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

Saturday Aug 31, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake..... AND JEFF(!!!!) are at it again this Friday. First, we get an inside peak at what happened to our preferred market indicators during the week. Then, it seems like Jake was super excited to have Jeff back at the foam because they spend a lot of time talking about capacity. I know I'm at capacity when it comes to having to listen to these two. Any pointers on how I increase that? And if you've been feeling a bit down about how things are going in here in the U.S. of A. it's hard to continue doing that after hearing what the guys have to say about our Gross Domestic Product and Personal Consumption Expenditures Price Index. But that's not all! We get to hear about scams and things going on in China.
This episode was recorded on August 30th, 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 Aug 24, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. If you were looking at the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets this week, you'd think things were going swimmingly. Jake updates us on the movement those markets had for the week. Then goes to try and keep your interest about interest......rates (it took me way too long to come up with that.) Some big things happened this week that could indicate where interest rates are headed. Jake explains what we might expect and a bit about how bond markets work when countries own large amounts of U.S. bonds. Lastly, at the beginning of the episode Jake asks for some help from our listeners. Typically, the weekly update is posted Saturdays at 10am CST because that's when Jeff and Jake would talk about these same topics on the weekly radio program they put on. Jake asks if you can send him an email with whether that schedule is important to you or not and if you have any other recommendations.
This episode was recorded on August 23rd, 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 Aug 17, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Strap in folks. Starting us out, Jake tells us how the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets did this week. Normally, August is kind of a meh month, however this year, in true 2024 fashion, it's keeping us on our toes. Listen in to hear a bit about current inflation, house prices, and some of the numbers we like to look at from the BLS and BEA. Jake reminds us about how much power the President has when it comes to lowering the price of eggs, among other things. Then, he goes on a ramble about what quite possibly may be his most favorite topic, property rights. Things get a little smelly when the wombats start leaving poop on things. 
This episode was recorded on August 16th, 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 Aug 10, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. We get an update on why Jeff has been a bit MIA as of late. The poor guy, but I'm sure he'll be back with us soon. Jake, as you may have expected, updates us on how our favorite market indicators ended this week. He then goes on to explain what carry trade is and why it affected the market this week. If you make it to the end, you'll find out what we believe is something worth keeping an eye on....... 
This episode was recorded on August 9th, 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 Aug 03, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake tries to make things interesting, tries, while providing our weekly dose of updates on the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets. He then goes on to explain which news brought the market to its knees this week. Then he starts talking about the almighty planetary economy! Listen in to find out why those pants you love so much might be a knockoff, and why that is definitely bad, although it was nice when you were paying for it.
This episode was recorded on August 2nd, 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 27, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts us out with our weekly dose of market movement. Then, as far as I can tell, he starts trying to say the ABCs but in a really weird way. He starts out BEA, then GDP followed by PCE and still he started several other times after that, poor guy. We may need to send him back to grade school. Jake explains how much the President, whoever that may be, has on the actual economy. In the last bit of the episode, Jake gives us some advice, though he can't even say the alphabet correctly so it's totally on you if you decide to follow it.
This episode was recorded on July 26th, 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 20, 2024

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.

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