Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

The Personal Wealth Coach

Business EN ↓ 581 episodes

Jake McClure from The Personal Wealth Coach talks about anything and everything about Economics, Investments, Markets, History, and Life in an educational manner. More info at https://www.tpwc.com/

Author

Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

Category

Business

Podcast website

tpwc.podbean.com

Latest episode

Jul 10, 2026

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Episodes

Weekly Market Insights November 18 - 22, 2024 23.11.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. As if it were a big surprise, this episode starts out with an update on your most loved market indicators. Jake helps explains the flat curve (???) of the interest yield curve. This explanation leads into a longer discussion about PMIs and tariffs. Once again there is talk about how wel...

Weekly Market Insights November 11 - 15, 2024 16.11.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week's S&P 500 Stock Index and CRSP US Mid Cap Value Index were not a thing of beauty as they have been most of this year, but as they say, it could have been worse. After our market updates, we start out with tariffs. While tariffs may be imposed on specific goods or countries...

Weekly Market Insights November 4 - 8, 2024 09.11.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts us out with our weekly dose of market updates. The main body of the podcast starts out with interest rates. How does the government control inflation by loaning people money? What does the policy goals of the president elect mean for future interest rates? Jake moves onto pr...

Weekly Market Insights October 28 - November 1, 2024 02.11.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jeff hits the foam running, jumping right into the market update with only a short Squirrel!!! moment from Jake as he explains what a value and growth company are. Then, listen in as they explain why we're doing better than most the rest of the world, but not in every way. Th...

Weekly Market Insights October 21 - 25, 2024 26.10.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. And they're back! After an internet outage prevented them from recording a timely market update last week, they're roaring to get back at it. And by "it" I of course mean the typical bad puns they like to toss around all willy nilly. This week's market indicator updates were not all rai...

Weekly Market Insights October 7 - 11, 2024 12.10.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. During the delve into this week's typical market movement, Jeff and Jake give us a bit of insight into just what some of the outstanding numbers the S&P 500 Index look like historically, and is worth a listen if you ask me. Have you ever wondered why the Fed like to see a 2% inflati...

Weekly Market Insights September 30 - October 4, 2024 05.10.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. In true optimistic fashion, these two "non-optimists" provide our weekly dose of market indicator updates then try and bait us all into going and listening to previous radio programs from 2021 and 2018. Yea, nice try Bucko. (But, just in case you want to, here's the link  Radio Program...

Long Historical Precious Metal Trends 03.10.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake has something he just has to get off his chest. After his recent trip to Denmark, where his kids spent some time literally making money, he felt the need to compare buying a house in the year 1000 for a dollar today. Listen in as Jake explains some of the difficulties with comparin...

Weekly Market Insights September 23 - 27, 2024 28.09.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After having to listen to Jake ramble a bit about this episode, Jeff comes out swinging with this week's market update. I can't decide whether the S&P 500 Index reaching new heights, or the Treasury yield curve news is more exciting. Although, the prospect of fuel prices going down...

Weekly Market Insights September 16 - 20, 2024 21.09.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week starts out similarly to others, with an update on the movements made by the S&P 500 Index and CRSP US Mid Cap Value Index. Jeff gives us a brief note on irrational exuberance followed by a mention that other parts of the economy may be "sane." Maybe he's comparing it to hi...

Weekly Market Insights September 9 - 13, 2024 14.09.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake keep it short and simple when updating us on the usual market indicators we follow. Apparently, the indicators were not afraid to come out and play during a week that ended on a Friday the 13th! The guys go on to speak on some of the reasons inflation... inflated during Co...

Weekly Market Insights September 3 - 6, 2024 07.09.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake seemed a teensy bit out of sync for this one. I'll blame it on the 4-day work week. Friday probably came too early for them. They do manage to update us on our preferred market indicators. Listen in to hear their thoughts on how the U.S. is doing compared to other countrie...

Weekly Market Insights August 26 - 30, 2024 31.08.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake..... AND JEFF(!!!!) are at it again this Friday. First, we get an inside peak at what happened to our preferred market indicators during the week. Then, it seems like Jake was super excited to have Jeff back at the foam because they spend a lot of time talking about capacity. I kno...

Weekly Market Insights August 19 - 23, 2024 24.08.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. If you were looking at the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets this week, you'd think things were going swimmingly. Jake updates us on the movement those markets had for the week. Then goes to try and keep your i...

Weekly Market Insights August 12 - 16, 2024 17.08.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Strap in folks. Starting us out, Jake tells us how the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets did this week. Normally, August is kind of a meh month, however this year, in true 2024 fashion, it's keeping us on our t...

Weekly Market Insights August 5 - 9, 2024 10.08.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. We get an update on why Jeff has been a bit MIA as of late. The poor guy, but I'm sure he'll be back with us soon. Jake, as you may have expected, updates us on how our favorite market indicators ended this week. He then goes on to explain what carry trade is and why it affected the mar...

Weekly Market Insights July 29 - August 2, 2024 03.08.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake tries to make things interesting, tries, while providing our weekly dose of updates on the S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets. He then goes on to explain which news brought the market to its knees this week...

Weekly Market Insights July 22 - 26, 2024 27.07.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts us out with our weekly dose of market movement. Then, as far as I can tell, he starts trying to say the ABCs but in a really weird way. He starts out BEA, then GDP followed by PCE and still he started several other times after that, poor guy. We may need to send him back to...

Weekly Market Insights July 15 - 19, 2024 20.07.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts out letting us know he intends to make the exciting news boring the boring news exciting. He succeeded on one of those, take a guess at which... This episode, as you may guess, starts with this week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West...

The State of Healthcare in the U.S. 19.07.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Healthcare is something I think we all have a love/hate relationship with. We all want to be healthy and happy, however we don't want to pay 3 fingers and a pinky toe to do it. In this episode, Jake speaks about some of the reasons why it is difficult to compare our healthcare to other...

Weekly Market Insights July 8 - 12, 2024 13.07.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake droned on alone although for less time than we're used to having to bear. You may notice a slight difference in this podcast. We're trying out a little change. If you didn't notice anything then we've succeeded! But I won't tell you at what....... Jake updates us on this week's S&a...

Weekly Market Insights July 1 - 5, 2024 06.07.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. I think Jeff and Jake may have drunk from the wrong juice this morning, or maybe it was long past its "best by" date. The two alien-like beings start out with an explanation on why they like to reference the S&P 500 Index to the CRSP US Mid Cap Value Index and further, update us on...

Weekly Market Insights June 24 - 28, 2024 29.06.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake goes at it all by his lonesome this episode and after listening, it seems Jeff is actually the one who brings the comedy to the show. I know, I'm surprised, too. At first, you almost can't blame Jake as he has to start out with the usual S&P 500 Index, CRSP US Mid Cap Value Ind...

Weekly Market Insights June 17 - 21, 2024 22.06.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Has anyone else ever wondered how Jeff and Jake would start the show if they weren't both bald and bearded? "We are two guys with a full head of hair!" is kind of an odd flex and just doesn't have the same pizzaz. Anyways, they start us off with this 4-day week's S&P 500 Index, CRSP...

Weekly Market Insights June 10 - 14, 2024 15.06.2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. To start us off.......... BOO! Jeff and Jake try to scare off the two of you that listen, which seems a bit counterproductive because I thought the goal was more listeners, not less. But hey, I just work here <shrug>. After starting us out with our exciting update on the S&P 5...

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