Shows
Maximizing OutcomesAs Seen on Shark Tank: How Remento Helps You Capture Your Life Story with Charlie Green (Ep. 62)Your legacy is far more than your net worth—it’s your story, your voice, and the memories you leave behind.
In this heartfelt and inspiring episode of Maximizing Outcomes®, Jim McGovern is joined by Charlie Green, founder of Remento, a revolutionary platform that helps families preserve stories, voices, memories, and wisdom—without needing to write a word.
Featured on Shark Tank and a deal secured with Mark Cuban, Remento is making it easy to create beautiful keepsake books that capture spoken memories, personal histories, and life lessons. You’ll hear:
Charlie’...2025-06-0534 minMaximizing OutcomesHow Defined Benefit Plans Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)How Defined Benefit Plans Could Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)
Are you a business owner with high income—but even higher tax bills? Are you feeling behind on retirement savings?
In this episode of Maximizing Outcomes®, Jim McGovern welcomes back Tom Wyatt to unpack one of the most overlooked yet powerful tools for high-income business owners: Defined Benefit Pension Plans.
You’ll learn:
How defined benefit plans can potentially save you hundreds of thousands in taxes annually
Why these plans my be ideal for late-stage retirement catch...2025-05-2038 min
Mastering the RoomCongressman Jim McGovern Talks the State of Our UnionJim McGovern has been in Congress for 15 terms, driven by a desire to help people.His journey to Congress was filled with unexpected challenges and learning experiences.Authenticity and being true to one's beliefs are crucial for effective representation.Leadership involves making tough decisions, even when public opinion is against you.The Iraq War vote was a significant moment in McGovern's career, showcasing his commitment to his convictions.Missed opportunities in legislation can haunt politicians, but they also drive future efforts.Hunger is a pressing issue in the U.S., and McGovern is passionate about addressing it.The Democratic Party...2025-04-0344 minMaximizing OutcomesSelling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)Selling your business may be the biggest financial decision of your life — and for many owners, private equity can be a smart, strategic way to exit. In this episode of Maximizing Outcomes®, Jim McGovern is joined by Bobby Kingsbury, Managing Partner at MCM Capital Partners, to discuss how private equity firms evaluate businesses, what makes a company attractive to investors, and what owners can do today to prepare for a successful exit.
Whether you’re actively planning your exit or simply building toward a future sale, this episode offers an inside look at how private equity really works...2025-04-0140 minMaximizing OutcomesTariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)Tariffs are making headlines again, and investors are asking: Will they trigger a recession? How will the markets react? What should I do with my portfolio? In this episode of Maximizing Outcomes, Jim McGovern breaks down the real impact of tariffs on the economy, inflation, and your investments.
🔎 What You’ll Learn:
✅ Why governments use tariffs and their economic impact
✅ How recent tariff hikes affect markets, jobs, and inflation
✅ Key lessons from past trade wars and market reactions
✅ Smart strategies to protect your portfolio in uncertain times
📈 Stay informed. Stay invested. Don’t let short...2025-03-1423 minMaximizing OutcomesNavigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)Stock benefits can be a powerful tool for building wealth, but they often come with confusion and hidden risks.
How do stock options, RSUs, and employee purchase plans work? What tax implications should you consider? How can you protect yourself from overconcentration in company stock?
In this episode, Jim McGovern breaks down different types of stock benefits, explaining how they function, their tax implications, and the risks involved. He provides insights on when to exercise options, how to diversify, and strategies for hedging against potential losses.
Jim discusses:
The differences between stock...2025-02-2135 minMaximizing OutcomesEstate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)Are you ready to safeguard your wealth for generations to come? In volatile times, understanding advanced estate planning has never been more essential.
In this episode of Maximizing Outcomes, Jim McGovern is joined by Nick Sasso, estate planning attorney at Porter Wright Morris & Arthur LLP, to dive into the complexities of estate tax exemptions and strategic planning using trusts.
With current laws set to change, don’t leave your assets exposed. Nick shares insights on the risks of relying solely on today’s high estate tax exemptions and how sophisticated trusts can provide flexibility and contr...2025-01-3137 minMaximizing OutcomesTax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)Have you ever wondered how savvy real estate investors grow their portfolios without hefty tax bills? Or how you can invest in large commercial properties without the hassle of being a landlord?
Dive into this episode of Maximizing Outcomes with Jim McGovern as we explore these game-changing strategies!
In this episode, Jim is joined by Ryan Perri from Inland Securities Corporation to unpack two powerful tools: the 1031 exchange and Delaware statutory trusts. Discover how these strategies can transform your real estate investing approach—deferring taxes and diversifying your investments seamlessly.
Jim and Ryan dis...2025-01-1028 minMaximizing OutcomesBusiness Exit Planning: A Value Management Process to Harvest Business Wealth (Ep. 55)Most business owners have over 80% of their wealth tied up in their business, yet few are fully prepared to unlock that wealth when it’s time to exit.
In this episode, Jim McGovern dives into the transformative world of exit planning, emphasizing how smart planning today can position an owner to maximize and harvest their business’s value later.
With 75% of business owners aiming to exit in the next decade, understanding the essence of exit planning is critical. It’s not a task to save for the future—it’s a strategic approach you can use now to...2024-11-1540 minMaximizing OutcomesPerspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)Markets are always moving, and with elections and global uncertainty on the horizon, what can you do to position your portfolio for the future?
In this episode of Maximizing Outcomes, Jim McGovern speaks with Eric Mueller, Managing Director and strategist at BlackRock, about the current state of the markets and how to strategically adjust portfolios.
They cover the economic landscape, interest rate cuts, and the strength of corporate earnings, offering actionable advice for investors concerned about the road ahead.
