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...
Dec 03, 2019•57 min
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...
Dec 02, 2019•1 hr 4 min
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 sched...
Nov 19, 2019•49 min
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 sched...
Nov 18, 2019•49 min
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&...
Nov 12, 2019•52 min
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&...
Nov 11, 2019•53 min
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 nu...
Nov 07, 2019•52 min
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 nu...
Nov 07, 2019•52 min
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, ben...
Oct 29, 2019•52 min
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, ben...
Oct 28, 2019•52 min
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 (...
Oct 24, 2019•50 min
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 (...
Oct 23, 2019•49 min
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 h...
Oct 22, 2019•52 min
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 h...
Oct 21, 2019•52 min
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...
Oct 15, 2019•53 min
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...
Oct 14, 2019•1 hr 1 min
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 fi...
Oct 09, 2019•48 min
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 a...
Oct 02, 2019•53 min
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 a...
Sep 30, 2019•52 min
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 S...
Sep 25, 2019•52 min
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...
Sep 23, 2019•52 min
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 ...
Sep 17, 2019•52 min
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...
Sep 16, 2019•52 min
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 managemen...
Sep 10, 2019•52 min
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 managemen...
Sep 10, 2019•52 min
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 w...
Sep 03, 2019•53 min
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 w...
Sep 02, 2019•52 min
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 ...
Aug 20, 2019•53 min
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 ...
Aug 19, 2019•52 min
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 profe...
Aug 13, 2019•47 min
