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The Personal Wealth Coach

The Personal Wealth Coach

著者: Jeffrey W. McClure CFP® and Jacob A. McClure CIMA® of The Personal Wealth Coach an Independent Fiduciary Investment Advisory Firm | Fee-Only
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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. 個人ファイナンス 政治・政府 経済学
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  • Weekly Market Insights June 16 - 20, 2025
    2025/06/21

    This week, Jeff broadcasts from the serene, cool mountains while Jake sweats it out in molten Texas—proving once again that podcasting thrives on contrast. But things really heat up when they tackle the week’s economic headlines: the Fed stands still while inflation paces ahead, aluminum prices hit new highs thanks to tariffs, and the market dances around the all-too-psychologically-important 6000 mark.

    They unpack the ripple effects of rising tensions in the Middle East, from trade routes to oil prices, and what a shifting global alliance could mean for investors. You’ll also hear about the job market’s strange split, where new grads face unemployment while bond yields stay stubborn, and why round numbers hold more power over us than we’d like to admit.

    If you like your finance with a side of sarcasm, economic storytelling, and a few Shakespearean nods, you’re in the right place. It’s the kind of episode that makes global chaos oddly reassuring—or at least understandable.

    This episode was recorded on June 20th, 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 分
  • Weekly Market Insights June 9 - 13, 2025
    2025/06/14

    This week, Jake McClure flies solo while Jeff enjoys the North Carolina mountains—but don’t worry, the insights are just as sharp. In this episode, Jake dives into the economic whirlwind of the week: a 13% spike in oil prices thanks to escalating tensions between Israel and Iran, the curious case of inflation hiding in plain sight (hint: check your toy aisle), and why the bond market is the quiet giant you should be watching.

    Expect a masterclass in market behavior, a breakdown of the “Big Beautiful Bill” and its trillion-dollar implications, and a surprisingly deep economic lesson from a Transformer toy. Jake also tackles the political theater around tariffs, the debt ceiling, and why AI might be both the villain and the hero of the job market.

    If you like your financial commentary with a side of Shakespeare, a dash of sarcasm, and a whole lot of clarity, this episode is for you.

    This episode was recorded on June 13th, 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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    45 分
  • Weekly Market Insights June 2 - 6, 2025
    2025/06/07

    Jake and Jeff dive headlong into the whirlwind of the week’s economic news. This episode of The Personal Wealth Coach hits everything from the S&P 500's return to the 6000 mark (and why that’s more psychological than practical), to bond yields, a falling dollar, and what stagflation really means in plain English.

    They tackle topics like rising oil prices (surprise: it’s not in the headlines), productivity drops, durable goods slowdowns, and why tariffs—while great in theory—might be doing more harm than good. There's even a philosophical detour into why struggling economies can lead to brilliant innovation (hello, unemployed computer scientists and future billionaires).

    All of this, wrapped in clever analogies, theatrical quotes, and the duo’s classic father-son banter. Want to know why telescope tariffs matter or what "tariff equilibrium" is? Or what it’s like talking to an economist who’s about to brief the president?

    Strap in. This isn’t your typical dry financial talk—it’s economics with a wink, and a nudge, and a side of Shakespeare.

    This episode was recorded on June 6th, 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 分

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