エピソード

  • Due Diligence in Investment Management With Bob Hoyt and Soren Peterson

    Due Diligence in Investment Management With Bob Hoyt and Soren Peterson
    2024/08/15
    It takes due diligence to ensure your investments are as protected as possible. In this episode, Bob Hoyt, President and Investment Committee Chairman at MCM Wealth, and Soren Peterson, AMP 1 Research Analyst, dive into the intricacies of due diligence and its critical role in constructing robust investment portfolios. They explain how the MCM Wealth …

    Read More Read More
    続きを読む 一部表示
    33 分
  • Make Your Worry List Work For You with Kirk Loury

    Make Your Worry List Work For You with Kirk Loury
    2024/07/18
    Have you ever wondered how your worries could actually work to your advantage? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about transforming your worry list into a tool for financial and personal growth. In this episode, you’ll learn the psychology behind worry, how to …

    Read More Read More
    続きを読む 一部表示
    29 分
  • 5 Ways To Control Your Wealth with Kirk Loury

    5 Ways To Control Your Wealth with Kirk Loury
    2024/06/19
    Are you struggling to take control of your finances? In this episode of MCM Wealth, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the top five things you can do to control your wealth. Learn about the BREAD approach – budgeting, understanding investment roles, educating yourself, engaging …

    Read More Read More
    続きを読む 一部表示
    26 分
  • Finding Fulfillment Beyond the Business With Charis Santillie

    Finding Fulfillment Beyond the Business With Charis Santillie
    2024/05/22
    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
    続きを読む 一部表示
    30 分
  • The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

    The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith
    2024/05/01
    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
    続きを読む 一部表示
    23 分
  • Planning for Succession & Exit Strategies with Kirk Loury

    Planning for Succession & Exit Strategies with Kirk Loury
    2024/04/10
    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
    続きを読む 一部表示
    28 分
  • From Listing to Closing: How to Sell Your Business Efficiently With Max Friar

    From Listing to Closing: How to Sell Your Business Efficiently With Max Friar
    2024/02/28
    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
    続きを読む 一部表示
    24 分
  • Exit Strategies For Your Business With MCM Wealth

    Exit Strategies For Your Business With MCM Wealth
    2024/02/07
    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
    続きを読む 一部表示
    15 分