『MCM Wealth Podcast: Plan, Invest and Progress』のカバーアート

MCM Wealth Podcast: Plan, Invest and Progress

MCM Wealth Podcast: Plan, Invest and Progress

著者： MCM Wealth
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 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.Copyright © MCM Wealth Podcast 経済学
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  • Giving Financial Gifts to Your Adult Children

    Giving Financial Gifts to Your Adult Children
    2025/09/03
    In this podcast episode of MCM Wealth discusses the complexities of giving financial gifts to adult children. The episode begins by contrasting the economic realities of the post-World War II generation with those of millennials and Gen Z, noting that factors like high housing costs and student debt make it more challenging for younger generations …

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    33 分
  • Making Advisor Meetings Productive

    Making Advisor Meetings Productive
    2025/07/23
    This podcast, “Making Advisor Meetings Productive,” highlights the crucial importance of treating advisor meetings like doctor’s appointments due to their significant financial implications. Key advice includes involving all relevant family members, preparing thoroughly with questions, and not hesitating to ask for clarifications on complex terms. The episode also covers the necessity of transparent fee discussions, …

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    30 分
  • Avoiding Financial Mistakes

    Avoiding Financial Mistakes
    2025/06/25
    Kirk Loury, MCM Wealth’s portfolio and wealth strategist, explores common financial missteps, emphasizing why these errors should not be overlooked and how individuals can learn from them. The conversation covers practical strategies for analyzing past mistakes, rebuilding financial confidence, and developing a realistic recovery plan. The episode also highlights the crucial roles of disciplined budgeting, …

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    28 分
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