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 February 10 - 14, 2025
    2025/02/15

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Happy Valentine's Day!!!! On this dedicated day of love, Jeff and Jake start us out, as they typically do, with this week's market update. Following that update is some information on inflation. Jake tries to sell someone a $97 pencil. Talk about a rip off. And goes on to make me wonder how much time he's spent researching chickens. Jeff talks about retail sales which, by the end, looped back around to inflation again.

    This episode was recorded on February 14th, 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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    36 分
  • Weekly Market Insights February 3 - 7, 2025
    2025/02/08

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. On this episode, Jeff and Jake spend a bit of time on the S&P 500 Index and how investors are reacting, or perhaps not reacting, to things that historically they have, which can be a dangerous thing to do. After continuing on with the rest of our weekly market updates, we start out with a jobs report and some details on how a jobs report is obtained. Throughout this entire episode Jake tries his best to remind everyone listening, all three of you, that they are in no way favoring any president or former president. More reports are next up on the show, oh yay. The Commerce Department’s Bureau of Economic Analysis (BEA) and the Census Bureau report on imports and exports. Jake uses a strong word when starting out the final topic, why is the U.S. economy doing so dern good compared to most every other major economy. At this point I'll apologize for using the D word but Jake said it first.

    This episode was recorded on February 7th, 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 January 27 - 31, 2025
    2025/02/01

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jake keeps it short. After hearing how the broad market, treasury yields, and crude oil did this week, we hear a bit on the 2024 GDP estimates. But, what is the GDP and how is it obtained? Next, there are some recent publishings that Jake feels the need to talk about. I zoned out, so you're just going to have to listen for yourself. It was probably interesting, especially when Joe and Frank start talking about a pool tool dinglehopper cleaner.

    This episode was recorded on January 31st, 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.

    続きを読む 一部表示
    29 分
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