Month: December 2022

DNU
Defined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)

Defined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)

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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 Halo platform
  • The pros and cons of using structured products
  • The basics of understanding structured notes
  • How structured notes fit into a modern portfolio
  • And more

Resources:

Connect with McGovern Wealth Group:

Connect with Jason Barsema:

About Our Guest:

Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.

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DNU
Are You Successful, But Not Fulfilled? With Emily Melious (Ep.13)

Are You Successful, But Not Fulfilled? With Emily Melious (Ep.13)

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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 proven fulfillment formula™️
  • Why traditional career advice leaves you unfulfilled
  • Why it’s almost impossible to be fulfilled in life if you are not fulfilled at work
  • And more

Resources:

Connect With McGovern Wealth Group:

Connect With Emily Melious:

About Our Guest:

Emily Melious is the CEO and fulfillment coach at Launch Consulting. Emily helps high achieving mid-career professionals create energizing, satisfying, and fulfilling careers. She’s a certified Kolby consultant at SHRM-SCP and she’s the creator of the 3 part proven fulfillment formula™️.

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DNU
Debunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)

Debunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)

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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 can maximize that income
  • Why higher earning spouses should claim at age 70 to maximize the survivor benefit
  • Why retirees should consider auxiliary benefits if they become widowed or divorced 
  • And more

Resources:

Connect with McGovern Wealth Group:

Connect With Elaine Floyd:

About Our Guest:

Elaine Floyd, CFP® is the director of retirement and life planning at Horsesmouth, a New York-based company that helps financial advisors develop business, advise clients, and manage their practices. She is the author of Savvy Social Security Planning for Boomers and Savvy Medicare Planning for Boomers, two comprehensive training programs designed to educate financial advisors on the important government benefits available to clients when they retire. After 20 years as an independent financial writer of books, articles, and white papers for the financial services industry, she joined Horsesmouth in 2008. Elaine is an authority on Social Security rules and strategies as a result of her intense interest in the subject and analysis of hundreds of cases which have been brought to her by Savvy Social Security Planning program subscribers. Floyd has been quoted in The Wall Street Journal, U.S. News and World Report, Kiplinger’s Retirement Report, and Robert Powell’s Retirement Weekly. 

 

Podcast: Play in new window | Download (Duration: 35:31 — 32.5MB) | Embed

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