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...
Feb 16, 2021•52 min
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...
Feb 15, 2021•52 min
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 coll...
Feb 11, 2021•53 min
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 coll...
Feb 10, 2021•53 min
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, d...
Feb 09, 2021•51 min
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, ...
Feb 08, 2021•49 min
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 coun...
Feb 02, 2021•52 min
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 coun...
Feb 01, 2021•52 min
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 coll...
Jan 26, 2021•54 min
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 coll...
Jan 25, 2021•54 min
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 ...
Jan 19, 2021•50 min
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 w...
Jan 18, 2021•49 min
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...
Jan 14, 2021•53 min
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...
Jan 13, 2021•54 min
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. Re...
Jan 12, 2021•51 min
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. Re...
Jan 11, 2021•48 min
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-retir...
Jan 04, 2021•49 min
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-retir...
Jan 04, 2021•48 min
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 Mc...
Dec 29, 2020•52 min
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 Mc...
Dec 28, 2020•54 min
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 pass...
Dec 15, 2020•52 min
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 pass...
Dec 14, 2020•51 min
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 Direct...
Dec 09, 2020•53 min
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 Educati...
Dec 08, 2020•52 min
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...
Nov 24, 2020•53 min
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...
Nov 24, 2020•54 min
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 ow...
Nov 17, 2020•49 min
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 ow...
Nov 16, 2020•46 min
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 Pla...
Nov 12, 2020•54 min
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 Pl...
Nov 11, 2020•54 min
