The Personal Wealth Coach

De: Jeffrey W. McClure CFP® and Jacob A. McClure CIMA® of The Personal Wealth Coach an Independent Fiduciary Investment Advisory Firm | Fee-Only
  • Resumen

  • 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.
    Copyright 2023 All rights reserved.
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Episodios
  • Weekly Market Insights March 24 - 28, 2025
    Mar 29 2025

    Welcome to The Personal Wealth Coach—where finance isn’t just about numbers, but the stories, strategies, and surprises that shape our economy. This week, your hosts, Jake and Jeff McClure, peel back the layers of the latest market movements, economic shifts, and financial headlines that are making waves.

    With inflation debates heating up, interest rates still playing the waiting game, and political maneuvering adding even more uncertainty to the mix, there’s no shortage of drama in the financial world. But don’t worry—this episode breaks it all down with historical insights, sharp analysis, and just the right amount of skepticism. If you’ve ever wondered whether the economy is on the brink of brilliance or disaster (or maybe both), you won’t want to miss this one.

    This episode was recorded on March 28th, 2025.

    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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    47 m
  • Weekly Market Insights March 17 - 21, 2025
    Mar 22 2025

    Welcome to The Personal Wealth Coach—where finance gets a personality, the market’s chaos turns into conversation, and economics is anything but boring! This week, your host, Jake McClure, flies solo to dissect the latest in the stock market, economy, and all the financial headlines that may (or may not) be keeping you up at night.

    Markets move, economies shift, and uncertainty is the only certainty—but that doesn’t mean you have to be caught off guard. This episode takes a deep dive into the Federal Reserve’s latest decision to hold interest rates steady, the ongoing volatility in the stock market, and the broader economic shifts shaping the future. With tariffs on the rise, student loan payments skyrocketing, and government policies adding more question marks than answers, we’ll break down how these forces are impacting investors and everyday consumers alike. Whether you're keeping an eye on inflation, wondering about the likelihood of a recession, or just trying to make sense of where the economy is headed, this is your guide to understanding the bigger picture.

    This episode was recorded on March 21st, 2025.

    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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    35 m
  • Weekly Market Insights March 10 - 14, 2025
    Mar 15 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure.

    The Personal Wealth Coach isn’t just another finance podcast—it’s your backstage pass to the world of markets, money, and the economic forces shaping your future. Hosts Jake and Jeff bring you an unfiltered, insightful, and even humorous take on what’s really happening in the economy. They cut through the noise, tackling everything from market corrections and consumer sentiment to the unpredictability of tariffs and trade wars—all with a mix of expertise and wit.

    Whether you’re an investor trying to make sense of market swings, a business owner watching economic trends, or just someone who wants to get smarter about money without the jargon, this podcast is for you. With real talk, deep dives, and a fair share of historical perspective, The Personal Wealth Coach helps you stay informed and ahead of the curve.

    This episode was recorded on March 14th, 2025.

    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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    39 m

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