Mcnamaraonmoney

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 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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 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/ Be sure to check out the new McNamara on Money website at: https://mc

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 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/ Be sure to check out the new McNamara on Money website at: https://m

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, 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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, 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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. 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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. 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com

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 select others. David 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 he would treat

Mortgages, Forward and Reverse, Part 1 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 select others. David 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 he would treat

Tech Talk, 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. 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore.

Tech Talk, 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. 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/ Be sure to check out the new McNamara on Money website at: https://mcnamaraonmoney.com McNamara on Money: Educating the investors of the Merrimack Valley and the South Shore

Retirement Checklist (continued) This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist. Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial. Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Common

Retirement Checklist (continued) This week, join Michael J. McNamara, Ph.D., CFP® with his guest Marc L. Collier, CFP®, ChFC, for a continuation of an earlier discussion about making a retirement checklist. Mike McNamara, Ph.D., CFP® is the founder of McNamara Financial Services, a Certified Financial Planner, and the semi-retired, gray haired presence at McNamara Financial. Marc Collier, CFP®, ChFC is a Certified Financial Planner professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years. Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. He has taught courses on various financial planning topics and has been featured in articles in the Boston Globe, the Boston Herald, the Wall Street Journal, Morningstar Investor magazine and several other financial services publications. Marc currently holds Series 7 and 63 registrations as an Investment Adviser Representative of Common

This week, join special guest hosts Sharon McNamara of Boston Connect Real Estate and teammates Mary and Melissa from the “Talk Real Estate“ radio show (http://www.talkrealestateradio.com) for a live broadcast from their open house, and questions and answers about real estate. 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/

his week, join special guest hosts Sharon McNamara of Boston Connect Real Estate and teammates Mary and Melissa from the “Talk Real Estate“ radio show (http://www.talkrealestateradio.com) for a live broadcast from their open house, and questions and answers about real estate. 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/

Have you ever wondered what a “Fiduciary” is? This week, join Alyssa McNamara Reed, CFP® and Kirk B. Reed, CFP® as they discuss what a Fiduciary is, and why it’s in your best interests to work with one when planning your financial future. Alyssa McNamara Reed 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 Reed 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/

Have you ever wondered what a “Fiduciary” is? This week, join Alyssa McNamara Reed, CFP® and Kirk B. Reed, CFP® as they discuss what a Fiduciary is, and why it’s in your best interests to work with one when planning your financial future. Alyssa McNamara Reed 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 Reed 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/

This week, join Mike McNamara and his son Justin for a discussion about your “retirement checklist." If you've ever wondered what you need to do to prepare for retirement, this podcast is for you! Michael J. McNamara, Ph.D., CFP® - Founder, financial planner, and gray haired presence. Semi-retired. Works with legacy clients and select others. Justin J. 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. 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/