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Sinopsis

Podcast by McNamara Financial

Episodios

  • Assessing Investment Risks - 2 of 2

    22/08/2023 Duración: 47min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. 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/

  • Assessing Investment Risks - 1 of 2

    21/08/2023 Duración: 46min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments. 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. 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/

  • How Much Money Can I Take Out of My Nest Egg? - Part 2 of 2

    21/08/2023 Duración: 25min

    Join Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement. 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://mcnamarafinancial.com/

  • How Much Money Can I Take Out of My Nest Egg? - Part 1 of 2

    21/08/2023 Duración: 17min

    Join Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement. 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://mcnamarafinancial.com/

  • Financial Media - The Good, the Bad, and the Ugly, Part 5 - 2 of 2

    05/08/2023 Duración: 43min

    Join Mike McNamara, Ph.D., CFP® and his daughter and business partner Alyssa McNamara Reed, CFP®i for another segment in their ongoing discussion about the latest financial stories in the media. 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. 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/

  • Financial Media - The Good, the Bad, and the Ugly, Part 5 - 1 of 2

    05/08/2023 Duración: 41min

    This week, Mike McNamara, Ph.D., CFP® and his son and business partner Justin McNamara, CFP® for another segment in their ongoing discussion about the latest financial stories in the media. 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. 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/

  • Life Insurance with Guy Ziriak - Part 2 of 2

    01/08/2023 Duración: 46min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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. 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. You can find Northeast Brokerage online at: nb-bga.com/ To schedule a visit with the team at McNamara Financial, be sure to visit: 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 F

  • Life Insurance With Guy Zirak - Part 1 of 2

    01/08/2023 Duración: 46min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about Life Insurance with their guest Guy Ziriak of Northeast Brokerage. 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. 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. You can find Northeast Brokerage online at: https://nb-bga.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 Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE

  • Financial Media - The Good, the Bad, and the Ugly, Part 4 - 2 of 2

    24/07/2023 Duración: 46min

    This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. 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.com/

  • Financial Media - The Good, the Bad, and the Ugly, Part 4 - 1 of 2

    24/07/2023 Duración: 39min

    This week, Mike McNamara, Ph.D., CFP® for a show about the latest financial stories in the media. 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://mcnamarafinancial.com/

  • Financial Media - The Good, the Bad, and the Ugly, Part 3 - 2 of 2

    10/07/2023 Duración: 46min

    This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. 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.com/

  • Financial Media - The Good, The Bad, And The Ugly, Part 3 - 1 of 2

    10/07/2023 Duración: 44min

    Financial Media - The Good, the Bad, and the Ugly, Part 3 - 1 of 2 This week, Mike McNamara, Ph.D., CFP® and Kirk B. Reed, CFP® for a show about the latest financial stories in the media. 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. 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.com/

  • All About Inheritances - Part 2 of 2

    02/07/2023 Duración: 45min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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. 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/

  • All About Interitances - Part 1 of 2

    02/07/2023 Duración: 44min

    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about inheritances and their financial impact. 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. 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/

  • Current Financial Headlines- Part 2 of 2

    25/06/2023 Duración: 46min

    This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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. 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.com/

  • Current Financial Headlines - Part 1 of 2

    25/06/2023 Duración: 45min

    This week, Mike McNamara, Ph.D., CFP® and his son-in-law Kirk Reed, CFP® for another show about the latest financial headlines. 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. 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.com/

  • Transitions in Life - Part 2 of 2

    19/06/2023 Duración: 46min

    This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner with a 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

  • Transitions in Life - Part 1 of 2

    19/06/2023 Duración: 45min

    This week, join Alyssa McNamara Reed, CFP® and her guests, Amy Hubert Masferrer, Real Estate attorney at Sherman Law, Erin Nally, estate Planning attorney from Starboard Legal, Allison Walsh, Family Law Attorney with Walsh Law Office, and Sharon McNamara and Melissa Wallace of Boston Connect Real Estate for a discussion about transitions in life. Alyssa McNamara Reed, CFP®, is a financial planner with a 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 financial planning firm with 30+ years of experience.. COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

  • HR and Employee Benefits after COVID with Pat Haraden - Part 2 of 2

    12/06/2023 Duración: 46min

    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 about HR and Employee Benefits-related issues after COVID. 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/

  • HR and Employee Benefits after COVID with Pat Haraden - Part 1 of 2

    12/06/2023 Duración: 46min

    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 about HR and Employee Benefits-related issues after COVID. 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/

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