Tag Archives: Financial Advisor

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The Fundamentals Of Investing (Ep.10)



Do you know what ingredients are in your investment portfolio, the recipe being used and why?

Do you know how markets work, the factors that influence your long-term returns, and what to expect out of your portfolio based on how it’s designed? Without an intuitive and logical framework to follow, investing can be confusing, intimidating, and frustrating. It doesn’t have to be that way.

In this episode, Jim McGovern outlines the fundamentals of investing and what most investors don’t know about building an efficient portfolio. He provides jargon free answers to common investment questions and breaks down investing into 3 easy to understand steps.

Jim discusses:

  • Four investment factors that can impact returns over time
  • How to calculate investment risk so you know what to expect as an investor
  • Investing strategies to help you understand why you’re investing in certain types of stocks or bonds
  • How to invest with confidence
  • And more

 Resources:

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What to Expect When Having Your First Conversation About Retirement (Ep.2)



Planning for your finances far in advance is always a good idea. However, planning for harsh financial circumstances is much more difficult.

In this episode of Maximizing Outcomes, Jim McGovern explains what clients can expect when having their first conversation with a financial advisor. He also goes into detail about the difference between a good and a great strategy when saving money for retirement.

Jim discusses:

  • What the first conversation with his team looks like using his unique four-step-process
  • The history of growth in his company by using their unique approach with clients
  • Strategies to use for avoiding or facing anticipated harsh financial circumstances
  • Strategies his clients have found successful when saving for retirement and managing their cash flows
  • And more

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