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The Personal Wealth Coach

The Personal Wealth Coach

564 episodes — Page 2 of 12

S25 Ep 53Weekly Market Update November 10 - 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 [email protected] or [email protected]. 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.

Nov 14, 20254 min

S25 Ep 52When Silence Gets Expensive

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 [email protected] or [email protected]. 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.

Nov 8, 202535 min

S25 Ep 51Weekly Market Update November 3 - 7, 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 7th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Nov 7, 20255 min

S25 Ep 50The Rate Cut Ripple: What the Fed’s Move Means for Markets, Main Street, and Your Money

Think a quarter-point rate cut is the big story? Think again. In this episode of The Personal Wealth Coach, we peel back the headlines to uncover the real shockwave: the end of quantitative tightening and a subtle shift that could reshape the financial landscape. Jake McClure dives deep into the Federal Reserve’s playbook—why they’re reinvesting billions into Treasury bills, what that means for mortgage rates, and how these moves ripple through jobs, inflation, and your wallet. Along the way, we revisit the wild ride from the Great Recession to the pandemic stimulus, explore the AI boom versus the dot-com bubble, and tackle the timeless question: how do you thrive in uncertainty? Spoiler: it’s not magic—it’s strategy. If you’ve ever wondered what really underpins our economy (and why it matters to your retirement, your home, and your paycheck), this episode is your crash course—with a side of humor and history. Tune in, because understanding this stuff isn’t just smart—it’s essential. This episode was recorded on October 31st, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Nov 1, 202533 min

S25 Ep 49Weekly Market Update October 27 - 31, 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 October 31st, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 31, 20254 min

S25 Ep 48Capitalism, Communism, and Everything In Between: Breaking Economic Myths

Think you know what capitalism really means? Or how socialism differs from communism? In this episode of The Personal Wealth Coach, Jake McClure dives deep into the misunderstood world of economic systems. From the roots of tribalism and feudalism to modern mixed economies, we explore why pure capitalism or communism doesn’t exist, how government guardrails shape markets, and why economics isn’t truly a science. Along the way, we tackle ghost cultures, quirky property rights, and the surprising ways family life mirrors communism. You’ll hear why history doesn’t repeat—but rhymes—and how cultural habits like QWERTY keyboards and piano keys influence our economic thinking. Plus, we’ll uncover why attorneys are the immune system of capitalism, why free markets aren’t really free, and what happens when Taco Bell wins the “restaurant wars.” If you’ve ever wondered how philosophy, psychology, and politics collide in shaping our economy, this episode will challenge your assumptions and make you rethink everything you thought you knew about money and markets. This episode was recorded on October 24th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 25, 202554 min

S25 Ep 47Weekly Market Update October 20 - 24, 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 October 24th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 24, 20255 min

S25 Ep 46The Secret Recipe for Innovation: Nobel Insights That Could Change Everything

Why do some economies soar while others stall? In this episode of The Personal Wealth Coach, Jake McClure unpacks the Nobel Prize-winning ideas shaping growth theory today. We explore why property rights, intellectual ownership, and competition are the foundation of progress—and why “creative destruction” is essential for innovation. Through vivid examples like AI, insulin breakthroughs, and the decline of coal, we reveal how history—from China’s technological rise and fall to America’s solar struggles—offers lessons for the future. If you care about technology, economics, and the policies that drive prosperity, this episode will challenge your assumptions and spark new ideas. This episode was recorded on October 17th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 18, 202543 min

S25 Ep 45Weekly Market Update October 13 - 17, 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 October 17th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 17, 20253 min

S25 Ep 44Tariffs, Tech, and Turbulence: Inside the Economic Crossroads

This episode of The Personal Wealth Coach dives deep into the week’s most pressing economic stories. From the Supreme Court showdown over presidential tariff powers and its $180 billion implications, to China’s rare earth gambit and the ripple effects on global trade, we unpack the uncertainty shaping markets. Plus, we explore the evolving role of cryptocurrency—why it’s shifting from currency to collectible—and what that means for investors. If you want clarity on how these seismic shifts could impact portfolios, policy, and the future of innovation, this is the episode you can’t afford to miss. This episode was recorded on October 10th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 11, 202549 min

