The Personal Wealth Coach

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

  • 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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Episodes
  • Weekly Market Insights October 28 - November 1, 2024
    Nov 2 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jeff hits the foam running, jumping right into the market update with only a short Squirrel!!! moment from Jake as he explains what a value and growth company are. Then, listen in as they explain why we're doing better than most the rest of the world, but not in every way. The two hurricanes that hit the Southeast portion of the U.S. have made things a little wonky. The Real Estate portion of the economy, but why? Lastly, Jake once again gives one piece of advice that doesn't have to be done on a fiduciary level.

    This episode was recorded on November 1st, 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.

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    36 mins
  • Weekly Market Insights October 21 - 25, 2024
    Oct 26 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. And they're back! After an internet outage prevented them from recording a timely market update last week, they're roaring to get back at it. And by "it" I of course mean the typical bad puns they like to toss around all willy nilly. This week's market indicator updates were not all rainbows and unicorns. Listen in to discover why the U.S. is doing so well while other parts of the world aren't quite making par. Continue listening to hear about a bank failure that was a bit different than the ones we saw in 2023 and why it's important to remember that just because the Fed bailed banks out in the past, that doesn't mean they will always do that in the future.

    This episode was recorded on October 25th, 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.

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    32 mins
  • Weekly Market Insights October 7 - 11, 2024
    Oct 12 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. During the delve into this week's typical market movement, Jeff and Jake give us a bit of insight into just what some of the outstanding numbers the S&P 500 Index look like historically, and is worth a listen if you ask me. Have you ever wondered why the Fed like to see a 2% inflation rate? Why not 0% inflation, gee that sure sounds good to me. Well, the guys explain how a target of 0% inflation is a bad thing. I'm beginning to think maybe China is part of the podcast on a weekly basis because they are a good example of how not to do things. But this week, Germany joins the mix. Then, they begin talking about the viability of the economic policies both the presidential candidates are talking about. Lastly, the union strikes. Good for now, bad for later. my my my.

    This episode was recorded on October 11th, 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.

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    56 mins

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