The Personal Wealth Coach

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week Jeff and Jake start out strong and talk about giving everyone a good pencil...... Listen in to hear their update on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement and what happened this week to affect it. There is even a treat in the show as Jake starts randomly pressing buttons and gives you a bit of music to listen to (which is probably the best 3 seconds of the entire show.) I'd also like to give a big thanks to Inquisitor John for giving them something to talk about this week, the Dow Jones Industrial Average and its history. This episode was recorded on May 17th, 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 is typical, which is not a term often used in the same sentence with Jeff and Jake, the two bearded, baldies give us a recap on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement. Listen in on their short talks on option trading, student population fluctuation from large districts to smaller districts, and two questions everyone should go and ask the financial institution regarding their IRA. This episode was recorded on May 10th, 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. On this episode Jeff and Jake head off the beaten path and instead of talking about something happening in the world now or in the very recent past, instead take a look at the history of Ownership. Listen in to find out how to prevent your property from being escheated (that word is a lot more fun to pronounce.) By the end, they might even give us a science lesson splitting Atoms, and axes just don't cut it. This episode was recorded on May 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. Have you ever heard or read in the news that a company is doing a stock buyback and thought to yourself, "What in tarnation would a company buy its own stock for?". Listen in as Jeff and Jake answer that question and give us an update on what happened with the S&P 500 Stock Index (SPX) along with their other favored indicator, the CRSP US Mid Cap Value Index this week. And, if you make it to the end, which is a long way from the beginning, you might just have an understanding of not only company stock buybacks, but also US Treasury buybacks. This episode was recorded on May 3rd, 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. Two miracles were needed to get this episode record and somehow, both were received. Jake is once again joined by Jeff (first miracle) and somehow, they managed to do it from over 1,100 miles away (second miracle). There is a very slight possibility a third miracle might occur if they manage not to put you to sleep while they provide you a summary of this week's S&P 500 Stock Index (SPX) movement and other market indicators they are known to occasionally update our listeners on. Listen in to see what the lowest gas price Jeff recalls as a reminder of his very "youngish" age. This episode was recorded on April 26th, 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. Once again Jake gabs on all by his lonesome, for over 30 minutes......... Join him as he delves into Treasury auctions. What are they?, What do we use the debt for?, and Should we be worried? are just a few of the questions Jake answers during this episode. Then, if you thought things couldn't get any better, or maybe worse, he goes on to speak a bit about a thing we hold near and dear to our hearts, The Fiduciary Rule. A rule we strive to live by at The Personal Wealth Coach. This episode was recorded on April 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. On this episode Jake is once again flying solo. If short and bitter (as if the market had a taste profile) are what you're looking for this Saturday morning, you just might be in for a treat. Jake goes over the weekly S&P 500 Stock Index (SPX) and CRSP US Mid Cap Value Index movement for the week ending April 19th. And if you found yourself letting off a low grumble the last time you visited the gas station, listen in to hear an interesting tidbit about where West Texas Intermediate crude oil prices are compared to 10 years ago. I think you'll be pleasantly surprised. This episode was recorded on April 19th, 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 Episode, Jake rambles on all by his lonesome. But, what's on this episode's cut? Tariffs.......dun dun dun! He speaks about both the Biden and Trump administration, and you'll probably spend the entire show wondering, just what side does this guy root for? This episode was recorded on April 17th, 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 Episode, we talk about today's release of the Consumer Price Index and which sectors rose and which sectors fell. In the event we haven't said much about our expectation for future interest rates, we touch on it here. We'll talk a little bit about China's bleak outlook. This episode was recorded on April 10th, 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 Episode, we talk about the market and what happened in the market ending April 12, 2024. We also talk about Gold hitting a record not to be overshadowed by China also hitting a record. And if all that weren't enough, Jeff and Jake manage to throw a pun or two around just to make sure you haven't gone completely numb while listening. This episode was recorded on April 12th, 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 episode, we explore the critical role of legal immigration in shaping American exceptionalism. Listen in as we address listener questions, including when might be a great time to reinvest in bonds. We also discuss recent statements from the Federal Reserve Chairman. Discover how the value of bonds fluctuates during periods of rising long-term interest rates and much more. Whether you’re well-educated in investing or just beginning to explore the stock market, you might find value in our discussion with deeper insights into the economic landscape and the complexities of the stock market. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on April 3rd, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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, where we discuss the week's market highlights. In this episode, we answer questions from listeners including an in-depth look at Growth Output (GO) - what it is, how it differs from Gross Domestic Product (GDP), and the interesting relationship between the two. Discover the impact of legal immigration on the economy, highlighted by the significant job growth observed in March, especially in the hospitality sector. Whether you’re well-educated in investing or just beginning to explore the stock market, you might find value in our discussion with deeper insights into the economic landscape and the complexities of the stock market. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on April 5th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Join us as we decode the stock market: insights on prices, IPOs, and even angel investors. Explore what causes stock prices to fluctuate, understand the basics of stock market operations including P/E ratios, stock valuation, and more. Whether you're an experienced investor or new to the stock market, our episodes offer valuable insights into the dynamic world of stocks. We also share the fundamental concept that a stock's worth is what someone is willing to pay for it. Perfect for anyone looking to deepen their understanding of the stock market's complexities. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 27th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Join us as we share the latest market insights from March 25 to 28, 2024. Whether you're an experienced investor or just starting out, you may find value in our analysis. Get ready to enhance your understanding of market trends. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 28th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Discover our expert analysis on the reasons behind the market's dynamics, including an insightful discussion on the near miss of a government shutdown and the potential shift in the House Speaker's role. Plus, a groundbreaking survey by the CFP Board at the University of Southern California reveals that most people believe their financial advisors work in their clients' best interests. However, the reality might be different. Stay with us as we delve into an eye-opening aspect of the financial advisory world, where advisors' incentives are often more closely tied to commissions and company profits than to client welfare, using Robinhood as a case study. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 22nd, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us for a fascinating journey through the history of banking. Discover the origins of fundamental banking concepts and terms, such as "bank," "river," "loan," "mortgage," and "accounting." Learn about pivotal events, including the great fire of London in 1666, and their impact on banking practices. Explore how banks generate profits and analyze recent bank failures. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 8th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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.

Join us on this week's episode of The Personal Wealth Coach Podcast with your hosts Jeff and Jake McClure. Dive into the latest market insights from March 11 to 15, 2024, focusing on inflation and the economy's resilience. We'll break down the recent Consumer Price Index (CPI) Summary and the Producer Price Index (PPI), key indicators of retail and wholesale price movements. Discover the reasons behind the rapid rise and gradual fall, or no fall at all, in the economy. Stay informed and ahead of the curve with insights from The Personal Wealth Coach Podcast. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 15th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Tune in as we explore the dramatic journey of the world's greatest empires, from their rise to power to their inevitable fall. We'll also discuss how these historical movements could impact our present-day world. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 8th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. We explore the dynamics of the market and productivity. Ever wondered why a titan of industry might have shares trading at merely $30, while a mid-sized company enjoys a lofty $200 per share? Furthermore, our discussion continues on the world of banking regulation. From the various types of bank reserves to the impact these regulations have on the financial ecosystem. Whether you're a finance enthusiast or just curious about how the financial world works, this episode offers valuable insights. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 8th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Tune in as we explore key market insights from February 26 - March 1, 2024. In this episode, we answer interesting questions from the listeners: Is artificial intelligence (AI) on the brink of becoming the next big bubble? While many people speculate about an AI bubble burst, we argue that we're not into bubble territory yet. A bubble typically happens when profits are generated from activities that add no intrinsic value. Drawing parallels to concepts like Bitcoin and "the greater fool theory," where assets are valued on the assumption that someone else will pay more for them later. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on March 1st, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. This episode takes a closer look at how today's economic indicators and market behaviors are different from past trends, charting unfamiliar territory. Unusual phenomena are happening, indicating a shift from traditional economic dynamics. Additionally, we will explore the benefits the US economy is experiencing as a result of the ongoing conflict in Europe. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 22nd, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Tune in as we explore key market insights from February 20 - 23, 2024. Our discussion explores the reasons behind the current bull market and how a significant increase in productivity is contributing to growth in the U.S. economy. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 23rd, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 Jeff and Jake McClure. Tune in as we explore crucial market insights from February 12 - 16, 2024. Our discussion covers why the Rest of the World is facing Recession and we are not in the U.S. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 16th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we dive into the intriguing world of stock splits and their significance for investors. Discover why companies choose to split their shares and the impact it has on the market. We'll also compare the economic landscapes of the 1920s and the 2020s, uncovering parallels and lessons from history. Plus, get insights into the shifting trade dynamics between the U.S., Mexico, and China. Learn why the U.S. is now trading more with Mexico than with China and explore the technological advancements in Mexico's manufacturing sector compared to China's. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 7th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from February 5 - 9, 2024. Our discussion covers why the U.S. Economy continues to grow. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 9th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from January 29 to February 2, 2024. Our discussion covers demographic trends, highlighting an interesting shift with more women in the workforce than men, as well as analyzing their unemployment rates. Plus, don't miss our response to a listener's question about the impact of commercial property failures on banks. Stay informed and stay ahead with the TPWC Podcast! This episode was recorded on February 2nd, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC. Join us on a journey to uncover the fascinating story of 2023's predicted economic downturn that surprisingly never happened. We'll explore the reasons behind the missed forecast, uncovering the factors that defied expectations and prevented the recession. This episode was recorded on January 25th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC. Join us as we explore crucial market insights from January 22 to 26, 2024. Engage in an enlightening discussion and get answers to listener questions about market fluctuations. Learn about upcoming market trends and what to expect in terms of rises and falls. This episode was recorded on January 26th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] 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 https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC. Join us as we Explore the similarities between current AI stock trends and the dot-com bubble era and understand what this could mean for investors. Additionally, we analyze how recent attacks on ships and tankers in the Red Sea could potentially increase commodity prices. Weekly Market Highlights: Key Insights from January 16 - 19, 2024 @1:56 AI Stock Patterns: Echoes of the Dot-com Bubble @7:33 Red Sea Tensions: Potential Impacts on Commodity Inflation @19:05 This episode was recorded on January 19th, 2024. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! As of November 2023, the Yuan has climbed to the 4th position among the most active global currencies. Jeff and Jake discuss whether the Yuan could potentially become the world's most active currency, considering the broader implications for global finance. Decoding November 2023's Almost Stagnant Inflation: An In-depth Analysis of the Personal Consumption Expenditures Index (PCE) @0:43 The Chinese Yuan is now the 4th Most Active Global Currencies, Could it be the World’s Most Active Currency? @23:40 and more! This episode was recorded on December 23rd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Join us as we explore how Solow's theories, developed in the mid-20th century, revealed the essential role of technological innovation in driving economic expansion. Also, we discover some of the surprising findings of 2023’s economy. Legacy of Economics Nobel Laureate: Dr. Robert M. Solow@3:36 2023's Economic Surprises in the U.S. @6:12 and more! This episode was recorded on December 23rd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Join us as we discuss the complexities of Dutch Disease. This phenomenon, often misunderstood, refers to the economic paradox where a country's rapid export growth in natural resources can inadvertently harm its economy. We'll explore how this affects various nations and contrast it with the United States' unique position. 1. Understanding Dutch Disease: Its Impact and the U.S. Economy's Unique Advantage @3:50 and more! This episode was recorded on December 23rd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC, where we explore why long-term investment tends to beat timing the market in wealth creation. Learn why “get rich quick” schemes are a fast track to financial loss. The Concept of “AI Washing”: Lessons from the .com Bubble Applied to Various Areas like “AI” Stocks and "ESG" Investments @1:06 It's not about timing the market to build wealth; it's about spending time in the market. Remember, there's no 'get rich quick' scheme that doesn't risk faster financial loss @17:53 This episode was recorded on December 16th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Join us as we explore the difference between short-term and long-term interest rates and their impact on people's lives. Understand why long-term rates, when high, can significantly affect public happiness and economic perspectives. Short-term rates are generally not a major concern for most people, but high long-term rates tend to make many people unhappy.@3:50 Generally, everything smells like politics as we approach an election year. The president usually has very little control over the current economic situation. @15:58 This episode was recorded on December 16th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Gaza Conflict's Impact on our daily lives - Insights and Analysis @0:49 Big Picture of Global Economic Shifts: China, Iran, and Russia vs. U.S. Influence @9:38 This episode was recorded on December 16th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC. Join us as we analyze the current state of the market and understand Personal Consumption Expenditures Price Index (PCE) Index Impact Weekly Market Highlights: Key Insights from December 18 - 22, 2023 @3:32 Analyzing Inflation Numbers based on the Personal Consumption Expenditures Price Index @12:17 This episode was recorded on December 23rd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! In this episode, we explore the interesting situation of declining oil prices despite reduced production, considering Venezuela's potential exit from the oil market and Russia's oil scarcity. We discuss China's decreased need for oil and its impact on global oil economics. Why are oil prices falling even though we are producing less oil, with Venezuela possibly exiting the oil market and Russia facing oil shortages? This might be primarily due to China's reduced oil demand recently. @2:50 With shipping prices already rising, further increases are expected due to challenges in the Suez and Panama Canals, including drought @24:52 And more! This episode was recorded on December 9th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Join us in this enlightening episode as we dig into the latest updates from Venezuela, analyze the impressive 5.2% growth in the U.S.'s annualized GDP for the third quarter, and explore the paradox of a robust American economy contrasted with consumer pessimism. Quick updates on Venezuela @1:40 The Annualized GDP for the 3rd Quarter is Adjusted to 5.2% After Inflation @5:18 Despite a Strong U.S. Economy, Consumer Surveys Indicate Pessimism @24:15 And more! This episode was recorded on December 9th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC, where we talk about “The Culture of Fear: Why Americans Feel Pessimistic About a Thriving Economy” as we discuss the complexity of American anxieties during economic growth. Why is there a sense of pessimism about the economy when indicators show its strength? This episode explores the cultural roots of these fears, the contrast between perception and reality. Tune in for an interesting discussion. Our Economy Is Humming Along Very Nicely, But Most People Do Not Seem to Recognize How Well Our Economy Is Doing @1:18 Why is There a Sense of Pessimism About the Economy When Indicators Show Its Strength? @6:30 Historically, Wars Have Led to Dramatic Spikes in Oil Prices, But This Trend Seems to Be Shifting in Recent Times. Why Aren't We Seeing the Expected Rise in Oil Prices During Current Conflicts? @20:52 This episode was recorded on December 2nd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC, where we explore the exciting world of artificial intelligence. In this episode, we focus on the recent developments in AI, especially Large Language Models (LLMs) and how they are used in different areas. Learn how these advanced models are changing technology and business and get to know their role in our everyday lives. This episode is perfect for anyone interested in AI, especially you're just starting to learn about it. Exploring the Current State of AI: A Focus on Large Language Models @3:51 This episode was recorded on December 2nd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! In this short episode, we discuss the latest updates in the ongoing trade war. Discover how supply chain challenges are driving a significant shift away from Chinese manufacturing. We specifically focus on the impact this shift has on the production of stuff such as Christmas toys, exploring what it means for consumers and the global market. @2:33 This episode was recorded on December 2nd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC, where we analyze the current state of the market. Are we approaching the end of a bull market? 1. Weekly Market Highlights: Key Insights from December 11-15, 2023 @3:53 2. Are We in a Bull Market? Many signals suggest that we might be nearing the end of a bull market, but only time will reveal the truth. @11:19 This episode was recorded on December 16th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are 'The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with 'The Personal Wealth Coach' podcast for smarter financial decision-making. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! 2023 Post-Pandemic Housing Analysis: Renting vs. Buying - Quick Analysis is explained very briefly. And more! This episode was recorded on December 2nd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** 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 episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from November 27 – December 1, 2023 @2:57 Unearned Gains: The Reality of Luck-Based Return on Investments in Such as Bitcoin, Trading Cards, And Real Estate. We Explore the Often-Overlooked Role of Luck in Financial Successes and Why Counting on Similar Returns in the Future Without Value Addition is a Risky Bet. @15:15 And more! This episode was recorded on December 9th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: The October CPI Reports: In-Depth Analysis of Consumer Price Index Trends. @1:38 China Going Through Economic Deflation: Unlike Consumer-Driven Economies, China Is Dealing with A Decline in Prices. This Trend Is Particularly Noteworthy Given China’s Heavy Reliance on Real Estate as A Primary Economic Driver. @11:18 And more! This episode was recorded on November 18th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Exploring Mezzanine Debt in Distressed Property Loans: Understanding the Basics of Mezzanine Financing @5:51 Understanding Guilds vs. Unions: Exploring the Key Differences @20:33 The CRSP US Mid Cap Value Index (CRSPMIV1) @26:28 And more! This episode was recorded on November 18th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights From November 27 – December 1, 2023 @4:42 Evergrande is Negotiating a Restructuring Deal to Avoid Bankruptcy @9:13 The Second Estimate for The U.S. GDP Growth in the Third Quarter Of 2023 Has Been Revised to an Annualized Rate of 5.2% @12:10 And more! This episode was recorded on December 2nd, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: A Ransomware Attack Originating from Russia Targeted the Industrial and Commercial Bank of China (ICBC) Might Have Disrupted U.S. Treasury Market Trades @4:55 And more! This episode was recorded on November 11th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Despite China Having the World's Largest Military, It Still Confronts Numerous Economic and Social Challenges @3:00 China Is Purchasing Oil at Lower Prices from Russia, And There Are Indications That China May Soon Experience Deflation or May Already Be Experiencing It.@10:22 In China, The Significant Decrease in Demand for Items Like Drones, Resulting in Major Discounts, Signals A Potential Economic Downturn@21:20 And more! This episode was recorded on November 11th, 2023. If you would like to contact us, please send an email to us at [email protected] or [email protected] You can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. **The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.