S25 Ep 43Weekly Market Update October 6 - 10, 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 October 10th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 10, 20255 min

S25 Ep 42Shutdowns, Tariffs & Tomatoes: A Crash Course in Economic Chaos

This week’s episode of The Personal Wealth Coach takes you on a whirlwind tour of the economy’s biggest storylines — from a government shutdown wrapped in partisan finger-pointing, to the surprising rise of accidental landlords reshaping real estate, to why your avocado just got cheaper. We’ll dig into tariffs on everything from tomatoes to Hollywood blockbusters, explore how labor strikes and wage battles are reshaping industries, and uncover the strange places where Republicans and Democrats actually agree. It’s a mix of shutdown drama, trade wars, and produce politics — all stitched together with an economist’s eye and just enough wit to make sense of the madness. If you’ve ever wondered how a tomato farm in Mexico, a UPS strike, and a Hollywood movie set all connect back to your wallet, this episode’s for you. This episode was recorded on October 3rd, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 4, 202537 min

S25 Ep 41Weekly Market Update September 29 - October 3, 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 October 3rd, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Oct 3, 20255 min

S25 Ep 40Argentina’s Economic Rollercoaster: From Miracle to Mayhem

This week on The Personal Wealth Coach, we trade our usual market openers for a deep dive into Argentina’s wild economic experiment under President Javier Milei. From 240% inflation to dramatic austerity cuts, and from IMF loans to soybean diplomacy, we unravel how one country’s struggle ripples across global trade—from U.S. farmers to China’s supply chains. Along the way, we explore why free trade is easier said than done, how tariffs are reshaping industries, and why housing and GDP numbers in the U.S. are flashing both optimism and warning signs. It’s a story of economics, politics, and a touch of Shakespearean drama—all tied into the choices shaping your financial future. This episode was recorded on September 26th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Sep 27, 202538 min

S25 Ep 39Weekly Market Update September 22 - 26, 2025

In this special episode, we're introducing a new format! Each week, we'll release a separate episode focused solely on how things went in the markets—covering The Personal Wealth Coach’s preferred indexes, Treasury yields, and West Texas Intermediate Crude Oil. Our usual deep-dive into the broader economy will now be posted as its own standalone episode. We’d love to hear what you think about this new setup—your feedback helps us make the show better for you! This episode was recorded on September 26th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Sep 26, 20258 min

S25 Ep 38Weekly Market Insights September 15 - 19, 2025

Markets may be riding high, but the story underneath is a lot more complicated. In this week’s episode of The Personal Wealth Coach, Jake dives into the Fed’s latest rate cut, the strange split between large-cap growth and mid-cap value, and why long-term interest rates keep rising even as short-term ones fall. From oil prices sliding to mortgage rates staying stubbornly high, the picture isn’t as straightforward as the headlines suggest. But it’s not all doom and gloom—retail sales are up (thanks, used cars), business formation is booming, and there are hints that today’s bitter stew of stagflation fears and housing market woes could simmer into tomorrow’s growth. Along the way, Jake unpacks the Fed’s dual mandate, explains why banks still close their doors early, and shows how policy shifts ripple through jobs, housing, and the real economy. If you’re curious about what’s really happening beneath the noise of tariffs, politics, and press spin—and you like your economics served with a side of wit—this episode is for you. This episode was recorded on September 19th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Sep 20, 202541 min

