MCM Wealth Podcast: Plan, Invest and Progress

MCM Wealth

Welcome to MCM Wealth’s podcast where we help individual investors and business owners find investment solutions for their wealth planning needs. We do this by thinking and investing differently, and we specialize in developing customized portfolio solutions with increasing after-tax returns through all market conditions, including recessions. Join us for this educational journey designed to arm you with the information you’ll need to meet the challenges of an uncertain future. read less

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Navigating the New Age of Digital Asset Management

Navigating the New Age of Digital Asset Management

What kind of digital legacy will you leave behind? How will your beneficiary or executor gain access to your digital legacy after you pass away? In this episode, portfolio and wealth strategist at MCM Wealth, Kirk Lowry, dives into the complexities of digital assets, from preserving cherished family photos to securing cryptocurrency for future generations. … Read More Read More

Episodes

Navigating the New Age of Digital Asset Management

Navigating the New Age of Digital Asset Management

What kind of digital legacy will you leave behind? How will your beneficiary or executor gain access to your digital legacy after you pass away? In this episode, portfolio and wealth strategist at MCM Wealth, Kirk Lowry, dives into the complexities of digital assets, from preserving cherished family photos to securing cryptocurrency for future generations. … Read More Read More

Understanding Business Valuations: Why Every Company Needs Them with Max Friar and David Coit

Understanding Business Valuations: Why Every Company Needs Them with Max Friar and David Coit

Why is getting a business valuation crucial for your company’s future? Most often, business owners overestimate the value of their company. Knowing the actual value can significantly affect their ability to retire and the lifestyle they’ll lead. In this episode, Max Friar, Managing Partner at Calder Capital, discusses the intricacies of business valuation with David … Read More Read More

Due Diligence in Investment Management With Bob Hoyt and Soren Peterson

Due Diligence in Investment Management With Bob Hoyt and Soren Peterson

It takes due diligence to ensure your investments are as protected as possible. In this episode, Bob Hoyt, President and Investment Committee Chairman at MCM Wealth, and Soren Peterson, AMP 1 Research Analyst, dive into the intricacies of due diligence and its critical role in constructing robust investment portfolios. They explain how the MCM Wealth … Read More Read More

Make Your Worry List Work For You with Kirk Loury

Make Your Worry List Work For You with Kirk Loury

Have you ever wondered how your worries could actually work to your advantage? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about transforming your worry list into a tool for financial and personal growth. In this episode, you’ll learn the psychology behind worry, how to … Read More Read More

5 Ways To Control Your Wealth with Kirk Loury

5 Ways To Control Your Wealth with Kirk Loury

Are you struggling to take control of your finances? In this episode of MCM Wealth, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the top five things you can do to control your wealth. Learn about the BREAD approach – budgeting, understanding investment roles, educating yourself, engaging … Read More Read More

Finding Fulfillment Beyond the Business With Charis Santillie

Finding Fulfillment Beyond the Business With Charis Santillie

Did you know that a significant number of business owners experience a sense of guilt in retirement? Charis Santillie, a renowned Fulfillment and Life Transition Coach, explores the journey towards finding lasting fulfillment during major life changes, particularly focusing on business owners transitioning towards retirement or a new career. Charis dives into the importance of … Read More Read More

The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

Are you prepared to navigate the complexities of an unsolicited buyout offer? In this episode, Bradley Smith, Managing Director and Partner of VERTESS, dives deep into the intriguing world of business sales and acquisitions and covers nuanced strategies that could ensure your business fetches its utmost value when receiving buyout offers. Brad explores how to … Read More Read More

Planning for Succession & Exit Strategies with Kirk Loury

Planning for Succession & Exit Strategies with Kirk Loury

How can a carefully planned succession pave the way for a successful business transition? Today on the MCM Wealth Podcast, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance of succession and exit planning for business owners, highlighting the key differences and the main objectives, providing … Read More Read More

From Listing to Closing: How to Sell Your Business Efficiently With Max Friar

From Listing to Closing: How to Sell Your Business Efficiently With Max Friar

Every business owner needs to exit their business eventually. So, what does that process look like, and how can it be carried out efficiently? Today on MCM Wealth, Max Friar, Managing Partner at Calder Capital, LLC, discusses the intricacies of selling a business. Max goes into the strategies of creating a market for business sales, … Read More Read More

