paying non-college careers like electrician and plumber as successful alternatives. Ultimately, this show is a call for parents and students to engage in serious financial and career planning to avoid future debt and dependency.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/contactMcNamara 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/
On this episode, Mike McNamara, Ph.D., CFP® discusses the complexities of taking income from investment portfolios during retirement. He focuses on the need for a withdrawal plan to manage expenses, taxes, and market downturns, emphasizing the importance of matching the withdrawal rate to the portfolio’s expected earnings. The discussion features a call from a successful 89-year-old listener, Ed, who shares his positive experience living off his investments for 27 years, which leads to a conversation about creating cash reserves, or “buckets,” to protect against market volatility. Ultimately, the show aims to educate retirees on prudent financial strategies for drawing down their assets.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/contactMcNamara 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/
In lieu of a regular show, McNamara on Money is taking a pause this week to honor and remember one of our own: Kirk Buchanan Reed—known to many as “Duke” or “K Money.”Kirk was a Certified Financial Planner practitioner at McNamara Financial Services in Marshfield. After a brave and tough three-year battle with cancer, he passed away peacefully on August 29, 2025—his 45th birthday.Kirk spent 20 years with McNamara Financial and was a regular, trusted voice on this program. If you’ve listened to the show, you knew he was sharp, thoughtful, and always ready with a good story or a laugh. And if you knew him personally, you knew he had a huge heart and a serious love for great music. His loss is deeply felt by all of us—his family, friends, clients, and listeners.Kirk was born in Barberton, Ohio, in 1980. After graduating from Villanova University with a degree in Mechanical Engineering, he found his true calling as a Financial Advisor with McNamara Financial. He never met a golf course, bowling alley, or IPA he didn’t like, and he was known for his quick wit, generosity, and thoughtful nature.He is survived by his children Myla (15), Callie (14), and Arden (12), their mother Alyssa, his parents Michael and Brenda, his sister Stacey, and his companion MaryEllen and her children Jace, Skye, and Meadow. His presence in their lives—and in ours—will never be forgotten.The Reed family has asked that, in lieu of flowers, donations be made to the Cancer Research Institute at Beth Israel Deaconess Medical Center. You can find the link for contributions in the show notes.Kirk’s wit, kindness, and friendship shaped not only this show but the lives of everyone who had the privilege of knowing him. We are grateful for the time we shared, and we will carry his memory with us in the episodes to come.We’ll return next week with our regular programming. For now, we invite you to join us in remembering Kirk, in keeping his family in your thoughts, and in celebrating a life well-lived.https://www.bidmc.org/research/research-centers/cancer-research-institute
On this episode, hosted by Mike McNamara, we focus on personal finance and wealth management. Mike McNamara underscores the importance of living within one's means, which he defines as spending less than one earns and consistently saving at least 10% of income for retirement. He supports this advice with concerning statistics about Americans' financial preparedness, particularly for retirement, highlighting how many individuals rely heavily on Social Security. The program also features listener calls, with one caller seeking advice on tax implications for inherited retirement and bank accounts and the use of a family trust for estate planning, further illustrating practical financial considerations.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/contactMcNamara 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/
In this episode, Alyssa McNamara Reed, CFP® , and attorney Ben Cody of Cody Law Group, discussing essential estate planning concepts. They define estate planning broadly, covering decisions about money, investments, insurance, mortgages, taxes, estate planning, living within one's means, and retirement. The conversation primarily focuses on the distinctions between wills and trusts, the probate process, and their implications for individuals and families. Key topics explored include guardianship for minor children, strategies for estate tax mitigation, and using trusts for asset protection in the context of long-term care, emphasizing the importance of informed decision-making in financial and legal matters.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.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/
Hosts Justin McNamera and Eric Sarinin discuss the Certified Financial Planner (CFP) designation. They explain that a CFP is a generalist financial professional with a broad understanding across six core financial planning modules: financial planning principles, insurance, income tax planning, retirement planning, investments, and estate planning. The hosts emphasize the fiduciary duty of CFPs to always act in clients' best interests and that while the curriculum covers a vast array of topics, real-world application often focuses on specific client needs. They also touch on the rigorous exam and experience requirements to become a CFP, highlighting its value in providing comprehensive financial advice.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/contactMcNamara 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/
In this episode, guest host Patrick Haraden, from Lockton Companies in Boston, interviews guest Diana Maserati, a senior manager of global benefits and well-being. The discussion focuses on the complexities of managing employee benefits and HR functions for a large, global company. Key topics include the challenges of compliance with diverse state and federal leave laws, the strategic decisions behind offering specific benefits like GLP-1s for weight loss, and cost containment strategies such as centers of excellence and wellness incentives. The conversation also highlights the importance of employee education regarding complex benefit plans like HSAs and the future of benefits like student loan assistance in a competitive market.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/
In this episode, Mike McNamara, Ph.D., CFP®, offers an in-depth discussion on several financial topics. He defines what constitutes a true investment, contrasting it with speculative assets and illustrating his point with examples like farms and businesses. He then examines the current state of the US housing market, highlighting the affordability crisis stemming from increased prices, high mortgage rates, and limited inventory due to existing low-rate mortgages. Finally, the discussion shifts to retirement planning, addressing concerns about inflation, insufficient savings, and the significant costs of out-of-pocket healthcare and long-term care, while also cautioning against the complexities of relocating in retirement.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/contactMcNamara 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 episode features financial advisor Justin McNamara and insurance specialist Guy Ziriak discussing the critical role of income protection through insurance. They explore the differences between short-term and long-term disability insurance, including how they are typically offered (employer-based vs. individual policies), their coverage periods, and the impact of premium payment on taxability. The discussion also examines factors influencing the cost and complexity of disability policies, such as occupation, elimination periods, and various riders. Finally, they briefly touch upon life insurance as another form of income protection, highlighting its general purpose and common coverage recommendations.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/contactMcNamara 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/
Episode Title: Planning for Aging and Long-Term Care with Lara SheaDescription:Alyssa McNamara is joined by Lara Shea, CEO of RiverMead Retirement Community and adjunct professor at Franklin Pierce University, for a deep dive into the complex realities of aging, long-term care, and healthcare planning. They discuss the misconceptions around Medicare and Medicaid, the rising costs of care, the declining availability of nursing home beds, and why families must prepare for the financial and emotional impact of aging. With insights from decades of experience, this episode offers essential guidance for anyone navigating or planning for later-life care.https://mcnamarafinancial.com/
College, Careers, & Common SenseThis week on McNamara On Money, host Mike McNamara, Ph.D., CFP®, dives into a candid conversation about college, career planning, and making smart financial choices in an increasingly challenging world. Whether you’re a student, a parent, or a grandparent, this episode is full of practical wisdom—and a reality check—about the cost of education, the value of the trades, and how to make informed decisions that lead to financial independence.⸻Michael J. McNamara, Ph.D., CFP®, is the founder of McNamara Financial. A seasoned financial planner with over 40 years of experience, Mike is now semi-retired and works exclusively with long-time clients and a select few new ones.📅 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
This week, join Justin McNamara, CFP® and his guest for a discussion about protecting your income in the event of disability.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/contactMcNamara 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, CFP® for a deep dive into what it takes to become a Certified Financial Planner.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about looking at the big financial picture, and how it will affect you.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/contactMcNamara 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 Alyssa McNamara Reed, CFP® for a discussion about Ethics in the world of finance.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.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 Alyssa McNamara Reed, CFP® and her guest guest Sharon McNamara of Boston Connect Real Estate for a deep dive into Real Estate.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.Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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 Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a dive into Social 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion on diversification.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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/
HR and Employee Benefits with Pat HaradenThis week, join guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee BenefitsMcNamara 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/
Please note: This week's show is a 2-part discussion on Real Estate. Be sure to listen to part 2!This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate.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.Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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/
Please note: If you haven't listened to part 1 of this 2-part episode be sure to check it out first.This week join Alyssa McNamara Reed, CFP® and her guest Sharon McNamara of Boston Connect Real Estate for a discussion about Real Estate.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.Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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, Mike McNamara, Ph.D., CFP® for a discussion about dealing with the ups and downs of the stock market.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/contactMcNamara 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 Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a discussion changes in Social 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
This week, join Justin McNamara, CFP® and his guest Julie Shields Rutyna of MEFA for a discussion about college financial aid.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.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® for a discussion about markets and market correction.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about excellent careers that don't require a college education. 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/contactMcNamara 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 Justin McNamara, CFP® and his guest attorney Allison Walsh of Walsh Law Office for a discussion about divorce.Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.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 Alyssa McNamara Reed, CFP®, and her guest, indpendent college counselor Stacy Havens for a discussion about college affordability.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.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® for a discussion how to dealing with market volatility.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® and Justin McNamara, CFP® for a discussion how to afford real estate.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/contactMcNamara 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 guest host Patrick Haraden, from Lockton Companies in Boston for a discussion about HR and Employee BenefitsMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about some important financial topics that are currently in the news.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/contactMcNamara 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 Alyssa McNamara Reed, CFP®, and her guest Jeremy Devaney of The Bank of Canton for a discussion about montages.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.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/Be sure to check out the McNamara on Money website at:https://mcnamaraonmoney.com
Join Justin McNamara, CFP® and his guest Erin Richardson of Richardson Insurance for a discussion about Property and Casualty Insurance.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.You can find Richard Insurance online at https://www.insurewithrichardson.com/To schedule a visit with the team at McNamara Financial visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about preparing your child to have a meaningful career and life.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/contactMcNamara 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® and her guest, attorney Nicole Levy as they discuss Divorce Mediation.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.Attorney Levy is a senior associate attorney, divorce mediator, mediation coach, and collaborative law attorney who brings a precise, client-focused approach to the law combining superior legal scholarship with commonsense solutions to address clients’ legal concerns. In the courtroom, her depth of legal knowledge, as applied to the facts of each of her clients’ cases, provides the backbone for the kind of poised, well-organized legal arguments that Probate and Family Court judges favor. Among her peers, Attorney Levy is known as a focused, strong-willed negotiator with an eye for detail and aptitude for deal-making. Attorney Levy is a statutory divorce mediator pursuant to MGL Ch. 233, § 23C and is a proud member of the Massachusetts Council on Family Mediation. Visit her online at: https://tinyurl.com/hvkbpjnu.To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contactMcNamara 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about what to look for in 2025.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® and Justin McNamara, CFP® for a discussion about the house affordability.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 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/contactMcNamara 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 Alyssa McNamara Reed, CFP® as she discusses what should be on your 2025 Financial To-Do List.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for a discussion about some important financial topics that are currently in the news.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about financial topics that are currently in the news.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/contactMcNamara 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about credits cards and consumer spending.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Alyssa McNamara Reed and her guest Barbara Cannon of Options for Elders for a discussion about options for elders.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. 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 Alyssa McNamara Reed for a discussion about DECA - Preparing Emerging Leaders and Entrepreneurs in Marketing, Finance, Hospitality, and Management.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. 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® and Justin McNamara, CFP® for a discussion about the Secure Act, the impact of the 2024 US Presidential election, and how to get ready for 2025.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 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/contactMcNamara 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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about Medicare and Medicaid.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. To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Justin McNamara, CFP® for a discussion about Annuities, with Guy Ziriak of Northeast Brokerage.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.You can find Northeast Brokerage online at:https://nb-bga.com/To schedule a visit with the team at McNamara Financial visit:https://mcnamarafinancial.com/contactMcNamara 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 Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about what the heck is going on with Medicare.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. 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 Alyssa McNamara Reed, CFP® and learn more about what to do in a bull market.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, CFP® and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Tax Laws.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.Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.You can find Bryan Fecteau online at: https://www.delaney-muncey.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
This week, join Alyssa McNamara Reed, CFP® and learn more about Roth IRAs and 401(k) plans.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a an important discussion about the US national debt.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/contactMcNamara 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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher for a discussion about Social Security.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, Mike McNamara, Ph.D., CFP® for a an important discussion about how the US’ financial house is not in order, and what to do about it.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a show about looking at the big picture when it comes to your financial planning.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/contactMcNamara 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 Alyssa McNamara Reed, CFP® for a discussion on Annuities.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.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 Alyssa McNamara Reed, CFP® for a discussion on the financial aspects of aging.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.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, Mike McNamara, Ph.D., CFP® talks about the latest financial headlines currently making the news.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/contactMcNamara 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® for a discussion about Annuities. (This show is a rebroadcast, originally airing on May 25)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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® a for another show about the latest financial stories in the media.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about some critical financial issues in the US and world economies. Is the US on the brink of bankruptcy? What can be done about it, and how can you prepare? Why aren't politicians talking about it?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/contactMcNamara 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about presidential elections and their impact on the markets.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for a deep dive into Hybrid Life Insurance Policies.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® show about the latest financial headlines currently making the news from a high-level point of view.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/contactMcNamara 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® for a fascinating discussion about the psychology of being a successful investor.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. 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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies for a discussion about Insurance and Employee Benefits along with his guest Nikki Conte, Director of Outreach and Education for the Massachusetts Health Connector Authority.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 Justin McNamara, CFP® and his father, Michael J. McNamara, Ph.D., CFP® for a discussion individual securities vs. mutual funds.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.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/contactMcNamara 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® for a discussion about Annuities.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for his views on the latest financial news.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. 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, CFP®, and his guest, independent college counselor Stacy Havens for a discussion about college counseling.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.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 Alyssa McNamara Reed, CFP® for a continuation of a live financial planning session with a real client. (The original session with the client was a few weeks ago) This week, we go into even more detail.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a discussion about some important financial topics that are currently in the news.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/contactMcNamara 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® for a discussion about making an annual financial checklist.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. 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/
