Tag Archives: Finance

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The Importance Of A Will, Trust, and Power of Attorney with Brooke McMorrow (Ep.8)



What would happen to your estate if you were to pass away tomorrow?

Do you have a will in place for your family? States such as Pennsylvania cannot guarantee that the spouse of a deceased person will inherit 100% of the money when there isn’t a will in place.

In this episode, Jim McGovern talks with Brooke McMorrow, a business owner and attorney from McMorrow Law, LLC. They explore why you should develop a will and establish your power of attorney no matter what age you are.

Brooke discusses:

  • What an estate plan is and how you can start creating yours
  • Why you should have a power of attorney no matter your age
  • What happens when you or one of your family members passes away without a will
  • What a revocable living trust is and how it benefits you and your family
  • And more

Resources:

Connect with McGovern Wealth Group:

Connect with Brooke McMorrow:

About Our Guest:

Attorney McMorrow strives to change the stereotypes that people have about attorneys by returning phone calls in a timely manner and above all, listening to the client and providing affordable and knowledgeable legal advice in a comfortable setting.  Brooke McMorrow is licensed to practice law in both Pennsylvania and New York. As a member of the Collaborative Law Association of Southwestern Pennsylvania, Attorney McMorrow is trained in collaborative law.


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Financial Advice For Parents of Children with Special Needs with Judy Herron, CPA (Ep.7)



Every child is going to need different quantities of support from their parents.

How can you establish and navigate the support systems that your child requires?

In this episode, Jim McGovern talks with Judy Herron, CPA to discuss her story of raising her son Chaz and how she became proactive in creating his financial future, finding him support systems, and finding the right opportunities for someone who is ‘differently abled’.

Judy discusses:

  • How her work as an experienced CPA impacts small businesses 
  • What impact her son Chaz has had on her professional and personal life
  • What questions she asked herself early on about her disabled son’s future and how they helped curate his financial plan
  • Financial planning tips for parents with disabled children
  • And more

Resources:

Connect with McGovern Wealth Group:

Connect with Judy Herron:

About Our Guest:

Start-up or established company, your financial information is essential for managing business performance. It’s always better to be clear on your financial position, and Judith can help you get there. Work with Judith to sharpen your focus on data that makes you an agile decision maker.




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Supporting Children With Special Needs With Mike Magulick (Ep.6)



Everyone wants what’s best for their children even if they need a little extra support whether it be financially or emotionally. 

In this episode, Mike Magulick, co-founder and president of the board for the Miracle League of Moon Township, discusses his family’s story of raising and financially preparing for their child with disabilities and how this experience changed him personally.

Mike discusses:

  • His personal life story about his son’s illness at birth
  • The journey to find expertise about his son’s rare condition
  • How he is financially preparing for the future of his child with disabilities
  • The Miracle League of Moon Township and what they provide for the community
  • And more

Resources:

Connect With McGovern Wealth Group:

Connect With Mike Magulick:

About Our Guest:

Mike Magulick is a commercial banker with 27 years of experience. He is the co-founder and president of the board for the Miracle League of Moon Township. He is a commercial banker for one of the larger banks in Pittsburgh and is here to share his personal story.




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The Landscape of Special Education With Dr. Jessica Hall-Wirth (Ep.5)



Navigating the education system is completely different when you have a child with special needs, but just because it’s different doesn’t mean it has to be any more complicated.

In this episode of Maximizing Outcomes, Jim McGovern talks with Dr. Hall-Wirth, an assistant professor at Slippery Rock University in West Pennsylvania. Dr. Jessica Hall-Wirth outlines the evolving landscape of special education and explains the resources available for your child with special needs to pursue not only an education, but a career.

Jessica discusses:

  • The landscape of special education at Slippery Rock University and the career resources available
  • What inspired her to choose a career in special education
  • An overview of the educational programs available to children with special education
  • The process of obtaining an individualized education program for your child during different stages of education
  • And more

Resources:

Connect With McGovern Wealth Group:

Connect With Dr. Jessica Hall-Wirth:

About Our Guest:

Jessica is an assistant professor of special education at Slippery Rock University located in Western Pennsylvania.