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 with your advisors, and fostering open dialogues with loved ones – and how it can transform your financial outlook. No matter where you are in your financial journey, whether you’re struggling with your budget or need to get a better handle on your investment roles, this episode provides actionable insights to help you regain control over your financial life.

Kirk discusses: 

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• Understanding and maintaining a budget to keep your spending in check and aligned with your income
  
• Knowing the specific role each investment plays in your overall wealth plan
  
• The importance of educating yourself to become your own advocate
  
• Engaging and maintaining an active relationship with your financial and other advisors
  
• Keeping open communication with your family and loved ones about financial priorities and plans
  
• And more
  

Resources:

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• Forecasting Follies with Kirk Loury
  

Connect with Geoff Hakim: 

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

Connect with Kirk Loury:

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• 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.