Let’s make a plan! - Live Financial PlanningJoin Alyssa McNamara Reed, CFP® for a financial planning session with a real client.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Shields-Rutyna of MEFA for a discussion on College Decisions 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 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® and Justin McNamara, CFP® with their guest, Attorney Stephanie Konarski, for a discussion about protecting assets with medicaid planning and crisis planning.Stephanie Konarski received her law degree from New England School of Law where she graduated with honors. She is also a cum laude graduate of Framingham State College where she received her undergraduate degree in Sociology and a minor degree in Psychology. Attorney Konarski has been providing thoughtful and compassionate legal services since 2004. Her professional practice is devoted entirely to elder law, estate planning, estate and trust administration, guardianship and conservatorships, special needs planning and representing buyers and sellers in residential real estate transactions. Attorney Konarski is a long-standing member of the National Academy of Elder Law Attorneys (NAELA)and the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MANAELA). She is also a member of the Academy of Special Needs Planners (ASNP). You can find her online at: https://www.massestateandelderlaw.com/.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/contactMcNamara 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® for a financial planning session with a real client.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a discussion about Social 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.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 with Darlene Sullivan about Municipal Finance.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® for a discussion about inheritances and their implications for your financial planning.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for further discussion about taking income from your investments in your retirement.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. 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about IRA Distributions.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for a deeper dive into retirement planning.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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® for a discussion about taking income from your investments.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. 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about the 401(k) and how it can fit into your financial planning.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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®, for a discussion about the US Tax Code and how to leverage it to your advantage.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 father and mentor Michael J. McNamara, Ph.D., CFP®, for a discussion about investment risks.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.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/contactMcNamara 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a New Year’s discussion about numbers.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 father and mentor Michael J. McNamara, Ph.D., CFP®, for a discussion about four risks to your investments.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.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/contactMcNamara 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, 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. You can find them online at: https://www.hendersoninsuranceus.com/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 Alyssa McNamara Reed, CFP®, and her guest, independent college counselor Stacy Havens, for a discussion about college admissions.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.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® for a discussion about things you should know when it comes to investing.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. 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 Justin McNamara, CFP® for a discussion about Special Needs Planning with Joan McGrath, Executive Director of Plan of Massachusetts and Rhode Island.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/contactMcNamara 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 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.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® for a discussion about what to do in bad financial markets.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. 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 Justin McNamara, CFP® and his guest Guy Ziriak of Northeast Brokerage for a discussion about Hybrid Life Insurance.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.You can find Northeast Brokerage online at:https://nb-bga.com/To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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®, for interviews with DECA students and with Gwen Morgan, author of the "What if...Workbook."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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare.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. 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 Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about yield and income and how they relate to your investment strategy.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.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 for a discussion about making sense of big numbers.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 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/contactMcNamara 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 Tourtillott, CRMP® online at: https://www.homesteadreversemortgages.com/To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 Tourtillott, CRMP® online at: https://www.homesteadreversemortgages.com/To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your financial plan.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.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.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, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your financial plan.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.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.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 Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. 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.Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH. She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board. In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.You can find RiverMead lifecare online at https://www.rivermead.org/.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 Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. 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.Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH. She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board. In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.You can find RiverMead lifecare online at https://www.rivermead.org/.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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits.
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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits.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, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you.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.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, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you.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.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 Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
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.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
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.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments.
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 and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments.
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 Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement.
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 Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement.
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 Mike McNamara, Ph.D., CFP® and his daughter and business partner Alyssa McNamara Reed, CFP®i for another segment in their ongoing discussion about the latest financial stories in the media.
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.
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.
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, Mike McNamara, Ph.D., CFP® and his son and business partner Justin McNamara, CFP® for another segment in their ongoing discussion about the latest financial stories in the media.
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.
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 and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage.
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.
You can find Northeast Brokerage online at:
nb-bga.com/
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/
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage.
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.
You can find Northeast Brokerage online at:
https://nb-bga.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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media.
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.
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, Mike McNamara, Ph.D., CFP® for a show about the latest financial stories in the media.
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, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media.
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.
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/
Financial Media - The Good, the Bad, and the Ugly, Part 3 - 1 of 2
This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media.
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.
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/
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact.
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 and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact.
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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines.
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.
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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines.
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.
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 Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life.
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.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life.
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.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.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 HR and Employee Benefits-related issues after COVID.
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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits-related issues after COVID.
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 guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance.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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 daughter Alyssa McNamara Reed, CFP® for the next segment in a series about the latest financial stories in the media.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. 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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 daughter Alyssa McNamara Reed, CFP® for the next segment in a series about the latest financial stories in the media.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. 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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 and business partner Justin McNamara, CFP® for a discussion about recent legislative changes to tax laws that may affect you.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/contactMcNamara 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 and business partner Justin McNamara, CFP® for a discussion about recent legislative changes to tax laws that may affect you.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about the latest financial stories in the media.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. 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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about the latest financial stories in the media.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. 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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® his guests Detective Greg Davis, Sergeant Liam Rooney, and Detective Todd Goodwin from the town of Marshfield Police Department for a show about scary financial news and financial planning in light of it.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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® his guests Detective Greg Davis, Sergeant Liam Rooney, and Detective Todd Goodwin from the town of Marshfield Police Department for a show about scary financial news and financial planning in light of it.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/contactMcNamara 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 Alyssa McNamara Reed, CFP®, her brother Justin McNamara, CFP®, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about the Spring Real Estate Market.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.Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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/
This week join Alyssa McNamara Reed, CFP®, her brother Justin McNamara, CFP®, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about the Spring Real Estate Market.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.Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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 Michael J. McNamara, Ph.D., CFP®, and his guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press. Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors. Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.You can find Fairway Independent Mortgage online at: https://www.fairwayindependentmc.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/Be sure to check out the McNamara on Money website at:https://mcnamaraonmoney.com
This week, join Michael J. McNamara, Ph.D., CFP®, and his guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press. Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors. Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.You can find Fairway Independent Mortgage online at: https://www.fairwayindependentmc.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/Be sure to check out the McNamara on Money website at:https://mcnamaraonmoney.com
This week join Justin McNamara and his guest Julie Shelds-Rutyna of MEFA for a discussion on Financial Award Letters and how they fit into your financial planning 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 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 Financial Award Letters and how they fit into your financial planning 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 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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of it.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. 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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for a show about scary financial news and financial planning in light of it.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. 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/contactMcNamara 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 Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.You can find Bryan Fecteau online at: https://www.delaney-muncey.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.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 Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.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. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.You can find Bryan Fecteau online at: https://www.delaney-muncey.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.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 HR-related issues.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 guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR-related issues.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, Mike McNamara, Ph.D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense.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. 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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® and his daughter Alyssa McNamara Reed CFP® for a discussion about making sense of the markets when they seem to make no sense.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. 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.To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 for a discussion front-loading your savings for retirement.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 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/contactMcNamara 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 for a discussion front-loading your savings for retirement.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 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/contactMcNamara 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 Mike McNamara, Ph.D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits.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.Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates.You can find Dixon Associates online at: dixon-associates.com/To schedule a visit with the team at McNamara Financial, be sure to visit:mcnamarafinancial.com/contactMcNamara 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/
Join Mike McNamara, Ph.D., CFP® and his guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits.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. Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates.You can find Dixon Associates online at: https://dixon-associates.com/To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a show about why we live in Thebes possible time in history!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/contactMcNamara 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, Mike McNamara, Ph.D., CFP® for a show about why we live in Thebes possible time in history!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/contactMcNamara 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 for a discussion about the SECURE Act 2.0 of 2021/2022.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 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/contactMcNamara 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/To read the SECURE act 2.0 for yourself please see document online at:https://www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf
Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about the SECURE Act 2.0 of 2021/2022.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 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/contactMcNamara 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/To read the SECURE act 2.0 for yourself please see document online at:https://www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf
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.comTo schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 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.comTo schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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/
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 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 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 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/contactMcNamara 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 2This 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/contactMcNamara 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 Tourtillott, CRMP® online at: www.homesteadreversemortgages.com/To schedule a visit with the team at McNamara Financial, be sure to visit:mcnamarafinancial.com/contactMcNamara 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/
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 Tourtillott, CRMP® online at: https://www.homesteadreversemortgages.com/To schedule a visit with the team at McNamara Financial, be sure to visit:https://mcnamarafinancial.com/contactMcNamara 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 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/contactMcNamara 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/contactMcNamara 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/contactMcNamara 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/contactMcNamara 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 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 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 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/
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/
This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation.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/contactMcNamara 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 Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation.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/contactMcNamara 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 Sharon McNamara of Boston Connect Real Estate for a discussion about all things Real Estate.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. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.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/
Medicare Open Enrollment time is fast approaching, and it's time to think about your options for Medical Supplemental Plans.This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Supplemental Plans.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.About Peter D. Stoner:Over 25 years of Medicare Experience Manager of Retiree Sales at Tufts Health Plan Director of Medicare Sales at Fallon Health Plan* Consultant to multiple Medicare Health PlansAHIP (American Health Insurance Plans) Certifiedhttps://www.stonermedicare.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
Estate Planning with Attorney Mark Stiles, Part 2 of 2This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.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.On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.You can find Mark D. Stiles online at https://stiles-law.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
Estate Planning with Attorney Mark Stiles, Part 1 of 2This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.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.On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.You can find Mark D. Stiles online at https://stiles-law.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.COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.http://mcnamarafinancial.com/
Medicare and Medicare Supplement Plans with Peter Stoner - Part 2 of 2
Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage.
