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 …
Supplemental Needs Trust is an often-underrated game-changer, paramount for enhancing the quality of life for individuals with special needs. In this episode, Jim McGovern talks with Dan Ehrmentraut, Senior Vice President of Business Development at Capital First Trust, about the ins and outs of Supplemental Needs Trusts. Together, they dive into the world of trust …
For any business owner, losing key employees can be costly and disruptive. Retaining top-performing employees is crucial not only for growing your bottom line, but also for maximizing your enterprise value when it’s time to exit the business. In the previous episode, we talked about qualified retirement plans. Today, we will discuss non-qualified retirement plans, …
In this two-part series, we’ll be covering qualified retirement plans in Part 1 and non-qualified retirement plans in Part 2. If you’re a business owner, these episodes are a must-listen, as they provide valuable insights into retirement income planning, plan designs, limitations, and how to administer them for maximum tax savings. In part 1, we …
In the second part of this two-part series, Jim McGovern discusses how annuities can help provide a secure “retirement salary” that cannot be outlived¹ and how to help position other assets to serve as a “bonus” component for retirement spending. Jim discusses some of the challenges retirees face when relying solely on market-based investments, limitations …