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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …