Long-Term Care with Lisa Silva, Part 2 This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care. 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. McNamara Financi...
Oct 25, 2021•53 min
Long-Term Care with Lisa Silva, Part 1 This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care. 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. McNamara Financi...
Oct 25, 2021•52 min
How Can I Become Financially Secure? - Part 2 What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure. 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. McNama...
Oct 12, 2021•53 min
How Can I Become Financially Secure? - Part 1 What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure. 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. McNama...
Oct 12, 2021•51 min
Medicare, with Peter Stoner - Part 2 This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. About Peter D. Stoner: Over 25 years of Medicare Experience * Mana...
Oct 11, 2021•53 min
Medicare, with Peter Stoner - Part 1 This week, join Kirk B. Reed, CFP®, and his guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. About Peter D. Stoner: Over 25 years of Medicare Experience * Mana...
Oct 11, 2021•52 min
Estate Planning with Bryan Fecteau, Part 2 This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder...
Sep 20, 2021•52 min
Estate Planning with Bryan Fecteau, Part 1 This week join Kirk B. Reed, CFP®, and his guest Bryan Fecteau of Delaney & Muncey, P.C. for a discussion about Estate Planning. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Bryan Fecteau's areas of practice at Delaney & Muncey, P.C. include Estate Planning, Estate Settlement, Probate Matters, Elder...
Sep 20, 2021•53 min
Bankruptcy, Part 2 This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and b...
Sep 17, 2021•55 min
Bankruptcy, Part 1 This week, join Justin McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and b...
Sep 17, 2021•54 min
Medicare, with Pat Haradan In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Medicare, 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://mcnamarafinancial.com/
Sep 13, 2021•51 min
Social Security and Employee Benefits with Pat Haradan - Part 1 In this episode, join guest host Pat Haradan, Employee Benefits and Risk Management Strategist of Lockton, for a discussion about Social Security and Employee Benefits. 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://mcnamarafinancia...
Sep 13, 2021•52 min
What’s Going On In The Real Estate Market, Part 2 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now. 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 ...
Aug 30, 2021•54 min
What’s Going On in the Real Estate Market? - with Sharon McNamara, Part 1 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Sharon McNamara of Boston Connect Real Estate for a discussion about what's going on in the real estate market now. 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...
Aug 30, 2021•53 min
Managing Finances Through Life’s Situations, Part 2 This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about situations in life and how you should be managing your money through them. 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. American Consume...
Aug 23, 2021•52 min
Managing Finances Through Life’s Situations, Part 1 This week, join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about situations in life and how you should be managing your money through them. 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. American Consume...
Aug 23, 2021•51 min
Financial Stuff Folks Hate To Talk About, Part 2 (Rebroadcast) This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about! 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara F...
Aug 17, 2021•53 min
Financial Stuff Folks Hate To Talk About, Part 1 (Rebroadcast) This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about! 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara F...
Aug 17, 2021•52 min
Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 2 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about! 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. Michael J. McNamara, Ph.D., CFP®, is ...
Jul 24, 2021•53 min
Financial Stuff Folks Hate to Talk About (or worry about, or don’t think about), Part 1 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about things you might not want to talk about, worry about, or think about! 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. Michael J. McNamara, Ph.D., CFP®, is ...
Jul 24, 2021•52 min
McNamara on Money gets local! In this episode, join Alyssa McNamara Reed, CFP®, (who’s also the President of the Marshfield Massachusetts Chamber of Commerce!) for a fun Summer show about what’s going on on the South Shore! 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. McNamara Financial is an independent, family-owned, fee-onl...
Jul 19, 2021•52 min
Retirement Scenarios How much money do you need to retire? At what age can you retire? This week join Alyssa McNamara Reed, CFP®, for a walkthrough of retirement scenarios, and learn the details about how much money you need to live a comfortable retirement, and what age you can plan on retiring. 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...
Jul 19, 2021•50 min
Elder Law, Part 2 This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. ...
Jul 13, 2021•54 min
Elder Law, Part 1 This week, join Justin McNamara, CFP, along with attorney Jeffrey A. Higgins, and Suzanne McNamara, RN, BSN, BSW, CMC - Elder Care Manager / Aging Life Care Professional and Partner, Client Care Director, and Elder Care Consultant of Elder Care Consultants of Choice - for a discussion about how the law can protect your assets if you’re in, or going into, a nursing home. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. ...
Jul 13, 2021•54 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...
Jul 12, 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...
Jul 12, 2021•54 min
Financial Independence, Part 2 This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age! 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 service and the interse...
Jul 09, 2021•55 min
Financial Independence, Part 1 This week, join Alyssa McNamara Reed, CFP®, and her husband/business partner Kirk B. Reed, CFP® for a discussion on achieving financial independence at any age! 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 service and the interse...
Jul 09, 2021•48 min
Aging in Place, Part 2 This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member. 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 fi...
Jun 21, 2021•53 min
Aging in Place, Part 1 This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member. 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 fi...
Jun 21, 2021•53 min
