The Roth in all its Beauty, Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family. 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 passion f...
Feb 18, 2022•53 min
The Roth in all its Beauty, Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family. 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 passion f...
Feb 18, 2022•52 min
Plan Done - How Are We Doing? - Part 2 of 2 This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strate...
Feb 07, 2022•53 min
Plan Done - How Are We Doing? - Part 1 of 2 This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strate...
Feb 07, 2022•51 min
Bear Market Survival Guide Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph.D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down? Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated save...
Jan 31, 2022•51 min
Bear Market Survival Guide Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph.D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down? Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated save...
Jan 31, 2022•47 min
New Year Checklist Continued - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a continuation of their earlier discussion about making a New Year’s Financial Checklist. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planne...
Jan 24, 2022•53 min
New Year Checklist Continued - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a continuation of their earlier discussion about making a New Year’s Financial Checklist. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planne...
Jan 24, 2022•50 min
Making Smart Financial Decisions, Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions. 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® i...
Jan 18, 2022•51 min
Making Smart Financial Decisions, Part of 2 - with Peter Mullen of American Consumer Credit Counseling This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions. 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 own...
Jan 18, 2022•54 min
New Year Checklist - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about making a New Year’s Financial Checklist. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with leg...
Jan 10, 2022•52 min
New Year Checklist - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about making a New Year’s Financial Checklist. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with leg...
Jan 10, 2022•52 min
Individual Health Insurance With Everett Henderson - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara...
Dec 20, 2021•53 min
Individual Health Insurance With Everett Henderson - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance. 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara...
Dec 20, 2021•52 min
Let’s Do a Financial Plan, Volume 2 - Part 2 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life financial plan. 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 Planner. He’s semi-retired, and works with lega...
Dec 07, 2021•53 min
Let’s Do a Financial Plan, Volume 2 - Part 1 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life financial plan. 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 Planner. He’s semi-retired, and works with lega...
Dec 07, 2021•53 min
Thanks and Giving 2021, Part 2 of 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. 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. Kirk works with benefici...
Dec 06, 2021•53 min
Thanks and Giving 2021, Part 1 of 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. 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. Kirk works with benefici...
Dec 06, 2021•54 min
To Borrow or Not to Borrow for a Mortgage, Part 2 of 2 This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 yea...
Nov 23, 2021•56 min
To Borrow or Not to Borrow for a Mortgage, Part 1 of 2 This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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. Jeremy Devaney joined Fairway Independent Mortgage in October 2017 having 2.5 yea...
Nov 23, 2021•57 min
Let’s Do a Financial Plan - Part 2 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life financial plan. 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 Planner. He’s semi-retired, and works with legacy clients...
Nov 22, 2021•54 min
Let’s Do a Financial Plan - Part 1 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life financial plan. 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 Planner. He’s semi-retired, and works with legacy clients...
Nov 22, 2021•54 min
Credit Unions vs Banks, Part 2 of 2 This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks. 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 with the team at McNamara Finan...
Nov 11, 2021•55 min
Credit Unions vs. Banks, Part 1 of 2 This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks. 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 with the team at McNamara Fina...
Nov 11, 2021•54 min
Risks and Rewards - Part 2 of 2 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward? 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. McNam...
Nov 08, 2021•53 min
Risks and Rewards - Part 1 of 2 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward? 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. McNam...
Nov 08, 2021•46 min
Paying for College, with Joseph Novinson of Vested Academics, 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 guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college. 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, busines...
Nov 01, 2021•56 min
Paying for College, with Joseph Novinson of Vested Academics 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 guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college. 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...
Nov 01, 2021•56 min
Financial Tricks and Treats, Part 2 This week, join Justin McNamara and Mike McNamara for their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! 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 t...
Oct 25, 2021•54 min
Financial Tricks and Treats, Part 1 This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! 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 ...
Oct 25, 2021•54 min
