MCM Wealth Podcast: Plan, Invest and Progress

MCM Wealth Podcast: Plan, Invest and Progress


Latest Episodes

Forecasting Follies with Kirk Loury
December 06, 2023

Can we accurately predict the future? Today, were going to learn about forecasting follies. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Eng

Financial Security: The Main Thing of Finance, Part 2
November 15, 2023

Can financial security lead to true prosperity? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines picks up where he left off in the last e

Financial Security: The Main Thing of Finance, Part 1
November 01, 2023

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

How To Prepare For Next Year With Kirk Loury
October 18, 2023

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

A Guide To Selling Your Business with Jim Cascino
October 04, 2023

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

Preparing for Changes in Estate Tax Laws with Jerry Vanderzanden, CLU, ChFC
September 20, 2023

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

Second Opinions: The Key to Financial Confidence with Robert Hoyt and Kirk Loury
September 06, 2023

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 Benefits and Risks of Artificial Intelligence in Investing with Kirk Loury
August 16, 2023

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

Direct Indexing: Unlock Customization and Efficiency in Your Portfolio with Kirk Loury
August 02, 2023

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

Building Portfolios That Work with Robert Hoyt, Ph.D.
July 19, 2023

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