Episodes

What does the process of selling your business look like? In this episode, Jim Casino, founder and CEO of C-Suite Advisors talks about the process of selling a business and the importance of having realistic expectations. He discusses the need for clean financials and why every business owner needs to assemble a strong advisory team of service providers such as investment bankers, brokers, M&A attorneys, and CPAs. Discover what it takes to sell your business as Jim details: Why business owners ...

Are you prepared for the ticking time bomb of estate tax laws? In this episode, Jerry Vanderzanden, CLU, ChFC, delves into his expertise in insurance planning and discusses how insurance specialists can contribute to advanced planning areas such as estate planning. He shares his advice on how investors can prepare for the upcoming changes in estate tax laws in 2026 and the importance of reevaluating estate plans to understand the implications of those potential changes. Jerry discusses: Why he ...

Do financial markets and daily news headlines make you anxious? Do you think your portfolio and investments may be off-track? It’s time to get a second opinion! In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, and Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, discuss the role of portfolio second opinions in building financial confidence. Listen as they touch on: The psychological factors behind seeking a second opinion...

The rise of artificial intelligence (AI) has disrupted many industries. But what role does it play in the world of finance? Can AI revolutionize investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines explores AI’s origins and advancement, its application in daily life, and the potential risks involved. He also offers his personal perspective on how AI might impact the financial services industry. Kirk discusses: A brief overvie...

Indexing can be complicated, but using direct and passive indexing strategies can help you achieve your financial goals. In this episode, Kirk Loury, Portfolio Strategist at MCM and managing member of Advisable Wealth Engines, talks about direct indexing. He goes over the concept of indexing, the advantages of index investing, and the role of technology in managing portfolios. Kirk explains how passive investing eliminates human error and emotions, offering diversification and eliminating underp...

Are you tired of struggling to build a portfolio that actually works for your investment needs? In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investment portfolios that work. He shares how his diverse experience in the financial industry and as a psychologist has had an impact on how he builds portfolios and dives into the essentials of a functional investment portfolio. Bob discusses: How his diverse experiences as a psychologist, hedge fund m...

What is time horizon investing and how can you implement it when constructing your investment portfolio? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about what it means to have an investment time horizon and how to construct the portfolio. Kirk discusses: What is time horizon investing, and the type of planning activities involved Who is responsible for making investment horizons work the way they’re supposed to How an in...

Are you ready to learn about investment volatility and why volatility is so important to investing? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about investment volatility and its importance. He breaks down what volatility is, how it’s measured, and why it isn’t necessarily a bad thing when it comes to investing. Kirk also explains what compounding is, how it works with volatility, how investors can address bad volatility ...

Are you curious about the impact of passive investing on the market and the importance of active management? In this episode, Michael Green, Portfolio Manager, and Chief Strategist at Simplify Asset Management, explains the difference between active and passive investing and talks about the potential risks of the increasingly passive investment market. He also talks about the concentration of investment choices in 401(k) plans and the benefits of active investing. Michael discusses: The differe...

Did you know that the average person spends more time planning their vacation than they do planning for retirement? That’s why it’s important to have financial advisors who can help you understand your investment options and create a solid plan for your future. In this episode, Geoff Hakim and Robert Hoyt introduce themselves as MCM Wealth’s Principals and share their most significant lessons in investing. Plus, they provide an overview of their experience in the industry, and discuss MCM’s inve...

From fillings to fluctuations, Rick Kennedy’s investment journey through the foggy markets of real estate and beyond comes to light in this inaugural episode. Hear how MCM Wealth helped him weather the storm and gain peace of mind in today’s volatile market. Listen as Rick shares: What led him to a career in dentistry How and when he started investing How the market plunge in 2008 changed his relationship with money MCM’s role in giving him peace of mind during market volatility And more Conne...