MCM Wealth Podcast: Plan, Invest and Progress

Recent Episodes

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

Posted September 18, 2024 • 00:24:23

Why is getting a business valuation crucial for your company’s future? Most often, business owners overestimate the value of their company. Knowing...

Due Diligence in Investment Management With Bob Hoyt and Soren Peterson

Posted August 15, 2024 • 00:32:33

It takes due diligence to ensure your investments are as protected as possible.

In this episode, Bob Hoyt, President and Investment Committee...

Make Your Worry List Work For You with Kirk Loury

Posted July 18, 2024 • 00:28:49

Have you ever wondered how your worries could actually work to your advantage?

In this episode, Kirk Loury, portfolio strategist at MCM Wealth...

5 Ways To Control Your Wealth with Kirk Loury

Posted June 19, 2024 • 00:25:37

Are you struggling to take control of your finances?

In this episode of MCM Wealth, Kirk Loury, portfolio strategist at MCM Wealth and managing...

Finding Fulfillment Beyond the Business With Charis Santillie

Posted May 22, 2024 • 00:29:39

Did you know that a significant number of business owners experience a sense of guilt in retirement?

Charis Santillie, a renowned Fulfillment...