McNamaraOnMoney

New Year Checklist - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® for a discussion about making a New Year’s Financial Checklist. 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...

New Year Checklist - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® for a discussion about making a New Year’s Financial Checklist. 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...

Individual Health Insurance With Everett Henderson - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance. 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 est...

Individual Health Insurance With Everett Henderson - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® and their guest Everett Henderson of Henderson Insurance Group for a discussion about individual health insurance. 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 est...

Let’s Do a Financial Plan, Volume 2 - Part 2 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life 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. Michael J. McNamara, Ph. D., CFP®, is the Fo...

Let’s Do a Financial Plan, Volume 2 - Part 1 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life 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. Michael J. McNamara, Ph. D., CFP®, is the Fo...

Thanks and Giving 2021, Part 2 of 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. 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...

Thanks and Giving 2021, Part 1 of 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. 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 planne...

To Borrow or Not to Borrow for a Mortgage, Part 2 of 2 This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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,...

To Borrow or Not to Borrow for a Mortgage, Part 1 of 2 This week, join Alyssa McNamara Reed and her guest Jeremy Devaney of Fairway Independent Mortgage for a discussion about borrowing for a mortgage. 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,...

Let’s Do a Financial Plan - Part 2 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life 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. Michael J. McNamara, Ph. D., CFP®, is the Founder of M...

Let’s Do a Financial Plan - Part 1 of 2 This week join Justin McNamara and Mike McNamara as they make a real-life 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. Michael J. McNamara, Ph. D., CFP®, is the Founder of M...

Credit Unions vs Banks, Part 2 of 2 This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-b...

Credit Unions vs. Banks, Part 1 of 2 This week join Justin McNamara and his guests Matt Beaudoin and Robert Boley of Jeanne D’Arc Credit Union for an in-depth look at Credit Unions and how they differ from (and are similar to) banks. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-...

Risks and Rewards - Part 2 of 2 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward? Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motiva...

Risks and Rewards - Part 1 of 2 This week, Alyssa McNamara Reed joins her father, Mike McNamara, for a discussion about risk. How risky should you be in your investing strategy? What level of risk makes sense for you? What’s the relationship between risk and reward? Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motiva...

Paying for College, with Joseph Novinson of Vested Academics, Part 2 Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college. Alyssa McNamara Reed, CFP® is a financial planner with a passion for the inters...

Paying for College, with Joseph Novinson of Vested Academics Wondering how to pay for college? Don't know how much college your child can afford? This week join Alyssa McNamara Reed, CFP®, and her guest Joseph Novinson, Lead Financial Aid Consultant at Vested Academics for a discussion about paying for college. Alyssa McNamara Reed, CFP® is a financial planner with a passion for the intersection o...

Financial Tricks and Treats, Part 2 This week, join Justin McNamara and Mike McNamara for their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents...

Financial Tricks and Treats, Part 1 This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parent...

Long-Term Care with Lisa Silva, Part 2 This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care. 
Alyssa McNamara Reed, CFP® is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motiv...

Long-Term Care with Lisa Silva, Part 1 This week join Alyssa McNamara Reed along with her guest Lisa Silva Haraden of Arthur J. Gallagher (https://locations.ajg.com/us/ma/quincy/1900-crown-colony-dr) for a discussion of the financial implications of long-term care. 
Alyssa McNamara Reed, CFP® is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motiv...

How Can I Become Financially Secure? - Part 2 What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph. D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small business...

How Can I Become Financially Secure? - Part 1 What’s the Golden Rule of Finance? This week, join Justin McNamara, CFP® and Michael J. McNamara, Ph. D., CFP®, for an in-depth discussion about the Golden Rule of Finance and what it takes to become financially secure. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small business...

Medicare, with Peter Stoner - Part 2 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. 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, widow...