S25 Ep 37Weekly Market Insights September 8 - 12, 2025

Markets climbing, jobs revising, and prices rising—this week’s episode of The Personal Wealth Coach is loaded with more twists than a Wall Street chart. Jake breaks down the latest on the S&P 500, bond yields, oil, and an avalanche of fresh data: CPI, PPI, job revisions, unemployment claims, and inflation’s stubborn grip on everyday costs. Along the way, we look at trucking companies shutting down, tariff whiplash, and why lumber, steel, and even bananas are caught in the economic crossfire. It’s a classic double-stuffed poop sandwich: a heavy serving of bad news in the middle, wrapped in just enough good bread to keep you coming back for another bite. From rising rents and wage stagnation to whispers of stagflation, the outlook isn’t pretty—but there’s a bright side. Innovation is booming, from small-scale manufacturing to breakthroughs in healthcare and AI, offering real potential for growth even as the data looks grim. Equal parts insight, data, and dry humor, this episode shows how all the pieces fit together and why today’s turbulence might just set the stage for tomorrow’s opportunities. This episode was recorded on September 12th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Sep 13, 202546 min

S25 Ep 36Weekly Market Insights September 2 - 5, 2025

The economy is acting strange—and that’s putting it lightly. In this episode of The Personal Wealth Coach, Jake McClure unpacks the hidden stories behind jobs, markets, and money. From shifting labor trends to unpredictable trade moves, he digs into what’s really driving today’s financial headlines and why it all feels just a little… off. But it’s not all doom and gloom. Beneath the noise, innovation is bubbling up, technology is reshaping the workplace, and long-term opportunities may be closer than they appear. Along the way, Jake weaves in history, humor, and perspective that make sense of the chaos and reveal patterns most people miss. Expect insights that challenge assumptions, stories that connect the dots between politics and economics, and just enough wit to keep even the wonkiest topics fresh and engaging. This episode was recorded on September 5th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Sep 6, 202538 min

S25 Ep 35Weekly Market Insights August 25 - 29, 2025

This week on The Personal Wealth Coach, Jake McClure connects the dots between markets, policy, and the people shaping both. He unpacks the S&P 500’s record-setting highs, the tug-of-war in mid-cap value stocks, and what Treasury yields and oil prices are really signaling beneath the headlines. From there, he turns to the big economic story in Washington: the nomination of EJ Antoni to head the Bureau of Labor Statistics, the uncertain future of Fed Governor Lisa Cook, and how both highlight the uneasy mix of politics and economics. With sharp humor and a historian’s eye, Jake explores the value of intellectual property, the long-running debate over flat vs. progressive taxation, and why economics might be better understood as anthropology measured in money. Whether you tune in for clarity on the markets, thoughtful takes on leadership at the Fed, or just to hear why yachts and toilets both matter in tax policy, this episode delivers insight with wit and perspective you won’t find anywhere else. This episode was recorded on August 29th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Aug 30, 202528 min

S25 Ep 34Weekly Market Insights August 18 - 22, 2025

Ever wondered why taxes have been around for 5,000 years—and why they still manage to confuse, infuriate, and sometimes even build civilizations? In this episode of The Personal Wealth Coach, Jake McClure takes us on a sweeping journey from the grain stores of ancient Egypt and Sumerian beer tributes to Rome’s sales taxes, China’s early income taxes, and the sparks that lit the American Revolution. Along the way, we explore how governments have used (and abused) taxation, why the power to tax is the power to destroy, and what makes a “good” tax versus a “bad” one. But it’s not just history—we connect those lessons to today’s economy. You’ll hear about this week’s market movements, from the S&P 500’s careful tiptoe upward to a stronger surge in value stocks, softer bond yields after the Fed’s latest comments, and oil’s unexpected rebound. We’ll also dig into the modern debate over tariffs, export taxes, and the uncertainty they create for businesses and investors alike. This episode blends market updates, economic insight, and fascinating stories from the long history of taxation—reminding us that while no one loves paying taxes, they’ve shaped the very fabric of our economies and freedoms. If you’ve ever asked, “Why do we do it this way?” or “What happens when we change the rules?”, this is the conversation you don’t want to miss. This episode was recorded on August 22nd, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Aug 23, 202555 min

