Mcnamaraonmoney

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 405:16:39
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Sinopse

Podcast by McNamara Financial

Episódios

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

    07/04/2020 Duração: 52min

    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.  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/

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

    06/04/2020 Duração: 51min

    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.  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/

  • Market Volatility, Part 2

    25/03/2020 Duração: 52min

    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 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'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafina

  • Market Volatility, Part 1

    25/03/2020 Duração: 51min

    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 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'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinan

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

    12/03/2020 Duração: 42min

    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 owners, parents of college-bound kids, job changers, pre- and post-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://mcnamarafinancial.com/

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

    12/03/2020 Duração: 53min

    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 owners, parents of college-bound kids, job changers, pre- and post-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://mcnamarafinancial.com/

  • Let's Make A Plan, Part 2

    03/03/2020 Duração: 51min

    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 financial planner and look at real data. 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 beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.

  • Lets Make A Plan, Part 1

    02/03/2020 Duração: 51min

    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 financial planner and look at real data. 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 beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.

  • Back To Basics, Part 2

    18/02/2020 Duração: 49min

    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 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 beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http

  • Back To Basics, Part 1

    17/02/2020 Duração: 51min

    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 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 beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http

  • Credit Counseling, Part 2

    14/02/2020 Duração: 52min

    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, business owners, divorcees, and pre-retirees. American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation, and financial education. To reach American Consumer Credit Counseling please visit: https://www.consumercredit.com 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

  • Credit Counseling, Part 1

    10/02/2020 Duração: 52min

    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, business owners, divorcees, and pre-retirees. American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation, and financial education. To reach American Consumer Credit Counseling please visit: https://www.consumercredit.com 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

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

    28/01/2020 Duração: 55min

    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 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://mcnamarafinancial.com/

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

    27/01/2020 Duração: 56min

    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 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://mcnamarafinancial.com/

  • The SECURE Act Of 2019, Part 2

    08/01/2020 Duração: 52min

    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 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 indivi

  • The SECURE Act Of 2019, Part 1

    08/01/2020 Duração: 51min

    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 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 indivi

  • Financial Planning Live, Part 2

    24/12/2019 Duração: 52min

    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 with a professional financial planner and look at real data. 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 W

  • Financial Planning Live! Part 1

    23/12/2019 Duração: 51min

    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 with a professional financial planner and look at real data. 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 W

  • Opioid Crisis, Part 2

    10/12/2019 Duração: 48min

    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.
 You can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/  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. mcnamarafinancial.com/

  • Opioid Crisis, Part 1

    09/12/2019 Duração: 49min

    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 can find Pat Haraden online at: ajg.com/locations/massachusetts/boston-longfellow/  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. mcnamarafinancial.com/

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