Sinopsis

Podcast by McNamara Financial

Episodios

  • Medicare Pricing And Considerations, Part 2

    Medicare Pricing And Considerations, Part 2

    22/09/2020 Duración: 48min

    Medicare Pricing and Considerations, Part 2 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations. 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 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. 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

  • Medicare Pricing And Considerations, Part 1

    Medicare Pricing And Considerations, Part 1

    21/09/2020 Duración: 50min

    Medicare Pricing and Considerations, Part 1 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing and Considerations. 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 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. 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

  • Common Sense Survival In Todays World, Part 2

    Common Sense Survival In Today's World, Part 2

    15/09/2020 Duración: 51min

    Common Sense Survival in Today’s World, Part 2 This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world. 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/

  • Common Sense Survival In Todays World, Part 1

    Common Sense Survival In Today's World, Part 1

    14/09/2020 Duración: 52min

    Common Sense Survival in Today’s World, Part 1 This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world. 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/

  • Being A Landlord In Massachusetts, Part 2

    Being A Landlord In Massachusetts, Part 2

    01/09/2020 Duración: 52min

    Being a Landlord in Massachusetts, Part 2 This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts. 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. Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial rea

  • Being A Landlord In Massachusetts, Part 1

    Being A Landlord In Massachusetts, Part 1

    31/08/2020 Duración: 52min

    Being a Landlord in Massachusetts, Part 1 This week join Alyssa McNamara Reed and her guests Sharon McNamara of Boston Connect Real Estate and Ben Cote of Stiles Law for a discussion about the challenges and opportunities of being a landlord in Massachusetts. 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. Benjamin X. Cote, Esq., of Stiles Law (http://stiles-law.com) is a graduate of Union College and Northeastern University School of Law. He joined Stiles Law in August of 2013. Benjamin is admitted to practice in Massachusetts. His practice focuses on estate planning, representation of fiduciaries and beneficiaries of estates and trusts, all facets of commercial rea

  • Saving For College Education, Part 2

    Saving For College Education, Part 2

    25/08/2020 Duración: 53min

    Saving for College Education, Part 2 Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students. 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/

  • Saving For College Education, Part 1

    Saving For College Education, Part 1

    24/08/2020 Duración: 48min

    Saving for College Education, Part 1 Following up on last week’s podcasts on financing college education, this week, join Alyssa McNamara Reed along with her husband Kirk Reed for an in-depth discussion about what savings vehicles are best for parents and grandparents of future college students. 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/

  • College Planning And Financial Aid, Part 2

    College Planning And Financial Aid, Part 2

    17/08/2020 Duración: 52min

    College Planning and Financial Aid with Guests from Vested Academics, Part 2 Trying to navigate the complex maze of financial planning and financial aid for your college student? This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance. 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. Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help

  • College Planning And Financial Aid, Part 1

    College Planning And Financial Aid, Part 1

    16/08/2020 Duración: 51min

    College Planning and Financial Aid with Guests from Vested Academics, Part 1 Trying to navigate the complex maze of financial planning and financial aid for your college student? This week join Alyssa McNamara Reed along with her guests Tyler R. Vunk (CEO), Jennifer Gallagher, and Joseph Novinson from Vested Academics for an in-depth discussion how to plan your college student’s finance. 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. Ensuring your child gets a quality education is no easy task. From middle school to college, the decisions are endless. Unfortunately, most schools are unable to provide consistent academic guidance. And, even more challenging, your child will likely have a tough time taking advice directly from you. The friendly staff at Vested Academics can help you with their warmth, experience & professionalism and help

  • Dont Waste Your Time Trying To Time The Markets, Part 2

    Don't Waste Your Time Trying To Time The Markets, Part 2

    09/08/2020 Duración: 52min

    Don’t Waste Your Time Timing the Markets, Part 2 This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets. 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/

  • Dont Waste Your Time Timing The Markets, Part 1

    Don't Waste Your Time Timing The Markets, Part 1

    09/08/2020 Duración: 51min

    Don’t Waste Your Time Timing the Markets, Part 1 This week join Alyssa McNamara Reed the her husband Kirk Reed as they discuss why you shouldn’t waste your time trying to time the markets. 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/

  • FAQs For A Financial Advisor, Part 2

    FAQs For A Financial Advisor, Part 2

    02/08/2020 Duración: 51min

    FAQ’s For a Financial Advisor, Part 2 This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors. 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/

  • FAQs For A Financial Advisor, Part 1

    FAQs For A Financial Advisor, Part 1

    02/08/2020 Duración: 52min

    FAQ’s For a Financial Advisor, Part 1 This week join Alyssa McNamara Reed the her husband Kirk Reed as they answer the most commonly-asked questions for Financial Advisors. 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/

  • Why You May Need A Roth IRA, Part 2

    Why You May Need A Roth IRA, Part 2

    14/07/2020 Duración: 48min

    Why You May Need a Roth IRA, Part 1 Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one? This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement 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. 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 bey

  • Why You May Need A Roth IRA, Part 1

    Why You May Need A Roth IRA, Part 1

    13/07/2020 Duración: 52min

    Why You May Need a Roth IRA, Part 1 Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one? This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement 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. 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 bey

  • The Evolution Of Real Estate, Part 2

    The Evolution Of Real Estate, Part 2

    30/06/2020 Duración: 51min

    The Evolution of Real Estate, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate. 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/

  • The Evolution Of Real Estate, Part 1

    The Evolution Of Real Estate, Part 1

    29/06/2020 Duración: 52min

    The Evolution of Real Estate, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about the evolution of real estate. 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/

  • The Retire Early Movement

    The Retire Early Movement

    19/06/2020 Duración: 53min

    The Retire Early Movement Are you considering retiring early? This week, join Justin McNamara and Alyssa McNamara-Reed for a discussion about what what you need to consider if you’re thinking about retiring early. 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. 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://mcnam

  • Is There Any Yield Out There?

    Is There Any Yield Out There?

    18/06/2020 Duración: 53min

    Is there any yield out there? In these challenging financial times, where is a good yield to be found? This week, join Justin and Alyssa McNamara-Reed for a discussion about what good investment opportunities exist. and where to find them. 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. 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 WIT

página 1 de 9

Informações: