『The Personal Wealth Coach』のカバーアート

The Personal Wealth Coach

著者: Jeffrey W. McClure CFP® and Jacob A. McClure CIMA® of The Personal Wealth Coach an Independent Fiduciary Investment Advisory Firm | Fee-Only
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  • Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to learn more? Schedule a complimentary consultation with us, either in-person or over the phone, by visiting https://www.tpwc.com/. Dive into the world of smart financial decision-making with The Personal Wealth Coach – your educational gateway to the economy and beyond. Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only.
    Copyright 2023 All rights reserved.
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  • Weekly Market Insights July 15 - 19, 2024
    2024/07/20

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts out letting us know he intends to make the exciting news boring the boring news exciting. He succeeded on one of those, take a guess at which... This episode, as you may guess, starts with this week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil market happenings. He goes on to explain why the economic indicators indicate that we may be in the clear when it comes to that recession most thought we were going to have. Listen on to hear examples on up-and-coming cities, failed cities and taxes and regulations that helped those cities earn their current status.

    This episode was recorded on July 19th, 2024.

    If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

    If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

    ** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

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    32 分
  • The State of Healthcare in the U.S.
    2024/07/19

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Healthcare is something I think we all have a love/hate relationship with. We all want to be healthy and happy, however we don't want to pay 3 fingers and a pinky toe to do it. In this episode, Jake speaks about some of the reasons why it is difficult to compare our healthcare to other nations. Generally, little is known about the complex relationships between drug companies and hospitals and just why those relationships can cause prices to be unknown when you're having a procedure done. Then you throw in insurance companies and all hell breaks loose. Listen in to gain a bit of insight and just be happy he didn't go on for longer.

    This episode was recorded on July 12th, 2024.

    If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

    If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

    ** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

    続きを読む 一部表示
    35 分
  • Weekly Market Insights July 8 - 12, 2024
    2024/07/13

    Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake droned on alone although for less time than we're used to having to bear. You may notice a slight difference in this podcast. We're trying out a little change. If you didn't notice anything then we've succeeded! But I won't tell you at what....... Jake updates us on this week's S&P 500 Index, CRSP US Mid Cap Value Index, U.S. Treasuries, and West Texas Intermediate crude oil markets for this week. He goes on to tell us a few topics we've noticed that effected those markets. Listen in to find out what the Fed is looking for before they decide on what to do with interest rates which should come out towards the end of the month.

    This episode was recorded on July 12th, 2024.

    If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

    If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

    ** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

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    15 分

あらすじ・解説

Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to learn more? Schedule a complimentary consultation with us, either in-person or over the phone, by visiting https://www.tpwc.com/. Dive into the world of smart financial decision-making with The Personal Wealth Coach – your educational gateway to the economy and beyond. