Mcnamaraonmoney

Real Estate from the Legal Side with Attorney Mark Stiles, Part 2 of 2 This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. 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. On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his pr

Real Estate from the Legal Side with Attorney Mark Stiles, Part 1 of 2 This week join Alyssa McNamara Reed and her guest Mark D. Stiles of Stiles Law in Marshfield for an in-depth discussion about homeownership and how to protect and bequest your largest asset - your home. 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. On January 2, 1996, the first business day after being sworn in to practice law in the Commonwealth of Massachusetts, the Law Office of Mark D. Stiles was opened for business. Mark’s office began as a modest one-room space in Weymouth, Massachusetts, and was set up as a general practice. In the early years, Mark assisted individuals with their estate needs, domestic relation needs, real estate transactions and acted as a public defender representing individuals and juveniles accused of crimes. Currently, Mark focuses his p

Surviving the Real Estate Downturn with Sharon McNamara, Part 2 of 2 This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. 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. 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. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them o

Surviving the Real Estate Downturn with Sharon McNamara, Part 1 of 2 This week join Mike McNamara, Ph.D., CFP®, and his guest Sharon McNamara of Boston Connect Real Estate for a discussion about what you need to do to survive the real estate downturn. 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. 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. As a professional full-time Real Estate Sales & Marketing Consultant and Broker|Owner & the Founder of Boston Connect Real Estate, Sharon McNamara is dedicated and commitment to continually “Serving With Excellence”. Her greatest accolade is representing Home Buyers & Home Sellers throughout the entire process by offering them exceptional service, exemplary communication and a guiding approach to educating them o

Thoughts on a Changing Economic Landscape, Part 2 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. 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. 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/

Thoughts on a Changing Economic Landscape, Part 1 of 2 This week join Justin McNamara and Mike McNamara as they discuss the importance of making informed financial decisions during times of economic change. 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. 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/

Let’s do a Plan! - Part 2 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. 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. 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/

Let’s do a Plan! - Part 1 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. 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. 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/

Life and Disability Insurance with Pat Haraden, Part 2 of 2 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 Disability and Life Insurance. 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/ Find out more about the podcast and read Mike's blog posts at: https://mcnamaraonmoney.com

Life and Disability Insurance with Pat Haraden, Part 1 of 2 This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Lockton Companies in Boston for a discussion about Disability and Life Insurance. You can find Lockton online at: https://global.lockton.com/offices/usa-boston 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/ Find out more about the podcast and read Mike's blog posts at: https://mcnamaraonmoney.com

Bear Market Survival Guide - The Continuing Discussion - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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. 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/

Bear Market Survival Guide - The Continuing Discussion - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP® for another chapter in the discussion about surviving a Bear Market. 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. 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/

What to do about Market Volatility? - Continuing the Conversation - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. 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. 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

What to do about Market Volatility? - Continuing the Conversation - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for more discussion about market volatility and how it relates to your financial planning. Be sure to check out our earlier podcasts about market volatility for even more information. 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. 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

Elder Care with Guest Suzanne McNamara - Part 1 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. 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. Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker. You can find Suzanne McNamara online at: http://kinshipeldercare.com/ McNamara Financial is an Independent, family-owned, fee-only investment management and

Elder Care with Guest Suzanne McNamara - Part 2 of 2 This week, join Justin McNamara, CFP and Alyssa McNamara, CFP, along with their guest Suzanne McNamara, RN, BSN, BSW, CMC, CDP of Kinship Elder Care Management for a discussion about Elder Care. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. 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. Suzanne McNamara, RN, BSN, BSW, CMC, CDP, is an Elder Care Manager with over 20 years of experience in the field of aging, and is also a Registered Nurse and a Social Worker. You can find Suzanne McNamara online at: http://kinshipeldercare.com/ McNamara Financial is an Independent, family-owned, fee-only investment management and

What to do about volatility? - Part 2 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning. 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. 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/

What to do about volatility? - Part 1 of 2 This week, join Kirk B. Reed, CFP® and Mike McNamara, Ph.D., CFP®, founder of McNamara Financial, CFP®, for a discussion about market volatility and how it relates to your financial planning. 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. 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/

Bankruptcy, with Attorney Sean P. Kelly - Part 2 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability. You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.com/ 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 W

Bankruptcy with Attorney Sean P. Kelly, Part 1 of 2 This week, join Alyssa McNamara, CFP, along with attorney Sean P. Kelly for a discussion about bankruptcy. 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. Sean P. Kelly of Marcotte Law Firm in Lowell, Massachusetts is a tenacious advocate with and trial attorney who has successfully argued dozens of jury and bench trials in the civil and criminal litigation realm. Sean’s practice focuses on personal injury litigation, workers’ compensation, criminal defense, bankruptcy, and social security disability. You can find Marcotte Law Firm, LLC online at: https://www.marcottelawfirm.com/ 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 WHA