McNamaraOnMoney

Join Alyssa McNamara Reed, CFP®, for a discussion about the US Tax Code and how to leverage it to your advantage. 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. To schedule a visit with the team at McNamara Financial, be sure to...

Join Alyssa McNamara Reed, CFP®, along with her father and mentor Michael J. McNamara, Ph. D., CFP®, for a discussion about investment risks. 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. Michael J. McNamara, Ph. D., CFP®, is the...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® for a New Year’s discussion about numbers. 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. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection...

Join Alyssa McNamara Reed, CFP®, along with her father and mentor Michael J. McNamara, Ph. D., CFP®, for a discussion about four risks to your investments. 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. Michael J. McNamara, Ph. D.,...

This week, join Justin McNamara, CFP® and his guest Everett Henderson of Henderson Insurance, for a discussion about individual insurance coverage. Henderson Insurance Group has been an insurance broker in Massachusetts since 2009 and recently in North Carolina. Additionally, they are certified in Maine, New Hampshire, and Rhode Island.  You can find them online at: https://www.hendersoninsuranceu...

This week join Alyssa McNamara Reed, CFP®, and her guest, independent college counselor Stacy Havens, for a discussion about college admissions. 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. McNamara Financial is an independent,...

This week join Mike McNamara, Ph. D., CFP® for a discussion about things you should know when it comes to investing. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning fi...

Join Justin McNamara, CFP® for a discussion about Special Needs Planning with Joan McGrath, Executive Director of Plan of Massachusetts and Rhode Island. 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. To schedule a visit with the t...

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 Social Security and Medicare. 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...

This week join Mike McNamara, Ph. D., CFP® for a discussion about what to do in bad financial markets. 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. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving in...

Join Justin McNamara, CFP® and his guest Guy Ziriak of Northeast Brokerage for a discussion about Hybrid Life Insurance. 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. You can find Northeast Brokerage online at: https://nb-bga.com/...

Join Alyssa McNamara Reed, CFP®, for interviews with DECA students and with Gwen Morgan, author of the "What if...Workbook." 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. To schedule a visit with the team at McNamara Financial, be...

This week, join Mike McNamara, Ph. D., 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. 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. McNamara Financia...

Join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP®, for a discussion about yield and income and how they relate to your investment strategy. 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. Alyssa McNamara Reed, CFP®is a finan...

Join Alyssa McNamara Reed, CFP®, along with her brother Justin McNamara for a discussion about making sense of big numbers. 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. Justin McNamara, CFP® is a Certified Financial Planner with...

This week, join Mike McNamara, ,Ph. D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtil...

This week, join Mike McNamara, ,Ph. D., CFP®, and his guest David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, as they discuss Reverse Mortgages and how they might fit into your financial plan. 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. David Tourtil...

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your 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. Alyssa McNamara Reed, CFP®is a fin...

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about bonds and how they might fit into your 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. Alyssa McNamara Reed, CFP®is a fin...

This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. 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. Lara Shea has enjoyed working in seni...

This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age. 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. Lara Shea has enjoyed working in seni...

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 HR and Employee Benefits. 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 ove...

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 HR and Employee Benefits. 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 ove...

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. Justin McNamara, CFP® is a Ce...

This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you. 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. Justin McNamara, CFP® is a Ce...