McNamara Financial
McNamaraOnMoney
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.
Author
McNamara Financial
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Podcast website
Latest episode
Jul 6, 2026
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Episodes
Common Sense Survival In Today's World, Part 1 14.09.2020 52:06
Common Sense Survival in Today’s World, Part 1 This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world. 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. M...
Being A Landlord In Massachusetts, Part 2 01.09.2020 52:00
Being a Landlord in Massachusetts, Part 2 This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated save...
Being A Landlord In Massachusetts, Part 1 31.08.2020 52:20
Being a Landlord in Massachusetts, Part 1 This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated save...
Saving For College Education, Part 2 25.08.2020 53:27
Saving for College Education, Part 2 Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investi...
Saving For College Education, Part 1 24.08.2020 48:11
Saving for College Education, Part 1 Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investi...
College Planning And Financial Aid, Part 2 17.08.2020 52:20
College Planning and Financial Aid with Guests from Vested Academics, Part 2 Trying to navigate the complex maze of financial planning and financial aid for your college student? This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance. Alyssa Mc...
College Planning And Financial Aid, Part 1 16.08.2020 51:58
College Planning and Financial Aid with Guests from Vested Academics, Part 1 Trying to navigate the complex maze of financial planning and financial aid for your college student? This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance. Alyssa Mc...
Don't Waste Your Time Trying To Time The Markets, Part 2 09.08.2020 52:08
Don’t Waste Your Time Timing the Markets, Part 2 This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets. 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-retir...
Don't Waste Your Time Timing The Markets, Part 1 09.08.2020 51:55
Don’t Waste Your Time Timing the Markets, Part 1 This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets. 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-retir...
FAQs For A Financial Advisor, Part 2 02.08.2020 51:48
FAQ’s For a Financial Advisor, Part 2 This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors. 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. Ree...
FAQs For A Financial Advisor, Part 1 02.08.2020 52:03
FAQ’s For a Financial Advisor, Part 1 This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors. 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. Ree...
Why You May Need A Roth IRA, Part 2 14.07.2020 48:16
Why You May Need a Roth IRA, Part 1 Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one? This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement plan. Alyssa McNamara Reed, CFP® is a financial planner with passion for the intersecti...
Why You May Need A Roth IRA, Part 1 13.07.2020 52:18
Why You May Need a Roth IRA, Part 1 Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one? This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement plan. Alyssa McNamara Reed, CFP® is a financial planner with passion for the intersecti...
The Evolution Of Real Estate, Part 2 30.06.2020 51:58
The Evolution of Real Estate, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate. 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...
The Evolution Of Real Estate, Part 1 29.06.2020 52:33
The Evolution of Real Estate, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate. 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...
The Retire Early Movement 19.06.2020 53:09
The Retire Early Movement Are you considering retiring early? This week, join Justin McNamara and Alyssa McNamara-Reed for a discussion about what what you need to consider if you’re thinking about retiring early. 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 chan...
Is There Any Yield Out There? 18.06.2020 53:02
Is there any yield out there? In these challenging financial times, where is a good yield to be found? This week, join Justin and Alyssa McNamara-Reed for a discussion about what good investment opportunities exist. and where to find them. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of co...
Certified Financial Planner Superman! Part 2 17.06.2020 52:00
Certified Financial Planner Superman! Part 2 What exactly IS a Certified Financial Planner? Why do you need one? This week, join Justin and Mike McNamara for a discussion about what a Certified Financial Planner is, and how their professional training can help you make sound financial decisions. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selecti...
Certified Financial Planner Superman! Part 1 16.06.2020 51:41
Certified Financial Planner Superman! Part 1 What exactly IS a Certified Financial Planner? Why do you need one? This week, join Justin and Mike McNamara for a discussion about what a Certified Financial Planner is, and how their professional training can help you make sound financial decisions. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selecti...
Estate Planning with Danielle Van Ess of DGVE Law, Part 2 02.06.2020 50:25
Estate Planning with Danielle Van Ess of DGVE Law, Part 2 This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Danielle Van Ess of DGVE Law for a discussion about Estate 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, busine...
Estate Planning with Danielle Van Ess of DGVE Law, Part 1 01.06.2020 51:18
Estate Planning with Danielle Van Ess of DGVE Law, Part 1 This week, join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest Danielle Van Ess of DGVE Law for a discussion about Estate 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, busine...
Reverse Mortgages with David Tourtillott, Part 2 26.05.2020 51:35
Reverse Mortgages with David Tourtillott, Part 2 This week, join Alyssa McNamara Reed and her guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages. 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-retir...
Reverse Mortgages with David Tourtillott, Part 1 25.05.2020 52:04
Reverse Mortgages with David Tourtillott, Part 1 This week, join Alyssa McNamara Reed and her guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Reverse Mortgages. 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-retir...
Social Security Collection Options And Strategies 05.05.2020 52:03
Social Security Collection Options and Strategies On this episode, join Alyssa McNamara Reed the her guest Kurt Czarnowski of Czarnowski Consulting for a discussion about Social Security collection options and strategies. 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...
Strategies For Accessing Money In Difficult Times 04.05.2020 51:32
Strategies For Accessing Money In Difficult Times On this podcast, listen as Alyssa McNamara Reed discusses the best ways to access money during difficult times - how the Coronavirus (COVID-19) pandemic impacts your ability to access your money during times of financial hardship and best ways for you to access needed cash. Alyssa McNamara Reed, CFP®is a financial planner with passion for the inter...
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