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McNamara Financial

Hosts Michael McNamara, Alyssa Reed and Kirk Reed of McNamara Financial Services engage in lively discussions about important life events that impact your finances.

Alyssa and Kirk will be joined by Senior Executive Director of Geriatric Care Management, Jennifer Warren to discuss elder care.

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Mike and Kirk discuss investment beliefs.

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Alyssa and Kirk will be joined by Certified Public Accountant Mike McDonough to discuss taxes.

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Join host Mike McNamara and realtor Sharon McNamara of Boston Connect Real Estate.

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Hosts Alyssa and Kirk will be teaming up with special guest Annuity Consultant John Franzen of CPS Insurance.

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We will be handing the reins over to certified mortgage planning specialist Bill Connolly of Mortgage Financial in Norwell. Bill will be joined by special guest attorney Bill Ponds to discuss “trusts,” and how they apply to owning a home, with or without a mortgage. David Tourtillott (reverse mortgages) will be joining too. They will be discussing the how’s, and why’s, of possibly having a “trust” while owning a home. They’ll also discuss the possible impact of having a trust while using a mortgage (forward or reverse) to finance a home.

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Alyssa, Kirk, and guests Gregg Cohen and Bob Kustka of Campus Bound will discuss college majors and income after graduation.

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Host Mike McNamara will be joined by co-host Pat Haraden

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Join hosts Mike McNamara and Kirk Reed who will be demonstrating a live demo retirement plan with a volunteer.

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Mike McNamara reviews volunteers current financial situation and offers suggestions for a rough version of a financial plan.

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