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 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
  • Weekly Market Insights September 30 - October 4, 2024
    Oct 5 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. In true optimistic fashion, these two "non-optimists" provide our weekly dose of market indicator updates then try and bait us all into going and listening to previous radio programs from 2021 and 2018. Yea, nice try Bucko. (But, just in case you want to, here's the link Radio Program). They go on to remind us that conflicts and choices made in other parts of the world may not involve us, but they do still affect us, sometimes in ways we don't even consider. If you make it to the end, you'll hear more on why the guys think China's problems likely won't be fixed despite their current attempts to do so. Oh, and how's your toilet paper supply?

    This episode was recorded on October 4th, 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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    45 mins
  • Long Historical Precious Metal Trends
    Oct 3 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake has something he just has to get off his chest. After his recent trip to Denmark, where his kids spent some time literally making money, he felt the need to compare buying a house in the year 1000 for a dollar today. Listen in as Jake explains some of the difficulties with comparing precious metal values from years far beyond when monetary values and records were kept with values today. By the end, I bet you might even be saying, "wow, regulation might actually be a good thing."

    This episode was recorded on September 20th, 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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    41 mins

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