McNamaraOnMoney

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 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 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. Mike is semi-retired, and works with legacy clients and select others.

Justin J. McNamara, CFP®, is a 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/

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

https://mcnamaraonmoney.com

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, 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/

About Peter D. Stoner:

Over 25 years of Medicare Experience

* Manager of Retiree Sales at Tufts Health Plan

* Director of Medicare Sales at Fallon Health Plan

* Consultant to multiple Medicare Health Plans

AHIP (American Health Insurance Plans) Certified

https://www.stonermedicare.com/

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, 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/

About Peter D. Stoner:

Over 25 years of Medicare Experience

* Manager of Retiree Sales at Tufts Health Plan

* Director of Medicare Sales at Fallon Health Plan

* Consultant to multiple Medicare Health Plans

AHIP (American Health Insurance Plans) Certified

https://www.stonermedicare.com/

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 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

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://mcnamaraonmoney.com

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://mcnamaraonmoney.com

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