Episodes

  • Understanding ESG and Passion Investing

    Understanding ESG and Passion Investing
    Jan 8 2025
    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 …

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    33 mins
  • Understanding Long-Term Care

    Understanding Long-Term Care
    Dec 3 2024
    What does it mean to prepare for the future? Kirk Lowry from MCM Wealth explores the intricacies of long-term care. He digs into crucial discussions about risk management and preparation, guiding you on how wise decisions today can shape a better tomorrow. Kirk discusses: Different types of long-term care services and the varying intensity levels …

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    37 mins
  • Navigating the New Age of Digital Asset Management

    Navigating the New Age of Digital Asset Management
    Nov 13 2024
    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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    35 mins
  • 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
    Sep 18 2024
    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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    24 mins
  • Due Diligence in Investment Management With Bob Hoyt and Soren Peterson

    Due Diligence in Investment Management With Bob Hoyt and Soren Peterson
    Aug 15 2024
    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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    33 mins
  • Make Your Worry List Work For You with Kirk Loury

    Make Your Worry List Work For You with Kirk Loury
    Jul 18 2024
    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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    29 mins
  • 5 Ways To Control Your Wealth with Kirk Loury

    5 Ways To Control Your Wealth with Kirk Loury
    Jun 19 2024
    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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    26 mins
  • Finding Fulfillment Beyond the Business With Charis Santillie

    Finding Fulfillment Beyond the Business With Charis Santillie
    May 22 2024
    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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    30 mins