In this eye-opening episode, we explore a revolutionary approach to personal finances that will transform the way you manage your cash flows, help to supercharge your annual savings rate, and lead to

Are you facing a significant capital gain but looking for ways to potentially reduce the tax burden? Tune into this episode to learn about a bipartisan initiative that aims to stimulate economic growt

Higher earning individuals are often left underinsured and shocked by the limitations of group disability policies. How confident are you that your income is optimally protected in the event of a disa

Ready to untangle the web between the Federal Reserve, Big Tech, and your investments? In this episode, Jim McGovern from McGovern Wealth Group sits down with Michael Trudel, CFA, JD, Managing Directo

Are you an investor with a large amount of money in just a few stocks? Are you concerned about how to protect against a decline in the stock, but also reluctant to diversify due to significant tax con

Supplemental Needs Trust is an often-underrated game-changer, paramount for enhancing the quality of life for individuals with special needs. In this episode, Jim McGovern talks with Dan Ehrmentraut,

For any business owner, losing key employees can be costly and disruptive. Retaining top-performing employees is crucial not only for growing your bottom line, but also for maximizing your enterprise

In this two-part series, well be covering qualified retirement plans in Part 1 and non-qualified retirement plans in Part 2. If youre a business owner, these episodes are a must-listen, as they prov

In the second part of this two-part series, Jim McGovern discusses how annuities can help provide a secure retirement salary that cannot be outlived and how to help position other assets to serve a

Whether youre new to annuities or seeking to enhance your retirement income strategy, this episode offers valuable insights to support your financial journey. In this episode, Jim McGovern uncovers t