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 profe...
Aug 12, 2019•47 min
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://mcnamarafinanci...
Aug 06, 2019•53 min
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://mcnamarafinanci...
Aug 05, 2019•1 hr 1 min
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 ha...
Jul 30, 2019•53 min
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 ha...
Jul 29, 2019•54 min
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, famil...
Jul 23, 2019•56 min
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...
Jul 22, 2019•41 min
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 c...
Jul 18, 2019•55 min
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 c...
Jul 18, 2019•52 min
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, paren...
Jul 09, 2019•51 min
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, paren...
Jul 08, 2019•49 min
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, inc...
Jul 01, 2019•55 min
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, inc...
Jul 01, 2019•52 min
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 ...
Jun 18, 2019•55 min
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 yea...
Jun 17, 2019•53 min
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/
Jun 11, 2019•56 min
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/
Jun 10, 2019•52 min
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/
Jun 06, 2019•29 min
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/
Jun 05, 2019•31 min
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/
Jun 04, 2019•30 min
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/
Jun 04, 2019•31 min
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/
May 31, 2019•28 min
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/
May 31, 2019•26 min
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/
May 31, 2019•33 min
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/
May 31, 2019•24 min
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/
May 23, 2019•27 min
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/
May 22, 2019•29 min
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/
May 21, 2019•23 min
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/
May 20, 2019•34 min
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 ye...
May 16, 2019•33 min
