The Personal Wealth Coach

Seeking insights that resonate with your wealth management goals? This is Jake McClure, with 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.
Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only.

Episodes

Jul 18, 2026

41 min


What can a rickety one-lane bridge, a shopping cart, and a carton of eggs teach us about economic growth?In this episode, a 19-day journey through Costa Rica sparks a fascinating exploration of what really makes nations prosper. From dirt roads and rolling brownouts to clean public spaces and strong community pride, this conversation looks beyond headlines and economic jargon to uncover the forces that drive long-term success.Along the way, Jake examines why infrastructure matters, why trust may be an economy's most valuable asset, and why two communities with the same resources can produce dramatically different outcomes. The discussion weaves from Costa Rica to Denmark, Japan, Detroit, San Francisco, and beyond, connecting everything from healthcare systems and taxation to AI, inflation, and the surprisingly complicated economics of an $8 dozen eggs.At its core, this episode explores a simple question with enormous implications: Are thriving economies built by the roads we pave, or by the choices we make every day?
This episode was recorded on July 17, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 18, 2026

41 min

Jul 17, 2026

2 min

This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.
This episode was recorded on July 17, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 17, 2026

2 min

Jul 11, 2026

40 min


What do Shakespeare, a box of tennis balls, medieval archers, spice traders, coffee shops, and your retirement account have in common? More than you might think.This week, Jake McClure takes listeners on a fascinating journey from the battlefields of medieval France to the trading floors of Wall Street, uncovering the surprising story of how stock markets were born. Along the way, you'll learn how Henry V unintentionally helped create the foundations of modern ownership, why we call them "companies" and "shares," how Amsterdam became home to the world's first stock exchange, and why coffee houses once served as the Bloomberg terminals of their day.Jake also explores the rise of the Dutch East India Company, the origins of speculation, futures contracts, and short selling, the lessons of the South Sea Bubble, and how a small agreement signed under a buttonwood tree helped launch American finance. Perhaps most importantly, he explains why the stock market is not just a place to trade stocks, but one of the most successful systems ever created for connecting ideas, capital, and opportunity.If you've ever wondered where Wall Street came from, why ownership works the way it does, or how centuries-old innovations still shape your investments today, this episode delivers a history lesson that's anything but boring. It's a story filled with kings, merchants, fortunes, disasters, and a surprisingly powerful idea that changed the world.
This episode was recorded on June 24, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 11, 2026

40 min

Jul 10, 2026

2 min

This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.
This episode was recorded on July 10, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 10, 2026

2 min

Jul 4, 2026

21 min


Before stocks, before modern banks, and long before Wall Street, someone was lending silver for beer and expecting to be paid back with interest. This week, Jake McClure unpacks the remarkable story of the bond market's evolution, from ancient clay tablets to today's financial system. Along the way, he explores the origins of interest, the rise of Venetian banking, the connection between bonds and paper money, and why trust may be the most valuable asset in any economy. History buffs, market enthusiasts, and the merely curious will all find something intriguing in this journey through the financial world's oldest promises.
This episode was recorded on December 19, 2025.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 4, 2026

21 min

Jul 2, 2026

3 min

This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.
This episode was recorded on July 2, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jul 2, 2026

3 min

Jun 27, 2026

38 min


This week’s episode takes a step back from the daily market noise and asks a bigger question: why do some economies, businesses, and even entire civilizations survive shocks while others quietly fall apart?Jake McClure walks through a fascinating mix of fresh data and deep history, starting with the latest PCE report showing rising income, spending, and savings, all while inflation continues to hum along. On the surface, things look steady. Underneath, the real story is resilience and what it takes to keep moving forward when conditions are less than ideal.From there, the conversation shifts into a much broader perspective. Think ancient Egypt storing grain for lean years, Rome building infrastructure as a hidden safety net, and the Dutch turning warehouses into a national superpower. Along the way, you will hear how timber shortages sparked the coal revolution, how railroads reshaped entire market cycles, and why something as simple as storage can determine whether a system bends or breaks.It all ties back to one idea that shows up again and again: reserves matter. Whether it is a family savings account, a company balance sheet, or a nation’s energy supply, the ability to absorb a shock often decides who survives the next downturn and who does not.If you enjoy connecting today’s economic headlines with the bigger story of how we got here, this episode delivers. It is part market update, part history lesson, and part reminder that the most important preparation usually happens long before anyone sees the crisis coming.
This episode was recorded on June 26, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jun 27, 2026

38 min

Jun 26, 2026

2 min

This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.
This episode was recorded on June 26, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jun 26, 2026

2 min

Jun 20, 2026

33 min


If you think the Federal Reserve is boring, this episode might change your mind.
Jake McClure takes you inside the Fed’s latest meeting and introduces the man now holding the wheel, Kevin Warsh. From his crisis-tested track record during the Great Recession to his very different views on how much control the Fed should really have, this isn’t just a policy discussion. It’s a look at how the rules of the game might be getting rewritten.
Along the way, the conversation breaks down what the Fed actually does, why interest rates matter more than most people realize, and why holding steady today might mean higher rates tomorrow. You will hear why inflation is proving stubborn, why the tools the Fed uses may not fully address today’s supply-driven pressures, and why expectations for rate cuts could be off the mark.
It doesn’t stop there. The episode also connects the dots between monetary policy and the real world, from rising production costs to global energy disruptions and what ongoing damage to oil infrastructure could mean for prices ahead. The takeaway is clear: even if the headlines calm down, the road forward may still be a little bumpy.
Smart, timely, and packed with perspective, this episode of The Personal Wealth Coach will leave you with a better sense of where the economy may be headed and why the Fed’s “new playbook” matters more than you might think.
This episode was recorded on June 18, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jun 20, 2026

33 min

Jun 18, 2026

3 min

This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.
This episode was recorded on June 18, 2026.
If you would like to contact us, please send an email to us at advisingteam@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.

Jun 18, 2026

3 min

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