They discuss:
An analysis of the current economic and financial market landscape
Strategies f...2024-10-3042 minMaximizing OutcomesBusiness Uses of Life Insurance: The Untold Stories Behind Iconic American Brands (Ep. 53)In this episode, Jim McGovern dives into the surprising and crucial role life insurance has played in building and saving some of the world’s most iconic brands. From Walt Disney using his life insurance to fund Disneyland to Ray Kroc leveraging his policy to grow McDonald’s, we uncover how life insurance goes beyond providing death benefits—it’s a powerful tool for business growth, risk management, and ensuring continuity. Jim shares the fascinating stories of Disney, McDonald’s, JCPenney, and Pampered Chef, showing how business owners can protect their companies, fund opportunities, and protect key employees with the strate...2024-09-3042 minMaximizing OutcomesArtificial Intelligence and the Future of Work: Insights for Business Leaders, Employees and Students with Dr. Joe Yun (Ep. 52)Artificial intelligence (AI) has evolved from a futuristic idea into a powerful force, rapidly reshaping industries, economies, and job markets.
You’ll definitely want to save this episode of Maximizing Outcomes for future reference. Host Jim McGovern chats with AI expert Dr. Joseph Yun about how AI is shaking up the economy, especially in fields like software engineering. They discuss the power of generative AI like ChatGPT, the complexity behind AI systems, and how these changes are set to revolutionize industries like legal services, entertainment, and accounting.
Dr. Yun also tackles some common worries about AI...2024-08-2347 minMaximizing OutcomesBuilding a Financial Fortress: Robust Planning for an Uncertain World (Ep. 51)The world can be a very tough and unforgiving place. Your finances should be designed to be even tougher and provide the forgiveness, flexibility, and resilience required to stand strong in a world full of uncertainties.
In this episode, Jim McGovern discusses the importance of building a resilient financial plan that can handle the uncertainties of life and stand the test of time. He shares his vision for clients to achieve financial freedom and multi-generational wealth through holistic financial planning. Key topics include overcoming barriers to financial planning, the importance of following a planning process, and the...2024-08-0933 minMaximizing OutcomesReverse Mortgages: Myths, Facts, and Financial Benefits (Ep. 50)Is your retirement income plan missing a key component?
In this insightful episode of Maximizing Outcomes®, host Jim McGovern and Don Graves, President of the Housing Wealth Institute, discuss leveraging home equity through reverse mortgages to enhance retirement outcomes. Gain actionable insights, dispel myths, and discover how this financial tool can redefine your retirement strategy.
Key Highlights:
Understanding Reverse Mortgages: Learn how they work, dispel myths, and uncover their benefits
Professional Insights: Hear Don Graves’ journey from skepticism to advocacy and how home equity can be used strategically
C...2024-07-2551 minMaximizing OutcomesWall Street Clichés: Insights or Illusions (Ep. 49)In this episode of Maximizing Outcomes®, we dissect some of Wall Street’s most famous investing clichés. From “Don’t fight the Fed” to “Cash is king,” Jim McGovern explores the reality of famous investing sayings. Are they timeless wisdom or just catchy phrases? Learn which adages hold valuable insights and which ones are merely financial folklore. Tune in to gain a clearer understanding of how these sayings can influence your investment strategies and decisions.
Highlights:
There’s No Such Thing as a Free Lunch – Understanding the full costs and risks decisions.
Sell...2024-07-0840 minMaximizing OutcomesUnderstanding Wealth Erosion Factors: The Hidden Forces at Play (Ep. 48)What is wealth erosion, and how does it silently put you on a financial treadmill?
Discover how seemingly small factors can amount to a massive impact on long-term success.
Listen in as Jim McGovern explains why money and math don’t always align and how various factors, such as taxes, inflation, and certain choices, can gradually erode wealth over time. Using relatable analogies, like the slow formation of the Grand Canyon and the lifecycle of apples, Jim illustrates how small, seemingly insignificant elements can significantly impact your financial future. Tune in to learn actionable strategies fo...2024-06-1726 minMaximizing OutcomesJumpstarting your Child’s Financial Future (Ep. 47)Many parents want to help their children get a head start on building wealth and achieving financial independence. Are you one of them?
Are you curious about the options available to help secure their financial future?
Join host Jim McGovern in this episode of Maximizing Outcomes, as he shares steps parents can take to help their children succeed financially. Through practical advice and insightful discussion, Jim covers various tools and strategies to optimize financial outcomes for your family.
Key Highlights:
What Motivates Parents: Understand why many parents are e...2024-05-3128 minMaximizing OutcomesIdentity Theft: How to Recover and Restore a Hijacked Identity with Travis D. Mills (Ep. 46)Every two seconds, someone’s identity is stolen.
Don’t be next.
In a crucial episode of Maximizing Outcomes, host Jim McGovern teams up with Travis D. Mills, CEO and Founder of Liberty ID, to tackle the growing and diverse challenges of identity theft. Together, they dive into the lesser-known forms of identity theft, including utilities, family, decedent, medical, and tax fraud. This episode not only highlights the severity of these threats but also equips listeners with knowledge and strategies to combat and recover from identity theft effectively.
Key Highlights:
Diverse F...2024-04-2636 minMaximizing OutcomesPolitics and Your Portfolio: Insights for Investing During an Election Year (Ep. 45)How do presidential elections influence your investment portfolio?
This week on Maximizing Outcomes®, Jim McGovern talks about presidential elections and their impact on investment portfolios. Jim explores historical market behaviors during election cycles and dissects common investor sentiments and strategies amid political changes. Whether you’re navigating the uncertainties of a campaign season or curious about the historical patterns of the stock market during these periods, this discussion aims to shed light on what history can teach us and how investors can approach election years with informed confidence.
Here’s what you’ll learn about by tuni...2024-04-1235 minMaximizing OutcomesMedicare: What You Need To Know With Lukas Baker (Ep. 44)Ready to retire but unsure about your Medicare options? Want to learn how to choose the plan that fits your lifestyle and budget?
Tune into this insightful episode of Maximizing Outcomes, where host Jim McGovern and Lukas Baker, founder of Baker Consulting Services, dive into the intricacies of Medicare planning. As a specialist in health insurance needs, Lukas provides crucial insights into Medicare’s various parts and offers strategies for managing out-of-pocket expenses in retirement.
Key Highlights:
Understanding Medicare: Get a clear explanation of Parts A, B, C (Medicare Advantage), an...2024-03-2931 minMaximizing OutcomesThe Roth IRA Playbook: From Basic Rules to Advanced Tactics (Ep. 43)What are the real advantages of Roth IRAs for long-term savings?