This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
mcnamarafinancial.com/
Medicare and Medicare Supplement Plans with Peter Stoner - Part 1 of 2
Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage.
This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
All Things Insurance with Pat Harden, Part 2 of 2
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 all things insurance.
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
All Things Insurance with Pat Harden, Part 1 of 2
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 all things insurance.
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
Long-Term Care Insurance with Bernadette Faulkner, Part 2 of 2
This week, join Kirk Reed, CFP® and his guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance.
Bernadette Faulkner works with individuals, small businesses, financial planners and estate/elder care attorneys and their clients, to design and secure annuities and insurance plans as a solution for retirement asset protection, lifetime income, and long term care financing.
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/
Long-Term Care Insurance with Bernadette Faulkner, Part 1 of 2
This week, join Kirk Reed, CFP® and his guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance.
Bernadette Faulkner works with individuals, small businesses, financial planners and estate/elder care attorneys and their clients, to design and secure annuities and insurance plans as a solution for retirement asset protection, lifetime income, and long term care financing.
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/
Bear Market, Volatility, Uncertainty, and Biden’s Relief Plan - Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about Bear Markets, Volatility. Uncertainty, and President Biden’t Relief Plan.
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/
Bear Market, Volatility, Uncertainty, and Biden’s Relief Plan - Part 1 of 2
This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about Bear Markets, Volatility. Uncertainty, and President Biden’t Relief Plan.
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/
Your Investments - Be Brave or Be Poor - Continuing the Conversation - Part 2 of 2
This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for another chapter in their ongoing discussion about being brave in your investments during times of inflation.
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/
Your Investments - Be Brave or Be Poor - Continuing the Conversation - Part 1 of 2
This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for another chapter in their ongoing discussion about being brave in your investments during times of inflation.
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/
Your Investments - Be Brave or Be Poor, Part 2 of 2
This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about being brave in your investments during times of inflation.
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/
Your Investments - Be Brave or Be Poor - Part 1 of 2
This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about being brave in your investments during times of inflation.
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/
Aging in Place - Continuing Care Retire Retirement Communities - Part 2 of 2
This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about Aging in Place and Continuing Care Retirement Communities.
Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH. She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board. In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.
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.
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/
Aging in Place - Continuing Care Retire Retirement Communities - Part 1 of 2
This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about Aging in Place and Continuing Care Retirement Communities.
Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH. She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board. In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.
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.
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/
Mid-Year Checklist, Part 2 of 2
The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan.
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/
Mid-Year Checklist, Part 1 of 2
The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan.
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/
What’s Hot and What’s Not, Part 2 of 2
This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning.
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.
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/
What’s Hot and What’s Not, Part 1 of 2
This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning.
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.
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/
Financial Words of Wisdom from Financial Industry Titans, Part 2 of 2
This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans.
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.
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.
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/
Financial Words of Wisdom from Financial Industry Titans, Part 1 of 2
This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans.
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.
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.
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/
Real Estate from the Legal Side with Attorney Mark Stiles, Part 2 of 2
This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.
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.
On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.
You can find Mark D. Stiles online at https://stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Real Estate from the Legal Side with Attorney Mark Stiles, Part 1 of 2
This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.
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.
On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.
You can find Mark D. Stiles online at https://stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Surviving the Real Estate Downturn with Sharon McNamara, Part 2 of 2
This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
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/
Surviving the Real Estate Downturn with Sharon McNamara, Part 1 of 2
This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
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/
Thoughts on a Changing Economic Landscape, Part 2 of 2
This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change.
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.
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/
Thoughts on a Changing Economic Landscape, Part 1 of 2
This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change.
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.
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/
Let’s do a Plan! - Part 2 of 2
What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan.
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/
Let’s do a Plan! - Part 1 of 2
What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan.
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/
Life and Disability Insurance with Pat Haraden, Part 2 of 2
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 Disability and Life Insurance.
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
Life and Disability Insurance with Pat Haraden, Part 1 of 2
This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies in Boston for a discussion about Disability and Life Insurance.
You can find Lockton online at: https://global.lockton.com/offices/usa-boston
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
Bear Market Survival Guide - The Continuing Discussion - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.
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/
Bear Market Survival Guide - The Continuing Discussion - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.
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/
What to do about Market Volatility? - Continuing the Conversation - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information.
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/
What to do about Market Volatility? - Continuing the Conversation - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information.
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/
Elder Care with Guest Suzanne McNamara - Part 1 of 2
This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care.
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.
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.
Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker.
You can find Suzanne McNamara online at:
http://kinshipeldercare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Elder Care with Guest Suzanne McNamara - Part 2 of 2
This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care.
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.
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.
Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker.
You can find Suzanne McNamara online at:
http://kinshipeldercare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
What to do about volatility? - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning.
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/
What to do about volatility? - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning.
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/
Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2
This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
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.
Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Bankruptcy with Attorney Sean P. Kelly, Part 1 of 2
This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
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.
Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Investment Returns - What do you need? - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning.
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/
Investment Returns - What do you need? - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial planning.
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/
Financial Jeopardy! Part 2 of 2
This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy!
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/
Financial Jeopardy! Part 1 of 2
This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy!
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/
Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph.D. Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph.D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan.
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.
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 Tourtillott, CRMP® online at: https://www.homesteadreversemortgages.com/
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.
You can find the American College of Financial Services at: https://www.theamericancollege.edu/
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/
Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph.D. Part 1 of 2
This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph.D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan.
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.
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 Tourtillott, CRMP® online at: https://www.homesteadreversemortgages.com/
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.
You can find the American College of Financial Services at: https://www.theamericancollege.edu/
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/
Social Security with Kurt Czarnowski, Part 2 of 2
This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security.
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.
Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Social Security with Kurt Czarnowski, Part 1 of 2
This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security.
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.
Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 2 of 2
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 Insurance, Employee Benefits, and Healthcare.
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
Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 1 of 2
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 Insurance, Employee Benefits, and Healthcare.
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
Is now a good time to invest? - Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest.
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 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/
Is now a good time to invest? - Part 1 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest.
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 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/
Bear Market Survival Guide - The Continuing Saga - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.
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/
Bear Market Survival Guide - The Continuing Saga - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market.
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/
Financial Health for the New Year, Part 2 of 2
This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year.
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.
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.
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/
Financial Health for the New Year, Part 1 of 2
This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year.
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.
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.
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/
Employee Benefits with Guest Ted Dixon, part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits.
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.
Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates.
You can find Dixon Associates online at: https://dixon-associates.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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Employee Benefits with Guest Ted Dixon, part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits.
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.
Ted Dixon is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he serves the needs of his clients, but also how he leads the team at Dixon Associates.
You can find Dixon Associates online at: https://dixon-associates.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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
The Roth in all its Beauty, Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family.
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 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/
The Roth in all its Beauty, Part 1 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family.
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 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/
Plan Done - How Are We Doing? - Part 2 of 2
This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial.
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.
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/
Plan Done - How Are We Doing? - Part 1 of 2
This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial.
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.
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/
Bear Market Survival Guide Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph.D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down?
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.
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/
Bear Market Survival Guide Part 1 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph.D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down?
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.
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/
New Year Checklist Continued - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a continuation of their earlier discussion about making a New Year’s Financial Checklist.
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/
New Year Checklist Continued - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a continuation of their earlier discussion about making a New Year’s Financial Checklist.
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/
Making Smart Financial Decisions, Part 2 of 2
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions.
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 passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Making Smart Financial Decisions, Part of 2 - with Peter Mullen of American Consumer Credit Counseling
This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions.
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 passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
New Year Checklist - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about making a New Year’s Financial Checklist.
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/
New Year Checklist - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about making a New Year’s Financial Checklist.
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/
Individual Health Insurance With Everett Henderson - Part 2 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance.
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.
Henderson Insurance Group has been an independent insurance broker in Massachusetts to individuals, families, and business clients since 2009.
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/
Individual Health Insurance With Everett Henderson - Part 1 of 2
This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance.
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.
Henderson Insurance Group has been an independent insurance broker in Massachusetts to individuals, families, and business clients since 2009.
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/
Let’s Do a Financial Plan, Volume 2 - Part 2 of 2
This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.
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.
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/
Let’s Do a Financial Plan, Volume 2 - Part 1 of 2
This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.
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.
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/
Thanks and Giving 2021, Part 2 of 2
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving.
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.
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:
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/
Thanks and Giving 2021, Part 1 of 2
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving.
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.
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/
To Borrow or Not to Borrow for a Mortgage, Part 2 of 2
This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage.
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.
Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press. Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors. Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.
You can find Jeremy Devaney online at: https://devaneymortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
To Borrow or Not to Borrow for a Mortgage, Part 1 of 2
This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage.
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.
Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 years of prior mortgage lending experience. Before entering the mortgage business in 2015, Jeremy spent more than a decade in investment banking and consulting. Previously specializing in investment research and private equity buyouts in the Defense industry, Jeremy has advised on more than $3B in closed transactions. During that time, Devaney was a re-occurring defense industry expert commentator appearing on shows including CNBC, Fox Business News and Bloomberg Radio. He's also been quoted in the Wall Street Journal, the Washington Post, National Defense Magazine, and the Associated Press. Jeremy's expertise in analyzing investments and demystifying complex financial transactions provides him the perfect skill set to help everyone from families buying their first home to sophisticated real estate investors. Jeremy currently resides in Marshfield, MA with his wife Allison, and their sons, Graham & Hunter. In his free time he enjoys spending time with his family, running, skiing, and hitting the beach. Jeremy also spends time reinvesting in his community, serving as Vice President and board member of the Marshfield Chamber of Commerce as well as sitting on the board of directors for the Plymouth Area Coalition for the Homeless.
You can find Jeremy Devaney online at: https://devaneymortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Let’s Do a Financial Plan - Part 2 of 2
This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.
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.
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/
Let’s Do a Financial Plan - Part 1 of 2
This week join Justin McNamara and Mike McNamara as they make a real-life financial plan.
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.
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/
Credit Unions vs Banks, Part 2 of 2
This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks.
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/
Credit Unions vs. Banks, Part 1 of 2
This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks.
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/
Risks and Rewards - Part 2 of 2
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward?
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.
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.
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/
Risks and Rewards - Part 1 of 2
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward?
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.
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.
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/
Paying for College, with Joseph Novinson of Vested Academics, Part 2
Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college.
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.
A member of both the Massachusetts Association of Student Financial Aid Administrators (MASFAA) and the National Association of Student Financial Aid Administrators (NASFAA), Joseph offers his consulting clients a wealth of information. You can find Vested Academics online at: https://vestedacademics.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Paying for College, with Joseph Novinson of Vested Academics
Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college.
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.
A member of both the Massachusetts Association of Student Financial Aid Administrators (MASFAA) and the National Association of Student Financial Aid Administrators (NASFAA), Joseph offers his consulting clients a wealth of information. You can find Vested Academics online at: https://vestedacademics.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Financial Tricks and Treats, Part 2
This week, join Justin McNamara and Mike McNamara for their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!
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.
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/
Financial Tricks and Treats, Part 1
This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!
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.
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/
Long-Term Care with Lisa Silva, Part 2
This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care.
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.
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/
Long-Term Care with Lisa Silva, Part 1
This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care.
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.
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/
How Can I Become Financially Secure? - Part 2
What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure.
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.
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, please 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/
How Can I Become Financially Secure? - Part 1
What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure.
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.
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, please 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/
Medicare, with Peter Stoner - Part 2
This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
mcnamarafinancial.com/
Medicare, with Peter Stoner - Part 1
This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Estate Planning with Bryan Fecteau, Part 2
This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.
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.
Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.
You can find Bryan Fecteau online at: https://www.delaney-muncey.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Estate Planning with Bryan Fecteau, Part 1
This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning.
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.
Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder Law and Corporate Law.
You can find Bryan Fecteau online at: https://www.delaney-muncey.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Bankruptcy, Part 2
This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
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.
Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Bankruptcy, Part 1
This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy.
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.
Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability.
You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Medicare, with Pat Haradan
In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Medicare,
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/
Social Security and Employee Benefits with Pat Haradan - Part 1
In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Social Security and Employee Benefits.
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/
What’s Going On In The Real Estate Market, Part 2
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now.
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.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
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/
What’s Going On in the Real Estate Market? - with Sharon McNamara, Part 1
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now.
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.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
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/
Managing Finances Through Life’s Situations, Part 2
This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about situations in life and how you should be managing your money through them.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Managing Finances Through Life’s Situations, Part 1
This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about situations in life and how you should be managing your money through them.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Financial Stuff Folks Hate To Talk About, Part 2 (Rebroadcast)
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!
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.
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.
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/
Financial Stuff Folks Hate To Talk About, Part 1 (Rebroadcast)
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!
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.
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.
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/
Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 2
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!
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.
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.
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/
Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 1
This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about!
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.
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.
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/
McNamara on Money gets local!
In this episode, join Alyssa McNamara Reed, CFP®, (who’s also the President of the Marshfield Massachusetts Chamber of Commerce!) for a fun Summer show about what’s going on on the South Shore!
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.
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/
Retirement Scenarios
How much money do you need to retire? At what age can you retire? This week join Alyssa McNamara Reed, CFP®, for a walkthrough of retirement scenarios, and learn the details about how much money you need to live a comfortable retirement, and what age you can plan on retiring.
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.
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/
Elder Law, Part 2
This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home.
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.
Suzanne McNamara, RN, BSN, BSW, CMC is an Elder Care Consultant/Manager with over 15 years of experience in the field of aging. She is a Registered Nurse and a Social Worker. Suzanne’s combined expertise derives from her education and positions in hospitals, assisted living facilities, skilled nursing facilities, home care, and hospice. This experience and breadth of knowledge enables Suzanne to astutely, compassionately, and respectfully respond and care for each of her clients. Given her client’s often complex circumstances, Suzanne acts as an advocate with other professionals and services. She creates a plan of care for each client, taking steps in sync with her client’s timing and capacity. Her optimism is recognized and appreciated by her clients and their families.
Suzanne believes that the client must always come first, making space for their multi-faceted life, centering their needs, and meeting them where they’re at. She joined the Elder Care Consultants of Choice (ECCC) Team to extend and scale the firm’s reputation for industry-defining quality of care. Within two years of practice, in ECCC, Suzanne shone as a superb Care Consultant/Manager. She was made Partner.
Suzanne McNamara is a member of the Aging Life Care Association (ALCA), Aging Society of America (ASA), and Massachusetts Nursing Association. She earned a Certified Care Manager (CMC) designation.
You can find Elder Care Consultants of Choice online at:
https://www.eccofchoice.com/
You can find Jeffrey Higgins online at:
http://www.attorneyjh.qpg.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Elder Law, Part 1
This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home.
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.
Suzanne McNamara, RN, BSN, BSW, CMC is an Elder Care Consultant/Manager with over 15 years of experience in the field of aging. She is a Registered Nurse and a Social Worker. Suzanne’s combined expertise derives from her education and positions in hospitals, assisted living facilities, skilled nursing facilities, home care, and hospice. This experience and breadth of knowledge enables Suzanne to astutely, compassionately, and respectfully respond and care for each of her clients. Given her client’s often complex circumstances, Suzanne acts as an advocate with other professionals and services. She creates a plan of care for each client, taking steps in sync with her client’s timing and capacity. Her optimism is recognized and appreciated by her clients and their families.
Suzanne believes that the client must always come first, making space for their multi-faceted life, centering their needs, and meeting them where they’re at. She joined the Elder Care Consultants of Choice (ECCC) Team to extend and scale the firm’s reputation for industry-defining quality of care. Within two years of practice, in ECCC, Suzanne shone as a superb Care Consultant/Manager. She was made Partner.
Suzanne McNamara is a member of the Aging Life Care Association (ALCA), Aging Society of America (ASA), and Massachusetts Nursing Association. She earned a Certified Care Manager (CMC) designation.
You can find Elder Care Consultants of Choice online at:
https://www.eccofchoice.com/
You can find Jeffrey Higgins online at:
http://www.attorneyjh.qpg.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Tax-Related Investment Decisions, Part 2
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how your investments may impact your taxes.
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.
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.
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/
Tax-Related Investment Decisions, Part 1
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how your investments may impact your taxes.
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.
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.
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/
Financial Independence, Part 2
This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age!
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
Financial Independence, Part 1
This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age!
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
Aging in Place, Part 2
This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
Mark Friedman has owned Senior Helpers Boston and South Shore since 2009. Passionate about the industry and seniors, he has been an advocate for licensing and standardized practices; setting the bar high for his own offices in caregiver recruitment, training, continuing education and advanced certification. Recently he introduced the LiFE Engagement Profile, (Li=Lifestyle, F= Feasibility , E= Evaluation ) a proprietary analysis that assesses a senior’s risk across more than 225 critical factors, providing extraordinary guidelines and insights for home care. These help mitigate factors standing in the way of successful recovery and aging in place.
You can find Senior Helpers online at: https://www.seniorhelpers.com/ma/south-shore/
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/
Aging in Place, Part 1
This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
Mark Friedman has owned Senior Helpers Boston and South Shore since 2009. Passionate about the industry and seniors, he has been an advocate for licensing and standardized practices; setting the bar high for his own offices in caregiver recruitment, training, continuing education and advanced certification. Recently he introduced the LiFE Engagement Profile, (Li=Lifestyle, F= Feasibility , E= Evaluation ) a proprietary analysis that assesses a senior’s risk across more than 225 critical factors, providing extraordinary guidelines and insights for home care. These help mitigate factors standing in the way of successful recovery and aging in place.
You can find Senior Helpers online at: https://www.seniorhelpers.com/ma/south-shore/
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/
FAQ’s, Part 2
This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients.
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.
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.
To schedule a visit with the team at McNamara Financial, please 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/
FAQ’s, Part 1
This week join Alyssa McNamara Reed along with Justin Reed they answer the most commonly-asked questions they receive from clients.
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.
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.
To schedule a visit with the team at McNamara Financial, please 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/
How Much College Can Your Child Afford? - Part 2
Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
How Much College Can Your Child Afford?
Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on the financial aspects of planning for your child’s college education.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
Portfolio Assessment and Retirement Planning with a Volunteer, Part 2
When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph.D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan.
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.
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, please 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/
Portfolio Assessment and Retirement Planning with a Volunteer, Part 1
When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph.D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan.
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.
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, please 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/
Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 2
This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his client's goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Thinking Outside the Box: Your Home Equity and Reverse Mortgages with David Tourtillott, Part 1
This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Checking Your Planning Assumptions, Part 1
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates.
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.
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.
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/
Checking Your Planning Assumptions, Part 2
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how the assumptions you make affect your outcome, and why financial advisors tend to be conservative in their estimates.
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.
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.
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/
Why You Need a Roth Now More Than Ever, Part 2
This week join Alyssa McNamara Reed, her husband, and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
Why You Need a Roth Now More Than Ever, Part 1
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about Roth IRAs, and why you need a Roth now more than ever.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
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/
Planning Through the Ages, Part 2
This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.
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.
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/
Planning Through the Ages, Part 1
This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.
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.
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/
How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 2
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, and their guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.
You can find Mark D. Stiles online at https://stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
How to Own, Protect, and Bequest your Largest Asset - Your Home, Part 1
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, and their guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home.
