McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • Real Estate, Part 2
    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/
    56 min
  • Real Estate, Part 1
    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/
    42 min
  • Working with a Fiduciary, Part 2
    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/
    55 min
  • Talk to me about this word "Fiduciary"
    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/
    52 min
  • Retirement Checklist, Part 2
    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/
    52 min
  • Retirement Checklist, Part 1
    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/
    50 min
  • Financial and Other Issues Related to Divorce, Part 2
    This week, join Alyssa McNamara Reed and Kirk reed with their guest Amy H. Martell, of Whole Family Law and Mediation for a discussion of financial and other issues related to divorce.
    https://www.wholefamilylaw.com/
    Amy H. Martell attended Wesleyan University and Lesley University as an undergraduate, obtained her master’s degree in music therapy from New York University, and earned her J.D. from Boston University School of Law.   She brings a rich history of experience to her legal practice, including two years of service as a judicial law clerk to the Massachusetts Probate and Family Courts, and a prior career as a music teacher and music therapist.   Amy is trained as a collaborative attorney and mediator, and is deeply committed to helping clients resolve their family law disputes mindfully, creatively and with minimal court involvement.   She also brings personal experience to her family formation work; both of her children were conceived through ART with a known donor, and she celebrates opportunities to help other families create their unique domestic constellations.   Amy is a member of the Massachusetts and Plymouth Bar associations, the Massachusetts Gay and Lesbian Bar Association, the Massachusetts Collaborative Law Council, the Massachusetts Council of Family Mediators and the Association of Family and Conciliation Courts.   She is an avid local food enthusiast, a dedicated zen student and a lazy musician.  She lives with her wife, their two young children and a gaggle of egg-laying chickens.
    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/
    56 min
  • Financial and Other Issues Related to Divorce, Part 1
    This week, join Alyssa McNamara Reed and Kirk reed with their guest Amy H. Martell, of Whole Family Law and Mediation for a discussion of financial and other issues related to divorce.
    https://www.wholefamilylaw.com/
    Amy H. Martell attended Wesleyan University and Lesley University as an undergraduate, obtained her master’s degree in music therapy from New York University, and earned her J.D. from Boston University School of Law.   She brings a rich history of experience to her legal practice, including two years of service as a judicial law clerk to the Massachusetts Probate and Family Courts, and a prior career as a music teacher and music therapist.   Amy is trained as a collaborative attorney and mediator, and is deeply committed to helping clients resolve their family law disputes mindfully, creatively and with minimal court involvement.   She also brings personal experience to her family formation work; both of her children were conceived through ART with a known donor, and she celebrates opportunities to help other families create their unique domestic constellations.   Amy is a member of the Massachusetts and Plymouth Bar associations, the Massachusetts Gay and Lesbian Bar Association, the Massachusetts Collaborative Law Council, the Massachusetts Council of Family Mediators and the Association of Family and Conciliation Courts.   She is an avid local food enthusiast, a dedicated zen student and a lazy musician.  She lives with her wife, their two young children and a gaggle of egg-laying chickens.
    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/
    52 min
  • Medicare - it's a Good Deal!
    Medicare and Medicare-related Issues
    Join Alyssa McNamara Reed, her husband Kirk Reed, and Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/ ) for a discussion of Medicare and Medicare-related issues.

    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/
    56 min
  • Mass Paid Family & Medical Leave Act
    Medicare and Medicare-related Issues
    Join Alyssa McNamara Reed, her husband Kirk Reed, and Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion of the newly passed Mass Paid Family and 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.
    mcnamarafinancial.com/
    53 min

About McNamaraOnMoney

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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.

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