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 membe

2023 is coming to an end and 2024 is right around the corner! How can we prepare ourselves, our financial plans and our investment portfolios for the upcoming year? In this episode, Kirk Loury, Portfo

What does the process of selling your business look like? In this episode, Jim Casino, founder and CEO of C-Suite Advisors talks about the process of selling a business and the importance of having re

Are you prepared for the ticking time bomb of estate tax laws? In this episode, Jerry Vanderzanden, CLU, ChFC, delves into his expertise in insurance planning and discusses how insurance specialists c

Do financial markets and daily news headlines make you anxious? Do you think your portfolio and investments may be off-track? Its time to get a second opinion! In this episode, Robert Hoyt, Ph.D., P

The rise of artificial intelligence (AI) has disrupted many industries. But what role does it play in the world of finance? Can AI revolutionize investing? In this episode, Kirk Loury, portfolio strat

Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals. In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of

Are you tired of struggling to build a portfolio that actually works for your investment needs? In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investm

What is time horizon investing and how can you implement it when constructing your investment portfolio? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisabl

Are you ready to learn about investment volatility and why volatility is so important to investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wea