Mike McNamara and Kirk Reed discuss the lifestage for Retirees.
Hosts Michael McNamara, Alyssa Reed and Kirk Reed of McNamara Financial Services engage in lively discussions about important life events that impact your finances.
Jan 6th, 2018 by mcnamaraonmoney
Alyssa McNamara Reed talks cash management for businesses and individuals with business consultant, Laurel Egan Kenney. How much cash to carry and where it should be held. The importance of assessing regular needs and “paying yourself.” Short-term cash and long-term investment. Tax issues, and more.
Eat better, go to the gym, save more money. Sound familiar? The New Year is a great time to re-evaluate behaviors. We’ll help you get on track with your finances with our annual financial checklist! Good luck with the first two resolutions…
Brother/sister team Justin McNamara and Alyssa McNamara Reed discuss Socially Responsible Investing: what it means, what investor options are, and how the costs may be different. What you need to know about the growing SRI/ESG/Impact Investing trend.
Dec 2nd, 2017 by mcnamaraonmoney
Private health insurance options for people younger than 65. If you do not have health insurance through an employer, but aren’t yet eligbile for Medicare, find out what your options are and what the costs may be. Mike McNamara and Kirk Reed are joined by special guest independent insurance agent, Michael Pantano.
Nov 18th, 2017 by mcnamaraonmoney
A series of three shows explaining how at a different stage in life, we will work with you to establish your goals and ensure your financial plan is aligned with those goals. Life Stages 1 will discuss accumulators ages 20s to early 50s. Accumulators need to develop discipline to save and invest, with clearly defined savings and targets and investment goals. Host Mike McNamara will be joined by a volunteer.
Alyssa will be co-hosting with Sharon McNamara of Boston Connect Real Estate. They will be joined by special guests Michelle Flynn and Lacey Biviano of South Shore Design Group to discuss costs associated with home renovations.
Mike McNamara will be joined by mortgage professional Bill Connolly to discuss what to do or what not to do when the Stock Market is high.
Tune in to listen to some of Mike's favorite financial tricks!
Special guests Joe Powers of Rogers and Gray Insurance and Joe Rossi of Flood Insurance Services of America will be joining us to discuss everything you need to know about flood insurance.