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.
Episodes
Saturday Feb 10, 2024
Saturday Feb 10, 2024
Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from February 5 - 9, 2024. Our discussion covers why the U.S. Economy continues to grow. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 9th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
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 https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Feb 03, 2024
Saturday Feb 03, 2024
Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from January 29 to February 2, 2024. Our discussion covers demographic trends, highlighting an interesting shift with more women in the workforce than men, as well as analyzing their unemployment rates. Plus, don't miss our response to a listener's question about the impact of commercial property failures on banks. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 2nd, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
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 https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 27, 2024
Saturday Jan 27, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC. Join us on a journey to uncover the fascinating story of 2023's predicted economic downturn that surprisingly never happened. We'll explore the reasons behind the missed forecast, uncovering the factors that defied expectations and prevented the recession.
This episode was recorded on January 25th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
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 https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 27, 2024
Saturday Jan 27, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC. Join us as we explore crucial market insights from January 22 to 26, 2024. Engage in an enlightening discussion and get answers to listener questions about market fluctuations. Learn about upcoming market trends and what to expect in terms of rises and falls.
This episode was recorded on January 26th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
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 https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 20, 2024
Saturday Jan 20, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC. Join us as we Explore the similarities between current AI stock trends and the dot-com bubble era and understand what this could mean for investors. Additionally, we analyze how recent attacks on ships and tankers in the Red Sea could potentially increase commodity prices.
Weekly Market Highlights: Key Insights from January 16 - 19, 2024 @1:56
AI Stock Patterns: Echoes of the Dot-com Bubble @7:33
Red Sea Tensions: Potential Impacts on Commodity Inflation @19:05
This episode was recorded on January 19th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 13, 2024
Saturday Jan 13, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC! As of November 2023, the Yuan has climbed to the 4th position among the most active global currencies. Jeff and Jake discuss whether the Yuan could potentially become the world's most active currency, considering the broader implications for global finance.
Decoding November 2023's Almost Stagnant Inflation: An In-depth Analysis of the Personal Consumption Expenditures Index (PCE) @0:43
The Chinese Yuan is now the 4th Most Active Global Currencies, Could it be the World’s Most Active Currency? @23:40
and more!
This episode was recorded on December 23rd, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 13, 2024
Saturday Jan 13, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC! Join us as we explore how Solow's theories, developed in the mid-20th century, revealed the essential role of technological innovation in driving economic expansion. Also, we discover some of the surprising findings of 2023’s economy.
Legacy of Economics Nobel Laureate: Dr. Robert M. Solow@3:36
2023's Economic Surprises in the U.S. @6:12
and more!
This episode was recorded on December 23rd, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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.
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC! Join us as we discuss the complexities of Dutch Disease. This phenomenon, often misunderstood, refers to the economic paradox where a country's rapid export growth in natural resources can inadvertently harm its economy. We'll explore how this affects various nations and contrast it with the United States' unique position.
1. Understanding Dutch Disease: Its Impact and the U.S. Economy's Unique Advantage @3:50
and more!
This episode was recorded on December 23rd, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 06, 2024
Saturday Jan 06, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC, where we explore why long-term investment tends to beat timing the market in wealth creation. Learn why “get rich quick” schemes are a fast track to financial loss.
The Concept of “AI Washing”: Lessons from the .com Bubble Applied to Various Areas like “AI” Stocks and "ESG" Investments @1:06
It's not about timing the market to build wealth; it's about spending time in the market. Remember, there's no 'get rich quick' scheme that doesn't risk faster financial loss @17:53
This episode was recorded on December 16th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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 Jan 06, 2024
Saturday Jan 06, 2024
Welcome to another episode with Jeff and Jake McClure from TPWC! Join us as we explore the difference between short-term and long-term interest rates and their impact on people's lives. Understand why long-term rates, when high, can significantly affect public happiness and economic perspectives.
Short-term rates are generally not a major concern for most people, but high long-term rates tend to make many people unhappy.@3:50
Generally, everything smells like politics as we approach an election year. The president usually has very little control over the current economic situation. @15:58
This episode was recorded on December 16th, 2023.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
** 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.