Are you missing out?
Join host Jim McGovern in the latest episode of Maximizing Outcomes as he dissects the world of Roth IRAs. This episode is packed with useful information, offering unique insights into this essential tool for the potential for tax-free retirement income. Whether you’re among the 32 million Americans already using Roth IRAs or considering it, this episode is crucial for understanding the rules, clarifying misconceptions, and learning lesser-known tactics.
Key Discussion Points:
● Roth IRA Basics: Dive into the uniq...2024-03-1534 minMaximizing OutcomesUnlocking Retirement Income with Life Insurance: An Integrated Approach to Investments and Insurance (Ep. 42)Think life insurance is only useful during your working years? Think again.
Gone are the days when life insurance was merely a conservative way to protect against pre-mature death; welcome to the era where it's a cornerstone of savvy retirement planning.
Learn how banks and corporations harness the power of life insurance, not just for risk management, but as an asset replenishment tool.
But here’s the twist – what if you could apply some of these heavyweight strategies to your own Retirement planning?
In this eye-opening episode, host Jim McGovern guides us t...2024-02-1623 minMaximizing OutcomesMastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 2 (Ep. 41)Are you ready to challenge traditional financial strategies and embrace a groundbreaking approach?
In this compelling second part of the Maximizing Outcomes Podcast series, host Jim McGovern and financial expert Bob Ball dive deeper into the “Living Balance Sheet” concept. They expand on earlier ideas, helping listeners gain a clearer insight into achieving financial balance.
Key Discussion Points:
The Living Balance Sheet’s Evolution: From its early days to its current status as a pivotal financial planning tool
Advanced Savings and Debt Tactics: A continuation from part one, focusi...2024-02-0244 minMaximizing OutcomesMastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 1 (Ep. 40)Is conventional thinking behind money decisions holding you back?
In this compelling episode of the Maximizing Outcomes® Podcast, host Jim McGovern is joined by Bob Ball, the innovator behind the Living Balance Sheet®. Together, they shed light on how traditional thinking has fallen short, led people astray, and explore the system that has paved an improved path for over a million users. Bob shares insights from his vast experience, challenging the norms and advocating for a balanced, resilient, and realistic approach to managing finances.
Key Takeaways:
Revolutionizing Financial Decisions: Learn ho...2024-01-1945 minMaximizing OutcomesInside the Investor’s Brain: Biases That Cost You (Ep. 39)Ever wondered how your mind affects your investments? Is your brain wired to work against you as you make financial decisions?
Join Jim McGovern of McGovern Wealth Group in the latest episode of ‘Maximizing Outcomes,’ as he teams up with Phil McGinnis, Chief Investment Strategist at Avantis Investors. Together, they navigate the intricate intersection of human psychology and financial decision-making, uncovering its profound impact on investment outcomes. This episode is a must-listen for anyone wanting to understand the basics of behavioral finance, and how to recognize when emotions and biases may be working against you.
Ke...2024-01-0546 minMaximizing OutcomesThe Art of College Planning (Pt. 2) (Ep. 38)Ever wondered how the FAFSA form could unlock hidden college funding?
Chart the unknown territories of college funding where host Jim McGovern unlocks the mysteries of the FAFSA form and beyond. Tailored for families on the journey of college financial planning, Jim reveals expert tactics for leveraging the FAFSA and unveils a treasure trove of funding strategies.
Key discussion points include:
Discover the latest shifts, key filing dates, eligibility secrets, and annual must-dos
Learn precise reporting, understand financial changes, and harness the Data Retrieval Tool
Insights on assets exempt from FAFSA and why all...2023-12-1539 minMaximizing OutcomesHow To Survive Soaring College Costs (Ep. 37)From the moment a child is born, the talk about saving for college begins. But the burning question remains: Is the soaring cost of college worth it?
Navigate the intricate world of college planning with Jim McGovern in this compelling episode of Maximizing Outcomes as he dives into the complexities of college financing. This insightful discussion offers parents and students essential strategies for managing the escalating costs of higher education. This episode is a must-listen for anyone navigating the complexities of education and career choices.
Key discussion points include:
Exploring how education level impacts...2023-12-0138 minMaximizing OutcomesPhilanthropy Unboxed: Smarter Ways to Make a Lasting Difference with Kate McKenzie, CAP® (Ep. 36)How can you make a lasting impact on the causes you care about most? Find out how to create a philanthropic plan that can span generations while also helping to pass on your values to your kids and grandkids.
Join host Jim McGovern as he sits down with Kate McKenzie, the Senior Director of Development at The Pittsburgh Foundation. They open the charitable giving toolbox and unveil lesser-known paths to philanthropy. From simply writing checks to establishing a donor-advised fund, a charitable trust, or a private foundation, this episode will reshape how you view giving.
I...2023-11-1736 minMaximizing OutcomesBudgeting Reimagined: Transform Your Cash Flows, Supercharge Your Wealth with Neal Brincefield (Ep. 35)In this eye-opening episode, we explore a revolutionary approach to personal finances that will transform the way you manage your cash flows, help to supercharge your annual savings rate, and lead to faster wealth accumulation.
Jim McGovern welcomes special guest Neal Brincefield, a Wealth Management Advisor at Consolidated Planning and special consultant to the Living Balance Sheet®. Listen as they help you discover the keys to increasing your annual savings rate, effortlessly setting aside more money each month, and creating a reimagined way to budget that doesn’t feel like a financial diet.
They discuss how...2023-11-0340 minMaximizing OutcomesWhat are Qualified Opportunity Zones? with Ray DeSantis of Redbrick LMD (Ep. 34)Are you facing a significant capital gain but looking for ways to potentially reduce the tax burden? Tune into this episode to learn about a bipartisan initiative that aims to stimulate economic growth in distressed communities and provide tax incentives to investors that meet certain requirements.
