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 …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
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 …