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

Thursday Oct 03, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake has something he just has to get off his chest. After his recent trip to Denmark, where his kids spent some time literally making money, he felt the need to compare buying a house in the year 1000 for a dollar today. Listen in as Jake explains some of the difficulties with comparing precious metal values from years far beyond when monetary values and records were kept with values today. By the end, I bet you might even be saying, "wow, regulation might actually be a good thing."
This episode was recorded on September 20th, 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 Sep 28, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After having to listen to Jake ramble a bit about this episode, Jeff comes out swinging with this week's market update. I can't decide whether the S&P 500 Index reaching new heights, or the Treasury yield curve news is more exciting. Although, the prospect of fuel prices going down more is also not terrible news. Then, hold on to your hats, they start talking about politics......everyone's favorite past time. I'm sure by the time everyone has finished listing to this portion of the podcast, our listenership will decrease by at least half. Thanks a lot, guys. Listen closely because Jake gives everyone a piece of trivia that will impress everyone around you in the right circumstances, so basically when you're all alone. Finally, Jeff and Jake end on a talk about what the People's Republic of China is doing to try and curb falling prices and deflation.
This episode was recorded on September 27th, 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 Sep 21, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week starts out similarly to others, with an update on the movements made by the S&P 500 Index and CRSP US Mid Cap Value Index. Jeff gives us a brief note on irrational exuberance followed by a mention that other parts of the economy may be "sane." Maybe he's comparing it to himself..... Then comes the good stuff, interest rates. The majority of this week's economic writings across the interwebs were focused on the Federal Reserve Board's rate change. Jake explains overnight loans made by the Federal Reserve and why lowering rates made rates go up.... oh brother. Jeff gets to tell us about a publishing by Mario Draghi. For those of you that may not know who that is, don't worry, I didn't either. 
This episode was recorded on September 20th, 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 Sep 14, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake keep it short and simple when updating us on the usual market indicators we follow. Apparently, the indicators were not afraid to come out and play during a week that ended on a Friday the 13th! The guys go on to speak on some of the reasons inflation... inflated during Covid and is still annoying all of us today. There is some talk about China and I got to wondering, when is the last podcast that didn't mention China? Someone go ahead and spend your free time finding that out. I'll wait. Jake goes on to give us some information about the S&P 500 Index. Turns out, the companies represented in the index change? Who could have known. 
This episode was recorded on September 13th, 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 Sep 07, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake seemed a teensy bit out of sync for this one. I'll blame it on the 4-day work week. Friday probably came too early for them. They do manage to update us on our preferred market indicators. Listen in to hear their thoughts on how the U.S. is doing compared to other countries such as China and Russia. They also chime in on AI and how it's affecting us even now, in the earlyish stages. Something they've mentioned many times in the recent past.
This episode was recorded on September 6th, 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 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.

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