11/18/2017 – Get Your Financial Life in Order: Set Goals: Save, Invest, Budget – Part 1

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.

Call in 781-837-4900 Listen live online Sat. 8-10am.

11/25/2017 – Thanks & Giving

Alyssa McNamara Reed will be joined by a volunteer to discuss tax efficient ways for charitable giving.

Call in 781-837-4900 Listen live online Sat. 8-10am.

Our Guests

Here is a small description of the featured guests and past guests that may be frequently on the show.