20 episodes
MCM Wealth Podcast: Plan, Invest and Progress MCM Wealth
-
- Business
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.
-
Finding Fulfillment Beyond the Business With Charis Santillie
Did you know that a significant number of business owners experience a sense of guilt in retirement? Charis Santillie, a renowned Fulfillment and Life Transition Coach, explores the journey towards finding lasting fulfillment during major life changes, particularly focusing on business owners transitioning towards retirement or a new career. Charis dives into the importance of … Read More Read More
-
The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith
Are you prepared to navigate the complexities of an unsolicited buyout offer? In this episode, Bradley Smith, Managing Director and Partner of VERTESS, dives deep into the intriguing world of business sales and acquisitions and covers nuanced strategies that could ensure your business fetches its utmost value when receiving buyout offers. Brad explores how to … Read More Read More
-
Planning for Succession & Exit Strategies with Kirk Loury
How can a carefully planned succession pave the way for a successful business transition? Today on the MCM Wealth Podcast, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance of succession and exit planning for business owners, highlighting the key differences and the main objectives, providing … Read More Read More
-
From Listing to Closing: How to Sell Your Business Efficiently With Max Friar
Every business owner needs to exit their business eventually. So, what does that process look like, and how can it be carried out efficiently? Today on MCM Wealth, Max Friar, Managing Partner at Calder Capital, LLC, discusses the intricacies of selling a business. Max goes into the strategies of creating a market for business sales, … Read More Read More
-
Exit Strategies For Your Business With MCM Wealth
Are you planning to sell your business, but don’t know where to start? MCM Wealth can help! In this episode, Geoff Hakim, CEO of MCM Wealth, discusses the challenges business owners face when planning to sell their companies. He details MCM Wealth’s comprehensive exit strategy program, which includes a team of specialty partners to guide … Read More Read More
-
Forecasting Follies with Kirk Loury
Can we accurately predict the future? Today, we’re going to learn about forecasting follies. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance and limitations of forecasting. He highlights the unpredictability of certain factors and the dangers of forecasters making declarative statements with … Read More Read More