In this intriguing episode, host Jim McGovern invites Ray DeSantis, Managing Director of Capital Markets at Redbrick LMD, to unpack the growing significance of Qualified Opportunity Zones, or QOZs. With nearly 25 years of financial industry experience, Ray provides invaluable insights into how these zones are not only transforming distressed communities but...2023-10-2036 minMaximizing OutcomesHigh Earners, Low Coverage: Solving the Income Protection Gap with Tasha Jo Hill (Ep. 33)Higher earning individuals are often left underinsured and shocked by the limitations of group disability policies. How confident are you that your income is optimally protected in the event of a disability?
In this episode, Jim McGovern welcomes Tasha Jo Hill, a seasoned expert in disability income planning and the Director of Income Protection Strategies at Lifetime Financial Growth, LLC. Together, they shed light on misconceptions with common group disability insurance policies, and identify the gaps that widen as income levels increase.
In this episode, Jim and Tasha will:
Uncover often-overlooked misconceptions about disability i...2023-10-0639 minMaximizing OutcomesThe State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)Ready to untangle the web between the Federal Reserve, Big Tech, and your investments?
In this episode, Jim McGovern from McGovern Wealth Group sits down with Michael Trudel, CFA, JD, Managing Director and Global Strategist at BlackRock, to explore the complexities of today’s markets – from the U.S. economy’s surprising resilience to the tech sector’s influence on the stock market this year. Armed with over two decades of industry experience, Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets.
Throughout this episode, Jim and Mike discuss:2023-09-2240 minMaximizing OutcomesHedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)Are you an investor with a large amount of money in just a few stocks? Are you concerned about how to protect against a decline in the stock, but also reluctant to diversify due to significant tax consequences? Are you curious about ways to continue to hold the stock while at the same time have a tax-efficient way to reduce risk in such a concentrated position?
In this episode, Jim McGovern talks to Eric Metz, CFA, President and Chief Investment Officer from SpiderRock Advisors, offering insights for those aiming to protect the wealth they’ve created.
...2023-09-1347 minMaximizing OutcomesTrust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)Supplemental Needs Trust is an often-underrated game-changer, paramount for enhancing the quality of life for individuals with special needs.
In this episode, Jim McGovern talks with Dan Ehrmentraut, Senior Vice President of Business Development at Capital First Trust, about the ins and outs of Supplemental Needs Trusts. Together, they dive into the world of trust management, debunking common misconceptions, and shedding light on how these tools can protect assets and qualify individuals for essential government benefits.
Throughout this episode, Jim and Dan discuss:
The definition of Supplemental Needs Trusts, their key benefits, and who...2023-09-1239 minMaximizing OutcomesHedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)Are you an investor with a large amount of money in just a few stocks? Are you concerned about how to protect against a decline in the stock, but also reluctant to diversify due to significant tax consequences? Are you curious about ways to continue to hold the stock while at the same time have a tax efficient way to reduce risk in such a concentrated position?
In this episode, Jim McGovern talks to Eric Metz, CFA, President and Chief Investment Officer from SpiderRock Advisors, offering insights for those aiming to protect the wealth they’ve created....2023-09-0847 minMaximizing OutcomesTrust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)Supplemental Needs Trust is an often-underrated game-changer, paramount for enhancing the quality of life for individuals with special needs.
In this episode, Jim McGovern talks with Dan Ehrmentraut, Senior Vice President of Business Development at Capital First Trust, about the ins and outs of Supplemental Needs Trusts. Together, they dive into the world of trust management, debunking common misconceptions, and shedding light on how these tools can protect assets and qualify individuals for essential government benefits.
Throughout this episode, Jim and Dan discuss:
The definition of Supplemental Needs Trusts, their key benefits, and who...2023-08-1839 minMaximizing OutcomesRetaining Key Employees with Non-Qualified Retirement Plans, Part 2 with Thomas Wyatt, JD, CFP® (Ep. 29)For any business owner, losing key employees can be costly and disruptive. Retaining top-performing employees is crucial not only for growing your bottom line, but also for maximizing your enterprise value when it’s time to exit the business.
In the previous episode, we talked about qualified retirement plans. Today, we will discuss non-qualified retirement plans, which serve as an effective incentive to retain talent while simultaneously enabling your business to realize tax savings!
Join Jim McGovern and Thomas Wyatt, JD, CFP® and President of our Columbus office, in this two-part series as they share mea...2023-08-0452 minMaximizing OutcomesRetirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)In this two-part series, we’ll be covering qualified retirement plans in Part 1 and non-qualified retirement plans in Part 2. If you’re a business owner, these episodes are a must-listen, as they provide valuable insights into retirement income planning, plan designs, limitations, and how to administer them for maximum tax savings.
In part 1, we provide you with important information for navigating qualified retirement plans. Thomas Wyatt JD, CFP® and President of our Columbus office, will guide you through the complexities and help you make informed financial decisions for your business.
Here’s what you’ll learn in...2023-07-1450 minMaximizing OutcomesUnlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 2 (Ep. 27)In the second part of this two-part series, Jim McGovern discusses how annuities can help provide a secure “retirement salary” that cannot be outlived¹ and how to help position other assets to serve as a “bonus” component for retirement spending. Jim discusses some of the challenges retirees face when relying solely on market-based investments, limitations of the popular “4% Withdrawal Rate” concept, and different ways annuities can be structured to meet income, investment, risk, and protection objectives in retirement.
Jim discusses:
Why it is important to have a reliable source of guaranteed¹ lifelong income in retirement
The potential cons...2023-06-3046 minMaximizing OutcomesUnlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 1 (Ep. 26)Whether you’re new to annuities or seeking to enhance your retirement income strategy, this episode offers valuable insights to support your financial journey.
In this episode, Jim McGovern uncovers the potential advantages of annuities. Join us as we explore annuities and understand the need for retirement protected asset growth and protected lifetime income.
