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 September 9 - 13, 2024
    Sep 14 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake keep it short and simple when updating us on the usual market indicators we follow. Apparently, the indicators were not afraid to come out and play during a week that ended on a Friday the 13th! The guys go on to speak on some of the reasons inflation... inflated during Covid and is still annoying all of us today. There is some talk about China and I got to wondering, when is the last podcast that didn't mention China? Someone go ahead and spend your free time finding that out. I'll wait. Jake goes on to give us some information about the S&P 500 Index. Turns out, the companies represented in the index change? Who could have known.

    This episode was recorded on September 13th, 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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    39 mins
  • Weekly Market Insights September 3 - 6, 2024
    Sep 7 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake seemed a teensy bit out of sync for this one. I'll blame it on the 4-day work week. Friday probably came too early for them. They do manage to update us on our preferred market indicators. Listen in to hear their thoughts on how the U.S. is doing compared to other countries such as China and Russia. They also chime in on AI and how it's affecting us even now, in the earlyish stages. Something they've mentioned many times in the recent past.

    This episode was recorded on September 6th, 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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    34 mins
  • Weekly Market Insights August 26 - 30, 2024
    Aug 31 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake..... AND JEFF(!!!!) are at it again this Friday. First, we get an inside peak at what happened to our preferred market indicators during the week. Then, it seems like Jake was super excited to have Jeff back at the foam because they spend a lot of time talking about capacity. I know I'm at capacity when it comes to having to listen to these two. Any pointers on how I increase that? And if you've been feeling a bit down about how things are going in here in the U.S. of A. it's hard to continue doing that after hearing what the guys have to say about our Gross Domestic Product and Personal Consumption Expenditures Price Index. But that's not all! We get to hear about scams and things going on in China.

    This episode was recorded on August 30th, 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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    48 mins

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