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 December 16 - 20, 2024
    Dec 21 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake eventually got around to filling us in on this week's less than favorable market changes. Then went on tell us about the Fed's rate decisions for this week and likely, the near future. After listening to lots of abbreviations, I started to wonder if maybe they should just start recording the entire podcast using the first letter of every word they wanted to use. It would still make about as much sense to me as it does now. Politically, a lot is happening right now and as you might be able to guess, Jeff and Jake go into it. House Bill 82 was an interesting topic. Does the windfall elimination provision or government pension offset affect you? Lastly, but not least, things to look out for and prepare to read some fine print.

    This episode was recorded on December 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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    45 mins
  • Weekly Market Insights December 9 - 13, 2024
    Dec 14 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jake has a few explanations to throw into the weekly market update, containing this week's S&P 500, CRSP Mid Cap Value, debt markets and crude oil movement. Jake goes on to say that higher inflation is up. Well darn. But why? Then, to pile on the not so good news, oil prices are up. My pocketbook just can't catch a break..... Jake's first big topic is on the pattern of income during different times of economic fluctuations, comparing lower income and higher income folks. Next, Jake heads across the ocean to the other side of the world. Germany, Russia, Chana, etc. aren't doing great, to say the least. What are the future tariffs that are, are Jake put it, very very very very very very........ likely to happen, going to do to those parts of the world that rely on exports to the U.S.? If you thought the bitcoin conversation from last week was over, you're very wrong. Jake received some feedback that he responds to. Bringing up those tulips again....

    This episode was recorded on December 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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    50 mins
  • Weekly Market Insights December 2 - 6, 2024
    Dec 7 2024

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake makes it through our weekly market update without a single overly long explanation or side story. How? Your guess is as good as mine. THEN! he continues on with a straightforward update on what happened in the economy this week. Maybe it was something I said? Anyhow, the big topic for the rest of this episode is on bitcoin. Naturally, Jake starts at the beginning..... Listen in to see how many rabbits' holes Jake makes it down.

    This episode was recorded on December 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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    36 mins

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