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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 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. Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help

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 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. Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help

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-retirees. 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. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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-retirees. 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. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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. 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. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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. 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. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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 intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. 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://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and bey

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 intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. 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://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and bey

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. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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 changers, pre- and post-retirees. 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 visit: https://mcnamarafinancial.com/contact 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnam

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 college-bound kids, job changers, pre- and post-retirees. 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 visit: https://mcnamarafinancial.com/contact 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. COME SEE WHAT IT'S LIKE TO WORK WIT

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 selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. 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. To schedule a visit with the team at McNamara Financial, be sure to visit: mcnamarafinancial.com/contact 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. COME SEE WHAT IT'S LIKE TO WOR

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 selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. 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. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact 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. COME SEE WHAT IT'

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, business owners, divorcees, and pre-retirees. 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. Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way

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, business owners, divorcees, and pre-retirees. 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. Danielle G. Van Ess, Attorney & Counselor at Law, is the founder of DGVE law. Danielle founded DGVE law out of her home in Hingham in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way

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-retirees. David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David is passionate about helping seniors and takes great pride in treating all of his clients the same way

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-retirees. David Tourtillott, CRMP®, is well known throughout the reverse mortgage industry and is one of only 165 professionals that have achieved the CRMP® designation (Certified Reverse Mortgage Professional) nationwide. David has been assisting the senior adult market since 2003 throughout the New England area. David specializes exclusively in reverse mortgages. David is a member of the National Reverse Mortgage Lenders Association (NRMLA) and adheres to their strict Code of Ethics and Best Practices Policy. David is passionate about helping seniors and takes great pride in treating all of his clients the same way

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 owners, divorcees, and pre-retirees. Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.”  (www.CzarnowskiConsulting.com) 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

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 intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. 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. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/