The Personal Wealth Coach

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Included in this week's market update, a bit of interesting information on the somewhat odd interest rates we have right now. Buckle in because the first big topic for this week is insurance history. I say buckle in because that is probably the only way you're going to not want to leave. Fortunately, that leads us into something a bit closer to home, the fires in Los Angeles. We'd be very surprised if you hadn't heard something about the lack of insurance covering the L.A. fires. Hopefully, this will clear at least a little of it up. And if you've read many of my podcast summaries, you might come to the conclusion that listening to these on a weekly basis is one of the worst things I have to do (I'm joking), but luckily that was not the case this week. This episode was recorded on January 17th, 2025. If you would like to contact us, please send an email to us at [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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After Jeff and Jake open this first whole week of 2025's podcast with their typical market indicators, they go into a bit on oil prices and why we've seen an increase this week. The next big topic for the week is on employment numbers. Does the immigration of people into the U.S. help or hurt our employment numbers? Next up on the chopping block is the long-term changes currently happening in the American workforce: changes such as the percentage of blue collar versus white collar workers and fluctuations in different industries such as service and professional. To finish for this week, some words are said on how this expansion has some interesting differences. And lastly, Jake gets his crystal ball out and asks it about interest rates. Listen in to see what it says. This episode was recorded on January 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. It's here folks, the first podcast of 2025 and if you can figure out what in the world these two are talking about for the first minute and a half, or maybe the whole podcast, give yourself a pat on the back. While not at their best, but still better than I could do, Jeff and Jake give us the first week's market movement for 2025. For those of you who may have decided to start listening to the podcast this week, the general market indicator we track here is the Standard and Poor's 500 Index. However, the CRSP Mid Cap Value Index is something we like to note as it typically gives a better look at the market when the magnificent 6-7 aren't included. We also take a weekly look at U.S. Treasury yields and West Texas Intermediate crude oil. Now, if you continue listening, Jeff and Jake go on to talk about business and consumer confidence. There is some talk about the promised tariffs and what just the promise of having them from a President does. AI, microchips, and quantum processing are hot topics because progress might get halted by tariffs. The wrap up this week is on the narrowing wage gap and the new worker entering the workforce, machines. This episode was recorded on January 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake is a little stumbly to start us out during our last podcast of 2024. As you may have guessed, we start this week's podcast out with an update on this week's three-and-a-half-day market. For some reason, the days between Christmas and New Year tend to have very little economic news to report on so, Jake goes on to do a bit of 2024 comparison between the U.S. and other parts of the world. As you've heard for the last many weeks, the U.S. is doing well but what do we need to look out for going into the future that could change that? Jake spends a bit of time talking about a large shift in manufacturing that is happening. To wrap up the final podcast of 2024, Jake decides to talk about homelessness. The good news, the bad news, and the news you probably haven't heard about. This episode was recorded on December 27th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake eventually got around to filling us in on this week's less than favorable market changes. Then went on tell us about the Fed's rate decisions for this week and likely, the near future. After listening to lots of abbreviations, I started to wonder if maybe they should just start recording the entire podcast using the first letter of every word they wanted to use. It would still make about as much sense to me as it does now. Politically, a lot is happening right now and as you might be able to guess, Jeff and Jake go into it. House Bill 82 was an interesting topic. Does the windfall elimination provision or government pension offset affect you? Lastly, but not least, things to look out for and prepare to read some fine print. This episode was recorded on December 20th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jake has a few explanations to throw into the weekly market update, containing this week's S&P 500, CRSP Mid Cap Value, debt markets and crude oil movement. Jake goes on to say that higher inflation is up. Well darn. But why? Then, to pile on the not so good news, oil prices are up. My pocketbook just can't catch a break..... Jake's first big topic is on the pattern of income during different times of economic fluctuations, comparing lower income and higher income folks. Next, Jake heads