Maximizing Outcomes
Latest Episodes
High Earners, Low Coverage: Solving the Income Protection Gap with Tasha Jo Hill (Ep. 33)
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
The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)
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 Direc
Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
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
Trust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)
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
Retaining Key Employees with Non-Qualified Retirement Plans, Part 2 with Thomas Wyatt, JD, CFP® (Ep. 29)
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
Retirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)
In this two-part series, we'll be covering qualified retirement plans in Part 1 and non-qualified retirement plans in Part 2. If you're a business owner, these episodes are a must-listen, as they prov
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 2 (Ep. 27)
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
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 1 (Ep. 26)
Whether you're 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
Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)
Alternative investments can be a very attractive option, but its critical to consider the requirements each individual should meet and the risks involved before entering the space. - In this episode,
Financing Your Small Business with David Miller of Enterprise Bank (Ep. 24)
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 you're interested in l





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