McNamaraOnMoney

Tax-Related Investment Decisions, Part 1 This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a discussion about how your investments may impact your taxes. 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-reti...

Getting Ready for the Spring Market, with Sharon McNamara, Part 2 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxe...

Getting Ready for the Spring Market, with Sharon McNamara, Part 1 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guests guest Sharon McNamara and Mary Baker of Boston Connect Real Estate for a discussion about what you need to do to get ready for the Spring Market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxe...

Get Ready for Tax Time! - Part 2 It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a lively discussion about what you need to do to get ready to file your taxes. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesse...

Get Ready for Tax Time! - Part 1 It’s that time of year - time to get ready to file your tax returns! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a lively discussion about what you need to do to get ready to file your taxes. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesse...

The Ins and Outs of Settling an Estate, Part 2 This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes. 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, divor...

The Ins and Outs of Settling an Estate. Part 1 This week, join Alyssa McNamara Reed and her guest Danielle Van Ess of DGVE Law for a discussion about the ins and outs of setting an estate when someone passes. 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, divor...

Your Investments - Get Brave or Earn Low Return, Part 4 Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future. Justin McNamara, CFP® is a Certified Financial Planner with p...

Your Investments - Get Brave or Earn Low Return, Part 3 Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future. Justin McNamara, CFP® is a Certified Financial Planner with p...

How to read your Homeowners and Umbrella Policies, Part 2 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Tim Williams, Business Development Manager at Flaherty Insurance for a discussion about how to read (and understand) your homeowners and umbrella policies. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of t...

How to read your Homeowners and Umbrella Policies, Part 1 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Tim Williams, Business Development Manager at Flaherty Insurance, for a discussion about how to read (and understand) your homeowners and umbrella policies. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of...

Rebuilding Finances after Hardship, Part 2 Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship. 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, busines...

Rebuilding Finances after Hardship, Part 1 Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about rebuilding your finances after suffering hardship. 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, busines...

Your Investments - Get Brave or Earn Low Return, Part 2 Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future. Justin McNamara, CFP® is a Certified Financial Planner with p...

Your Investments - Get Brave or Earn Low Return, Part 1 Risk - it’s a part of your you life, but how does risk apply to your investment strategy? This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for an important discussion about risk and risk-taking when it comes to your investments and financial future. Justin McNamara, CFP® is a Certified Financial Planner with p...

Tax and Financial Issues for the Self-Employed, Part 2 Are you self-employed, or thinking of working for yourself? If so, this show is for you! This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed. Alyssa McNamara Re...

Tax and Financial Issues for the Self-Employed, Part 1 Are you self-employed or thinking of working for yourself? If so, this show is for you! This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and special guest Michael S. McDonough, CPA, MST of Nielsen, McDonough & Company, LLC for a discussion about tax and financial issues for the self-employed. Alyssa McNamara Ree...

2020 Year in Review with Justin McNamara and Kirk Reed, Part 2 2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020. 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 changer...

2020 Year in Review with Justin McNamara and Kirk Reed, Part 1 2020 was a bumpy ride! This week join Justin McNamara and Kirk Reed for a discussion about the biggest and most important financial events of 2020. 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 changer...

The Evil Brilliance of Annuities, Part 2 What’s an annuity? How do annuities work? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about what an annuity is and how it might, or might not, fit into your financial planning. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with...

The Evil Brilliance of Annuities, Part 1 What’s an annuity? How do annuities work? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about what an annuity is and how it might, or might not, fit into your financial planning. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with...

Stimulus Package #2 - Part 2 Do you have questions about the second CARES Act stimulus package? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, an in-depth discussion about the details of the second stimulus package, passed by Congress in December 2020. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Aly...

Stimulus Package #2 - Part 1 Do you have questions about the second CARES Act stimulus package? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, an in-depth discussion about the details of the second stimulus package, passed by Congress in December 2020. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Aly...

Sayonara, 2020! - Part 2 What a year! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a rousing look at the past year, and how the events of 2020 may affect your financial planning and future. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bou...

Sayonara, 2020! - Part 1 What a year! This week, join Justin McNamara, CFP, along with Michael J. McNamara, Ph. D., CFP for a rousing look at the past year, and how the events of 2020 may affect your financial planning and future. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bou...