across the ocean to the other side of the world. Germany, Russia, Chana, etc. aren't doing great, to say the least. What are the future tariffs that are, as Jake put it, very very very very very very........ likely to happen, going to do to those parts of the world that rely on exports to the U.S.? If you thought the bitcoin conversation from last week was over, you're very wrong. Jake received some feedback that he responds to. Bringing up those tulips again.... This episode was recorded on December 13th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake makes it through our weekly market update without a single overly long explanation or side story. How? Your guess is as good as mine. THEN! he continues on with a straightforward update on what happened in the economy this week. Maybe it was something I said? Anyhow, the big topic for the rest of this episode is on bitcoin. Naturally, Jake starts at the beginning..... Listen in to see how many rabbits' holes Jake makes it down. This episode was recorded on December 6th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After blowing right through our weekly market update, Jake goes off on probably the wildest tangent I've heard on this podcast as he adds a topic in the spur of the moment on oil and energy. Our first official topic is on personal income and prices. This is followed by a talk on real estate and mortgage rates. Then comes China. China is in a bad spot and it's not likely to get better tomorrow. What might that lead to? If history repeats itself, then it looks like we already know. This episode was recorded on November 29th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. As if it were a big surprise, this episode starts out with an update on your most loved market indicators. Jake helps explains the flat curve (???) of the interest yield curve. This explanation leads into a longer discussion about PMIs and tariffs. Once again there is talk about how well the U.S. is doing and the even more bleak outlook of other countries. On a side note, I've started planning my trip to the E.U. Jeff throws in a new term, leveraged ETF and lucky for me, Jake tells us what that is. (I wonder if maybe explaining what things are is how he gets a good night's sleep.) Lastly, watch out for scams. Yes! they happen. Happy Turkey Day!!!! This episode was recorded on November 22nd, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week's S&P 500 Stock Index and CRSP US Mid Cap Value Index were not a thing of beauty as they have been most of this year, but as they say, it could have been worse. After our market updates, we start out with tariffs. While tariffs may be imposed on specific goods or countries, it's not the shipper that pays those tariffs. So, who does? There is quite a bit of talk about the differences or in some cases, lack of differences between presidential campaigns. One of our issues in the U.S. of A. is a large labor shortage. Obviously, we all need to go out and get a second or third or maybe even forth job. Then we wouldn't have to worry about those grocery prices. Jake boasts about looking at Federal balance sheets... sounds like fun. But, because of that there is a little bit of light at the end of the tunnel for the real estate market. This episode was recorded on November 15th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts us out with our weekly dose of market updates. The main body of the podcast starts out with interest rates. How does the government control inflation by loaning people money? What does the policy goals of the president elect mean for future interest rates? Jake moves onto productivity. He points out that the U.S. is in the lead for productivity. I've had a few jobs that would beg to differ based on a few of my co-workers. Jake breaks out the tea leaves on what might happen in the government. The question is, were they green tea or black tea leaves? Lastly, Jake somehow ties in a portion of the podcast covering healthcare. This episode was recorded on November 8th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jeff hits the foam running, jumping right into the market update with only a short Squirrel!!! moment from Jake as he explains what a value and growth company are. Then, listen in as they explain why we're doing better than most the rest of the world, but not in every way. The two hurricanes that hit the Southeast portion of the U.S. have made things a little wonky. The Real Estate portion of the economy, but why? Lastly, Jake once again gives one piece of advice that doesn't have to be done on a fiduciary level. This episode was recorded on November 1st, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. And they're back! After an internet outage prevented them from recording a timely market update last week, they're roaring to get back at it. And by "it" I of course mean the typical bad puns they like to toss around all willy nilly. This week's market indicator updates were not all rainbows and unicorns. Listen in to discover why the U.S. is doing so well while other parts of the world aren't quite making par. Continue listening to hear about a bank failure that was a bit different than the ones we saw in 2023 and why it's important to remember that just because the Fed bailed banks out in the past, that doesn't mean they will always do that in the future. This episode was