Jim covers the following topics:
What annuities are and some of the key advantages of using annuities as a means of growing retirement assets compared to other investment options
How index-linked annuities offer some protection against market fluctuations compared to va...2023-06-1646 min
Add Passion and StirFood is a Fundamental Human Right with Rep. Jim McGovern and Rhonda ChafinAs school years end for America's children, hunger champions like Representative Jim McGovern (D-MA) and food bank executive director Rhonda Chafin focus on providing summer meals. “There are some things you can live without. Food is not one of them,” McGovern says. He is working in Congress to extend school meal and SNAP benefits to ensure kids are fed year-round. At Second Harvest Food Bank of Northeast Tennessee, Chafin oversees the delivery of summer meals to thousands of children living in very rural places. At Second Harvest Food Bank of Northeast Tennessee, Chafin oversees the deli...2023-06-1452 min
Veterans for Peace Radio HourVeterans for Peace talk Ukrainian Nazis after we hear from Jim McGovern searching for peaceWe start with Representative Jim McGovern trying to keep President Kennedy's call for peace alive through his House Resolution 77. He is introduced by Denise Duffield of Back from the Brink. Then are American Taxpayers arming and funding Nazi's in Ukraine and if so who cares after all they have no real power. RIGHT? BUT what if they do? We heard from Aris Roussinos on UnherdTV hosted by Freddy Sayers.2023-06-1300 minMaximizing OutcomesAlternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)Alternative investments can be a very attractive option, but it’s critical to consider the requirements each individual should meet and the risks involved before entering the space.
In this episode, Jim McGovern speaks with James Costabile, Managing Director and Head of Alternatives Distribution on iCapital’s Private Wealth Solutions team. James gives a broad overview of the alternative investing space. He details the pros and cons of private equity, private credits, real estate, infrastructure, and hedge funds as options for investors.
James discusses:
The background and mission of iCapital and their focus on teac...2023-06-0251 minMaximizing OutcomesFinancing Your Small Business with David Miller of Enterprise Bank (Ep. 24)Are you a small business owner? Get ready for a deep dive into the world of financing for small business owners with Senior Vice President of Enterprise Bank, David Miller.
If you’re interested in learning more about what it takes to secure loans and grow your small business, then join us as we chat with David Miller about the numerous financial options and selling opportunities for your small business.
David shares his insights on the tools and resources available to small business owners, including the SBA loan program, the five Cs of credit (character, ca...2023-05-1950 minMaximizing OutcomesUsing Life Insurance as an Asset in Your Portfolio (Ep. 23)In this episode, Bobby Samuelson, President and CEO of Life Innovators, breaks down the complexities of traditional fixed income investing options, and explores how life insurance can be used as an asset in your overall portfolio.
He breaks down how whole life insurance can be a versatile financial instrument, used for the protection of families and businesses, while helping build and enhance wealth. Bobby covers the unique benefits that differentiate whole life insurance from other financial instruments, how it works, its uses, and flexibility.
Bobby discusses:
His journey: Past work and what he’s cu...2023-05-0552 minMaximizing OutcomesHow Much Life Insurance Can You Own? (Ep. 22)It’s impossible to measure the value of a human life. Who you are as a person, and what you mean to your family, friends, and your community, cannot be measured or a dollar value placed upon it. If you suddenly died, such a loss would be permanent, profound, and irreplaceable. Your future earnings potential is about the only thing that is replaceable through proper life insurance protection.
In this episode, we discuss the different mindset people tend to have when insuring material possessions vs. their own life. We also discuss how much life insurance you may be...2023-04-2136 minMaximizing OutcomesThe Benefits of Employee Stock Ownership Plans for Business Owners with Ken Alter (Ep. 21)With years of experience in helping businesses plan their exit strategies, Ken Alter, Managing Director at Planning Alliance, shares his insights on the mechanics of ESOPs(Employee Stock Ownership Plans), their benefits for both employers and employees and how they can be used as an effective tool for selling a business while maintaining control and achieving tax savings.
If you’re a business owner looking to plan your exit strategy, this episode is a must-listen!
Ken discusses:
What an Employee Stock Ownership Plan (ESOP) is, and how it differs from other qualified plans
How ESO...2023-04-0746 minMaximizing OutcomesRetirement Accounts, Are They Worth the Investment? (Ep. 20)While retirement accounts have powerful tax advantages, they might also have significant disadvantages if we don’t understand the rules.
In this episode, Jim McGovern discusses retirement accounts and how individuals need to think critically about how these accounts work, know the rules of the game as they stand today, and consider their circumstances before deciding to invest in them.
Jim also warns against the misconception that investing in retirement accounts saves tax money.
Jim discusses:
The advantages and disadvantages of retirement accounts
Understanding the impact of changing tax rates
Factors to consi...2023-03-2447 minMaximizing OutcomesProtecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)Insurance is often marketed based on finding lower prices, but it’s time to take a closer look at the quality of the coverage you’re purchasing.
In this episode, Michael Moore, CAPI, CPRM, PLCS, of Marsh McLennan Agency joins the show to discuss how accidents and other risks can lead to multi-million dollar lawsuits, and how to improve the way you protect your property, assets, and future income with higher quality insurance.
Mike discusses:
Umbrella insurance – what it covers and why you should own it
Liability exposures you may not be protected against
Common...2023-03-1043 minMaximizing OutcomesEstate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)You want to make sure your protection in your estate plan is complete and it’s engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when the beneficiaries at a certain age.
In this episode, Jim McGovern talks with Jerry Wegley, an attorney with KnoxLaw about why dynasty trusts should be the centerpiece of a family estate plan. He explains where some of the traditional approaches to estate planning fall short and assets may be unnecessarily exposed to creditors, divorcing spouses, transfer taxes and other issues.
Je...2023-02-2442 minMaximizing OutcomesAll The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)If you’re feeling stressed about your student loans, we hope this episode can provide relief and support to help you clear your debts.
With the latest announced student loan forgiveness program, there have been many prompting questions about ways to control student loan debt.
In this episode, Jim McGovern talks with Mackensie Ellis, manager of Business Development at GradFin, to discuss ways you can create a great action plan for your student loan debt. Mackensie will walk you through the loan forgiveness program, who qualifies, the go-to resources.
Mackensie discusses:
The rep...2023-02-1047 minMaximizing OutcomesHow To Create A Buy-Sell Agreement (Ep.16)One of the most important documents that a business owner should have is a buy-sell agreement which doesn’t seem to get a whole lot of attention.
