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 ...
Jun 15, 2021•54 min
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 ...
Jun 15, 2021•54 min
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 o...
Jun 07, 2021•51 min
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, di...
Jun 07, 2021•52 min
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, pare...
May 20, 2021•55 min
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, pare...
May 20, 2021•55 min
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....
May 10, 2021•53 min
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....
May 10, 2021•54 min
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. McN...
May 04, 2021•55 min
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. McN...
May 04, 2021•54 min
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 serv...
May 03, 2021•52 min
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 servi...
May 03, 2021•52 min
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 se...
Apr 20, 2021•50 min
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 se...
Apr 19, 2021•54 min
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, bus...
Apr 13, 2021•51 min
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, bus...
Apr 12, 2021•51 min
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 se...
Apr 09, 2021•54 min
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 se...
Apr 09, 2021•54 min
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 pa...
Apr 06, 2021•52 min
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 pa...
Apr 05, 2021•51 min
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 finan...
Mar 30, 2021•49 min
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 finan...
Mar 29, 2021•50 min
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. K...
Mar 23, 2021•52 min
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. K...
Mar 23, 2021•51 min
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 Financia...
Mar 09, 2021•54 min
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 Financia...
Mar 08, 2021•54 min
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, divo...
Mar 02, 2021•52 min
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, divo...
Mar 01, 2021•52 min
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. McNamar...
Feb 23, 2021•53 min
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. McNamar...
Feb 23, 2021•53 min
