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 …
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 …
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 …
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 …
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. …
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 …
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 …
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 …
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. …
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. …