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 to wealth planning, and highlights that it’s not just about wealth, but the freedom to focus on what’s important in life. He emphasizes the role of planning and self-discipline in achieving financial security and drops a hint of what’s to come in part 2!

Kirk goes over: 

• Why financial security is “the main thing” and what it means
  
• What makes financial security difficult to achieve
  
• What successfully obtaining financial security looks like
  
• Why discipline and the ability to focus on your plan is the most important part in achieving financial security
  
• How to get back on track and win the battle if you become derailed
  
• What the pitfalls in focusing on financial security are
  
• And more
  

Resources:

• The 7 Habits of Highly Effective People by Stephen R. Covey
  

Connect with Geoff Hakim: 

• MCM Wealth
  
• Office: 844-626-4949
  
• LinkedIn: Geoff Hakim
  
• geoff@mcmwealth.com
  
• Direct Line: 415-299-6574
  

Connect with Kirk Loury:

• MCM Wealth
  
• Advisable Wealth Engines
  
• LinkedIn: Kirk Loury
  
• kirk@mcmwealth.com
  
• Direct Line: 609-759-0404
  

About Kirk Loury: 

Kirk provides integration between MCM’s marketing, investment strategies, and implementation. He is also a co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years of experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices. Kirk Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.