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 …
What impact does financial security have on your life, and how can you achieve it? Well, first we need to define it. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, talks about the main thing, financial security. Kirk explains what financial security means, why it’s important …
2023 is coming to an end and 2024 is right around the corner! How can we prepare ourselves, our financial plans and our investment portfolios for the upcoming year? In this episode, Kirk Loury, Portfolio Strategist at MCM and Managing Member of Advisable Wealth Enginges, talks about the various documents we need to review in …
What does the process of selling your business look like? In this episode, Jim Casino, founder and CEO of C-Suite Advisors talks about the process of selling a business and the importance of having realistic expectations. He discusses the need for clean financials and why every business owner needs to assemble a strong advisory team …
Are you prepared for the ticking time bomb of estate tax laws? In this episode, Jerry Vanderzanden, CLU, ChFC, delves into his expertise in insurance planning and discusses how insurance specialists can contribute to advanced planning areas such as estate planning. He shares his advice on how investors can prepare for the upcoming changes in …
Do financial markets and daily news headlines make you anxious? Do you think your portfolio and investments may be off-track? It’s time to get a second opinion! In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, and Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, discuss …
The rise of artificial intelligence (AI) has disrupted many industries. But what role does it play in the world of finance? Can AI revolutionize investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines explores AI’s origins and advancement, its application in daily life, and the potential …
Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals. In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of Advisable Wealth Engines, talks about direct indexing. He goes over the concept of indexing, the advantages of index investing, and the role of technology …
Are you tired of struggling to build a portfolio that actually works for your investment needs? In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investment portfolios that work. He shares how his diverse experience in the financial industry and as a psychologist has had an impact on how …
What is time horizon investing and how can you implement it when constructing your investment portfolio? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about what it means to have an investment time horizon and how to construct the portfolio. Kirk discusses: What is time …