MCM Wealth Podcast: Plan, Invest and Progress

MCM Wealth

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.

  1. 09/03/2025

    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 … Read More Read More

  2. 07/23/2025

    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, … Read More Read More

  3. 06/25/2025

    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, … Read More Read More

  4. 05/28/2025

    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 … Read More Read More

  5. 04/30/2025

    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 … Read More Read More

  6. 02/19/2025

    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 … Read More Read More

  7. 02/05/2025

    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, … Read More Read More

  8. 01/22/2025

    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 … Read More Read More

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About

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.

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