In this episode, Jim McGovern shares a step-by-step process for creating a buy-sell agreement without losing out on the value of your business. He will give you tips on how to get started and keep your business protected.
Jim discusses:
What a buy-sell agreement is and why it is important
The basics of how a buy-sell agreement works
Why this agreement is better off being a standalone do...2023-01-2740 minMaximizing OutcomesKnowing The Value of Your Business With Jason Early (Ep.15)98% of business owners don’t know the value of their business. Yet, most business owners are banking on the sale of their company someday to fund their retirement.
In this episode, Jim McGovern talks with Jason Early, president of BizEquity, to discuss why you deserve to know the value of your business and what you can do with this information.
Jason discusses:
The importance of a business valuation
How often your business should have a valuation and how you can benefit from it
How inflation and interest rates are putting pressure on the value of...2023-01-1334 minMaximizing OutcomesDefined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)Structured notes have sometimes been perceived as investments for only the rich and wealthy.
Now with the competitive marketplace, financial advisors have access to low-cost, accessible structured notes that offer investment solutions any individual investor can access.
In the episode, Jason Barsema, CEO of Halo Investing, discusses the details of structured notes, when to use structured notes and how using a platform like Halo investing for structured notes is a great option for investors seeking alternative solutions.
Jason discusses:
How Halo Investing helps advisors with structured notes
Ways advisors can use the H...2022-12-3049 minMaximizing OutcomesAre You Successful, But Not Fulfilled? With Emily Melious (Ep.13)1 in 3 workers are willing to consider a lower paying job if it was a more fulfilling job. It can be nearly impossible to be fulfilled in your life if you are not fulfilled at work.
In this episode, Emily Melious, CEO and fulfillment coach at Launch Consulting, discusses why fulfillment equals the alignment of your unique skills, passions, and talents. She shares how The Career Navigator Program helps mid-career professionals and high achievers make a job transition to find fulfillment in their work.
Emily discusses:
Why success doesn’t always equal fulfillment
The three part...2022-12-1642 minMaximizing OutcomesDebunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)Are you properly claiming your Social Security benefits?
Most people don’t put enough careful thought into Social Security claims and this mistake can leave you with a reduced retirement income.
In this episode, Jim McGovern talks with Elaine Floyd, CFP®, and author of Savvy Social Security Planning For Boomers. She debunks some of the most common myths about Social Security and shares effective methods that maximize retirement income.
Elaine discusses:
Why you shouldn’t bank on the fear of Social Security cuts
How retirement income for Social Security is calculated and how you...2022-12-0235 minMaximizing OutcomesHow to Protect, Grow and Exit Your Company (Ep.11)During the life of a business whether it be a company that is big or small, business owners put in long hours, wear different hats, and are pulled in different directions with no shortage of stress.
In this episode, Jim McGovern talks about a clear path to follow so you can protect the company you have built, position this company for growth in the future, and exit the company on your own terms.
Jim discusses:
The differences between small businesses and public traded companies
The importance of the transferable value of your company
Protection...2022-11-1833 minMaximizing OutcomesThe Fundamentals Of Investing (Ep.10)Do you know what ingredients are in your investment portfolio, the recipe being used and why?
Do you know how markets work, the factors that influence your long-term returns, and what to expect out of your portfolio based on how it’s designed? Without an intuitive and logical framework to follow, investing can be confusing, intimidating, and frustrating. It doesn’t have to be that way.
In this episode, Jim McGovern outlines the fundamentals of investing and what most investors don’t know about building an efficient portfolio. He provides jargon free answers to common invest...2022-11-0442 min
Agri-Pulse Open Mic InterviewHouse Rules Chair Jim McGovern, D-Mass.This week’s Open Mic guest is House Rules Committee Chairman Jim McGovern. The Massachusetts Democrat is an outspoken supporter of government food and nutrition programs. McGovern strongly approves of President Joe Biden’s attention to health and nutrition and ending hunger in the United States by 2030 and says he will not support a new farm bill that does not support the White House initiatives toward ending hunger. McGovern scoffs at critics who suggest Democrats are to blame for inflation and a troubled economy. He questions sanctions without review and says relations with China require a delicate balance.2022-10-3025 minMaximizing OutcomesProtecting Your Cash Flow (Ep.9)One of the most important financial resources that you have is cash flow. We use cash flow to determine how to spend, save and plan our money for the future.
What happens to you when your cash flow stops as a result of a health-related matter?
In this episode of Maximizing Outcomes, Jim McGovern discusses health-related issues that may stop you from earning a pay check. He also discusses why your employer’s insurance coverage doesn’t completely protect you.
Jim discusses:
What disability insurance is and how it works
The reasons why yo...2022-10-2134 min
Deep DivesIngredients for Success · Rep. Jim McGovern on the White House Conference on Food, Nutrition and HealthOn September 28, for the first time in 50 years, the White House held a Conference on Hunger, Nutrition, and Health. This year’s conference comes as millions of families across the country struggle to access high-quality calories. In 2021 alone, 13.5 million households were food insecure, and in June of 2022, more than 24 million Americans reported they sometimes or often did not have enough to eat during the week. Why do so many families struggle with food insecurity? And, why, in the past 50 years, have we seen such a giant increase in chronic diseases like obesity, heart disease, type 2 diabetes and cancer?...2022-10-1838 minMaximizing OutcomesThe Importance Of A Will, Trust, and Power of Attorney with Brooke McMorrow (Ep.8)What would happen to your estate if you were to pass away tomorrow?
Do you have a will in place for your family? States such as Pennsylvania cannot guarantee that the spouse of a deceased person will inherit 100% of the money when there isn’t a will in place.
In this episode, Jim McGovern talks with Brooke McMorrow, a business owner and attorney from McMorrow Law, LLC. They explore why you should develop a will and establish your power of attorney no matter what age you are.