recorded on October 25th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. During the delve into this week's typical market movement, Jeff and Jake give us a bit of insight into just what some of the outstanding numbers the S&P 500 Index look like historically, and is worth a listen if you ask me. Have you ever wondered why the Fed like to see a 2% inflation rate? Why not 0% inflation, gee that sure sounds good to me. Well, the guys explain how a target of 0% inflation is a bad thing. I'm beginning to think maybe China is part of the podcast on a weekly basis because they are a good example of how not to do things. But this week, Germany joins the mix. Then, they begin talking about the viability of the economic policies both the presidential candidates are talking about. Lastly, the union strikes. Good for now, bad for later. my my my. This episode was recorded on October 11th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. In true optimistic fashion, these two "non-optimists" provide our weekly dose of market indicator updates then try and bait us all into going and listening to previous radio programs from 2021 and 2018. Yea, nice try Bucko. (But, just in case you want to, here's the link Radio Program). They go on to remind us that conflicts and choices made in other parts of the world may not involve us, but they do still affect us, sometimes in ways we don't even consider. If you make it to the end, you'll hear more on why the guys think China's problems likely won't be fixed despite their current attempts to do so. Oh, and how's your toilet paper supply? This episode was recorded on October 4th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake has something he just has to get off his chest. After his recent trip to Denmark, where his kids spent some time literally making money, he felt the need to compare buying a house in the year 1000 for a dollar today. Listen in as Jake explains some of the difficulties with comparing precious metal values from years far beyond when monetary values and records were kept with values today. By the end, I bet you might even be saying, "wow, regulation might actually be a good thing." This episode was recorded on September 20th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After having to listen to Jake ramble a bit about this episode, Jeff comes out swinging with this week's market update. I can't decide whether the S&P 500 Index reaching new heights, or the Treasury yield curve news is more exciting. Although, the prospect of fuel prices going down more is also not terrible news. Then, hold on to your hats, they start talking about politics......everyone's favorite past time. I'm sure by the time everyone has finished listing to this portion of the podcast, our listenership will decrease by at least half. Thanks a lot, guys. Listen closely because Jake gives everyone a piece of trivia that will impress everyone around you in the right circumstances, so basically when you're all alone. Finally, Jeff and Jake end on a talk about what the People's Republic of China is doing to try and curb falling prices and deflation. This episode was recorded on September 27th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week starts out similarly to others, with an update on the movements made by the S&P 500 Index and CRSP US Mid Cap Value Index. Jeff gives us a brief note on irrational exuberance followed by a mention that other parts of the economy may be "sane." Maybe he's comparing it to himself..... Then comes the good stuff, interest rates. The majority of this week's economic writings across the interwebs were focused on the Federal Reserve Board's rate change. Jake explains overnight loans made by the Federal Reserve and why lowering rates made rates go up.... oh brother. Jeff gets to tell us about a publishing by Mario Draghi. For those of you that may not know who that is, don't worry, I didn't either. This episode was recorded on September 20th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake keep it short and simple when updating us on the usual market indicators we follow. Apparently, the indicators were not afraid to come out and play during a week that ended on a Friday the 13th! The guys go on to speak on some of the reasons inflation... inflated during Covid and is still annoying all of us today. There is some talk about China and I got to wondering, when is the last podcast that didn't mention China? Someone go ahead and spend your free time finding that out. I'll wait. Jake goes on to give us some information about the S&P 500 Index. Turns out, the companies represented in the index change? Who could have known. This episode was recorded on September 13th, 2024. 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.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake seemed a teensy bit out of sync for this one. I'll blame it on the 4-day work week. Friday probably came too early for them. They do manage to update us on our preferred market indicators. Listen in to hear their thoughts on how the U.S. is doing compared to other countries such as China and Russia. They also chime in on AI and how it's affecting us even now, in the earlyish stages. Something they've mentioned many times in the recent past. This episode was recorded on September 6th, 2024. 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.