Exit Strategies For Your Business With MCM Wealth

Exit Strategies For Your Business With MCM Wealth

Are you planning to sell your business, but don’t know where to start? MCM Wealth can help! In this episode, Geoff Hakim, CEO of MCM Wealth, discusses the challenges business owners face when planning to sell their companies. He details MCM Wealth’s comprehensive exit strategy program, which includes a team of specialty partners to guide … Read More Read More

Forecasting Follies with Kirk Loury

Forecasting Follies with Kirk Loury

Can we accurately predict the future? Today, we’re going to learn about forecasting follies. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance and limitations of forecasting. He highlights the unpredictability of certain factors and the dangers of forecasters making declarative statements with … Read More Read More

Financial Security: The Main Thing of Finance, Part 2

Financial Security: The Main Thing of Finance, Part 2

Can financial security lead to true prosperity? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines picks up where he left off in the last episode about the main thing, financial security, and expands on it to include financial prosperity. He defines prosperity as thriving in life … Read More Read More

Financial Security: The Main Thing of Finance, Part 1

Financial Security: The Main Thing of Finance, Part 1

What impact does financial security have on your life, and how can you achieve it? Well, first we need to define it. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, talks about the main thing, financial security. Kirk explains what financial security means, why it’s important … Read More Read More

How To Prepare For Next Year With Kirk Loury

How To Prepare For Next Year With Kirk Loury

2023 is coming to an end and 2024 is right around the corner! How can we prepare ourselves, our financial plans and our investment portfolios for the upcoming year? In this episode, Kirk Loury, Portfolio Strategist at MCM and Managing Member of Advisable Wealth Enginges, talks about the various documents we need to review in … Read More Read More

A Guide To Selling Your Business with Jim Cascino

A Guide To Selling Your Business with Jim Cascino

What does the process of selling your business look like? In this episode, Jim Casino, founder and CEO of C-Suite Advisors talks about the process of selling a business and the importance of having realistic expectations. He discusses the need for clean financials and why every business owner needs to assemble a strong advisory team … Read More Read More

Preparing for Changes in Estate Tax Laws with Jerry Vanderzanden, CLU, ChFC

Preparing for Changes in Estate Tax Laws with Jerry Vanderzanden, CLU, ChFC

Are you prepared for the ticking time bomb of estate tax laws? In this episode, Jerry Vanderzanden, CLU, ChFC, delves into his expertise in insurance planning and discusses how insurance specialists can contribute to advanced planning areas such as estate planning. He shares his advice on how investors can prepare for the upcoming changes in … Read More Read More

Second Opinions: The Key to Financial Confidence with Robert Hoyt and Kirk Loury

Second Opinions: The Key to Financial Confidence with Robert Hoyt and Kirk Loury

Do financial markets and daily news headlines make you anxious? Do you think your portfolio and investments may be off-track? It’s time to get a second opinion! In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, and Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, discuss … Read More Read More

The Benefits and Risks of Artificial Intelligence in Investing with Kirk Loury

The Benefits and Risks of Artificial Intelligence in Investing with Kirk Loury

The rise of artificial intelligence (AI) has disrupted many industries. But what role does it play in the world of finance? Can AI revolutionize investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines explores AI’s origins and advancement, its application in daily life, and the potential … Read More Read More

Direct Indexing: Unlock Customization and Efficiency in Your Portfolio with Kirk Loury

Direct Indexing: Unlock Customization and Efficiency in Your Portfolio with Kirk Loury

Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals. In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of Advisable Wealth Engines, talks about direct indexing. He goes over the concept of indexing, the advantages of index investing, and the role of technology … Read More Read More

Building Portfolios That Work with Robert Hoyt, Ph.D.

Building Portfolios That Work with Robert Hoyt, Ph.D.

Are you tired of struggling to build a portfolio that actually works for your investment needs? In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investment portfolios that work. He shares how his diverse experience in the financial industry and as a psychologist has had an impact on how … Read More Read More