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.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his practice on real estate law with a particular concentration on the mortgage lender, the homeowner, and the real estate investor. Mark is often invited to speak publicly to mortgage loan officers, real estate brokers, real estate investors, and first-time home buyers. Mark is licensed to practice law in the Commonwealth of Massachusetts and the United States District Court (Massachusetts). He is a member of the Massachusetts Real Estate Bar Association (REBA) and has accepted an invitation to sit on the leadership council for REBA.
You can find Mark D. Stiles online at https://stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Planning Through the Ages, Part 2
This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.
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.
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/
Planning Through the Ages, Part 1
This week join Justin McNamara and Mike McNamara for a discussion about financial planning throughout the various stages of your life.
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.
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/
Social Security with SS expert Kurt Czarnowski, Part 2
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security.
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.
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.
Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
mcnamarafinancial.com/
Social Security with SS expert Kurt Czarnowski, Part 1
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed and their guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security.
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.
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.
Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Understanding Your 401(k), Part 2
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k).
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.
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.
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.
https://mcnamarafinancial.com/ https://mcnamarafinancial.com/radio-show
Understanding Your 401(k), Part 1
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed for an in-depth look at how to understand your 401(k).
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.
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.
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.
https://mcnamarafinancial.com/ https://mcnamarafinancial.com/radio-show
The American Rescue Plan, Part 2
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue Plan.
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.
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.
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/
The American Rescue Plan, Part 1
This week join Alyssa McNamara Reed, her husband and her business partner Kirk Reed, for a discussion about the American Rescue Plan.
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.
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.
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/
Tax-Related Investment Decisions, Part 2
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how your investments may impact your taxes.
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.
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.
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/
Tax-Related Investment Decisions, Part 1
This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a discussion about how your investments may impact your taxes.
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.
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.
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/
Getting Ready for the Spring Market, with Sharon McNamara, Part 2
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market.
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.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
Mary C. Baker is an experienced Real Estate Sales & Marketing Advisor at Boston Connect Real Estate servicing the Greater Boston area to the South Shore and beyond. Mary got her first taste of the Real Estate industry 10 years ago, being exposed to the fast paced work environment as an assistant to a Top Producing agent in Arlington, MA. In 2012 she got her Real Estate license and joined the Boston Connect Real Estate family as a full-time agent. She quickly found her place on a Team along side Sharon McNamara, the Broker|Owner, of Boston Connect Real Estate. Since being on the team she has gained an immense amount of knowledge about negotiating, marketing skills and tactics, which she applies in her position on the Team as the Buyer’s Specialist. Mary’s primary focus for the team is using her passion for educating buyers on market trends and the home buying process to give the teams clients a competitive edge to secure their clients a new home!
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/
Getting Ready for the Spring Market, with Sharon McNamara, Part 1
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market.
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.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them on current market values and trends empowering her clients to make knowledgeable decisions throughout the home buying and/or home selling process.
Mary C. Baker is an experienced Real Estate Sales & Marketing Advisor at Boston Connect Real Estate servicing the Greater Boston area to the South Shore and beyond. Mary got her first taste of the Real Estate industry 10 years ago, being exposed to the fast paced work environment as an assistant to a Top Producing agent in Arlington, MA. In 2012 she got her Real Estate license and joined the Boston Connect Real Estate family as a full-time agent. She quickly found her place on a Team along side Sharon McNamara, the Broker|Owner, of Boston Connect Real Estate. Since being on the team she has gained an immense amount of knowledge about negotiating, marketing skills and tactics, which she applies in her position on the Team as the Buyer’s Specialist. Mary’s primary focus for the team is using her passion for educating buyers on market trends and the home buying process to give the teams clients a competitive edge to secure their clients a new home!
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/
Get Ready for Tax Time! - Part 2
It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a lively discussion about what you need to do to get ready to file your taxes.
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.
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.
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/
Get Ready for Tax Time! - Part 1
It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a lively discussion about what you need to do to get ready to file your taxes.
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.
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.
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/
The Ins and Outs of Settling an Estate, Part 2
This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes.
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.
Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.
You can find DGVE Law online at: https://dgvelaw.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
The Ins and Outs of Settling an Estate. Part 1
This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes.
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.
Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.
You can find DGVE Law online at: https://dgvelaw.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Your Investments - Get Brave or Earn Low Return, Part 4
Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.
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.
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.
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/
Your Investments - Get Brave or Earn Low Return, Part 3
Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.
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.
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.
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/
How to read your Homeowners and Umbrella Policies, Part 2
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Tim Williams, Business Development Manager at Flaherty Insurance for a discussion about how to read (and understand) your homeowners and umbrella policies.
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.
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.
Since 1956 Flaherty Insurance has combined superior personal service with quality insurance products. By doing so we provide our clients with an exceptional insurance experience. We offer several companies to quote your insurance so we can meet your individual needs. We will also be your independent advocate in the event of a claim. This will assure you a fast and fair claim settlement. The on-line carriers may have entertaining commercials. However, they only sell one product, and their claim representatives work for their company. They simply cannot offer you what we can.
You can find Flaherty Insurance online at:
https://www.flahertyinsurance.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
How to read your Homeowners and Umbrella Policies, Part 1
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Tim Williams, Business Development Manager at Flaherty Insurance, for a discussion about how to read (and understand) your homeowners and umbrella policies.
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.
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.
Since 1956 Flaherty Insurance has combined superior personal service with quality insurance products. By doing so we provide our clients with an exceptional insurance experience. We offer several companies to quote your insurance so we can meet your individual needs. We will also be your independent advocate in the event of a claim. This will assure you a fast and fair claim settlement. The on-line carriers may have entertaining commercials. However, they only sell one product, and their claim representatives work for their company. They simply cannot offer you what we can.
You can find Flaherty Insurance online at:
https://www.flahertyinsurance.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Rebuilding Finances after Hardship, Part 2
Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship.
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.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Rebuilding Finances after Hardship, Part 1
Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship.
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.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Your Investments - Get Brave or Earn Low Return, Part 2
Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.
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.
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.
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/
Your Investments - Get Brave or Earn Low Return, Part 1
Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future.
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.
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.
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/
Tax and Financial Issues for the Self-Employed, Part 2
Are you self-employed, or thinking of working for yourself? If so, this show is for you!
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed.
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.
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 S. McDonough, CPA, MST has worked in the finance and accounting fields for over twenty years, gaining broad financial experience, working in large regional accounting firms as well as private industry. His experience includes working with small and medium size companies, providing accounting and business advisory services, as well as tax planning and preparation. He also has knowledge and experience working with Not for Profit entities from the application phase to federal and state tax filings. Mike has worked with business clients in the startup phase, implementing business plans and accounting systems, as well as during transition periods such as sales or succession. Mike has extensive experience working with the IRS and MA DOR on filing past tax returns, collection notices, and payment plans.
You can find Mike online at:
https://www.nmcadvisors.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Tax and Financial Issues for the Self-Employed, Part 1
Are you self-employed or thinking of working for yourself? If so, this show is for you!
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed.
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.
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 S. McDonough, CPA, MST has worked in the finance and accounting fields for over twenty years, gaining broad financial experience, working in large regional accounting firms as well as private industry. His experience includes working with small and medium size companies, providing accounting and business advisory services, as well as tax planning and preparation. He also has knowledge and experience working with Not for Profit entities from the application phase to federal and state tax filings. Mike has worked with business clients in the startup phase, implementing business plans and accounting systems, as well as during transition periods such as sales or succession. Mike has extensive experience working with the IRS and MA DOR on filing past tax returns, collection notices, and payment plans.
You can find Mike online at:
https://www.nmcadvisors.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
2020 Year in Review with Justin McNamara and Kirk Reed, Part 2
2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020.
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.
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/
2020 Year in Review with Justin McNamara and Kirk Reed, Part 1
2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020.
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.
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/
The Evil Brilliance of Annuities, Part 2
What’s an annuity? How do annuities work?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about what an annuity is and how it might, or might not, fit into your financial planning.
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.
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.
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/
The Evil Brilliance of Annuities, Part 1
What’s an annuity? How do annuities work?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about what an annuity is and how it might, or might not, fit into your financial planning.
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.
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.
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/
Stimulus Package #2 - Part 2
Do you have questions about the second CARES Act stimulus package?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, an in-depth discussion about the details of the second stimulus package, passed by Congress in December 2020.
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.
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.
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/
Stimulus Package #2 - Part 1
Do you have questions about the second CARES Act stimulus package?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, an in-depth discussion about the details of the second stimulus package, passed by Congress in December 2020.
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.
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.
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/
Sayonara, 2020! - Part 2
What a year! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a rousing look at the past year, and how the events of 2020 may affect your financial planning and future.
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.
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.
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/
Sayonara, 2020! - Part 1
What a year! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph.D., CFP for a rousing look at the past year, and how the events of 2020 may affect your financial planning and future.
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.
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.
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/
Wrap-Up 2020, Part 2
It’s that time of year again...this week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for discussion about how the year’s top issues may affect how you plan for your financial future.
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.
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.
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/
Warp-up 2020, Part 1
It’s that time of year again...this week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for discussion about how the year’s top issues may affect how you plan for your financial future.
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.
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.
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/
Paying for College With Special Guest Julie Shields-Rutyna from MEFA, Part 2
Wondering how to pay for college? This week join Justin McNamara and his special guest Julie Shields-Rutyna from MEFA for a discussion about paying for a college education.
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 and Education at MEFA (Massachusetts Educational Financing Authority). 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.
You can find MEFA online at https://www.mefa.org/.
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/
Paying for College With Special Guest Julie Shields-Rutyna from MEFA, Part 1
This week join Justin McNamara and his special guest Julie Shields-Rutyna from MEFA for a discussion about paying for a college education.
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 and Education at MEFA (Massachusetts Educational Financing Authority). 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.
You can find MEFA online at https://www.mefa.org/.
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/
Your Home as an Investment, Part 2
Is your home an investment? Is it a money pit? Can you leverage your home’s value as part of your financial plan? This week join Justin McNamara and Mike McNamara for a discussion about how to use your home to secure your financial future.
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.
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/
Your Home as an Investment, Part 1
Is your home an investment? Is it a money pit? Can you leverage your home’s value as part of your financial plan? This week join Justin McNamara and Mike McNamara for a discussion about how to use your home to secure your financial future.
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.
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/
Taxes Can Be Fun, I Promise! - Part 2
Think taxes are boring? Think again!
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for lively and fun discussion about taxation has changed in the last few years - and how you can take advantage of the current tax laws to plan for your future!
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.
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.
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/
Taxes Can Be Fun, I Promise! - Part 1
Think taxes are boring? Think again!
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for lively and fun discussion about taxation has changed in the last few years - and how you can take advantage of the current tax laws to plan for your future!
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.
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.
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/
Big Thing Happening for Investors, Part 2
This week join Justin McNamara and Mike McNamara for a discussion about current events and how they relate to what’s happening for investors.
