Maximizing Outcomes Jim McGovern

While retirement accounts have powerful tax advantages, they might also have significant disadvantages if we don’t understand the rules.  In this episode, Jim McGovern discusses retirement accounts and how individuals need to think critically about how these accounts work, know the rules of the game as they stand today, and consider their circumstances before deciding … Continue reading Retirement Accounts, Are They Worth the Investment? (Ep. 20) →

Insurance is often marketed based on finding lower prices, but it’s time to take a closer look at the quality of the coverage you’re purchasing. In this episode, Michael Moore, CAPI, CPRM, PLCS, of Marsh McLennan Agency joins the show to discuss how accidents and other risks can lead to multi-million dollar lawsuits, and how … Continue reading Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19) →

You want to make sure your protection in your estate plan is complete and it’s engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when the beneficiaries at a certain age. In this episode, Jim McGovern talks with Jerry Wegley, an attorney with KnoxLaw about why … Continue reading Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18) →

If you’re 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 have been many prompting questions about ways to control student loan debt.  In this episode, Jim McGovern talks with Mackensie Ellis, manager of … Continue reading All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17) →

One of the most important documents that a business owner should have is a buy-sell agreement which doesn’t seem to get a whole lot of attention. In this episode, Jim McGovern shares a step-by-step process for creating a buy-sell agreement without losing out on the value of your business. He will give you tips on … Continue reading How To Create A Buy-Sell Agreement (Ep.16) →

98% of business owners don’t know the value of their business. Yet, most business owners are banking on the sale of their company someday to fund their retirement.  In this episode, Jim McGovern talks with Jason Early, president of BizEquity, to discuss why you deserve to know the value of your business and what you … Continue reading Knowing The Value of Your Business With Jason Early (Ep.15) →