The Ever-Evolving Retirement Plan, Part 1 - podcast episode cover

The Ever-Evolving Retirement Plan, Part 1

Aug 19, 201952 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

The Ever Evolving Retirement Plan, Part 1 This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan. 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 beneficiaries of estates, widows, golfers, and pre-retirees. 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com
For the best experience, listen in Metacast app for iOS or Android