This week, join Alyssa McNamara Reed, CFP® for a continuation of a live financial planning session with a real client. (The original session with the client was a few weeks ago) This week, we go into even more detail. 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. To schedule a visit with the team at McNamara Financial, be sure to...
May 06, 2024•47 min
This week, Mike McNamara, Ph.D., CFP® for a discussion about some important financial topics that are currently in the news. 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 f...
Apr 29, 2024•50 min
This week join Mike McNamara, Ph.D., CFP® for a discussion about making an annual financial checklist. 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. 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 WO...
Apr 22, 2024•48 min
Let’s make a plan! - Live Financial Planning Join Alyssa McNamara Reed, CFP® for a financial planning session with a real client. 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, fami...
Apr 15, 2024•48 min
This week join Justin McNamara and his guest Julie Shields-Rutyna of MEFA for a discussion on College Decisions and Financial Aid. 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. Julie Shields-Rutyna is the Director of College Planning, Education, and Training at MEFA. Julie joined MEFA in 2007 and in her role provides expertise r...
Apr 08, 2024•49 min
Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® with their guest, Attorney Stephanie Konarski, for a discussion about protecting assets with medicaid planning and crisis planning. Stephanie Konarski received her law degree from New England School of Law where she graduated with honors. She is also a cum laude graduate of Framingham State College where she received her undergraduate degree in Sociology and a minor degree in Psychology. Attorney Konarski has been providing thoughtful and...
Apr 01, 2024•48 min
Join Alyssa McNamara Reed, CFP® for a financial planning session with a real client. 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. 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 ...
Mar 25, 2024•48 min
This week, join Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a discussion about Social Security. 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.” (www.Czarnowsk...
Mar 18, 2024•50 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 with Darlene Sullivan about Municipal Finance. 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...
Mar 11, 2024•45 min
Join Alyssa McNamara Reed, CFP® for a discussion about inheritances and their implications for your financial planning. 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. 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, ...
Mar 04, 2024•47 min
This week join Mike McNamara, Ph.D., CFP® for further discussion about taking income from your investments in your 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. 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 ...
Feb 26, 2024•48 min
Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about IRA Distributions. 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 savers, beneficiaries of estates, business owners...
Feb 19, 2024•47 min
Join Alyssa McNamara Reed, CFP® for a deeper dive into retirement planning. 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. 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...
Feb 12, 2024•47 min
This week join Mike McNamara, Ph.D., CFP® for a discussion about taking income from your investments. 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. 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 WOR...
Feb 05, 2024•49 min
Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a discussion about the 401(k) and how it can fit into 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. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, ...
Jan 29, 2024•47 min
Join Alyssa McNamara Reed, CFP®, for a discussion about the US Tax Code and how to leverage it to your advantage. 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. 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-...
Jan 22, 2024•48 min
Join Alyssa McNamara Reed, CFP®, along with her father and mentor Michael J. McNamara, Ph.D., CFP®, for a discussion about investment risks. 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. 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...
Jan 15, 2024•48 min
Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a New Year’s discussion about numbers. 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 savers, beneficiaries of estates, business owner...
Jan 08, 2024•46 min
Join Alyssa McNamara Reed, CFP®, along with her father and mentor Michael J. McNamara, Ph.D., CFP®, for a discussion about four risks 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. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and w...
Jan 08, 2024•49 min
This week, join Justin McNamara, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island. You can find them online at: https://www.hendersoninsuranceus.com/ Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy an...
Dec 18, 2023•45 min
This week join Alyssa McNamara Reed, CFP®, and her guest, independent college counselor Stacy Havens, for a discussion about college admissions. 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-only investment management and financial planning firm, serving individuals and f...
Dec 11, 2023•48 min
This week join Mike McNamara, Ph.D., CFP® for a discussion about things you should know when it comes to investing. 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. 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...
Dec 04, 2023•48 min
Join Justin McNamara, CFP® for a discussion about Special Needs Planning with Joan McGrath, Executive Director of Plan of Massachusetts and Rhode Island. 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 Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financia...
Nov 28, 2023•48 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 Social Security and 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/
Nov 20, 2023•48 min
This week join Mike McNamara, Ph.D., CFP® for a discussion about what to do in bad financial markets. 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. 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 WOR...
Nov 14, 2023•49 min
Join Justin McNamara, CFP® and his guest Guy Ziriak of Northeast Brokerage for a discussion about Hybrid Life Insurance. 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. You can find Northeast Brokerage online at: https://nb-bga.com/ To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancia...
Nov 06, 2023•48 min
Join Alyssa McNamara Reed, CFP®, for interviews with DECA students and with Gwen Morgan, author of the "What if...Workbook." 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-ow...
Oct 31, 2023•48 min
This week, join Mike McNamara, Ph.D., 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. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, ser...
Oct 23, 2023•48 min
Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about yield and income and how they relate to your investment 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. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated s...
Oct 16, 2023•47 min
Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about making sense of big numbers. 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 a passion for investment strategy and selection. Works with small businesses and owners, parents of c...
Oct 09, 2023•45 min
