Episodes

  • 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
  • The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

    The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith
    May 1 2024
    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 …

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    23 mins
  • Planning for Succession & Exit Strategies with Kirk Loury

    Planning for Succession & Exit Strategies with Kirk Loury
    Apr 10 2024
    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 …

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    28 mins