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.com/Caregiver-Defined-Words-honor-caregiver/dp/0998837601/ref=sr_1_1?keywords=caregiver+defined&qid=1573497725&sr=8-1

Kerry Davis has been a Registered Nurse since 1989. She is proficient in caring for patients in a variety of settings; assuring issues are identified and well managed, while bridging communication between providers of care.  You can find her website at: https://www.gracelifecare.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.

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/

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. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.

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

To find Gwen W. Morgan’s book, see the following link:

https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1

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-retirees.

Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.

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

To find Gwen W. Morgan’s book, see the following link:

https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1

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 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/

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 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/

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 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 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 owners, divorcees, and pre-retirees.

Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://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/

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-retirees.

Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.

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

To find Gwen W. Morgan’s book, see the following link:

https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1

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-retirees.

Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.

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

To find Gwen W. Morgan’s book, see the following link:

https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1

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 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