As Seen on Shark Tank: How Remento Helps You Capture Your Life Story with Charlie Green (Ep. 62)

As 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.  …

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How Defined Benefit Plans Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)

How 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 …

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Selling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)

Selling 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 …

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Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)

Tariffs, 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 …

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Navigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)

Navigating 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 …

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Estate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)

Estate 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 …

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Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)

Tax-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 …

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Business Exit Planning: A Value Management Process to Harvest Business Wealth (Ep. 55)

Business 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 …

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Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)

Perspectives 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.  …

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Business Uses of Life Insurance: The Untold Stories Behind Iconic American Brands (Ep. 53)

Business 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 …

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