Maximizing Outcomes

By Jim McGovern

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Category: Investing

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Episodes: 64

Description

Welcome to the Maximizing Outcomes podcast, brought to you by Jim McGovern and the McGovern Wealth Group. Achieving bigger and better results with money, family, and business isn’t about creating a bigger to-do list for yourself. It’s about who can help you create results, without you having to do all the work. Listen as we provide uncommon perspectives, powerful resources, and experienced people that can help you Maximize Outcomes in your life.

Episode Date
How the “One Big Beautiful Bill” Could Save (or Cost) You Thousands (Ep. 63)
Aug 19, 2025
As Seen on Shark Tank: How Remento Helps You Capture Your Life Story with Charlie Green (Ep. 62)
Jun 05, 2025
How Defined Benefit Plans Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)
May 20, 2025
Selling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)
Apr 01, 2025
Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)
Mar 14, 2025
Navigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)
Feb 21, 2025
Estate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)
Jan 31, 2025
Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)
Jan 10, 2025
Business Exit Planning: A Value Management Process to Harvest Business Wealth (Ep. 55)
Nov 15, 2024
Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)
Oct 30, 2024
Business Uses of Life Insurance: The Untold Stories Behind Iconic American Brands (Ep. 53)
Sep 30, 2024
Artificial Intelligence and the Future of Work: Insights for Business Leaders, Employees and Students with Dr. Joe Yun (Ep. 52)
Aug 23, 2024
Building a Financial Fortress: Robust Planning for an Uncertain World (Ep. 51)
Aug 09, 2024
Reverse Mortgages: Myths, Facts, and Financial Benefits (Ep. 50)
Jul 25, 2024
Wall Street Clichés: Insights or Illusions (Ep. 49)
Jul 08, 2024
Understanding Wealth Erosion Factors: The Hidden Forces at Play (Ep. 48)
Jun 17, 2024
Jumpstarting your Child’s Financial Future (Ep. 47)
May 31, 2024
Identity Theft: How to Recover and Restore a Hijacked Identity with Travis D. Mills (Ep. 46)
Apr 26, 2024
Politics and Your Portfolio: Insights for Investing During an Election Year (Ep. 45)
Apr 12, 2024
Medicare: What You Need To Know With Lukas Baker (Ep. 44)
Mar 29, 2024
The Roth IRA Playbook: From Basic Rules to Advanced Tactics (Ep. 43)
Mar 15, 2024
Unlocking Retirement Income with Life Insurance: An Integrated Approach to Investments and Insurance (Ep. 42)
Feb 16, 2024
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 2 (Ep. 41)
Feb 02, 2024
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 1 (Ep. 40)
Jan 19, 2024
Inside the Investor’s Brain: Biases That Cost You (Ep. 39)
Jan 05, 2024
The Art of College Planning (Pt. 2) (Ep. 38)
Dec 15, 2023
How To Survive Soaring College Costs (Ep. 37)
Dec 01, 2023
Philanthropy Unboxed: Smarter Ways to Make a Lasting Difference with Kate McKenzie, CAP® (Ep. 36)
Nov 17, 2023
Budgeting Reimagined: Transform Your Cash Flows, Supercharge Your Wealth with Neal Brincefield (Ep. 35)
Nov 03, 2023
What are Qualified Opportunity Zones? with Ray DeSantis of Redbrick LMD (Ep. 34)
Oct 20, 2023
High Earners, Low Coverage: Solving the Income Protection Gap with Tasha Jo Hill (Ep. 33)
Oct 06, 2023
The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)
Sep 22, 2023
Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
Sep 13, 2023
Trust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)
Sep 12, 2023
Retaining Key Employees with Non-Qualified Retirement Plans, Part 2 with Thomas Wyatt, JD, CFP® (Ep. 29)
Aug 04, 2023
Retirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)
Jul 14, 2023
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 2 (Ep. 27)
Jun 30, 2023
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 1 (Ep. 26)
Jun 16, 2023
Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)
Jun 02, 2023
Financing Your Small Business with David Miller of Enterprise Bank (Ep. 24)
May 19, 2023
Using Life Insurance as an Asset in Your Portfolio (Ep. 23)
May 05, 2023
How Much Life Insurance Can You Own? (Ep. 22)
Apr 21, 2023
The Benefits of Employee Stock Ownership Plans for Business Owners with Ken Alter (Ep. 21)
Apr 07, 2023
Retirement Accounts, Are They Worth the Investment? (Ep. 20)
Mar 24, 2023
Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)
Mar 10, 2023
Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)
Feb 24, 2023
All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)
Feb 10, 2023
How To Create A Buy-Sell Agreement (Ep.16)
Jan 27, 2023
Knowing The Value of Your Business With Jason Early (Ep.15)
Jan 13, 2023
Defined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)
Dec 30, 2022
Are You Successful, But Not Fulfilled? With Emily Melious (Ep.13)
Dec 16, 2022
Debunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)
Dec 02, 2022
How to Protect, Grow and Exit Your Company (Ep.11)
Nov 18, 2022
The Fundamentals Of Investing (Ep.10)
Nov 04, 2022
Protecting Your Cash Flow (Ep.9)
Oct 21, 2022
The Importance Of A Will, Trust, and Power of Attorney with Brooke McMorrow (Ep.8)
Oct 07, 2022
Financial Advice For Parents of Children with Special Needs with Judy Herron, CPA (Ep.7)
Sep 23, 2022
Supporting Children With Special Needs With Mike Magulick (Ep.6)
Sep 09, 2022
The Landscape of Special Education With Dr. Jessica Hall-Wirth (Ep.5)
Aug 26, 2022
Protecting Your Child’s Future (Ep.4)
Aug 12, 2022
A Conversation About Retirement Income Planning (Ep.3)
Jul 29, 2022
What to Expect When Having Your First Conversation About Retirement (Ep.2)
Jul 15, 2022
Meet Your Host, Jim McGovern (Ep.1)
Jul 15, 2022
Coming Soon!
Mar 21, 2022