Maximizing Outcomes

Maximizing Outcomes


Latest Episodes

Selling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)
April 01, 2025

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)
March 14, 2025

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)
February 21, 2025

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)
January 31, 2025

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)
January 10, 2025

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)
November 15, 2024

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)
October 30, 2024

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)
September 30, 2024

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

Artificial Intelligence and the Future of Work: Insights for Business Leaders, Employees and Students with Dr. Joe Yun (Ep. 52)
August 23, 2024

Artificial intelligence (AI) has evolved from a futuristic idea into a powerful force, rapidly reshaping industries, economies, and job markets. - Youll definitely want to save this episode of Maximi

Building a Financial Fortress: Robust Planning for an Uncertain World (Ep. 51)
August 09, 2024

The world can be a very tough and unforgiving place. Your finances should be designed to be even tougher and provide the forgiveness, flexibility, and resilience required to stand strong in a world fu