S25 Ep 33Weekly Market Insights August 11 - 15, 2025

From the shifting tides of the S&P 500 to the salt flats of ancient Phoenicia, Jake McClure of The Personal Wealth Coach blends fresh market insights with a deep dive into the economic forces that have shaped civilizations. This week, you’ll get the latest on stocks, bonds, oil, and inflation—plus why a single spike in the Producer Price Index has the Federal Reserve thinking twice about rate cuts. But that’s just the opening act. Jake takes you on an unexpectedly entertaining tour of the history of salt as currency, a weapon, and a driver of trade—from Roman legions demanding their rations, to fashionable goiters among the elite, to the Phoenicians building empires around salt production. Along the way, he draws sharp parallels to modern economics, showing how the same forces that moved salt across continents still drive markets today. Expect keen analysis, memorable stories, and a dry wit that somehow makes tariffs, taxes, and inflation feel as engaging as any epic saga. This episode was recorded on August 15th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Aug 16, 202546 min

S25 Ep 32Weekly Market Insights August 4 - 8, 2025

Markets are inching toward record highs, oil is taking a nosedive, and in D.C., the heads are rolling—statistically speaking. Flying solo this week, Jake dissects a 2.43% jump in the S&P 500, a head-scratching presidential firing of the Labor Department’s top statistician, and the unpredictable tariff merry-go-round that has businesses scrambling to plan for next week, let alone next quarter. From the firing of IRS commissioners to India’s potential 50% tariff hike, Jake explains why the real threat isn’t the tax itself, but the chaos of constantly changing rules. Along the way, he takes us on a tour of economic history—revisiting Adam Smith, Revolutionary War tea taxes, and the famous Laffer Curve—to show how past lessons still shape today’s policy blunders. Expect sharp takes on free trade, a warning against “shooting the messenger,” and a deep dive into how uncertainty can stall growth from Wall Street to Main Street. It’s economics with context, politics without the partisanship, and just enough humor to make you forget you’re listening to a show about tariffs. This episode was recorded on August 8th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Aug 9, 202532 min

S25 Ep 31Weekly Market Insights July 25 - August 1, 2025

On this week’s episode of The Personal Wealth Coach, Jake flies solo while Jeff journeys home from North Carolina, and the markets take a similar solo dive. With the S&P 500 and bond yields sliding and oil prices rising, Jake unpacks a week that feels more like a financial soap opera than an economy in motion. We’re talking GDP surprises, sticky inflation, a labor market that’s losing steam, and a Federal Reserve stuck between fighting inflation and preserving jobs. Add in confusing tariff news, stalling housing starts, and a disposable income boost driven mostly by government checks, and you’ve got a recipe for uncertainty. Jake also explores the upside of a generation of unemployed grads, why autonomous trucks might be the future of logistics, and how tomato prices could reshape American agriculture. It's part market update, part economic philosophy, and part stand-up routine for finance nerds. If you like your data with a side of humor and actual insight, you’re in the right place. This episode was recorded on August 1st, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Aug 2, 202537 min

S25 Ep 30Weekly Market Insights July 21 - 25, 2025

This week on The Personal Wealth Coach, Jake flies solo while Jeff soaks up the 70-degree glory of North Carolina. Meanwhile, back in the Texas heat, Jake unpacks the cooler but far more volatile world of markets, memes, and mergers. From meme stocks to durable goods orders, from a record-breaking S&P 500 to a plummeting oil price, this episode peels back the layers (and metaphors) to reveal what’s really going on beneath the economic headlines. And then there’s the juicy stuff—like why CBS may have axed Colbert’s show and what a $16 million lawsuit has to do with a $5 billion merger. Is it political? Is it corporate bean-counting? Is it both? Jake breaks it down, biases and all. Throw in some behavioral economics, frothy AI speculation, and the long tail of internet infrastructure, and you’ve got yourself a whirlwind tour of money, power, and why uncertainty might be the only thing that’s certain right now. This episode was recorded on July 25th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jul 26, 202541 min