Brooke discusses:
What an estate pl...2022-10-0744 min
eRealEstateCoach Podcast with Jim RemleyPodcast #44- How to create, Live and Sell a Powerful Personal brand featuring Dr. Cindy McGovernJoin this incredible interview with Dr. Cindy McGovern. Dr. McGovern is the Wall Street Journal Best Selling Author of Every Job Is a Sales job and the founder of Orange Leaf Consulting, which helps organizations, entrepreneurs, and individuals create dynamic and robust sales processes to grow their business. She has worked with hundreds of organizations of all sizes and specialties across the globe and is now one of the most sought-after business and sales authorities. Check out the full blog post at https://www.erealestatecoach2.com/blog2022-10-0625 min
The Jimmy Tingle ShowJim McGovern, Candidate up for Reelection to the US CongressAs a part of my Meet the Candidate Series, I sat down and talked with Congressman Jim McGovern. Jim McGovern has earned a national reputation as a tireless advocate for his district and as a champion for food security, human rights, campaign finance reform, social justice and peace. Born and raised in Worcester, Massachusetts, Jim ... Read more2022-10-0620 minThe Jimmy Tingle ShowJim McGovern, Candidate up for Reelection to the US CongressAs a part of my Meet the Candidate Series, I sat down and talked with Congressman Jim McGovern. Jim McGovern has earned a national reputation as a tireless advocate for his district and as a champion for food security, human rights, campaign finance reform, social justice and peace. Born and raised in Worcester, Massachusetts, Jim ... Read more2022-10-0620 minMaximizing OutcomesFinancial Advice For Parents of Children with Special Needs with Judy Herron, CPA (Ep.7)Every child is going to need different quantities of support from their parents.
How can you establish and navigate the support systems that your child requires?
In this episode, Jim McGovern talks with Judy Herron, CPA to discuss her story of raising her son Chaz and how she became proactive in creating his financial future, finding him support systems, and finding the right opportunities for someone who is ‘differently abled’.
Judy discusses:
How her work as an experienced CPA impacts small businesses
What impact her son Chaz has had on her professional and p...2022-09-2341 minMaximizing OutcomesSupporting Children With Special Needs With Mike Magulick (Ep.6)Everyone wants what’s best for their children even if they need a little extra support whether it be financially or emotionally.
In this episode, Mike Magulick, co-founder and president of the board for the Miracle League of Moon Township, discusses his family’s story of raising and financially preparing for their child with disabilities and how this experience changed him personally.
Mike discusses:
His personal life story about his son’s illness at birth
The journey to find expertise about his son’s rare condition
How he is financially preparing for the future of his ch...2022-09-0939 minMaximizing OutcomesThe Landscape of Special Education With Dr. Jessica Hall-Wirth (Ep.5)Navigating the education system is completely different when you have a child with special needs, but just because it’s different doesn’t mean it has to be any more complicated.
In this episode of Maximizing Outcomes, Jim McGovern talks with Dr. Hall-Wirth, an assistant professor at Slippery Rock University in West Pennsylvania. Dr. Jessica Hall-Wirth outlines the evolving landscape of special education and explains the resources available for your child with special needs to pursue not only an education, but a career.
Jessica discusses:
The landscape of special education at Slippery Rock University and...2022-08-2630 minMaximizing OutcomesProtecting Your Child’s Future (Ep.4)What’s at stake when setting your child up for a successful financial future? What specific goals do you have in mind for your child?
In this episode, Jim McGovern will give you practical insights and an overview of life planning, building a sustainable wealth for you and your children, and caring for your child’s future.
Jim discusses:
His philosophies of planning for your child’s financial future
Planning your financial timeline and how to properly incorporate your children’s financial inheritance
The financial planning process when caring for a child that has special n...2022-08-1236 minMaximizing OutcomesA Conversation About Retirement Income Planning (Ep.3)You should understand just how fragile financial plans really can be and stay realistic about what you are up against. If it was easy to do, then you wouldn’t hear about people running out of money.
In this episode, Jim McGovern shares how retirement income planning has changed over the years. He also briefly explains four rules that will help you add structure to your retirement planning all while enjoying more income.
Jim discusses:
The history of retirement planning
Two significant changes that transformed retirement planning
Why there was a shift away from tr...2022-07-2937 minMaximizing OutcomesWhat to Expect When Having Your First Conversation About Retirement (Ep.2)Planning for your finances far in advance is always a good idea. However, planning for harsh financial circumstances is much more difficult.
In this episode of Maximizing Outcomes, Jim McGovern explains what clients can expect when having their first conversation with a financial advisor. He also goes into detail about the difference between a good and a great strategy when saving money for retirement.
Jim discusses:
What the first conversation with his team looks like using his unique four-step-process
The history of growth in his company by using their unique approach with clients
Strategies...2022-07-1534 minMaximizing OutcomesMeet Your Host, Jim McGovern (Ep.1)Introducing the Maximizing Outcomes podcast with Jim McGovern.
Listen in for uncommon perspectives, powerful resources, and experienced people that can help you Maximize Outcomes in your life.
In this inaugural episode, Jim McGovern, shares more about him from behind the microphone. He will inform and educate anybody looking to maximize their financial potential. You will learn what questions you should be asking your advisor and how to collaborate with your advisor to pave the way for better outcomes in your future.
Jim discusses:
Why he got into the financial services industry
The i...2022-07-1530 minMaximizing OutcomesComing Soon!2022-03-2100 min
10 News ConferenceRep. Jim McGovern, D-Mass.Rep. Jim McGovern talks Build Back Better Act, a diplomatic boycott of the Olympics, and inflation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.2021-12-1214 min
Kochleffel (From Let's Talk About Food)Congressman Jim McGovern, Chair of the "Hunger Caucus"Congressman Jim McGovern is our man in Congress. He represents Worcester, Massachusetts, but he really represents all of us who care about food. Not only is he the chair of the powerful rules committee, but he is lobbying for a White House Conference on Food & Nutrition. The last time that happened, Richard Nixon was president.Photo Courtesy of Congressman Jim McGovern.Heritage Radio Network is a listener supported nonprofit podcast network. Support Let’s Talk About Food by becoming a member!Let’s Talk About Food is Powered by Simplecast.
