McNamaraOnMoney

Caregiving, Part 1 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....

This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing. 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. Gwen W....

This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing. 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. Gwen W....

Pre-Retirement Financial Modeling - A Realtime Walkthrough, Part 2 Ever wondered what it’s like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Cindy Hill for a real-time pre-retirement planning analysis. This show is a great opportunity to understand more about the planning process goes. Alyssa McNamara Reed, CFP®is a financial plann...

Pre-Retirement Financial Modeling - A Realtime Walkthrough, Part 1 Ever wondered what it’s like to sit down with a financial planner and crunch the numbers? This week, join Alyssa McNamara Reed and her guest Cindy Hill for a real-time pre-retirement planning analysis. This show is a great opportunity to understand more about the planning process goes. Alyssa McNamara Reed, CFP®is a financial plann...

Real Estate and Your Financial Plan, Part 2 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan. 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 o...

Real Estate and Your Financial Plan, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan. 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 o...

What if…Part 2 This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing. 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-re...

What if…Part 1 This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing. 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-re...

Intersection Of Technology And Finance, Part 2 This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated sa...

Intersection Of Technology And Finance, Part 1 This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated sa...

The 10 Biggest Financial Mistakes You Can Make, Part 1 This week, join Mike McNamara, Ph. D., CFP®, founder of McNamara Financial and his son Justin McNamara, CFP® for a discussion about financial mistakes - the 10 biggest financial mistakes you can make, and how to avoid making them. Mike McNamara, Ph. D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mi...

Retiree Health Coverage, Part 2 This week, join Alyssa McNamara Reed, CFP® and her guest Peter D. Stoner (AHIP (American Health Insurance Plans) Certified Medicare Consultant/Licensed Broker (MA & NH)) for a discussion about Medicare and Retiree Health Coverage. Alyssa McNamara Reed is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers...

Retiree Health Coverage, Part 1 This week, join Alyssa McNamara Reed, CFP® and her guest Peter D. Stoner (AHIP (American Health Insurance Plans) Certified Medicare Consultant/Licensed Broker (MA & NH)) for a discussion about Medicare and Retiree Health Coverage. Alyssa McNamara Reed is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers...

Employee Well Being & Wellness and the new FMLA 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 of Employee Well-Being and the new Family Medical Leave Act.
 McNamara Financial is an Independent, family-owned, fee-only investment management and financial planni...

Employee Well Being & Wellness and the new FMLA, Part 1 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 of Employee Well-Being and the new Family Medical Leave Act.
 McNamara Financial is an Independent, family-owned, fee-only investment management and financia...

Insurance 101, Part 2 This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP® and their guest Joe Powers from Rogers Gray Insurance for a discussion about insurance and how it relates to your financial well-being. https://www.rogersgray.com/ Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated sav...

Insurance 101, Part 1 This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Joe Powers from Rogers Gray Insurance for a discussion about insurance and how it relates to your financial well-being. https://www.rogersgray.com/ Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated sa...

LobsterFest 2019, Part 2 The McNamara Financial family takes a break this week from talking about money for a live broadcast from Marshfield’s First Annual Lobster Fest! https://marshfieldlobsterfest.com 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...

LobsterFest 2019, Part 1 The McNamara Financial family takes a break this week from talking about money for a live broadcast from Marshfield’s First Annual Lobster Fest! https://marshfieldlobsterfest.com 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...

Back to School: Financing College Costs, Part 2 This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries...

Back to School: Financing College Costs, Part 1 This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about your finances and how they related to college, and how to handle the rising cost of college. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries...

The Ever Evolving Retirement Plan, Part 2 This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan. 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...

The Ever Evolving Retirement Plan, Part 1 This week, join Alyssa McNamara Reed, CFP® and her husband Kirk B. Reed, CFP® for a discussion about the ever evolving retirement plan. 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...

Mortgages, Forward And Reverse, Part 2 This week, join Mike McNamara, Ph. D., CFP®, founder of McNamara Financial and his guest David Tourtillott, CRMP® of Homestead Mortgages for a discussion about Forward and Reverse Mortgages. Mike McNamara, Ph. D., CFP®, is the founder, financial planner, and gray haired presence at McNamara Financial. Mike is semi-retired, and works with legacy clients and se...