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 ...
Jun 19, 2020•53 min
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 pla...
Jun 18, 2020•53 min
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 po...
Jun 17, 2020•52 min
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 po...
Jun 16, 2020•52 min
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 c...
Jun 02, 2020•50 min
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 c...
Jun 01, 2020•51 min
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 ...
May 26, 2020•52 min
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 ...
May 25, 2020•52 min
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 Consu...
May 05, 2020•52 min
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, busine...
May 04, 2020•52 min
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-...
Apr 07, 2020•52 min
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-...
Apr 06, 2020•51 min
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 F...
Mar 25, 2020•53 min
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 F...
Mar 25, 2020•52 min
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 wit...
Mar 12, 2020•43 min
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 wit...
Mar 12, 2020•54 min
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 ...
Mar 03, 2020•52 min
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 ...
Mar 02, 2020•52 min
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 p...
Feb 18, 2020•50 min
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 p...
Feb 17, 2020•51 min
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...
Feb 14, 2020•53 min
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...
Feb 10, 2020•52 min
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 ...
Jan 28, 2020•56 min
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 ...
Jan 27, 2020•56 min
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 motivate...
Jan 08, 2020•53 min
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 motivate...
Jan 08, 2020•52 min
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 ...
Dec 24, 2019•52 min
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 ...
Dec 23, 2019•52 min
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...
Dec 10, 2019•49 min
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...
Dec 09, 2019•50 min
