McNamaraOnMoney

Financial Jeopardy! Part 1 of 2 This week, join Kirk B. Reed, CFP® and his guests as they play a game of Financial Jeopardy! 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https:...

Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph. D. Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph. D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan. Alyssa McNamara Reed, CFP® is a financial planner with a passion for...

Reverse Mortgages with David Tourtillott, CRMP®, and Wade Pfau, Ph. D. Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her guests David Tourtillott, CRMP®, a Certified Reverse Mortgage Professional, and Wade D. Pfau, Ph. D., CFA®, RICP® as they discuss Reverse Mortgages and how they might fit into your financial plan. Alyssa McNamara Reed, CFP® is a financial planner with a passion for...

Social Security with Kurt Czarnowski, Part 2 of 2 This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security. 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. Kurt Czarnowski is currently the principal in “Czar...

Social Security with Kurt Czarnowski, Part 1 of 2 This week, join Kirk B. Reed, CFP® and his guest Kurt Czarnowski for a discussion about Social Security. 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. Kurt Czarnowski is currently the principal in “Czar...

Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 2 of 2 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 Insurance, Employee Benefits, and Healthcare. McNamara Financial is an Independent, family-owned, fee-only investment management and f...

Insurance, Employee Benefits, and Healthcare with Pat Garden, Part 1 of 2 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 Insurance, Employee Benefits, and Healthcare. McNamara Financial is an Independent, family-owned, fee-only investment management and f...

Is now a good time to invest? - Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest. 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-retire...

Is now a good time to invest? - Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® as they discuss whether or not now is a good time to invest. 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-retire...

Bear Market Survival Guide - The Continuing Saga - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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...

Bear Market Survival Guide - The Continuing Saga - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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...

Financial Health for the New Year, Part 2 of 2 This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year. 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...

Financial Health for the New Year, Part 1 of 2 This week, join Justin McNamara, CFP® and his co-host Alyssa McNamara Reed, CFP® as they consider what makes up financial health, and how you can ensure your financial health this year. 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...

Employee Benefits with Guest Ted Dixon, part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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...

Employee Benefits with Guest Ted Dixon, part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® and their guest Ted Dixon, CEO of Dixon Associates as they dive into the world of employee benefits. 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...

The Roth in all its Beauty, Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family. 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 owner...

The Roth in all its Beauty, Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP® and learn more about Roth IRAs and Roth 401k's and how they can benefit you and your family. 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 owner...

Plan Done - How Are We Doing? - Part 2 of 2 This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial. 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...

Plan Done - How Are We Doing? - Part 1 of 2 This week, join co-hosts Kirk B. Reed, CFP® and Justin McNamara, CFP® as they walk through a financial plan assessment with Steve and Sherry, clients of McNamara Financial. 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...

Bear Market Survival Guide Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph. D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down? Alyssa McNamara Reed, CFP®is a financial...

Bear Market Survival Guide Part 1 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host, father, and founder of McNamara Financial, Michael J. McNamara, Ph. D., CFP® for a lively discussion (during a New England snowstorm!) about bear markets - What’s a bear market? How do you survive a bear market? How do you keep your calm when markets are down? Alyssa McNamara Reed, CFP®is a financial...

New Year Checklist Continued - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® for a continuation of their earlier 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. Mi...

New Year Checklist Continued - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph. D., CFP® for a continuation of their earlier 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. Mi...

Making Smart Financial Decisions, Part 2 of 2 This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing.  Alyssa works with motivated sa...

Making Smart Financial Decisions, Part of 2 - with Peter Mullen of American Consumer Credit Counseling This week, join Alyssa McNamara Reed, CFP® and her co-host Justin McNamara, CFP®, along with their guest Peter Mullen of American Consumer Credit Counseling for a discussion about making smart financial decisions. Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersectio...