Life and Disability Insurance with Pat Haraden, Part 2 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about Disability and Life Insurance. 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...
Jun 24, 2022•50 min
Life and Disability Insurance with Pat Haraden, Part 1 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies in Boston for a discussion about Disability and Life Insurance. You can find Lockton online at: https://global.lockton.com/offices/usa-boston 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 ...
Jun 20, 2022•51 min
Bear Market Survival Guide - The Continuing Discussion - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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 Fina...
Jun 13, 2022•49 min
Bear Market Survival Guide - The Continuing Discussion - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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 Fina...
Jun 13, 2022•49 min
What to do about Market Volatility? - Continuing the Conversation - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with...
Jun 01, 2022•51 min
What to do about Market Volatility? - Continuing the Conversation - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with...
Jun 01, 2022•50 min
Elder Care with Guest Suzanne McNamara - Part 2 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. 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. Alyssa McNamara Reed, CFP®is a fin...
May 21, 2022•50 min
Elder Care with Guest Suzanne McNamara - Part 1 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. 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. Alyssa McNamara Reed, CFP®is a fin...
May 21, 2022•52 min
What to do about volatility? - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial ...
May 17, 2022•48 min
What to do about volatility? - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial ...
May 17, 2022•52 min
Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has succes...
May 09, 2022•51 min
Bankruptcy with Attorney Sean P. Kelly, Part 1 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successf...
May 09, 2022•50 min
Investment Returns - What do you need? - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamar...
Apr 30, 2022•52 min
Investment Returns - What do you need? - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about investment returns and how they relate to your financial 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamar...
Apr 30, 2022•51 min
Financial Jeopardy! Part 2 of 2 This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy! 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investm...
Apr 20, 2022•56 min
Financial Jeopardy! Part 1 of 2 This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy! 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investm...
Apr 20, 2022•49 min
Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph.D. Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph.D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan. 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,...
Apr 09, 2022•51 min
Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph.D. Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph.D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan. 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,...
Apr 09, 2022•52 min
Social Security with Kurt Czarnowski, Part 2 of 2 This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security. 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert An...
Apr 04, 2022•52 min
Social Security with Kurt Czarnowski, Part 1 of 2 This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security. 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert An...
Apr 04, 2022•53 min
Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 2 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about Insurance, Employee Benefits, and Healthcare. 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 y...
Mar 21, 2022•53 min
Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 1 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about Insurance, Employee Benefits, and Healthcare. 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 y...
Mar 21, 2022•54 min
Is now a good time to invest? - Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest. 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 for investment strategy and s...
Mar 14, 2022•54 min
Is now a good time to invest? - Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest. 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 for investment strategy and s...
Mar 14, 2022•52 min
Bear Market Survival Guide - The Continuing Saga - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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 ...
Mar 07, 2022•50 min
Bear Market Survival Guide - The Continuing Saga - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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 ...
Mar 07, 2022•51 min
Financial Health for the New Year, Part 2 of 2 This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year. 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. Alyssa McNamara Reed, CFP®is a financial planner wi...
Feb 27, 2022•55 min
Financial Health for the New Year, Part 1 of 2 This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year. 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. Alyssa McNamara Reed, CFP®is a financial planner wi...
Feb 27, 2022•55 min
Employee Benefits with Guest Ted Dixon, part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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 ...
Feb 19, 2022•54 min
Employee Benefits with Guest Ted Dixon, part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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 ...
Feb 19, 2022•52 min