2021-10-1532 minAdd Passion and StirCongressman Jim McGovern on Why Hunger is a Political ConditionChild Tax Credit Series Bonus ContentCongressman Jim McGovern (D-Massachusetts) has made it his mission to end childhood hunger. As part of Add Passion and Stir's series covering the expansions to the Child Tax Credit, we spoke with McGovern about his advocacy for legislation that addresses the root causes of hunger and poverty in America. Elected in 1996, the year the Child Tax Credit was created, McGovern has seen all variations of the credit from inside Congress. For him, the expansion of the Child Tax Credit to provide benefits to an additional 39 million households is a...2021-09-2923 min
Stream On with Jim WilliamsWriter Jimmy McGovern talks about his BBC hit series Time now playing on Britbox.My guest this week is writer Jimmy McGovern (Cracker, Moving On) the man behind the BBC hit series Time - a Britbox Orginal that can now be seen on the streaming service. The show stars the talented duo of Sean Bean and Stephen Graham. The series revolves around two men on different sides of the bars in a UK prison and how they both are trying to atone for their past actions while seeing if true redemption is ever really possible.Time garnered rave reviews from critics in the UK and was...2021-08-2725 min
C-SPAN's The WeeklyJanuary 6th: Views from the House Reps. Jim McGovern and Susan WildTwo House lawmakers - Reps. Jim McGovern (D-MA) and Susan Wild (D-PA) - recount their first-hand experiences on January 6, when a mob stormed the U.S. Capitol trying to overturn the 2020 presidential election results. Learn more about your ad choices. Visit megaphone.fm/adchoices2021-08-2355 min
The Campus Hunger Project PodcastCongressman Jim McGovernJim McGovern is the Congressman of the 2nd Congressional District of Massachusetts. He has continuously pushed for legislation to fight to end food insecurity on college campuses, locally within cities, national in the US, and internationally. He serves as the Chair of the House Rules Committee as well as the Co-Chair of the House Hunger Caucus. For our third bonus episode, McGovern shares his experiences within politics, what is needed to help face hunger, and how he sees the crisis of hunger ending.2021-06-2925 min
The Full TossFull Toss Podcast 51 29 June 2021 - A big 155 for Jack McGovern, plus Harry Killoran, George Metcalf, Ian Thistlewood and Dave AtkinJim Law and Lee Dixon reflect on three from three at the weekend with a win for the 1s at last.
Time for a half time season report, Dave Atkin brings us up to date with the serious stuff, Wacko Jacko's back on Fantasy League while another Jack - the McGovern one - has cause to celebrate.
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Send in a voice message: https://anchor.fm/fulltosspod/message2021-06-291h 00
Agri-Pulse Open Mic InterviewCongressman Jim McGovernThis week’s Open Mic guest is U.S. Representative Jim McGovern. The Massachusetts Congressman is outspoken in support of the millions of Americans that, despite stepped up efforts by Washington and volunteers across the nation, are still food insecure. McGovern is calling on President-Elect Joe Biden to appoint a Hunger Czar to centralize government efforts on food insecurity. McGovern says politicians are the problem because they lack the political will to address systemic issues that lead to the growing hunger issue. On trade, McGovern is hopeful for more diplomacy under the Biden administration in the nation’s trade relationship with...2020-12-2700 min
Lunchtime with LesserCongressman Jim McGovern - Lunchtime with LesserCongressman Jim McGovern is one of the most powerful people in Congress. As Chairman of the legendary Rules Committee, he is a close ally of Speaker Pelosi and has used that perch to promote an often overlooked issue - hunger. He and Eric chatted just before Monte’s March, a 43 mile, 2 day trek from Springfield to Greenfield that he leads alongside local radio host Monte Belmonte to raise funds for the Food Bank of Western Massachusetts. Eric spoke with Chairman McGovern about food insecurity, COVID19, and what we can expect from the Biden Administration and the new Congress in Ja...2020-12-0733 min
Article One with Molly HooperEp. 6: Rep. Jim McGovern (D-Mass.)House Rules Committee Chairman Jim McGovern, a self-described liberal, Democrat from Massachusetts, talks with Article One about getting things done in Congress. Like previous guests, McGovern says the key is to reach across the aisle.
In our wide-ranging discussion, McGovern - who has more than 20 years of lawmaking under his belt - shares stories of prior victories, setbacks and civility. He takes listeners behind-the-curtain to learn how deals are struck and ideas become law.
Shortly after the coronavirus pandemic closed down business in much of the country, McGovern was tasked with figuring out how the House of...2020-10-2957 min
The ROL Radio - Jiu Jitsu Podcast"Goals" - The Takeaway with Jim McGovernSend us a textWhat does it take to reach your goals? After speaking with Judo Jim McGovern about the goals he set for himself after some devastating injuries, Thomas and Gary discuss what they think it takes to reach your goals.http://www.therolradio.com https://www.instagram.com/therolradio/ https://www.facebook.com/therolradio/https://www.usjf.com/https://www.facebook.com/jim.mcgovern.771Support the show2020-08-2111 min
The ROL Radio - Jiu Jitsu Podcast#12 Jim McGovernSend us a textOn this episode of RŌL Radio we have 4th Yodan and USA Judo Coach Jim McGovern.Whether in the US Army, spending over two decades on the Chicago police force, or now working as a safety consultant, the one constant for Jim was his love of martial arts, especially Judo. Listen as Jim discusses his love of Judo, its rich history and why he believes it is such an important sport. Jim’s journey has also included some huge setbacks. A setback that would have made most...2020-08-191h 25
One True PodcastRepresentative Jim McGovern on the Finca Vigía FoundationOne True Podcast understands that we all can’t get together at El Floridita and while away the afternoon telling stories and talking about Hemingway. However, we can serve up our first batch of Papa Dobles for our listeners, a doubleheader of episodes dealing with Hemingway, Cuba, and the valuable work of the Finca Vigía Foundation.Earlier we met up with Bob Vila to talk about his preservation work (see that show in our line-up), whereas today we are joined by Massachusetts Representative Jim McGovern, the most Hemingway-relevant member of the United States Congress. He discusses US-Cu...2020-08-1736 min