Episodios

  • Understanding Investment Risk

    Understanding Investment Risk
    Apr 30 2025
    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 …

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    41 m
  • The Art of Balancing Risk and Reward in Investing

    The Art of Balancing Risk and Reward in Investing
    Feb 19 2025
    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 …

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    41 m
  • How to Protect Your Portfolio from Wealth Leaks

    How to Protect Your Portfolio from Wealth Leaks
    Feb 5 2025
    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, …

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    34 m
  • Diversifying Your Investments with the Core Satellite Approach

    Diversifying Your Investments with the Core Satellite Approach
    Jan 22 2025
    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 …

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    32 m
  • Understanding ESG and Passion Investing

    Understanding ESG and Passion Investing
    Jan 8 2025
    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 …

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    33 m
  • Understanding Long-Term Care

    Understanding Long-Term Care
    Dec 3 2024
    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 …

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    37 m
  • Navigating the New Age of Digital Asset Management

    Navigating the New Age of Digital Asset Management
    Nov 13 2024
    What kind of digital legacy will you leave behind? How will your beneficiary or executor gain access to your digital legacy after you pass away? In this episode, portfolio and wealth strategist at MCM Wealth, Kirk Lowry, dives into the complexities of digital assets, from preserving cherished family photos to securing cryptocurrency for future generations. …

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    35 m
  • Understanding Business Valuations: Why Every Company Needs Them with Max Friar and David Coit

    Understanding Business Valuations: Why Every Company Needs Them with Max Friar and David Coit
    Sep 18 2024
    Why is getting a business valuation crucial for your company’s future? Most often, business owners overestimate the value of their company. Knowing the actual value can significantly affect their ability to retire and the lifestyle they’ll lead. In this episode, Max Friar, Managing Partner at Calder Capital, discusses the intricacies of business valuation with David …

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    24 m
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