McNamaraOnMoney

This week join Kirk Reed and Mike McNamara their annual Halloween show - a fun discussion about financial tricks and treats. 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 Cer...

This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation. 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 a passion for invest...

This week, join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® for a discussion about inflation. 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 a passion for invest...

This week join Mike McNamara, Ph. D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about all things Real Estate. 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...

Medicare Open Enrollment time is fast approaching, and it's time to think about your options for Medical Supplemental Plans. 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 Supplemental Plans. Kirk B. Reed, CFP® is a financial planner with passion fo...

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 save...

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 save...

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 Consideratio...

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 Consideratio...

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...

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...

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 sol...

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 sol...

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...

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...

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 benefic...

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 benefic...

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...

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...

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...

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...

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...

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...

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. Re...

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. Re...