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.
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/
Big Things Happening for Investors, Part 1
This week join Justin McNamara and Mike McNamara for a discussion about current events and how they relate to what’s happening for investors.
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.
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/
Numbers Speak Louder than Words, Part 2
When it comes to investing, numbers speak louder than words. This week join take a Alyssa McNamara Reed and her husband and business partner Kirk Reed for a discussion and about leveraging the power of compound interest invested wisely to build wealth.
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.
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.
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.
Try out the tools Alyssa uses in this episode for yourself:
https://www.bankrate.com/
https://www.portfoliovisualizer.com/
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Numbers Speak Louder than Words, Part 1
When it comes to investing, numbers speak louder than words. This week join take a Alyssa McNamara Reed and her husband and business partner Kirk Reed for a discussion and about leveraging the power of compound interest invested wisely to build wealth.
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.
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.
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.
Try out the tools Alyssa uses in this episode for yourself:
https://www.bankrate.com/
https://www.portfoliovisualizer.com/
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
The Dangerrrrrrs of Retiring Early, Part 2
Thinking of retiring early? Planning on it? Do you have a fixed pension plan? What do you need to do to be prepared to retire early, and what dangers are there in early retirement?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the dangers of retiring early.
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.
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.
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/
The Dangerrrrrrs of Retiring Early, Part 1
Thinking of retiring early? Planning on it? Do you have a fixed pension plan? What dangers are there in early retirement?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the dangers of retiring early.
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.
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.
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/
Halloween Tricks and Treats, Part 2
This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!
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.
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/
Halloween Tricks and Treats, Part 1
This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy!
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.
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/
Why You Should Front-load Your Retirement Savings, Part 2
What is front-loading your retirement plan? What does it mean? How do you do it?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about why and how you should front-load your retirement plan - saving early, and letting your savings and investments work FOR you.
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.
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.
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/
Why You Should Front-load Your Retirement Savings, Part 1
What is front-loading your retirement plan? What does it mean? How do you do it?
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about why and how you should front-load your retirement plan - saving early, and letting your savings and investments work FOR you.
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.
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.
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/
Election Jitters, Part 2
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the upcoming election and jitters in the market.
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.
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.
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/
Election Jitters, Part 1
This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the upcoming election and jitters in the market.
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.
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.
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/
Rock Bottom Interest Rates - Mortgages and ReFis with John Harrington, Part 2
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest John Harrington, Producing Sales Manager of Embrace Home Loans in Plymouth, Massachusetts for a discussion about interest rates, home loans, and refinancing your existing mortgage.
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.
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.
You can find Embrace Home Loans online at:
https://www.embracehomeloans.com/Location/Massachusetts/Plymouth
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/
Rock Bottom Interest Rates - Mortgages and ReFis with John Harrington, Part 1
This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest John Harrington, Producing Sales Manager of Embrace Home Loans in Plymouth, Massachusetts for a discussion about interest rates, home loans, and refinancing your existing mortgage.
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.
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.
You can find Embrace Home Loans online at:
https://www.embracehomeloans.com/Location/Massachusetts/Plymouth
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/
Medicare Pricing and Considerations, Part 2
Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage.
This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations.
Alyssa McNamara Reed 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.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Medicare Pricing and Considerations, Part 1
Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage.
This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations.
Alyssa McNamara Reed 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.
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.
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Common Sense Survival in Today’s World, Part 2
This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world.
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.
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/
Common Sense Survival in Today’s World, Part 1
This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world.
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.
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/
Being a Landlord in Massachusetts, Part 2
This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial real estate, and all facets of residential real estate. He is a member of the Massachusetts Bar Association and also has a background in criminal defense.
You can reach Ben Cote at 781-319-1900 ext. 13 or by email at bcote@stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Being a Landlord in Massachusetts, Part 1
This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial real estate, and all facets of residential real estate. He is a member of the Massachusetts Bar Association and also has a background in criminal defense.
You can reach Ben Cote at 781-319-1900 ext. 13 or by email at bcote@stiles-law.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Saving for College Education, Part 2
Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students.
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.
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.
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/
Saving for College Education, Part 1
Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students.
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.
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.
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/
College Planning and Financial Aid with Guests from Vested Academics, Part 2
Trying to navigate the complex maze of financial planning and financial aid for your college student?
This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance.
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.
Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help you plan all aspects of your student’s academic career, including PR & Marketing/Academic Coaching/College Planning/Early College Planning/Financial Aid
Visit Vested Academics online at:
https://vestedacademics.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
College Planning and Financial Aid with Guests from Vested Academics, Part 1
Trying to navigate the complex maze of financial planning and financial aid for your college student?
This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance.
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.
Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help you plan all aspects of your student’s academic career, including PR & Marketing/Academic Coaching/College Planning/Early College Planning/Financial Aid
Visit Vested Academics online at:
https://vestedacademics.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Don’t Waste Your Time Timing the Markets, Part 2
This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets.
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.
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.
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/
Don’t Waste Your Time Timing the Markets, Part 1
This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets.
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.
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.
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/
FAQ’s For a Financial Advisor, Part 2
This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors.
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.
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.
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/
FAQ’s For a Financial Advisor, Part 1
This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors.
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.
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.
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/
Why You May Need a Roth IRA, Part 1
Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one?
This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement plan.
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.
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/
Why You May Need a Roth IRA, Part 1
Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one?
This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement plan.
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.
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/
The Evolution of Real Estate, Part 1
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
The Evolution of Real Estate, Part 1
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
The Retire Early Movement
Are you considering retiring early?
This week, join Justin McNamara and Alyssa McNamara-Reed for a discussion about what what you need to consider if you’re thinking about retiring early.
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.
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.
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/
Is there any yield out there?
In these challenging financial times, where is a good yield to be found?
This week, join Justin and Alyssa McNamara-Reed for a discussion about what good investment opportunities exist. and where to find them.
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.
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.
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/
Certified Financial Planner Superman! Part 2
What exactly IS a Certified Financial Planner? Why do you need one?
This week, join Justin and Mike McNamara for a discussion about what a Certified Financial Planner is, and how their professional training can help you make sound financial decisions.
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.
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:
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/
Be sure to check out the McNamara on Money website at:
mcnamaraonmoney.com
Certified Financial Planner Superman! Part 1
What exactly IS a Certified Financial Planner? Why do you need one?
This week, join Justin and Mike McNamara for a discussion about what a Certified Financial Planner is, and how their professional training can help you make sound financial decisions.
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.
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/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Estate Planning with Danielle Van Ess of DGVE Law, Part 2
This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Danielle Van Ess of DGVE Law for a discussion about Estate Planning.
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.
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.
Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.
You can find DGVE Law online at: https://dgvelaw.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Estate Planning with Danielle Van Ess of DGVE Law, Part 1
This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Danielle Van Ess of DGVE Law for a discussion about Estate Planning.
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.
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.
Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a wife and the mother of four daughters (currently spanning in age from Kindergarten to high school) Danielle is deeply empathetic regarding the time constraints and pressing legal needs of families like her own, doing her best to make the process of obtaining legal assistance as painless as possible. She strives to create an empowering and fulfilling experience for all her clients. Danielle enjoys the counseling that is so much a part of her law practice and wants her clients to feel comfortable contacting her with whatever questions or concerns they have, without fear of incurring additional charges.
You can find DGVE Law online at: https://dgvelaw.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Reverse Mortgages with David Tourtillott, Part 2
This week, join Alyssa McNamara Reed and her guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.
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.
David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Reverse Mortgages with David Tourtillott, Part 1
This week, join Alyssa McNamara Reed and her guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages.
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.
David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the McNamara on Money website at:
https://mcnamaraonmoney.com
Social Security Collection Options and Strategies
On this episode, join Alyssa McNamara Reed the her guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security collection options and strategies.
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.
Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.CzarnowskiConsulting.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Strategies For Accessing Money In Difficult Times
On this podcast, listen as Alyssa McNamara Reed discusses the best ways to access money during difficult times - how the Coronavirus (COVID-19) pandemic impacts your ability to access your money during times of financial hardship and best ways for you to access needed cash.
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.
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/
Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 2
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate market.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 1
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate market.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
Market Volatility, Part 2
Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before.
This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility.
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.
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/
Market Volatility, Part 1
Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before.
This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility.
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.
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/
What to do and what NOT to do in a bear market, Part 1
Nervous about the stock market? Worried about your investments? Coronavirus scare got you down?
This week, join Justin and Mike McNamara for a discussion about what to do, and what NOT do in a bear market.
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/
What to do and what NOT to do in a bear market, Part 2
Nervous about the stock market? Worried about your investments? Coronavirus scare got you down?
This week, join Justin and Mike McNamara for a discussion about what to do, and what NOT do in a bear market.
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/
Let’s Make a Plan, Part 2
What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?
This week, join Kirk Reed and his guest for a real-time walk-through of a financial planning session.
This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.
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/
Let’s Make a Plan, Part 1
What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?
This week, join Kirk Reed and his guest for a real-time walk-through of a financial planning session.
This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.
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/
Back to Basics, Part 1
Join Alyssa McNamara Reed, CFP®, along with her husband and business partner Kirk B. Reed, CFP® for a show about financial basics:
What is good financial behavior? Why is it so important, especially early in life?
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.
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/
Back to Basics, Part 1
Join Alyssa McNamara Reed, CFP®, along with her husband and business partner Kirk B. Reed, CFP® for a show about financial basics:
What is good financial behavior? Why is it so important, especially early in life?
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.
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/
Credit and Other Notable Issues, Part 2
Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about credit, building credit, budgeting, debt, and debt relief.
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.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Credit and Other Notable Issues, Part 1
Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about credit, building credit, budgeting, debt, and debt relief.
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.
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 for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
The Changing Landscape of Long-Term Care Insurance, Part 2
Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about the changing landscape of long-term care insurance.
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.
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/
The Changing Landscape of Long-Term Care Insurance, Part 1
Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about the changing landscape of long-term care insurance.
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.
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/
The SECURE Act of 2019 - What does it mean for you?, Part 2
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include:
Retirement and tax legislation - What’s changed? How will changes impact you as an investor? What changes can impact in a negative way? What’s the impact on older Americans?
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.
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/
To read the SECURE act for yourself please see document online at:
https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/SECURE%20Act%20section%20by%20section.pdf
The SECURE Act of 2019 - What does it mean for you?, Part 1
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include:
Retirement and tax legislation - What’s changed? How will changes impact you as an investor? What changes can impact in a negative way? What’s the impact on older Americans?
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.
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/
To read the SECURE act for yourself please see document online at:
https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/SECURE%20Act%20section%20by%20section.pdf
Financial Planning Live! Part 2
What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?
