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. …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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, …

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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 …

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