Month: July 2022

A Conversation About Retirement Income Planning (Ep.3)

A 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 traditional pensions
  • What changes in life can make retirement planning more challenging
  • And more

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What to Expect When Having Your First Conversation About Retirement (Ep.2)

What 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 to use for avoiding or facing anticipated harsh financial circumstances
  • Strategies his clients have found successful when saving for retirement and managing their cash flows
  • And more

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Meet Your Host, Jim McGovern (Ep.1)

Meet 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 idea of being a “life-long student” and how the people you surround yourself with can impact your career decisions
  • The meaning and purpose behind the title of his podcast “Maximizing Outcomes”
  • What important questions you should be asking your advisor
  • And more

Resources:

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