The Personal Wealth Coach

Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to learn more? Schedule a complimentary consultation with us, either in-person or over the phone, by visiting https://www.tpwc.com/. Dive into the world of smart financial decision-making with The Personal Wealth Coach – your educational gateway to the economy and beyond. Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only.

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Episodes

7 days ago

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts out letting us know he intends to make the exciting news boring the boring news exciting. He succeeded on one of those, take a guess at which... This episode, as you may guess, starts with this week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil market happenings. He goes on to explain why the economic indicators indicate that we may be in the clear when it comes to that recession most thought we were going to have. Listen on to hear examples on up-and-coming cities, failed cities and taxes and regulations that helped those cities earn their current status.
This episode was recorded on July 19th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Friday Jul 19, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Healthcare is something I think we all have a love/hate relationship with. We all want to be healthy and happy, however we don't want to pay 3 fingers and a pinky toe to do it. In this episode, Jake speaks about some of the reasons why it is difficult to compare our healthcare to other nations. Generally, little is known about the complex relationships between drug companies and hospitals and just why those relationships can cause prices to be unknown when you're having a procedure done. Then you throw in insurance companies and all hell breaks loose. Listen in to gain a bit of insight and just be happy he didn't go on for longer.
This episode was recorded on July 12th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jul 13, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake droned on alone although for less time than we're used to having to bear. You may notice a slight difference in this podcast. We're trying out a little change. If you didn't notice anything then we've succeeded! But I won't tell you at what....... Jake updates us on this week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets for this week. He goes on to tell us a few topics we've noticed that effected those markets. Listen in to find out what the Fed is looking for before they decide on what to do with interest rates which should come out towards the end of the month.
This episode was recorded on July 12th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jul 06, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. I think Jeff and Jake may have drunk from the wrong juice this morning, or maybe it was long past its "best by" date. The two alien-like beings start out with an explanation on why they like to reference the S&P 500 Index to the CRSP US Mid Cap Value Index and further, update us on the 4th of July week changes between those, U.S. Treasuries, and West Texas Intermediate crude oil markets. Something came up about consistently inconsistent data... or maybe it was inconsistently consistent data? Who knows...They continue on to spend quite a bit of time on shipping, both domestic and international, all over the world, and why that affects prices so much.
This episode was recorded on July 5th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jun 29, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake goes at it all by his lonesome this episode and after listening, it seems Jeff is actually the one who brings the comedy to the show. I know, I'm surprised, too. At first, you almost can't blame Jake as he has to start out with the usual S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil changes. But, with some emphases he almost makes a change of 0.0% sounds super important. Then, he tries to make inflation sound like a good thing. This guy! Finally, he spends a lot of time explaining some of the differences and similarities between the U.S. and China economies. Oh yay!
This episode was recorded on June 28th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jun 22, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Has anyone else ever wondered how Jeff and Jake would start the show if they weren't both bald and bearded? "We are two guys with a full head of hair!" is kind of an odd flex and just doesn't have the same pizzaz. Anyways, they start us off with this 4-day week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil changes. Then, they go on to discuss changes to our international imports and exports, and some of the ways our presidents may or may not affect our economy like some people seem to think.
This episode was recorded on June 21st, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jun 15, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. To start us off.......... BOO! Jeff and Jake try to scare off the two of you that listen, which seems a bit counterproductive because I thought the goal was more listeners, not less. But hey, I just work here <shrug>. After starting us out with our exciting update on the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil changes for the week, they manage to go on for another 30 minutes about the nothing that happened in the market. Yes folks, you read that right, nothing happened. And for some reason, that was important but unless you finish the episode, you won't know why!!!! muahaha.
This episode was recorded on June 14th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jun 08, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake spent the past few days in Tennessee attending a conference listening and speaking to some of the top economists, which you'd think would help them find something to talk about other than the same old economic and market news. Which is why they, once again, start out with bad disclosure "jokes". Hahaha, joking, but really after giving an updating on this week's S&P 500 Index and CRSP US Mid Cap Value Index hops, skips and jumps they move on to the good stuff. Listen in to hear their reasoning on why the U.S. of A. is doing really well right now despite certain economic numbers being lower or growing slower. They give us some information on Alternative Investments and what you might want to think about before utilizing them.
This episode was recorded on June 7th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday Jun 01, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Grab onto your seats for this. Jeff and Jake start out strong after the intro music and can you guess what they start with? That's right! Disclosures. Then, as you may have guessed, they update us on the weekly S&P 500 Index and CRSP US Mid Cap Value Index numbers. Jake brings up a topic that's probably on most minds, Trump's trial outcome and how it might affect the markets. Is there doom and gloom in our market's future because of politics or the opposite? And, to be honest, I don't think the two of them have used the word "recommend" so many times in a single podcast. Consider yourselves lucky as Jake pulls back just as they start down the rabbit hole on return calculations and how they are obtained, because trust me, they can go on about that for a LOOOOOOOONG time. 
This episode was recorded on May 31st, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Saturday May 25, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly rambling on the S&P 500 Index and CRSP US Mid Cap Value Index and the little bit that happened in the week to affect those. Keep on listening (but why?) to hear about a $444 billion oppsie, the bifurcation of the world markets, interest rates (again?), and a few other excitingish topics.
This episode was recorded on May 24th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.
** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

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