Episodes

  • Weekly Market Insights March 3 - 7, 2025
    Mar 8 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure.

    Are you ready to navigate the ever-changing world of finance with confidence? This week, Jake McClure is flying solo, bringing you sharp insights into the latest market movements, economic trends, and what they mean for your financial future. From the stock market's unexpected twists to the impact of tariffs and inflation, we break it all down in a way that's both informative and entertaining.

    Get ready for a deep dive into what’s shaping the economy—no fluff, just straight talk. Whether you're an investor, entrepreneur, or just someone trying to make sense of the financial landscape, this episode is for you!

    This episode was recorded on March 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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    50 mins
  • Weekly Market Insights February 24 - 28, 2025
    Mar 1 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure.

    Money, markets, and mayhem—oh my! If you’re looking for sugar-coated optimism, you may have taken a wrong turn. But if you want a real, no-nonsense take on what’s happening in the economy (with just the right amount of wit), you’re in the right place.

    This week, we’re diving into the chaos of politics, the economy, and those pesky tariffs that have everyone clutching their wallets a little tighter. It’s not all doom and gloom—okay, maybe a little—but stick around, because knowing the storm is coming means you can actually prepare for it.

    Uncertainty is the market’s worst enemy, and right now, there’s plenty of it to go around. From consumer confidence taking a nosedive to corporate profits feeling the squeeze, the signs are there. The question is: what should you do about it? That’s exactly what we’re here to break down.

    Buckle up, because this episode is packed with insight, analysis, and maybe a few rants. Let’s get into it.

    This episode was recorded on February 28th, 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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    33 mins
  • Weekly Market Insights February 18 - 21, 2025
    Feb 22 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. It looked like it was going to be a good week in the market right up until Thursday morning, when things took a turn. On this episode of The Personal Wealth Coach Jeff and Jake, as they often do, start us out with this week's market, treasury and crude oil changes. The Laffer point, the what now? Jake explains what it is and how it's relevant when talking about taxes and tariffs. Jeff's follow-up is on the cycle of recessions in the U.S.. Jake hogs the mic a bit and touches on some of the unintended ways tariffs are going to make things more difficult. Jeff continues on income taxes and then to the American Dollar. Jeff and Jake sound very passionate as they go on about what the President and the DOGE team are doing. Are they doing the right thing and are they going about doing it the right way?

    This episode was recorded on February 21st, 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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    50 mins
  • Weekly Market Insights February 10 - 14, 2025
    Feb 15 2025

    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 mins
  • Weekly Market Insights February 3 - 7, 2025
    Feb 8 2025

    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 mins
  • Weekly Market Insights January 27 - 31, 2025
    Feb 1 2025

    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.

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    29 mins
  • Weekly Market Insights January 21 - 24, 2025
    Jan 25 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. In this week's episode Jeff and Jake try to figure out how to invest in the opposite of futures, the past (pastures?)! If only it was that easy, I'd never lose money in the market. Our first topic big topic this week, after the market update, is on oil prices. President Trump has said he wants to drill drill drill! But, is it that easy? If you continue to listen, Social Security is next on the chopping block. If you're like me and collecting Social Security is still many many years into the future, you've probably heard at least someone say that it will be gone at some point because there is more going out than is going in. Well, Jeff and Jake try and explain why we have a shortfall and what some options are to fix that.

    This episode was recorded on January 24th, 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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    40 mins
  • Weekly Market Insights January 13 - 17, 2025
    Jan 18 2025

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Included in this week's market update, a bit of interesting information on the somewhat odd interest rates we have right now. Buckle in because the first big topic for this week is insurance history. I say buckle in because that is probably the only way you're going to not want to leave. Fortunately, that leads us into something a bit closer to home, the fires in Los Angeles. We'd be very surprised if you hadn't heard something about the lack of insurance covering the L.A. fires. Hopefully, this will clear at least a little of it up. And if you've read many of my podcast summaries, you might come to the conclusion that listening to these on a weekly basis is one of the worst things I have to do (I'm joking), but luckily that was not the case this week.

    This episode was recorded on January 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 mins