MCM Wealth Podcast: Plan, Invest and Progress
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.
Episodes
September 3, 2025 • 32 mins
In this podcast episode of MCM Wealth discusses the complexities of giving financial gifts to adult children. The episode begins by contrasting the economic realities of the post-World War II generation with those of millennials and Gen Z, noting that factors like high housing costs and student debt make it more challenging for younger generations …
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July 23, 2025 • 30 mins
This podcast, “Making Advisor Meetings Productive,” highlights the crucial importance of treating advisor meetings like doctor’s appointments due to their significant financial implications. Key advice includes involving all relevant family members, preparing thoroughly with questions, and not hesitating to ask for clarifications on complex terms. The episode also covers the necessity of transparent fee discussions, …
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June 25, 2025 • 28 mins
Kirk Loury, MCM Wealth’s portfolio and wealth strategist, explores common financial missteps, emphasizing why these errors should not be overlooked and how individuals can learn from them. The conversation covers practical strategies for analyzing past mistakes, rebuilding financial confidence, and developing a realistic recovery plan. The episode also highlights the crucial roles of disciplined budgeting, …
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May 28, 2025 • 31 mins
Kirk Loury, a portfolio and wealth strategist, delves into the realm of behavioral investing. This field examines how cognitive biases, or the way our brains process thoughts, influence our financial decisions and investing behavior. Loury introduces key behavioral biases, starting with loss aversion, which is the tendency for the fear of losing money to have …
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April 30, 2025 • 41 mins
The podcast episode explores investment risk, emphasizing a view based on probabilities rather than just harm or danger. Key concepts discussed include market risk, unsystematic risk, inflation risk, interest rate risk, liquidity risk, and concentration risk. Measuring risk involves understanding standard deviation (volatility) and managing downside risk. The discussion differentiates between risk tolerance (influenced by …
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February 19, 2025 • 41 mins
Ever wondered how risk can transform into success? Maybe you’ve been dodging risk, thinking it’s synonymous with danger. But is that the whole story when it comes to investing? Join MCM Wealth’s strategic advisor Kirk Loury as he flips the script on investment risk. Dive into an eye-opening discussion on how understanding investment risk can …
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February 5, 2025 • 33 mins
Welcome to today’s episode, where we dive into the insidious world of wealth leaks—the small, often unnoticed financial drains that can snowball into significant setbacks over time. Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth will help you uncover the hidden culprits behind these leaks. From taxes and investment fees to overspending and inflation, …
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January 22, 2025 • 32 mins
What makes a solid investment strategy? Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth unravels the complexities of the core satellite portfolio structure. Discover how this approach balances risk and growth by blending a stable core with dynamic satellite investments for long-term success. Kirk discusses: The basic principles of the core satellite portfolio structure …
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January 8, 2025 • 33 mins
What does ESG mean for your investments? Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth explores the world of ESG (Environmental, Social, Governance) investing. Discover the buzz around these new investment trends and why the conversation is more relevant today than ever Kirk discusses: The evolution of ESG and passion investing How ESG differs …
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December 3, 2024 • 36 mins
What does it mean to prepare for the future? Kirk Lowry from MCM Wealth explores the intricacies of long-term care. He digs into crucial discussions about risk management and preparation, guiding you on how wise decisions today can shape a better tomorrow. Kirk discusses: Different types of long-term care services and the varying intensity levels …
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November 13, 2024 • 34 mins
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. …
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September 18, 2024 • 24 mins
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 …
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August 15, 2024 • 32 mins
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 …
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July 18, 2024 • 28 mins
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 …
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June 19, 2024 • 25 mins
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 …
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May 22, 2024 • 29 mins
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 …
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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 …
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April 10, 2024 • 28 mins
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 …
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February 28, 2024 • 23 mins
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, …
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February 7, 2024 • 14 mins
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 …
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