S25 Ep 29Weekly Market Insights July 14 - 18, 2025

Jake and Jeff are back in sync—despite a thousand miles of separation—to make sense of the week ending July 18th, 2025. The S&P managed a modest climb, bonds are still dragging their heels, and the Federal Reserve is somehow both everywhere and completely misunderstood. They pull back the curtain on how interest rate decisions are actually made (hint: it’s not just Jerome Powell flipping switches), and why political spin rarely matches economic reality. Then it’s on to the shiny, confusing world of stablecoins. Congress has passed the “Genius Act”—an oddly nameless bill that promises to regulate digital currency while raising more questions than it answers. What’s backing these coins? Who’s issuing them? And should Visa and Mastercard be nervous that Walmart’s about to become your new bank? Throw in a few well-placed warnings about private investments and some musings on global financial instability, and you’ve got an episode that’s both informative and refreshingly candid. This episode was recorded on July 18th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jul 19, 202538 min

S25 Ep 28Weekly Market Insights July 7 - 11, 2025

Buckle up as Jake McClure flies solo—Jeff’s off enjoying the mountains, while Jake dives headfirst into the murky waters of national debt, trade deficits, and the difference between good and bad borrowing (spoiler: financing a yacht with a credit card is still a no). With a wry sense of humor and a dash of Shakespeare, Jake unpacks why balance of trade isn’t necessarily bad, how infrastructure spending might actually be the grown-up in the room, and why the U.S. is spending more on interest payments than defense. From Adam Smith to awkwardly named legislation (“Inflation Protection Act,” anyone?), this episode unpacks decades of fiscal habits with clarity and candor. If you’ve ever wondered whether government borrowing is more like investing in bridges or just bingeing on late-night infomercials, this one's for you. Also: drones, Roth strategies, and why bipartisan budget logic might just be the unicorn of economics. This episode was recorded on July 11th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jul 12, 202557 min

S25 Ep 27Weekly Market Insights June 30 - July 3, 2025

This week on The Personal Wealth Coach, Jake takes a deep dive into the mysterious, sometimes maddening world of artificial intelligence—from its noisy origins in 1950s sound-cancellation algorithms to modern-day machine learning missteps (like inventing Venmo accounts and promising deliveries in blazers). Along the way, you'll get a quick market update, a nod to the elusive “Big Beautiful Bill Act,” and a crash course on how AI really thinks—or rather, mimics thinking. With humor, history, and a healthy dose of skepticism, Jake demystifies AI’s not-so-generative answers, explains why your phone’s text predictions might be smarter than your investment chatbot, and reveals why scuttled German warships are vital to clean scientific research. If you've ever wondered whether AI is the future or just confidently wrong, this episode is for you. This episode was recorded on July 3rd, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jul 5, 202549 min

S25 Ep 26Weekly Market Insights June 23 - 27, 2025

Jake flies solo this week while Jeff escapes the Texas heat, but that doesn’t stop the markets—or the commentary—from heating up. The S&P 500 hit new all-time highs despite a cascade of bad news, including shrinking GDP, falling consumer spending, and a housing market in a 2008-style funk. Jake untangles this economic knot with his usual mix of insight and dry wit. Also on deck: the mysterious “Rio Reset,” BRICS nations plotting dollar workarounds, and why gold might be the new global handshake. Plus, a reminder that recessions, like exhaling, aren’t the end of the world—just part of the cycle. Along the way, Jake explores why confidence matters more than numbers, how the bond market seems to be ignoring the Fed, and why housing data may be the canary in the coal mine. This episode is part education, part economic therapy, and 100% The Personal Wealth Coach. This episode was recorded on June 27th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jun 28, 202543 min

S25 Ep 25Weekly Market Insights June 16 - 20, 2025

This week, Jeff broadcasts from the serene, cool mountains while Jake sweats it out in molten Texas—proving once again that podcasting thrives on contrast. But things really heat up when they tackle the week’s economic headlines: the Fed stands still while inflation paces ahead, aluminum prices hit new highs thanks to tariffs, and the market dances around the all-too-psychologically-important 6000 mark. They unpack the ripple effects of rising tensions in the Middle East, from trade routes to oil prices, and what a shifting global alliance could mean for investors. You’ll also hear about the job market’s strange split, where new grads face unemployment while bond yields stay stubborn, and why round numbers hold more power over us than we’d like to admit. If you like your finance with a side of sarcasm, economic storytelling, and a few Shakespearean nods, you’re in the right place. It’s the kind of episode that makes global chaos oddly reassuring—or at least understandable. This episode was recorded on June 20th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jun 21, 202547 min

