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MCM Wealth Podcast: Plan, Invest and Progress

MCM Wealth Podcast: Plan, Invest and Progress

Hosted by MCM Wealth

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Episodes

35

Latest episode

Sep 2025

Language

EN-US

About the show

Welcome to MCM Wealth’s podcast where we help individual investors and business owners find investment solutions for their wealth planning needs. We do this by thinking and investing differently, and we specialize in developing customized portfolio solutions with increasing after-tax returns through all market conditions, including recessions. Join us for this educational journey designed to arm you with the information you’ll need to meet the challenges of an uncertain future.

Listen to episodes

35 recent
September 3, 202532 min

Giving Financial Gifts to Your Adult Children

In this podcast episode of MCM Wealth discusses the complexities of giving financial gifts to adult children. The episode begins by contrasting the economic realities of the post-World War II generation with those of millennials and Gen Z, noting that factors like high housing costs and student debt make it more challenging for younger generations … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/09/03/giving-financial-gifts-to-your-adult-children/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

July 23, 202530 min

Making Advisor Meetings Productive

This podcast, “Making Advisor Meetings Productive,” highlights the crucial importance of treating advisor meetings like doctor’s appointments due to their significant financial implications. Key advice includes involving all relevant family members, preparing thoroughly with questions, and not hesitating to ask for clarifications on complex terms. The episode also covers the necessity of transparent fee discussions, … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/07/23/making-advisor-meetings-productive/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

June 25, 202528 min

Avoiding Financial Mistakes

Kirk Loury, MCM Wealth’s portfolio and wealth strategist, explores common financial missteps, emphasizing why these errors should not be overlooked and how individuals can learn from them. The conversation covers practical strategies for analyzing past mistakes, rebuilding financial confidence, and developing a realistic recovery plan. The episode also highlights the crucial roles of disciplined budgeting, … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/06/25/avoiding-financial-mistakes/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

May 28, 202531 min

Behavioral Investing and Financial Decisions

Kirk Loury, a portfolio and wealth strategist, delves into the realm of behavioral investing. This field examines how cognitive biases, or the way our brains process thoughts, influence our financial decisions and investing behavior. Loury introduces key behavioral biases, starting with loss aversion, which is the tendency for the fear of losing money to have … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/05/28/behavioral-investing-and-financial-decisions/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

April 30, 202541 min

Understanding Investment Risk

The podcast episode explores investment risk, emphasizing a view based on probabilities rather than just harm or danger. Key concepts discussed include market risk, unsystematic risk, inflation risk, interest rate risk, liquidity risk, and concentration risk. Measuring risk involves understanding standard deviation (volatility) and managing downside risk. The discussion differentiates between risk tolerance (influenced by … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/04/30/understanding-investment-risk/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

February 19, 202541 min

The Art of Balancing Risk and Reward in Investing

Ever wondered how risk can transform into success? Maybe you’ve been dodging risk, thinking it’s synonymous with danger. But is that the whole story when it comes to investing? Join MCM Wealth’s strategic advisor Kirk Loury as he flips the script on investment risk. Dive into an eye-opening discussion on how understanding investment risk can … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/02/19/the-art-of-balancing-risk-and-reward-in-investing/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

February 5, 202533 min

How to Protect Your Portfolio from Wealth Leaks

Welcome to today’s episode, where we dive into the insidious world of wealth leaks—the small, often unnoticed financial drains that can snowball into significant setbacks over time.  Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth will help you uncover the hidden culprits behind these leaks. From taxes and investment fees to overspending and inflation, … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/02/05/how-to-protect-your-portfolio-from-wealth-leaks/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

January 22, 202532 min

Diversifying Your Investments with the Core Satellite Approach

What makes a solid investment strategy?  Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth unravels the complexities of the core satellite portfolio structure. Discover how this approach balances risk and growth by blending a stable core with dynamic satellite investments for long-term success.  Kirk discusses:  The basic principles of the core satellite portfolio structure … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/01/22/diversifying-your-investments-with-the-core-satellite-approach/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

January 8, 202533 min

Understanding ESG and Passion Investing

What does ESG mean for your investments?  Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth explores the world of ESG  (Environmental, Social, Governance) investing. Discover the buzz around these new investment trends and why the conversation is more relevant today than ever Kirk discusses:  The evolution of ESG and passion investing  How ESG differs … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2025/01/08/understanding-esg-and-passion-investing/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

December 3, 202436 min

Understanding Long-Term Care

What does it mean to prepare for the future? Kirk Lowry from MCM Wealth explores the intricacies of long-term care. He digs into crucial discussions about risk management and preparation, guiding you on how wise decisions today can shape a better tomorrow. Kirk discusses:  Different types of long-term care services and the varying intensity levels … <p class="read-more"><a class="btn btn-default" href="https://mcm-wealth-podcast.blubrry.net/2024/12/03/understanding-long-term-care/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

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