Maximizing Outcomes

Latest Episodes
As Seen on Shark Tank: How Remento Helps You Capture Your Life Story with Charlie Green (Ep. 62)
Your legacy is far more than your net worthits your story, your voice, and the memories you leave behind. - In this heartfelt and inspiring episode of Maximizing Outcomes, Jim McGovern is joined b
How Defined Benefit Plans Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)
How Defined Benefit Plans Could Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61) - Are you a business owner with high incomebut even higher tax bills? Are you feeling behind on re
Selling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)
Selling your business may be the biggest financial decision of your life and for many owners, private equity can be a smart, strategic way to exit. In this episode of Maximizing Outcomes, Jim McGov
Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)
Tariffs are making headlines again, and investors are asking: Will they trigger a recession? How will the markets react? What should I do with my portfolio? In this episode of Maximizing Outcomes, Jim
Navigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)
Stock benefits can be a powerful tool for building wealth, but they often come with confusion and hidden risks. - How do stock options, RSUs, and employee purchase plans work? What tax implications sh
Estate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)
Are you ready to safeguard your wealth for generations to come? In volatile times, understanding advanced estate planning has never been more essential. - In this episode of Maximizing Outcomes, Jim M
Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)
Have you ever wondered how savvy real estate investors grow their portfolios without hefty tax bills? Or how you can invest in large commercial properties without the hassle of being a landlord? - Di
Business Exit Planning: A Value Management Process to Harvest Business Wealth (Ep. 55)
Most business owners have over 80% of their wealth tied up in their business, yet few are fully prepared to unlock that wealth when its time to exit. - In this episode, Jim McGovern dives into the tr
Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)
Markets are always moving, and with elections and global uncertainty on the horizon, what can you do to position your portfolio for the future? - In this episode of Maximizing Outcomes, Jim McGovern s
Business Uses of Life Insurance: The Untold Stories Behind Iconic American Brands (Ep. 53)
In this episode, Jim McGovern dives into the surprising and crucial role life insurance has played in building and saving some of the worlds most iconic brands. From Walt Disney using his life insura