S25 Ep 24Weekly Market Insights June 9 - 13, 2025

This week, Jake McClure flies solo while Jeff enjoys the North Carolina mountains—but don’t worry, the insights are just as sharp. In this episode, Jake dives into the economic whirlwind of the week: a 13% spike in oil prices thanks to escalating tensions between Israel and Iran, the curious case of inflation hiding in plain sight (hint: check your toy aisle), and why the bond market is the quiet giant you should be watching. Expect a masterclass in market behavior, a breakdown of the “Big Beautiful Bill” and its trillion-dollar implications, and a surprisingly deep economic lesson from a Transformer toy. Jake also tackles the political theater around tariffs, the debt ceiling, and why AI might be both the villain and the hero of the job market. If you like your financial commentary with a side of Shakespeare, a dash of sarcasm, and a whole lot of clarity, this episode is for you. This episode was recorded on June 13th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jun 14, 202545 min

S25 Ep 23Weekly Market Insights June 2 - 6, 2025

Jake and Jeff dive headlong into the whirlwind of the week’s economic news. This episode of The Personal Wealth Coach hits everything from the S&P 500's return to the 6000 mark (and why that’s more psychological than practical), to bond yields, a falling dollar, and what stagflation really means in plain English. They tackle topics like rising oil prices (surprise: it’s not in the headlines), productivity drops, durable goods slowdowns, and why tariffs—while great in theory—might be doing more harm than good. There's even a philosophical detour into why struggling economies can lead to brilliant innovation (hello, unemployed computer scientists and future billionaires). All of this, wrapped in clever analogies, theatrical quotes, and the duo’s classic father-son banter. Want to know why telescope tariffs matter or what "tariff equilibrium" is? Or what it’s like talking to an economist who’s about to brief the president? Strap in. This isn’t your typical dry financial talk—it’s economics with a wink, and a nudge, and a side of Shakespeare. This episode was recorded on June 6th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Jun 7, 202539 min

S25 Ep 22Weekly Market Insights May 27 - 30, 2025

On this episode of The Personal Wealth Coach, Jake takes the mic solo and, after a few entertaining stumbles out of the gate, quickly finds his rhythm—diving headfirst into a rollercoaster of economic updates, policy quirks, and surprisingly useful thoughts on soy sauce shortages. From dissecting the Fed’s latest minutes and fears of stagflation to Elon Musk’s political exit strategy, Jake unpacks the noise behind the numbers with clarity and a side of dry wit. You'll hear about why AI might be stealing new grads' jobs, how the market managed a decent week despite chaos, and why importing fewer Q-tips might actually matter. Plus: a spirited defense of good old-fashioned fiscal wisdom (yes, “live within your means” makes a comeback). If you've ever wondered how economics could possibly clear a room of teenagers, or how Jake manages to make bond yields and oil prices sound almost poetic, this is the episode for you. This episode was recorded on May 30th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

May 31, 202544 min

S25 Ep 21Weekly Market Insights May 19 - 23, 2025

This week on The Personal Wealth Coach join Jake and Jeff—two seasoned investment advisors with a flair for economic wit—as they dive into the biggest money stories of the week. From the “Big Beautiful Bill Act” making waves in Congress to the unexpected spike in long-term bond yields and Moody’s rating shake-up, this episode connects the dots between fiscal policy, market reactions, and your portfolio. Expect sharp insights on: Why the S&P’s recent slip signals deeper market anxieties How rising interest rates could trigger economic turbulence The trillion-dollar implications of government spending (and cutting) What the Moody’s downgrade means for your investments And yes, why leaving Texas in summer is a sign of financial success This isn’t just another dry economic recap—Jake and Jeff bring humor, Shakespearean quotes, and a scalpel-sharp analysis to everything from Medicaid cuts to why tariffs aren’t the revenue heroes they're made out to be. If you’ve ever wondered what happens when you run a government like a business—or a business like a campaign—this episode’s for you. Strap in, stay curious, and don’t forget to wear your fiscal seatbelt. This episode was recorded on May 23rd, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

