Estate Planning with Attorney Mark Stiles, Part 2 of 2 This week join Alyssa McNamara Reed and her 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, business owners, divorcees, and pre-retirees. On January 2, 1996, the f...
Oct 10, 2022•45 min
Estate Planning with Attorney Mark Stiles, Part 1 of 2 This week join Alyssa McNamara Reed and her 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, business owners, divorcees, and pre-retirees. On January 2, 1996, the f...
Oct 10, 2022•46 min
Medicare and Medicare Supplement Plans with Peter Stoner - Part 2 of 2 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. 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 Pricing and Considerations. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersecti...
Oct 03, 2022•45 min
Medicare and Medicare Supplement Plans with Peter Stoner - Part 1 of 2 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. 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 Pricing and Considerations. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersecti...
Oct 03, 2022•47 min
All Things Insurance with Pat Harden, 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 all things 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 TO WORK WITH A FID...
Sep 26, 2022•43 min
All Things Insurance with Pat Harden, 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 all things 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 TO WORK WITH A FID...
Sep 26, 2022•45 min
Long-Term Care Insurance with Bernadette Faulkner, Part 2 of 2 This week, join Kirk Reed, CFP® and his guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance. Bernadette Faulkner works with individuals, small businesses, financial planners and estate/elder care attorneys and their clients, to design and secure annuities and insurance plans as a solution for retirement asset protection, lifetime income, and long term care financing. Kirk B. Reed, ...
Sep 19, 2022•44 min
Long-Term Care Insurance with Bernadette Faulkner, Part 1 of 2 This week, join Kirk Reed, CFP® and his guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about long-term care insurance. Bernadette Faulkner works with individuals, small businesses, financial planners and estate/elder care attorneys and their clients, to design and secure annuities and insurance plans as a solution for retirement asset protection, lifetime income, and long term care financing. Kirk B. Reed, ...
Sep 19, 2022•42 min
Bear Market, Volatility, Uncertainty, and Biden’s Relief Plan - Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about Bear Markets, Volatility. Uncertainty, and President Biden’t Relief 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, business owners, divorcees, and pre-retirees. Justin McNamara, CFP® is a Certified Fina...
Sep 12, 2022•44 min
Bear Market, Volatility, Uncertainty, and Biden’s Relief Plan - Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about Bear Markets, Volatility. Uncertainty, and President Biden’t Relief 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, business owners, divorcees, and pre-retirees. Justin McNamara, CFP® is a Certified Fina...
Sep 12, 2022•43 min
Your Investments - Be Brave or Be Poor - Continuing the Conversation - Part 2 of 2 This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for another chapter in their ongoing discussion about being brave in your investments during times of inflation. 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 Founde...
Sep 06, 2022•47 min
Your Investments - Be Brave or Be Poor - Continuing the Conversation - Part 1 of 2 This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for another chapter in their ongoing discussion about being brave in your investments during times of inflation. 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 Founde...
Sep 06, 2022•49 min
Your Investments - Be Brave or Be Poor, Part 2 of 2 This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about being brave in your investments during times of inflation. 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’...
Aug 22, 2022•49 min
Your Investments - Be Brave or Be Poor - Part 1 of 2 This week, join Kirk Reed, CFP® and Mike McNamara, Ph.D., CFP® for a discussion about being brave in your investments during times of inflation. 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...
Aug 22, 2022•49 min
Aging in Place - Continuing Care Retire Retirement Communities - Part 2 of 2 This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about Aging in Place and Continuing Care Retirement Communities. Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working ...
Aug 14, 2022•51 min
Aging in Place - Continuing Care Retire Retirement Communities - Part 1 of 2 This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about Aging in Place and Continuing Care Retirement Communities. Lara Shea has enjoyed working in senior living since high school. In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server. Since then, Lara has worked her way up in the senior living field, working ...
Aug 14, 2022•51 min
Mid-Year Checklist, Part 2 of 2 The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan. 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 ...
Aug 06, 2022•49 min
Mid-Year Checklist, Part 1 of 2 The year’s more than halfway over, and Summer is the perfect time for a financial check-in. This week join Kirk Reed and Mike McNamara as they take a look at what you should be considering in your mid-year financial plan. 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 ...
Aug 06, 2022•50 min
What’s Hot and What’s Not, Part 2 of 2 This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning. 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 and the intersection of golf and fin...
Jul 30, 2022•49 min
What’s Hot and What’s Not, Part 1 of 2 This week join Justin McNamara and Kirk Reed for a discussion what’s hot and what’s not and how it relates to your financial planning. 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 and the intersection of golf and fin...
Jul 30, 2022•51 min
Financial Words of Wisdom from Financial Industry Titans, Part 2 of 2 This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans. 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 and select others. Alyssa McNamara Reed, CFP®is a financial planne...
Jul 23, 2022•48 min
Financial Words of Wisdom from Financial Industry Titans, Part 1 of 2 This week, join Michael J. McNamara, Ph.D., CFP®, founder of McNamara Financial, and his co-host and daughter Alyssa McNamara Reed, CFP® for a fun show featuring words of wisdom from financial industry titans. 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 and select others. Alyssa McNamara Reed, CFP®is a financial planne...
Jul 23, 2022•48 min
Real Estate from the Legal Side with Attorney Mark Stiles, Part 2 of 2 This week join Alyssa McNamara Reed and her 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, business owners, divorcees, and pre-retirees. On Januar...
Jul 18, 2022•51 min
Real Estate from the Legal Side with Attorney Mark Stiles, Part 1 of 2 This week join Alyssa McNamara Reed and her 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, business owners, divorcees, and pre-retirees. On Janua...
Jul 18, 2022•51 min
Surviving the Real Estate Downturn with Sharon McNamara, Part 2 of 2 This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. 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 and select others. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://w...
Jul 11, 2022•47 min
Surviving the Real Estate Downturn with Sharon McNamara, Part 1 of 2 This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. 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 and select others. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://w...
Jul 11, 2022•48 min
Thoughts on a Changing Economic Landscape, Part 2 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. 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 ...
Jul 04, 2022•48 min
Thoughts on a Changing Economic Landscape, Part 1 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. 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 ...
Jul 04, 2022•45 min
Let’s do a Plan! - Part 2 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. 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 sem...
Jun 27, 2022•47 min
Let’s do a Plan! - Part 1 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. 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 sem...
Jun 27, 2022•48 min
