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.
Episodes

Thursday Dec 21, 2023
Thursday Dec 21, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC, where we analyze the current state of the market. Are we approaching the end of a bull market?
1. Weekly Market Highlights: Key Insights from December 11-15, 2023 @3:532. Are We in a Bull Market? Many signals suggest that we might be nearing the end of a bull market, but only time will reveal the truth. @11:19
This episode was recorded on December 16th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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.

Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
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.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Dec 15, 2023
Friday Dec 15, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
2023 Post-Pandemic Housing Analysis: Renting vs. Buying - Quick Analysis is explained very briefly.
And more!
This episode was recorded on December 2nd, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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.

Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
Weekly Market Recap: Highlights from November 27 – December 1, 2023 @2:57
Unearned Gains: The Reality of Luck-Based Return on Investments in Such as Bitcoin, Trading Cards, And Real Estate. We Explore the Often-Overlooked Role of Luck in Financial Successes and Why Counting on Similar Returns in the Future Without Value Addition is a Risky Bet. @15:15
And more!
This episode was recorded on December 9th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Sunday Dec 10, 2023
Sunday Dec 10, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
The October CPI Reports: In-Depth Analysis of Consumer Price Index Trends. @1:38
China Going Through Economic Deflation: Unlike Consumer-Driven Economies, China Is Dealing with A Decline in Prices. This Trend Is Particularly Noteworthy Given China’s Heavy Reliance on Real Estate as A Primary Economic Driver. @11:18
And more!
This episode was recorded on November 18th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Friday Dec 08, 2023
Friday Dec 08, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
Exploring Mezzanine Debt in Distressed Property Loans: Understanding the Basics of Mezzanine Financing @5:51
Understanding Guilds vs. Unions: Exploring the Key Differences @20:33
The CRSP US Mid Cap Value Index (CRSPMIV1) @26:28
And more!
This episode was recorded on November 18th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
Weekly Market Recap: Highlights From November 27 – December 1, 2023 @4:42
Evergrande is Negotiating a Restructuring Deal to Avoid Bankruptcy @9:13
The Second Estimate for The U.S. GDP Growth in the Third Quarter Of 2023 Has Been Revised to an Annualized Rate of 5.2% @12:10
And more!
This episode was recorded on December 2nd, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Sunday Dec 03, 2023
Sunday Dec 03, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
A Ransomware Attack Originating from Russia Targeted the Industrial and Commercial Bank of China (ICBC) Might Have Disrupted U.S. Treasury Market Trades @4:55
And more!
This episode was recorded on November 11th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Thursday Nov 30, 2023
Thursday Nov 30, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
Despite China Having the World's Largest Military, It Still Confronts Numerous Economic and Social Challenges @3:00
China Is Purchasing Oil at Lower Prices from Russia, And There Are Indications That China May Soon Experience Deflation or May Already Be Experiencing It.@10:22
In China, The Significant Decrease in Demand for Items Like Drones, Resulting in Major Discounts, Signals A Potential Economic Downturn@21:20
And more!
This episode was recorded on November 11th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Monday Nov 27, 2023
Monday Nov 27, 2023
Welcome to another episode with Jeff and Jake McClure from TPWC!
Topics in this episode:
Fed Says Interest Rates Will Remain Higher for Longer, and we agree. The Economy Appears Far More to be in Recovery Mode than Coasting Toward a Recession @3:34
There are about 40+ Companies that Focus on Developing Fusion Power @12:40
The Dangers of Allowing the Same Firm that Advises you to Hold your Investments @25:47
And more!
This episode was recorded on November 4th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.