This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session.
This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.
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.
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/
Financial Planning Live! Part 1
What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers?
This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session.
This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financial planner and look at real data.
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.
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/
The Opioid Crisis, Part 2
Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher
Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.
You can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/
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/
The Opioid Crisis, Part 1
Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher
Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.
You can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/
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/
Thanks and Giving, Part 2
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include:
Inheriting Non-Qualified Assets Inheriting Qualified Assets Leaving a Legacy Asset Protection & Charitable Giving
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.
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/
Thanks and Giving, Part 1
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include:
Inheriting Non-Qualified Assets Inheriting Qualified Assets Leaving a Legacy Asset Protection & Charitable Giving
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.
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/
Flood Insurance, Part 2
Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being.
You can find Flaherty Insurance online at http://www.flahertyinsurance.com/
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.
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/
Flood Insurance, Part 1
Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being.
You can find Flaherty Insurance online at http://www.flahertyinsurance.com/
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.
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/
Caregiving, Part 2
Join Alyssa McNamara Reed, CFP®, along with her guests Michael Fortuna, Peg Lee, and Kerry Davis for a discussion about caregiving, in observance of National Caregiver Month.
You can find “Caregiver Defined: Words that honor the work of the caregiver” by authors Michael Fortuna and illustrator Peg Lee on their website at: http://saveriopress.com or on Amazon: https://www.amazon.com/Caregiver-Defined-Words-honor-caregiver/dp/0998837601/ref=sr_1_1?keywords=caregiver+defined&qid=1573497725&sr=8-1
Kerry Davis has been a Registered Nurse since 1989. She is proficient in caring for patients in a variety of settings; assuring issues are identified and well managed, while bridging communication between providers of care. You can find her website at: https://www.gracelifecare.com
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.
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/
Caregiving, Part 1
Join Alyssa McNamara Reed, CFP®, along with her guests Michael Fortuna, Peg Lee, and Kerry Davis for a discussion about caregiving, in observance of National Caregiver Month.
You can find “Caregiver Defined: Words that honor the work of the caregiver” by authors Michael Fortuna and illustrator Peg Lee on their website at: http://saveriopress.com or on Amazon: https://www.amazon.com/Caregiver-Defined-Words-honor-caregiver/dp/0998837601/ref=sr_1_1?keywords=caregiver+defined&qid=1573497725&sr=8-1
Kerry Davis has been a Registered Nurse since 1989. She is proficient in caring for patients in a variety of settings; assuring issues are identified and well managed, while bridging communication between providers of care. You can find her website at: https://www.gracelifecare.com
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.
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 Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing.
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.
Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
To find Gwen W. Morgan’s book, see the following link:
https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1
This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing.
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.
Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
To find Gwen W. Morgan’s book, see the following link:
https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1
Pre-Retirement Financial Modeling - A Realtime Walkthrough, Part 2
Ever wondered what it’s like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Cindy Hill for a real-time pre-retirement planning analysis. This show is a great opportunity to understand more about the planning process goes.
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.
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/
Pre-Retirement Financial Modeling - A Realtime Walkthrough, Part 1
Ever wondered what it’s like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Cindy Hill for a real-time pre-retirement planning analysis. This show is a great opportunity to understand more about the planning process goes.
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.
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/
Real Estate and Your Financial Plan, Part 2
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
Real Estate and Your Financial Plan, Part 1
This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan.
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.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
What if…Part 2
This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing.
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.
Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
To find Gwen W. Morgan’s book, see the following link:
https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1
What if…Part 1
This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing.
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.
Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
To find Gwen W. Morgan’s book, see the following link:
https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1
Intersection Of Technology And Finance, Part 2
This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Intersection Of Technology And Finance, Part 1
This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
The 10 Biggest Financial Mistakes You Can Make, Part 1
This week, join Mike McNamara, Ph.D., CFP®, founder of McNamara Financial and his son Justin McNamara, CFP® for a discussion about financial mistakes - the 10 biggest financial mistakes you can make, and how to avoid making them.
Mike McNamara, Ph.D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and select others.
Justin J. McNamara, CFP®, is a 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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Retiree Health Coverage, Part 2
This week, join Alyssa McNamara Reed, CFP® and her guest Peter D. Stoner (AHIP (American Health Insurance Plans) Certified Medicare Consultant/Licensed Broker (MA & NH)) for a discussion about Medicare and Retiree Health Coverage.
Alyssa McNamara Reed 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.
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/
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.com/
Retiree Health Coverage, Part 1
This week, join Alyssa McNamara Reed, CFP® and her guest Peter D. Stoner (AHIP (American Health Insurance Plans) Certified Medicare Consultant/Licensed Broker (MA & NH)) for a discussion about Medicare and Retiree Health Coverage.
Alyssa McNamara Reed 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.
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/
About Peter D. Stoner:
Over 25 years of Medicare Experience * Manager of Retiree Sales at Tufts Health Plan * Director of Medicare Sales at Fallon Health Plan * Consultant to multiple Medicare Health Plans AHIP (American Health Insurance Plans) Certified
https://www.stonermedicare.com/
Employee Well Being & Wellness and the new FMLA
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 of Employee Well-Being and the new Family Medical Leave Act. 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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Employee Well Being & Wellness and the new FMLA, Part 1
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 of Employee Well-Being and the new Family Medical Leave Act. 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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Insurance 101, Part 2
This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP® and their guest Joe Powers from Rogers Gray Insurance for a discussion about insurance and how it relates to your financial well-being.
https://www.rogersgray.com/
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Insurance 101, Part 1
This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Joe Powers from Rogers Gray Insurance for a discussion about insurance and how it relates to your financial well-being.
https://www.rogersgray.com/
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
LobsterFest 2019, Part 2
The McNamara Financial family takes a break this week from talking about money for a live broadcast from Marshfield’s First Annual Lobster Fest!
https://marshfieldlobsterfest.com
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
LobsterFest 2019, Part 1
The McNamara Financial family takes a break this week from talking about money for a live broadcast from Marshfield’s First Annual Lobster Fest!
https://marshfieldlobsterfest.com
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Back to School: Financing College Costs, Part 2
This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Back to School: Financing College Costs, Part 1
This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
The Ever Evolving Retirement Plan, Part 2
This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
The Ever Evolving Retirement Plan, Part 1
This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan.
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.
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.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Mortgages, Forward And Reverse, Part 2
This week, join Mike McNamara, Ph.D., CFP®, founder of McNamara Financial and his guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Forward and Reverse Mortgages.
Mike McNamara, Ph.D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and select others.
David is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Mortgages, Forward and Reverse, Part 1
This week, join Mike McNamara, Ph.D., CFP®, founder of McNamara Financial and his guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Forward and Reverse Mortgages.
Mike McNamara, Ph.D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and select others.
David is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. 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 is passionate about helping seniors and takes great pride in treating all of his clients the same way he would treat his own mother & father. David’s commitment to listening intently to his clients’ goals and objectives allows him to design appropriate solutions that meet the needs of each client. David also prides himself on being a resource for his clients both during and after the reverse mortgage process. Check out Homestead Mortgage only at: https://www.myhomesteadmortgage.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
Tech Talk, Part 2:
This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore.
Tech Talk, Part 1:
This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.
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/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore
Retirement Checklist (continued)
This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist.
Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial.
Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network. You can find Marc online at https://www.axialco.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Retirement Checklist (continued)
This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist.
Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial.
Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network. You can find Marc online at https://www.axialco.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.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
This week, join special guest hosts Sharon McNamara of Boston Connect Real Estate and teammates Mary and Melissa from the “Talk Real Estate“ radio show (http://www.talkrealestateradio.com) for a live broadcast from their open house, and questions and answers about real estate.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
his week, join special guest hosts Sharon McNamara of Boston Connect Real Estate and teammates Mary and Melissa from the “Talk Real Estate“ radio show (http://www.talkrealestateradio.com) for a live broadcast from their open house, and questions and answers about real estate.
Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor.
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/
Have you ever wondered what a “Fiduciary” is?
This week, join Alyssa McNamara Reed, CFP® and Kirk B. Reed, CFP® as they discuss what a Fiduciary is, and why it’s in your best interests to work with one when planning your financial future.
Alyssa McNamara Reed 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.
Kirk Reed 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.
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/
Have you ever wondered what a “Fiduciary” is?
This week, join Alyssa McNamara Reed, CFP® and Kirk B. Reed, CFP® as they discuss what a Fiduciary is, and why it’s in your best interests to work with one when planning your financial future.
Alyssa McNamara Reed 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.
Kirk Reed 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.
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 and his son Justin for a discussion about your “retirement checklist." If you've ever wondered what you need to do to prepare for retirement, this podcast is for you!
Michael J. McNamara, Ph.D., CFP® - Founder, financial planner, and gray haired presence. Semi-retired. Works with legacy clients and select others.
Justin J. 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.
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 and his son Justin for a discussion about your “retirement checklist." If you've ever wondered what you need to do to prepare for retirement, this podcast is for you!
Michael J. McNamara, Ph.D., CFP® - Founder, financial planner, and gray haired presence. Semi-retired. Works with legacy clients and select others.
Justin J. 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.
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 Alyssa McNamara Reed and Kirk reed with their guest Amy H. Martell, of Whole Family Law and Mediation for a discussion of financial and other issues related to divorce.
https://www.wholefamilylaw.com/
Amy H. Martell attended Wesleyan University and Lesley University as an undergraduate, obtained her master’s degree in music therapy from New York University, and earned her J.D. from Boston University School of Law. She brings a rich history of experience to her legal practice, including two years of service as a judicial law clerk to the Massachusetts Probate and Family Courts, and a prior career as a music teacher and music therapist. Amy is trained as a collaborative attorney and mediator, and is deeply committed to helping clients resolve their family law disputes mindfully, creatively and with minimal court involvement. She also brings personal experience to her family formation work; both of her children were conceived through ART with a known donor, and she celebrates opportunities to help other families create their unique domestic constellations. Amy is a member of the Massachusetts and Plymouth Bar associations, the Massachusetts Gay and Lesbian Bar Association, the Massachusetts Collaborative Law Council, the Massachusetts Council of Family Mediators and the Association of Family and Conciliation Courts. She is an avid local food enthusiast, a dedicated zen student and a lazy musician. She lives with her wife, their two young children and a gaggle of egg-laying chickens.
