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.
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あらすじ・解説

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.
エピソード
  • Weekly Market Insights April 28 - May 2, 2025
    2025/05/03

    Welcome to The Personal Wealth Coach, where father-son duo Jeff and Jake bring wit, wisdom, and a healthy dose of curiosity to the biggest questions shaping our financial futures—and the world around us.

    In this episode, Jeff and Jake unpack the latest economic data with their signature clarity, diving into inflation trends, consumer spending patterns, the role of interest rates, and how markets are reacting. They break down recent shifts in government spending, discuss the Fed's next potential moves, and explain how economic indicators can tell very different stories depending on who's reading them. It’s a thoughtful, often surprising look at where the economy might be headed—and what it means for your wallet.

    If you want smart financial talk without the jargon, and insight that makes you think (and sometimes laugh), you’re in the right place.

    This episode was recorded on May 2nd, 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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    41 分
  • Weekly Market Insights April 21 - 25, 2025
    2025/04/26

    This week on The Personal Wealth Coach, join the bald and brilliant duo, Jake and Jeff, as they dive into a financial soup of market corrections, geopolitical jitters, and economic psychology—with a healthy splash of Shakespearean flair. From the week's market highs and lows to the mysterious art of labeling bear markets, they unpack everything from the falling price of oil to the real reasons central banks are hoarding gold like dragons.

    Ever wondered if the economy is a ship, a flock of seagulls, or just a chaotic mess of human behavior? You’re not alone. We’ll also explore how tariffs may inflate more than prices, why the Fed’s chair staying in his seat made markets cheer, and why putting a $5 bill in your guitar case might just save the economy. Whether you're here to learn, worry, or nap, this episode has something for everyone—just don't operate heavy machinery while listening.

    This episode was recorded on April 25th, 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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    41 分
  • Weekly Market Insights April 14 - 17, 2025
    2025/04/19

    In this episode of The Personal Wealth Coach, Jake and Jeff—economists, educators, and admirably bearded co-hosts—tackle the latest economic shifts with their trademark blend of insight and humor. They dig into the first-quarter GDP estimate from the Atlanta Fed, which signals a surprising contraction of -2.2%, and explore the implications of recent tariff announcements on the U.S. economy.

    Along the way, they explain why deflation is scarier than inflation, why tariffs function like sales taxes (but sneakier), and how a sudden drop in the dollar is sounding alarm bells in the bond market. With historical context, personal anecdotes (including garage-fulls of Chinese stereos), and a healthy dose of sarcasm, they examine whether we're entering a recession—or just rehearsing for one.

    From stock market barometers to the price of socks and the fate of Treasury bonds, this episode offers a thought-provoking look at what’s really moving the economy—and what history says might happen next.

    This episode was recorded on April 17th, 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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    46 分

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