Maximizing Outcomes
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How the “One Big Beautiful Bill” Could Save (or Cost) You Thousands
24 mins; August 19, 2025
As Seen on Shark Tank: How Remento Helps You Capture Your Life Story with Charlie Green (Ep. 62)
34 mins; June 05, 2025
How Defined Benefit Plans Help Business Owners Slash Taxes and Catch Up on Retirement (Ep. 61)
38 mins; May 20, 2025
Selling Your Business to Private Equity: A Deep Dive with Bobby Kingsburry (Ep. 60)
40 mins; April 01, 2025
Tariffs, Trade Wars & Your Portfolio: What’s Next? (Ep. 59)
23 mins; March 14, 2025
Navigating Employee Stock Options, RSU’s and Stock Purchase Plans (Ep. 58)
35 mins; February 21, 2025
Estate Planning Strategies in Uncertain Times with Nick Sasso (Ep. 57)
37 mins; January 31, 2025
Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)
28 mins; January 10, 2025
Business Exit Planning: A Value Management Process to Harvest Business Wealth (Ep. 55)
40 mins; November 15, 2024
Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)
42 mins; October 30, 2024
Business Uses of Life Insurance: The Untold Stories Behind Iconic American Brands (Ep. 53)
42 mins; September 30, 2024
Artificial Intelligence and the Future of Work: Insights for Business Leaders, Employees and Students with Dr. Joe Yun (Ep. 52)
47 mins; August 23, 2024
Building a Financial Fortress: Robust Planning for an Uncertain World (Ep. 51)
33 mins; August 09, 2024
Reverse Mortgages: Myths, Facts, and Financial Benefits (Ep. 50)
51 mins; July 25, 2024
Wall Street Clichés: Insights or Illusions (Ep. 49)
40 mins; July 08, 2024
Understanding Wealth Erosion Factors: The Hidden Forces at Play (Ep. 48)
26 mins; June 17, 2024
Jumpstarting your Child’s Financial Future (Ep. 47)
28 mins; May 31, 2024
Identity Theft: How to Recover and Restore a Hijacked Identity with Travis D. Mills (Ep. 46)
36 mins; April 26, 2024
Politics and Your Portfolio: Insights for Investing During an Election Year (Ep. 45)
35 mins; April 12, 2024
Medicare: What You Need To Know With Lukas Baker (Ep. 44)
31 mins; March 29, 2024
The Roth IRA Playbook: From Basic Rules to Advanced Tactics (Ep. 43)
34 mins; March 15, 2024
Unlocking Retirement Income with Life Insurance: An Integrated Approach to Investments and Insurance (Ep. 42)
23 mins; February 16, 2024
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 2 (Ep. 41)
44 mins; February 02, 2024
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 1 (Ep. 40)
45 mins; January 19, 2024
Inside the Investor’s Brain: Biases That Cost You (Ep. 39)
46 mins; January 05, 2024
The Art of College Planning (Pt. 2) (Ep. 38)
39 mins; December 15, 2023
How To Survive Soaring College Costs (Ep. 37)
38 mins; December 01, 2023
Philanthropy Unboxed: Smarter Ways to Make a Lasting Difference with Kate McKenzie, CAP® (Ep. 36)
36 mins; November 17, 2023
Budgeting Reimagined: Transform Your Cash Flows, Supercharge Your Wealth with Neal Brincefield (Ep. 35)
40 mins; November 03, 2023
What are Qualified Opportunity Zones? with Ray DeSantis of Redbrick LMD (Ep. 34)
36 mins; October 20, 2023
High Earners, Low Coverage: Solving the Income Protection Gap with Tasha Jo Hill (Ep. 33)
39 mins; October 06, 2023
The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)
40 mins; September 22, 2023
Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
47 mins; September 13, 2023
Trust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)
39 mins; September 12, 2023
Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
47 mins; September 08, 2023
Trust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)
39 mins; August 18, 2023
Retaining Key Employees with Non-Qualified Retirement Plans, Part 2 with Thomas Wyatt, JD, CFP® (Ep. 29)
52 mins; August 04, 2023
Retirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)
50 mins; July 14, 2023
Unlocking Retirement Security: How Annuities Can Help Protect Assets and GuaranteeÂą Lifetime Income, Part 2 (Ep. 27)
46 mins; June 30, 2023
Unlocking Retirement Security: How Annuities Can Help Protect Assets and GuaranteeÂą Lifetime Income, Part 1 (Ep. 26)
46 mins; June 16, 2023
Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)
51 mins; June 02, 2023
Financing Your Small Business with David Miller of Enterprise Bank (Ep. 24)
50 mins; May 19, 2023
Using Life Insurance as an Asset in Your Portfolio (Ep. 23)
52 mins; May 05, 2023
How Much Life Insurance Can You Own? (Ep. 22)
36 mins; April 21, 2023
The Benefits of Employee Stock Ownership Plans for Business Owners with Ken Alter (Ep. 21)
46 mins; April 07, 2023
Retirement Accounts, Are They Worth the Investment? (Ep. 20)
47 mins; March 24, 2023
Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)
43 mins; March 10, 2023
Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)
42 mins; February 24, 2023
All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)
47 mins; February 10, 2023
How To Create A Buy-Sell Agreement (Ep.16)
40 mins; January 27, 2023
Knowing The Value of Your Business With Jason Early (Ep.15)
34 mins; January 13, 2023
Defined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)
49 mins; December 30, 2022
Are You Successful, But Not Fulfilled? With Emily Melious (Ep.13)
42 mins; December 16, 2022
Debunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)
35 mins; December 02, 2022
How to Protect, Grow and Exit Your Company (Ep.11)
33 mins; November 18, 2022
The Fundamentals Of Investing (Ep.10)
42 mins; November 04, 2022
Protecting Your Cash Flow (Ep.9)
34 mins; October 21, 2022
The Importance Of A Will, Trust, and Power of Attorney with Brooke McMorrow (Ep.8)
44 mins; October 07, 2022
Financial Advice For Parents of Children with Special Needs with Judy Herron, CPA (Ep.7)
41 mins; September 23, 2022
Supporting Children With Special Needs With Mike Magulick (Ep.6)
39 mins; September 09, 2022
The Landscape of Special Education With Dr. Jessica Hall-Wirth (Ep.5)
30 mins; August 26, 2022
Protecting Your Child’s Future (Ep.4)
36 mins; August 12, 2022
A Conversation About Retirement Income Planning (Ep.3)
37 mins; July 29, 2022
What to Expect When Having Your First Conversation About Retirement (Ep.2)
34 mins; July 15, 2022
Meet Your Host, Jim McGovern (Ep.1)
30 mins; July 15, 2022
Coming Soon!
39 secs; March 20, 2022