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.
Listen on:
Episodes
Friday Dec 17, 2021
Friday Dec 17, 2021
If you are retired or thinking about retiring and think that the old 60% stock and 40% bond portfolio is the way to go because it worked in the past, you may be in for a disappointment.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Solar Industry @4:08
Big Companies Are Splitting @15:20
Ongoing Shortage of Labor @28:40
Fundamental Changes Facing Investors @33:38
And more!
This episode was recorded on November 13th, 2021.
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 (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.
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
In short, ongoing supply chain issues and labor shortages are still challenging our economy but overall, the economy is humming nicely. There are a lot of positive indications that make an optimistic economist think we might be out of these challenges sometime next year.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market This Week? (11/8 – 11/12) @5:30
The Highest CPI @12:00
Coal Shortage in China @23:17
Wrap-up by Jeff @30:20
And more!
This episode was recorded on November 13th, 2021.
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 (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 Nov 26, 2021
Friday Nov 26, 2021
There is one crucial thing that has not changed over the years about personal finance. First, get your savings in cash in a bank or somewhere safe to cover your near-term emergencies expenses. Make sure that you are living within your means, not overfilling your credit cards. Then start allocating money for your future.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Fed Chairman Powell’s Term Ends in 2022 @2:40
What Is A Ponzi Scheme? @7:37
An Update on Infrastructure Bill @17:49
US Trade Deficit @27:18
401 (k) Contribution @33:28
And more!
This episode was recorded on November 6th, 2021.
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 (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 22, 2021
Monday Nov 22, 2021
This Pandemic has changed the way people think about their money. We started accumulating more cash than we have in decades. If we expect to keep receiving stimulus checks, we would not see 9% savings rate.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Why Did the Market Go Up Even After the Fed Reduced the Stimulus Payments? @4:55
Update on Inflation @27:27
China’s Manufacturing Activities are Shrinking @33:32
Behavioral Changes in Personal Finance @37:26
And more!
This episode was recorded on November 6th, 2021.
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 (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 Nov 19, 2021
Friday Nov 19, 2021
The decline in productivity in the third quarter of 2021 was probably because we were hiring many new employees who needed training and that training took experienced employees away from productive work to do the training.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market This Week? (11/1- 11/5) @7:23
The Employment Situation Summary Was Released @18:37
And more!
This episode was recorded on November 6th, 2021.
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 (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.
Wednesday Nov 17, 2021
Wednesday Nov 17, 2021
What is Inflation? Explaining everything about Inflation is extremely hard, but the concept of Inflation can be simplified. Inflation happens anytime you find yourself paying more for any product or service that hasn’t gotten any better than it was.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Let’s Talk About the Concept of Inflation @1:18
Current Inflation is Largely Caused by Supply Chain Issue @14:28
What Are Great Hedges Against Inflation? @38:18
And more!
This episode was recorded on October 23rd, 2021.
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 (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 15, 2021
Monday Nov 15, 2021
There is a lot of confusion about ESG simply because ESG is easy to say but hard to prove. Based on history, it has been clear that if you are limiting the field of your investments, your performance would likely suffer compared to people who have a whole field open to them.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What is ESG Investing (Environmental Social and Governance)? @1:55
And more!
This episode was recorded on October 23rd, 2021.
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 (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 11, 2021
Thursday Nov 11, 2021
Companies such as Tesla and American Express have reported their earnings recently. So far, the earnings across the S&P 500 were being reported higher than the market had risen during that time. Based on these new earnings, the market still looks fairly priced.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market? (10/18 – 10/22) @7:59
And more!
This episode was recorded on October 23rd, 2021.
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 (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.
Saturday Oct 30, 2021
Saturday Oct 30, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Is a Digital Dollar? How Does it Work? @1:16
This episode was recorded on September 11th, 2021.
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 (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.
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
People who attempt to time the market historically have had the poorest returns of any identified group of investors while well-diversified investors who have ridden out downturns have generally gone on to positive returns.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Big Picture in the Global Economy @0:54
Be Prepared For a New Bill @18:30
Intel Will Invest Up to $95 Billion in European Chip-Making @26:01
And more!
This episode was recorded on September 11th, 2021.
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 (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.