McNamara Financial

McNamaraOnMoney

Business EN ↓ 500 episodes

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

Category

Business

Podcast website

mcnamarafinancial.com

Latest episode

Jul 6, 2026

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Episodes

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 2 07.04.2020

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 2 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing...

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 1 06.04.2020

Real Estate - the CARES Act and COVID-19's Effects on the Real Estate Market, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the CARES Act, and how the Coronavirus (COVID-19) pandemic effects the real estate market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing...

Market Volatility, Part 2 25.03.2020

Market Volatility, Part 2 Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before. This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of...

Market Volatility, Part 1 25.03.2020

Market Volatility, Part 1 Financial news can be scary. In these turbulent times, you need sound financial advice more than ever before. This week, join Justin and Mike McNamara for a discussion about what to do in times of market volatility. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of...

What To Do and What NOT To Do In A Bear Market, Part 1 12.03.2020

What to do and what NOT to do in a bear market, Part 1 Nervous about the stock market? Worried about your investments? Coronavirus scare got you down? This week, join Justin and Mike McNamara for a discussion about what to do, and what NOT do in a bear market. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and...

What To Do and What NOT To Do In A Bear Market, Part 2 12.03.2020

What to do and what NOT to do in a bear market, Part 2 Nervous about the stock market? Worried about your investments? Coronavirus scare got you down? This week, join Justin and Mike McNamara for a discussion about what to do, and what NOT do in a bear market. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and...

Let's Make A Plan, Part 2 03.03.2020

Let’s Make a Plan, Part 2 What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers? This week, join Kirk Reed and his guest for a real-time walk-through of a financial planning session. This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financi...

Lets Make A Plan, Part 1 02.03.2020

Let’s Make a Plan, Part 1 What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers? This week, join Kirk Reed and his guest for a real-time walk-through of a financial planning session. This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit with a professional financi...

Back To Basics, Part 2 18.02.2020

Back to Basics, Part 1 Join Alyssa McNamara Reed, CFP®, along with her husband and business partner Kirk B. Reed, CFP® for a show about financial basics: What is good financial behavior? Why is it so important, especially early in life? Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of es...

Back To Basics, Part 1 17.02.2020

Back to Basics, Part 1 Join Alyssa McNamara Reed, CFP®, along with her husband and business partner Kirk B. Reed, CFP® for a show about financial basics: What is good financial behavior? Why is it so important, especially early in life? Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of es...

Credit Counseling, Part 2 14.02.2020

Credit and Other Notable Issues, Part 2 Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about credit, building credit, budgeting, debt, and debt relief. 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, bu...

Credit Counseling, Part 1 10.02.2020

Credit and Other Notable Issues, Part 1 Join Alyssa McNamara Reed, CFP®, along with her guest Peter Mullen of American Consumer Credit Counseling for a discussion about credit, building credit, budgeting, debt, and debt relief. 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, bu...

The Changing Landscape Of Long - Term Care Insurance, Part 2 28.01.2020

The Changing Landscape of Long-Term Care Insurance, Part 2 Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about the changing landscape of long-term care insurance. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of...

The Changing Landscape Of Long - Term Care Insurance, Part 1 27.01.2020

The Changing Landscape of Long-Term Care Insurance, Part 1 Join Alyssa McNamara Reed, CFP®, along with her guest Bernadette Faulkner of Faulkner Insurance Advisory for a discussion about the changing landscape of long-term care insurance. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of...

The SECURE Act Of 2019, Part 2 08.01.2020

The SECURE Act of 2019 - What does it mean for you?, Part 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include: Retirement and tax legislation - What’s changed? How will changes impact you as an investor? What changes can impact in a negative way? What’s the impact on older Americans? Alyssa McNamara Reed, CFP®is a fi...

The SECURE Act Of 2019, Part 1 08.01.2020

The SECURE Act of 2019 - What does it mean for you?, Part 1 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about the new SECURE Act of 2019. Topics include: Retirement and tax legislation - What’s changed? How will changes impact you as an investor? What changes can impact in a negative way? What’s the impact on older Americans? Alyssa McNamara Reed, CFP®is a fi...

Financial Planning Live, Part 2 24.12.2019

Financial Planning Live! Part 2 What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session. This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit wi...

Financial Planning Live! Part 1 23.12.2019

Financial Planning Live! Part 1 What does it mean to have a financial plan? What’s it like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Bridget for a real-time walk-through of a financial planning session. This show is a great opportunity to understand more about the planning process goes and get a feel for what it’s like to sit wi...

Opioid Crisis, Part 2 10.12.2019

The Opioid Crisis, Part 2 Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.
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Opioid Crisis, Part 1 09.12.2019

The Opioid Crisis, Part 1 Drug addiction isn’t something normally considered part of financial planning, but this week McNamara takes hard look at the devastating impact of opioid addiction with Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher Listen for a discussion about the Opioid Crisis and how it impacts families, their security, and their future.
 You...

Thanks And Giving, Part 2 03.12.2019

Thanks and Giving, Part 2 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include: Inheriting Non-Qualified Assets Inheriting Qualified Assets Leaving a Legacy Asset Protection & Charitable Giving Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated...

Thanks and Giving, Part 1 02.12.2019

Thanks and Giving, Part 1 Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include: Inheriting Non-Qualified Assets Inheriting Qualified Assets Leaving a Legacy Asset Protection & Charitable Giving Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated...

Flood Insurance, Part 2 19.11.2019

Flood Insurance, Part 2 Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being. You can find Flaherty Insurance online at http://www.flahertyinsurance.com/ Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works wi...

Flood Insurance, Part 1 18.11.2019

Flood Insurance, Part 1 Join Alyssa McNamara Reed, CFP®, along with her guest Tim Williams of Flaherty Insurance for a discussion about Flood Insurance and how it relates to your financial well-being. You can find Flaherty Insurance online at http://www.flahertyinsurance.com/ Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works wi...

Caregiving, Part 2 12.11.2019

Caregiving, Part 2 Join Alyssa McNamara Reed, CFP®, along with her guests Michael Fortuna, Peg Lee, and Kerry Davis for a discussion about caregiving, in observance of National Caregiver Month. You can find “Caregiver Defined: Words that honor the work of the caregiver” by authors Michael Fortuna and illustrator Peg Lee on their website at: http://saveriopress.com or on Amazon: https://www.amazon....

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