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.
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Episodes
Monday May 03, 2021
Monday May 03, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
When inheriting an annuity, taking it all out vs. taking out over five years? @1:17
What is SDR by IMF? @7:15
We have enough Toilet Paper! @19:16
Infrastructure gap in the U.S. @23:02
Why is there no cheap real estate available? @40:15
Mutual funds for Crypto? @44:16
And more!
This episode was recorded on April 17th, 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 Apr 29, 2021
Thursday Apr 29, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
The Market updates @4:40
Underlying inflation is just not there yet @11:58
Probability of Economic growth in 2021 China vs. the USA @18:14
What’s China’s Belt & Road initiative? @22:45
Let’s talk about tax revenue @39:10
And more!This was recorded on April 17th, 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 Apr 19, 2021
Monday Apr 19, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
Employment situation summary – Bureau of Labor @1:03
Moody’s Analytics & CNN Business Back-to-Normal Index @13:38
Percentage of the population vaccinated @15:52
How to protect your asset against inflation @20:00
Correlation between inflation and devaluation of our currency @25:27
Some thing are not inflationary but look like they are @40:30
And more!
This episode was recorded on April 3rd, 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 Apr 17, 2021
Saturday Apr 17, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
What happened in the market this week? (3/29 – 4/2) @3:39
The mortgage catastrophe has not gone away @9:40
The presidential election and the stock market @12:57
Fear of inflation @19:12
Issues in the shipping industry @21:07
What is ESG (Environmental, Social and corporate Governance)? Why is it important? @28:12
Why haven’t institutional investors moved to the value market? @34:56
Family office risk @40:16
And more! And more!
This episode was recorded on April 3rd, 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.
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
Power grid issues from the great freeze of 2021 @1:15
Which country has the most financial literate population? @24:46
Dunning-Kruger effect @29:56
People don’t know what they don’t know @32:46
Capacity utilization @40:13
And more!
This episode was recorded on March 27th, 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.
Sunday Apr 11, 2021
Sunday Apr 11, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
What happened in the market @4:21
The financial benefit of SOFAR over LIBAR @15:35
US dollar is the most dominant currency @30:19
Supply chain issues – Suez Canal - @40:23
And more!
This episode was recorded on March 27th, 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 Apr 09, 2021
Friday Apr 09, 2021
Our one and only Jake McClure was a guest speaker at “Finance Podcast Week” by Podbean.
The GameStop short took many by surprise and brought the world of short selling into the mainstream. Join us for this in-depth panel moderated by Eric Schleien of the Intelligent Investing Podcast with Jake McClure of The Personal Wealth Coach Podcast and Rick Bloom from Rick Bloom Talks Money on the nuances of what actually happened, and how all the pieces fit together.
This was recorded on March 27th, 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 Apr 07, 2021
Wednesday Apr 07, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
Global plastic shortage triggered by the Great Texas Freeze of 2021 @2:30
Back to Normal Index @6:30
An update on the Unemployment Rate @9:52
Why do we talk about the pandemic? @15:35
What you need to know about the expected tax increases @26:43
An update on the winter storm in Texas @39:50
Bonds are not risk free @44:19
And more!
This episode was recorded on March 20th, 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 the 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.
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
What happened in the Market @5:04
The US Government is the oldest active codified constitutional government on the planet @14:56
Question about Quantitative Easing programs since the 2008 crisis @19:58
Supply chain issues @28:24
What is the Federal Reserve dot plot? @40:55
And more!
This episode was recorded on March 20th, 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.
Sunday Mar 28, 2021
Sunday Mar 28, 2021
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode, you'll hear them talk about
What is a Consumer-Based Economy? @5:27
We Are Running an Experiment in the US Economy @11:38
Inflation Predictions for the Year @21:09
What Can We Expect from Janet Yellen as the Secretary of the Treasury @30:15
Oil Patch @38:48
SPACs @46:27
And more!
This episode was recorded on March 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.