May 24, 202543 min

S25 Ep 20Weekly Market Insights May 12 - 16, 2025

What do bananas, bond markets, and budget battles have in common? They’re all key players in this week’s rollercoaster ride through the U.S. economy. Join Jake McClure as he flies solo—while Jeff preps for his mountain escape—and unpacks the real forces behind the market’s wild 5% surge. From a not-so-sweet "pause" on tariffs with China to a banana price spike that says more than the CPI ever could, this episode peels back the economic curtain. Jake breaks down why shelves may go bare, what Moody’s latest downgrade means, and how a seemingly boring tax bill could balloon the deficit by $2.4 trillion. And just when you think it’s all doom and gloom, there's a glimmer of hope in America’s manufacturing revival—powered by CNC plasma machines and old-fashioned grit. Expect sharp insights, dry humor, and an honest look at the "alphabet soup" of economic indicators, all grounded in Jake’s signature mix of wit and wisdom. Perfect for those who want more than headlines—and don’t mind a little Aesop’s fable along the way. This episode was recorded on May 16th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

May 17, 202541 min

S25 Ep 19Weekly Market Insights May 5 - 9, 2025

This week on The Personal Wealth Coach, Jake and Jeff unpack a volatile week in the markets, where tariffs took center stage. From surprising new taxes on imports to the ripple effects on corporate earnings, healthcare stocks, and tech suppliers, they explore what’s really behind these sweeping changes—and what it means for your investments. The episode also tackles the real intent behind tariffs: are they tools for trade balance, revenue replacement, or a blunt-force weapon against fentanyl? You’ll hear how companies like Adafruit are caught off guard, why movie imports are suddenly part of the conversation, and what history teaches us about using trade policy as an economic fix. With insights on productivity dips, shifting interest rates, and automation in America’s ports, this episode is a must-listen for anyone trying to make sense of a fast-changing economic landscape. This episode was recorded on May 9th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

May 10, 202549 min

S25 Ep 18Weekly Market Insights April 28 - May 2, 2025

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 [email protected] or [email protected]. 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.

May 3, 202541 min

S25 Ep 17Weekly Market Insights April 21 - 25, 2025

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 [email protected] or [email protected]. 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.

Apr 26, 202540 min

S25 Ep 16Weekly Market Insights April 14 - 17, 2025

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 [email protected] or [email protected]. 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.

Apr 19, 202546 min

S25 Ep 15Weekly Market Insights April 7 - 11, 2025

This week on The Personal Wealth Coach, Jake McClure goes solo behind the mic, diving headfirst into the economic chaos of tariffs, trade wars, and market mood swings. With his signature blend of candor and wit, Jake unpacks the week’s biggest market moves—like the S&P’s dramatic climb—and the political maneuvering behind them. From Liberation Day tariffs to the whiplash-inducing reversal of reciprocal duties, it’s been a week of economic policy that felt more like theater… if the playwright was equal parts strategist and stand-up comic. Through sharp historical parallels and plainspoken analysis, Jake explores the deeper implications of a tariff-heavy trade stance: how it impacts corporations, consumers, and confidence across the board. There’s discussion of shipping trends, store brands, canceled vacations, and yes, even the curious rise of the word “yippee” in economic discourse. Whether you're in the C-suite or just trying to figure out if now is the time to buy that new car, this episode breaks it all down—minus the fluff, but with plenty of personality. This episode was recorded on April 11th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Apr 12, 202539 min

