Maximizing Outcomes

Maximizing Outcomes

Latest Episodes

Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)
June 02, 2023

Alternative investments can be a very attractive option, but it’s critical to consider the requirements each individual should meet and the risks involved before entering the space. In this episode, J

Financing Your Small Business with David Miller of Enterprise Bank (Ep. 24)
May 19, 2023

Are you a small business owner? Get ready for a deep dive into the world of financing for small business owners with Senior Vice President of Enterprise Bank, David Miller. If youre interested in lea

Using Life Insurance as an Asset in Your Portfolio (Ep. 23)
May 05, 2023

In this episode, Bobby Samuelson, President and CEO of Life Innovators, breaks down the complexities of traditional fixed income investing options, and explores how life insurance can be used as an as

How Much Life Insurance Can You Own? (Ep. 22)
April 21, 2023

Its impossible to measure the value of a human life. Who you are as a person, and what you mean to your family, friends, and your community, cannot be measured or a dollar value placed upon it. If yo

The Benefits of Employee Stock Ownership Plans for Business Owners with Ken Alter (Ep. 21)
April 07, 2023

With years of experience in helping businesses plan their exit strategies, Ken Alter, Managing Director at Planning Alliance, shares his insights on the mechanics of ESOPs(Employee Stock Ownership Pla

Retirement Accounts, Are They Worth the Investment? (Ep. 20)
March 24, 2023

While retirement accounts have powerful tax advantages, they might also have significant disadvantages if we dont understand the rules. In this episode, Jim McGovern discusses retirement accounts an

Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)
March 10, 2023

Insurance is often marketed based on finding lower prices, but its time to take a closer look at the quality of the coverage youre purchasing. In this episode, Michael Moore, CAPI, CPRM, PLCS, of Ma

Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)
February 24, 2023

You want to make sure your protection in your estate plan is complete and its engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when th

All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)
February 10, 2023

If youre 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

How To Create A Buy-Sell Agreement (Ep.16)
January 27, 2023

One of the most important documents that a business owner should have is a buy-sell agreement which doesnt seem to get a whole lot of attention. In this episode, Jim McGovern shares a step-by-step pr