Claim OwnershipMCM Wealth Podcast: Plan, Invest and Progress
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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.
21 Episodes
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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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
What is time horizon investing and how can you implement it when constructing your investment portfolio? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about what it means to have an investment time horizon and how to construct the portfolio. Kirk discusses: What is time … Read More Read More
Are you ready to learn about investment volatility and why volatility is so important to investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about investment volatility and its importance. He breaks down what volatility is, how it’s measured, and why it isn’t necessarily a … Read More Read More
Are you curious about the impact of passive investing on the market and the importance of active management? In this episode, Michael Green, Portfolio Manager, and Chief Strategist at Simplify Asset Management, explains the difference between active and passive investing and talks about the potential risks of the increasingly passive investment market. He also talks … Read More Read More
Did you know that the average person spends more time planning their vacation than they do planning for retirement? That’s why it’s important to have financial advisors who can help you understand your investment options and create a solid plan for your future. In this episode, Geoff Hakim and Robert Hoyt introduce themselves as MCM … Read More Read More
From fillings to fluctuations, Rick Kennedy’s investment journey through the foggy markets of real estate and beyond comes to light in this inaugural episode. Hear how MCM Wealth helped him weather the storm and gain peace of mind in today’s volatile market. Listen as Rick shares: What led him to a career in dentistry How … Read More Read More
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