This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CR...
Oct 02, 2023•27 min
This week, join Mike McNamara, ,Ph.D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtillott, CRMP® is well known throughout the reverse mortgage industry and is currently one of only 185 CR...
Oct 02, 2023•23 min
This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your 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. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated...
Sep 25, 2023•26 min
This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your 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. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated...
Sep 25, 2023•23 min
This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you 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. 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 ...
Sep 18, 2023•27 min
This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you 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. 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 ...
Sep 18, 2023•23 min
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 HR 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://mcnamarafinancial.com/
Sep 11, 2023•26 min
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 HR 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://mcnamarafinancial.com/
Sep 11, 2023•20 min
This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small busin...
Sep 04, 2023•27 min
This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small busin...
Sep 04, 2023•22 min
This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S ...
Aug 28, 2023•27 min
This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning. 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S ...
Aug 28, 2023•22 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works ...
Aug 22, 2023•47 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works ...
Aug 21, 2023•46 min
Join Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement. 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. 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 investment management and financial planning...
Aug 21, 2023•25 min
Join Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement. 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. 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 investment management and financial planning...
Aug 21, 2023•17 min
Join Mike McNamara, Ph.D., CFP® and his daughter and business partner Alyssa McNamara Reed, CFP®i for another segment in their ongoing discussion about the latest financial stories in the media. 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 planner with passion for the intersection of taxes and investing. Alyssa works with motiva...
Aug 05, 2023•44 min
This week, Mike McNamara, Ph.D., CFP® and his son and business partner Justin McNamara, CFP® for another segment in their ongoing discussion about the latest financial stories in the media. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses a...
Aug 05, 2023•42 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and ...
Aug 01, 2023•47 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and ...
Aug 01, 2023•47 min
This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. 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...
Jul 24, 2023•46 min
This week, Mike McNamara, Ph.D., CFP® for a show about the latest financial stories in the media. 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. 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 investment management and financial planning firm, ser...
Jul 24, 2023•40 min
This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. 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...
Jul 10, 2023•47 min
Financial Media - The Good, the Bad, and the Ugly, Part 3 - 1 of 2 This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with benef...
Jul 10, 2023•44 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with smal...
Jul 02, 2023•45 min
Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with smal...
Jul 02, 2023•44 min
This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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. 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 s...
Jun 25, 2023•46 min
This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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. 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 s...
Jun 25, 2023•46 min
This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, bene...
Jun 19, 2023•47 min
This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, bene...
Jun 19, 2023•45 min
