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The Personal Wealth Coach

The Personal Wealth Coach

Auteur(s): 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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À propos de cet audio

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. Finances personnelles Politique Économie
Épisodes
  • Innovation While Under Pressure, How Stress Sparks Progress
    Nov 15 2025

    In this episode of The Personal Wealth Coach, we dive into a paradox that defines progress: how crisis fuels creativity. Host Jake McClure explores the surprising upside of uncertainty, revealing how the pandemic era, despite its chaos, ignited a wave of innovation across medicine, technology, and entrepreneurship.

    From the warp-speed development of mRNA vaccines and CRISPR gene editing to AI-driven molecular design and remote patient monitoring, we unpack how stress accelerated breakthroughs that are now reshaping life expectancy and global healthcare. You’ll hear how the pandemic’s urgency led to unprecedented collaboration between governments, universities, and private companies, fast-tracking research that would’ve otherwise taken decades.

    But it’s not just medicine. We also examine the economic ripple effects: the record-breaking surge in new business formations, the role of regulatory clarity in fostering innovation, and how discomfort and disruption often serve as the breeding ground for transformative ideas.

    Whether you're a tech enthusiast, a policy wonk, or just curious about how adversity can become a launchpad for progress, this episode offers a thought-provoking look at the silver linings of stress and why the future might be brighter than we think.

    This episode was recorded on November 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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    34 min
  • Weekly Market Update November 10 - 14, 2025
    Nov 14 2025

    This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil.

    This episode was recorded on November 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.

    Voir plus Voir moins
    5 min
  • When Silence Gets Expensive
    Nov 8 2025

    What happens when Washington goes quiet? It’s not peace—it’s a price tag. In this episode of The Personal Wealth Coach, we explore the hidden costs of government inaction and why silence can ripple through every corner of the economy. From shutdowns that knock billions off GDP to laws that promise financial flexibility but stall in regulatory limbo, the gap between “passed” and “practical” is widening—and it’s hitting investors hard.

    Missing jobs reports and inflation data aren’t just headlines; they’re the signals markets rely on. When those signals go dark, uncertainty takes over. And it doesn’t stop there. Catch-up contributions that were supposed to go Roth? Still waiting on rules. 529 rollovers into IRAs? Great idea—if anyone knew how to implement it. Even fiduciary standards, debated for nearly two decades, remain a moving target. The result? A financial system where the law says “go,” but the infrastructure says “not yet.”

    If you’ve ever wondered why planning for retirement or college feels like navigating a maze blindfolded, this episode pulls back the curtain. We’ll unpack the quirks, delays, and unintended consequences that make silence one of the most expensive sounds in finance—and share what you can do to stay ahead when the rules aren’t written yet.

    This episode was recorded on November 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.

    Voir plus Voir moins
    36 min
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