S25 Ep 14Weekly Market Insights March 31 - April 4, 2025

Welcome to "The Personal Wealth Coach" with Jake and Jeff McClure! In this episode, our hosts dive deep into the latest market trends, comparing the recent market collapse to the pandemic crash. They explore the historical context of tariffs, from President McKinley's era to the Smoot-Hawley Tariff Act, and discuss the potential long-term effects of modern tariffs imposed by the current administration. Join Jake and Jeff as they analyze the S&P 500's performance, the bond market, and the economic consequences of tariffs. They provide practical insights on financial management, emphasizing the importance of living within your means, saving, and investing in profitable companies. With a cautious yet optimistic outlook, they highlight the resilience and productivity of the U.S. economy. Whether you're a seasoned investor or just curious about the economy, this episode offers valuable insights and historical comparisons that will keep you informed and engaged. This episode was recorded on April 4th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Apr 5, 202550 min

S25 Ep 13Weekly Market Insights March 24 - 28, 2025

Welcome to The Personal Wealth Coach—where finance isn’t just about numbers, but the stories, strategies, and surprises that shape our economy. This week, your hosts, Jake and Jeff McClure, peel back the layers of the latest market movements, economic shifts, and financial headlines that are making waves. With inflation debates heating up, interest rates still playing the waiting game, and political maneuvering adding even more uncertainty to the mix, there’s no shortage of drama in the financial world. But don’t worry—this episode breaks it all down with historical insights, sharp analysis, and just the right amount of skepticism. If you’ve ever wondered whether the economy is on the brink of brilliance or disaster (or maybe both), you won’t want to miss this one. This episode was recorded on March 28th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Mar 29, 202546 min

S25 Ep 12Weekly Market Insights March 17 - 21, 2025

Welcome to The Personal Wealth Coach—where finance gets a personality, the market’s chaos turns into conversation, and economics is anything but boring! This week, your host, Jake McClure, flies solo to dissect the latest in the stock market, economy, and all the financial headlines that may (or may not) be keeping you up at night. Markets move, economies shift, and uncertainty is the only certainty—but that doesn’t mean you have to be caught off guard. This episode takes a deep dive into the Federal Reserve’s latest decision to hold interest rates steady, the ongoing volatility in the stock market, and the broader economic shifts shaping the future. With tariffs on the rise, student loan payments skyrocketing, and government policies adding more question marks than answers, we’ll break down how these forces are impacting investors and everyday consumers alike. Whether you're keeping an eye on inflation, wondering about the likelihood of a recession, or just trying to make sense of where the economy is headed, this is your guide to understanding the bigger picture. This episode was recorded on March 21st, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Mar 22, 202535 min

S25 Ep 11Weekly Market Insights March 10 - 14, 2025

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. The Personal Wealth Coach isn’t just another finance podcast—it’s your backstage pass to the world of markets, money, and the economic forces shaping your future. Hosts Jake and Jeff bring you an unfiltered, insightful, and even humorous take on what’s really happening in the economy. They cut through the noise, tackling everything from market corrections and consumer sentiment to the unpredictability of tariffs and trade wars—all with a mix of expertise and wit. Whether you’re an investor trying to make sense of market swings, a business owner watching economic trends, or just someone who wants to get smarter about money without the jargon, this podcast is for you. With real talk, deep dives, and a fair share of historical perspective, The Personal Wealth Coach helps you stay informed and ahead of the curve. This episode was recorded on March 14th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. 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.

Mar 15, 202539 min

S25 Ep 10Weekly Market Insights March 3 - 7, 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 [email protected] or [email protected]. 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.

Mar 8, 202549 min

S25 Ep 9Weekly Market Insights February 24 - 28, 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 [email protected] or [email protected]. 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.

Mar 1, 202532 min

S25 Ep 8Weekly Market Insights February 18 - 21, 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 [email protected] or [email protected]. 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.

Feb 22, 202549 min

S25 Ep 7Weekly Market Insights February 10 - 14, 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 [email protected] or [email protected]. 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.

Feb 15, 202536 min

S25 Ep 6Weekly Market Insights February 3 - 7, 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 [email protected] or [email protected]. 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.

Feb 8, 202547 min

S25 Ep 5Weekly Market Insights January 27 - 31, 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 [email protected] or [email protected]. 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.

Feb 1, 202528 min

S25 Ep 4Weekly Market Insights January 21 - 24, 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 [email protected] or [email protected]. 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.

Jan 25, 202540 min