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 Apr 13, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This Episode, we talk about today's release of the Consumer Price Index and which sectors rose and which sectors fell. In the event we haven't said much about our expectation for future interest rates, we touch on it here. We'll talk a little bit about China's bleak outlook.
This episode was recorded on April 10th, 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 Apr 13, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This Episode, we talk about the market and what happened in the market ending April 12, 2024. We also talk about Gold hitting a record not to be overshadowed by China also hitting a record. And if all that weren't enough, Jeff and Jake manage to throw a pun or two around just to make sure you haven't gone completely numb while listening.
This episode was recorded on April 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 Apr 06, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This episode, we explore the critical role of legal immigration in shaping American exceptionalism. Listen in as we address listener questions, including when might be a great time to reinvest in bonds. We also discuss recent statements from the Federal Reserve Chairman. Discover how the value of bonds fluctuates during periods of rising long-term interest rates and much more. Whether you’re well-educated in investing or just beginning to explore the stock market, you might find value in our discussion with deeper insights into the economic landscape and the complexities of the stock market. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on April 3rd, 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 Apr 06, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure, where we discuss the week's market highlights. In this episode, we answer questions from listeners including an in-depth look at Growth Output (GO) - what it is, how it differs from Gross Domestic Product (GDP), and the interesting relationship between the two. Discover the impact of legal immigration on the economy, highlighted by the significant job growth observed in March, especially in the hospitality sector. Whether you’re well-educated in investing or just beginning to explore the stock market, you might find value in our discussion with deeper insights into the economic landscape and the complexities of the stock market. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on April 5th, 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 Mar 30, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us as we decode the stock market: insights on prices, IPOs, and even angel investors. Explore what causes stock prices to fluctuate, understand the basics of stock market operations including P/E ratios, stock valuation, and more. Whether you're an experienced investor or new to the stock market, our episodes offer valuable insights into the dynamic world of stocks. We also share the fundamental concept that a stock's worth is what someone is willing to pay for it. Perfect for anyone looking to deepen their understanding of the stock market's complexities. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 27th, 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 Mar 30, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us as we share the latest market insights from March 25 to 28, 2024. Whether you're an experienced investor or just starting out, you may find value in our analysis. Get ready to enhance your understanding of market trends. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 28th, 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 Mar 23, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Discover our expert analysis on the reasons behind the market's dynamics, including an insightful discussion on the near miss of a government shutdown and the potential shift in the House Speaker's role. Plus, a groundbreaking survey by the CFP Board at the University of Southern California reveals that most people believe their financial advisors work in their clients' best interests. However, the reality might be different. Stay with us as we delve into an eye-opening aspect of the financial advisory world, where advisors' incentives are often more closely tied to commissions and company profits than to client welfare, using Robinhood as a case study. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 22nd, 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 Mar 16, 2024

Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us for a fascinating journey through the history of banking. Discover the origins of fundamental banking concepts and terms, such as "bank," "river," "loan," "mortgage," and "accounting." Learn about pivotal events, including the great fire of London in 1666, and their impact on banking practices. Explore how banks generate profits and analyze recent bank failures. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 8th, 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 Mar 16, 2024

Join us on this week's episode of The Personal Wealth Coach Podcast with your hosts Jeff and Jake McClure. Dive into the latest market insights from March 11 to 15, 2024, focusing on inflation and the economy's resilience. We'll break down the recent Consumer Price Index (CPI) Summary and the Producer Price Index (PPI), key indicators of retail and wholesale price movements. Discover the reasons behind the rapid rise and gradual fall, or no fall at all, in the economy. Stay informed and ahead of the curve with insights from The Personal Wealth Coach Podcast. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 15th, 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.

The Rise and Fall of Empires

Saturday Mar 09, 2024

Saturday Mar 09, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore the dramatic journey of the world's greatest empires, from their rise to power to their inevitable fall. We'll also discuss how these historical movements could impact our present-day world. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 8th, 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.

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