Retirement Accounts, Are They Worth the Investment? (Ep. 20)

Retirement Accounts, Are They Worth the Investment? (Ep. 20)

While retirement accounts have powerful tax advantages, they might also have significant disadvantages if we don’t understand the rules.  In this episode, Jim McGovern discusses retirement accounts and how individuals need to think critically about how these accounts work, know the rules of the game as they stand today, and consider their circumstances before deciding …

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Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)

Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)

Insurance is often marketed based on finding lower prices, but it’s time to take a closer look at the quality of the coverage you’re purchasing. In this episode, Michael Moore, CAPI, CPRM, PLCS, of Marsh McLennan Agency joins the show to discuss how accidents and other risks can lead to multi-million dollar lawsuits, and how …

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Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)

Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)

You want to make sure your protection in your estate plan is complete and it’s engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when the beneficiaries at a certain age. In this episode, Jim McGovern talks with Jerry Wegley, an attorney with KnoxLaw about why …

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All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)

All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)

If you’re feeling stressed about your student loans, we hope this episode can provide relief and support to help you clear your debts. With the latest announced student loan forgiveness program, there have been many prompting questions about ways to control student loan debt.  In this episode, Jim McGovern talks with Mackensie Ellis, manager of …

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Knowing The Value of Your Business With Jason Early (Ep.15)

Knowing The Value of Your Business With Jason Early (Ep.15)

98% of business owners don’t know the value of their business. Yet, most business owners are banking on the sale of their company someday to fund their retirement.  In this episode, Jim McGovern talks with Jason Early, president of BizEquity, to discuss why you deserve to know the value of your business and what you …

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

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

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 …

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

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

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 …

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

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

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 …

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