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 Alyssa McNamara Reed and Kirk reed with their guest Amy H. Martell, of Whole Family Law and Mediation for a discussion of financial and other issues related to divorce.
https://www.wholefamilylaw.com/
Amy H. Martell attended Wesleyan University and Lesley University as an undergraduate, obtained her master’s degree in music therapy from New York University, and earned her J.D. from Boston University School of Law. She brings a rich history of experience to her legal practice, including two years of service as a judicial law clerk to the Massachusetts Probate and Family Courts, and a prior career as a music teacher and music therapist. Amy is trained as a collaborative attorney and mediator, and is deeply committed to helping clients resolve their family law disputes mindfully, creatively and with minimal court involvement. She also brings personal experience to her family formation work; both of her children were conceived through ART with a known donor, and she celebrates opportunities to help other families create their unique domestic constellations. Amy is a member of the Massachusetts and Plymouth Bar associations, the Massachusetts Gay and Lesbian Bar Association, the Massachusetts Collaborative Law Council, the Massachusetts Council of Family Mediators and the Association of Family and Conciliation Courts. She is an avid local food enthusiast, a dedicated zen student and a lazy musician. She lives with her wife, their two young children and a gaggle of egg-laying chickens.
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/
Medicare and Medicare-related Issues
Join Alyssa McNamara Reed, her husband Kirk Reed, and Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/ ) for a discussion of Medicare and Medicare-related issues. 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/
Medicare and Medicare-related Issues
Join Alyssa McNamara Reed, her husband Kirk Reed, and Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion of the newly passed Mass Paid Family and Medical Leave Act.
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/
Join Mike McNamara and his guests for McNamara Financial’s annual Public Safety show!
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/
Join Mike McNamara and his guests for McNamara Financial’s annual Public Safety show!
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/
Retirement Boot Camp: Get in shape for retirement!
Join Alyssa McNamara Reed and Kirk Reed in a fun, informative discussion about getting in shape for retirement.
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/
Retirement Boot Camp: Get in shape for retirement!
Join Alyssa McNamara Reed and Kirk Reed in a fun, informative discussion about getting in shape for retirement.
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/
Retirement Boot Camp: Get in shape for retirement!
Join Alyssa McNamara Reed and Kirk Reed in a fun, informative discussion about getting in shape for retirement.
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/
Retirement Boot Camp: Get in shape for retirement!
Join Alyssa McNamara Reed and Kirk Reed in a fun, informative discussion about getting in shape for retirement.
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/
Have you ever wondered what investing is and what it’s not?
This week, join Mike and Pamela McNamara to learn about what investing ISN’T.
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/
Have you ever wondered what investing is and what it’s not?
This week, join Mike and Pamela McNamara to learn about what investing ISN’T.
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/
Have you ever wondered what investing is and what it’s not?
This week, join Mike and Pamela McNamara to learn about what investing ISN’T.
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/
Have you ever wondered what investing is and what it’s not?
This week, join Mike and Pamela McNamara to learn about what investing ISN’T.
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/
The Chronology of Investing, Part 4
This week, Mike and Justin McNamara discuss the chronology of investing: prioritizing and structuring your financial plans over time so you can achieve your financial goals
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/
The Chronology of Investing, Part 3
This week, Mike and Justin McNamara discuss the chronology of investing: prioritizing and structuring your financial plans over time so you can achieve your financial goals
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/
The Chronology of Investing, Part 2
This week, Mike and Justin McNamara discuss the chronology of investing: prioritizing and structuring your financial plans over time so you can achieve your financial goals
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/
The Chronology of Investing, Part 1
This week, Mike and Justin McNamara discuss the chronology of investing: prioritizing and structuring your financial plans over time so you can achieve your financial goals
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/
This week, Alyssa McNamara Reed is joined by Danielle G. Van Ess, Attorney & Counselor at Law at DGVE Law in Hingham, Massachusetts to discuss estate planning for families.
Part 1: Documents that every family needs Part 2: Trusts Part 3: Things that can go wrong if you don’t plan correctly Part 4: Q&A
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/
This week, Alyssa McNamara Reed is joined by Danielle G. Van Ess, Attorney & Counselor at Law at DGVE Law in Hingham, Massachusetts to discuss estate planning for families.
Part 1: Documents that every family needs Part 2: Trusts Part 3: Things that can go wrong if you don’t plan correctly Part 4: Q&A
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/
This week, Alyssa McNamara Reed is joined by Danielle G. Van Ess, Attorney & Counselor at Law at DGVE Law in Hingham, Massachusetts to discuss estate planning for families.
Part 1: Documents that every family needs Part 2: Trusts Part 3: Things that can go wrong if you don’t plan correctly Part 4: Q&A
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/
This week, Alyssa McNamara Reed is joined by Danielle G. Van Ess, Attorney & Counselor at Law at DGVE Law in Hingham, Massachusetts to discuss estate planning for families.
Part 1: Documents that every family needs Part 2: Trusts Part 3: Things that can go wrong if you don’t plan correctly Part 4: Q&A
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/
This week, Mike and Pam McNamara discuss Common Sense Survival in Today’s World.
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/
This week, Mike and Pam McNamara discuss Common Sense Survival in Today’s World.
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/
This week, Mike and Pam McNamara discuss Common Sense Survival in Today’s World.
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/
This week, Mike and Pam McNamara discuss Common Sense Survival in Today’s World.
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/
This week, join Kirk Reed and Mike McNamara (coming to you from sunny Florida!), as they discuss Common Sense Financial Survival - coming into money, inheriting money, spending and debt.
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/
This week, join Kirk Reed and Mike McNamara (coming to you from sunny Florida!), as they discuss Common Sense Financial Survival - coming into money, inheriting money, spending and debt.
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/
This week, join Kirk Reed and Mike McNamara (coming to you from sunny Florida!), as they discuss Common Sense Financial Survival - coming into money, inheriting money, spending and debt.
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/
This week, join Kirk Reed and Mike McNamara (coming to you from sunny Florida!), as they discuss Common Sense Financial Survival - coming into money, inheriting money, spending and debt.
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/
Things get local this week. Join Alyssa McNamara-Reed as she discusses what's happening in Marshfield, home of McNamara Financial.
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/
Things get local this week. Join Alyssa McNamara-Reed as she discusses what's happening in Marshfield, home of McNamara Financial.
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/
Things get local this week. Join Alyssa McNamara-Reed as she discusses what's happening in Marshfield, home of McNamara Financial.
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/
This week, Mike McNamara discusses being prepared for and/or surviving a layoff, a RIF, a change in jobs, or sudden unemployment.
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/
This week, Mike McNamara discusses being prepared for and/or surviving a layoff, a RIF, a change in jobs, or sudden unemployment.
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/
This week, Mike McNamara discusses being prepared for and/or surviving a layoff, a RIF, a change in jobs, or sudden unemployment.
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/
This week, Mike McNamara discusses being prepared for and/or surviving a layoff, a RIF, a change in jobs, or sudden unemployment.
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/
This week, Kirk Reed interviews Kurt Czarnowski, the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 9th year of providing “Expert Answers to Your Social Security Questions.”
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/
This week, Kirk Reed interviewsKurt Czarnowski, the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 9th year of providing “Expert Answers to Your Social Security Questions.”
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/
This week, Kirk Reed interviews Kurt Czarnowski, the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 9th year of providing “Expert Answers to Your Social Security Questions.”
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/
This week, Kirk Reed interviews Kurt Czarnowski, the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 9th year of providing “Expert Answers to Your Social Security Questions.”
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/
Diversification, Deviation, and Alternative Investments
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/
Diversification, Deviation, and Alternative Investments
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/
Diversification, Deviation, and Alternative Investments
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/
Diversification, Deviation, and Alternative Investments
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/
Accessing Equity, the Reverse Mortgage Way
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/
Accessing Equity, the Reverse Mortgage Way
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/
Accessing Equity, the Reverse Mortgage Way
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/
Accessing Equity, the Reverse Mortgage Way
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/
Legal Stuff You Should Know and Have
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/
Legal Stuff You Should Know and Have
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/
Legal Stuff You Should Know and Have
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/
Legal Stuff You Should Know and Have
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/
Join us for an in-depth discussion of Medicare!
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/
Join us for an in-depth discussion of Medicare!
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/
Join us for an in-depth discussion of Medicare!
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/
Join us for an in-depth discussion of Medicare!
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/
Everything you always wanted to know about Asset Allocation but were afraid to ask!
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/
Everything you always wanted to know about Asset Allocation but were afraid to ask!
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/
Everything you always wanted to know about Asset Allocation but were afraid to ask!
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/
Everything you always wanted to know about Asset Allocation but were afraid to ask!
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.
https://mcnamarafinancial.com/
Hosted by Pat Haraden, Area President of Arthur J. Gallagher & Co.
The story of Arthur J. Gallagher & Co. is more than 90 years in the making, comparable to few and as unique in strengths as it is rich in history. Founded on the cornerstones of integrity, innovation, teamwork and empathy, Gallagher has built its legacy one success at a time. Today, our employees adhere to these same values, weaving them into their daily work.
Hosted by Pat Haraden, Area President of Arthur J. Gallagher & Co.
The story of Arthur J. Gallagher & Co. is more than 90 years in the making, comparable to few and as unique in strengths as it is rich in history. Founded on the cornerstones of integrity, innovation, teamwork and empathy, Gallagher has built its legacy one success at a time. Today, our employees adhere to these same values, weaving them into their daily work.
Hosted by Pat Haraden, Area President of Arthur J. Gallagher & Co.
The story of Arthur J. Gallagher & Co. is more than 90 years in the making, comparable to few and as unique in strengths as it is rich in history. Founded on the cornerstones of integrity, innovation, teamwork and empathy, Gallagher has built its legacy one success at a time. Today, our employees adhere to these same values, weaving them into their daily work.
Hosted by Pat Haraden, Area President of Arthur J. Gallagher & Co.
The story of Arthur J. Gallagher & Co. is more than 90 years in the making, comparable to few and as unique in strengths as it is rich in history. Founded on the cornerstones of integrity, innovation, teamwork and empathy, Gallagher has built its legacy one success at a time. Today, our employees adhere to these same values, weaving them into their daily work.
This segment's guest is Jeremy Devaney, loan officer of Fairway Independent Mortgage Corporation.
This segment's guest is Jeremy Devaney, loan officer of Fairway Independent Mortgage Corporation.
This segment's guest is Jeremy Devaney, loan officer of Fairway Independent Mortgage Corporation.
This segment's guest is Jeremy Devaney, loan officer of Fairway Independent Mortgage Corporation.
Factors that affect credit. How to build credit. How bankruptcy and other events affect your credit. Guest Peter Mullen of American Consumer Credit Counseling
We need about 15 hours to sufficiently cover annuities, given the plethora of different types and riders. Here is our best attempt at boiling them down.
The IRS likes to switch things up every once and awhile. Here are the numbers you need to know for 2019
Fit these best money habits right in right in with those new eating and exercising habits (and those jeans that now fit so well).
Thanks and Giving Part IV: Asset Protection and Charitable Giving by McNamara Financial