MCM Wealth Podcast: Plan, Invest and Progress

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

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Mark as Played

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Mark as Played
June 25, 2025 28 mins

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Mark as Played

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April 30, 2025 41 mins

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Mark as Played

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 pave the...

Mark as Played

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 beh...

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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: 

Mark as Played
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: 

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Mark as Played
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: 

Mark as Played

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. Tune...

Mark as Played

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 valu...

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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 team conduc...

Mark as Played

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 balance it wi...

Mark as Played

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, ed...

Mark as Played

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 th...

Mark as Played

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 na...

Mark as Played

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, providin...

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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, the challenges owners face, s...

Mark as Played

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 owners through the...

Mark as Played

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