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Make Your Worry List Work For You with Kirk Loury
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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 with hope, and practical steps to mitigate financial risks.
Kirk discusses:
- Understanding the psychology and evolutionary roots of worry
- The importance of balancing worry with hope
- Different ways to manage and mitigate financial risks, and address financial worries
- The role of advisors and planning in managing your worry list
- And more
Resources:
Connect with Geoff Hakim:
- MCM Wealth
- Office: 844-626-4949
- LinkedIn: Geoff Hakim
- geoff@mcmwealth.com
- Direct Line: 415-299-6574
Connect with Kirk Loury:
- MCM Wealth
- Advisable Wealth Engines
- LinkedIn: Kirk Loury
- kirk@mcmwealth.com
- Direct Line: 609-759-0404
About Our Guest:
Kirk provides integration between MCM’s marketing, investment strategies, and implementation. He is also a co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years of experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices. Kirk Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.