Tag: Wealth Management

FEATURE - use this one
How to Protect Your Portfolio from Wealth Leaks

How to Protect Your Portfolio from Wealth Leaks

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 behind these leaks. From taxes and investment fees to overspending and inflation, Kirk guides us through the layers of risks that threaten even the healthiest portfolios, and explores practical strategies to plug these leaks and keep your financial goals on track!

Kirk discusses: 

  • Identifying and understanding financial leaks [00:01:14]
  • How seemingly small leakages can lead to significant financial loss over time [00:03:50]
  • The role of taxes, investment fees, and overspending in wealth erosion [00:05:30]
  • Effective strategies to mitigate the impact of inflation and debt on your portfolio [00:20:13]
  • Tools and methods to enhance financial literacy and safeguard your investments [00:26:47]
  • And more

Connect with Kirk Loury:

FEATURE - use this one
Understanding ESG and Passion Investing

Understanding ESG and Passion Investing

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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: 

  • The evolution of ESG and passion investing 
  • How ESG differs from traditional investing
  • Key environmental, social, and governance factors considered in ESG investing 
  • The potential benefits and challenges of ESG investing 
  • And more

Connect with Kirk Loury:

FEATURE - use this one
Navigating the New Age of Digital Asset Management

Navigating the New Age of Digital Asset Management

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 in to learn why digital assets hold value beyond money and how to protect them, ensuring your digital footprint lives on as part of your legacy.

Kirk discusses: 

  • The nature and value of digital assets, from family photos to cryptocurrencies
  • What are the legal frameworks for accessing these assets posthumously, and what does RUFADAA mean for you
  • The practical steps for ensuring access to your digital world, like having a living document of access credentials
  • Unique considerations in estate planning for digital assets such as cryptocurrencies and NFTs
  • Ethical concerns and family considerations when managing a deceased loved one’s digital assets
  • And more

Connect with Kirk Lowry:

About Our Guest: 

Kirk Loury provides integration between MCM’s marketing, investment strategies, and implementation. He is also a co-founder and managing member of Advisable Wealth Engines, LLC. Mr. Loury has over thirty years of experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment.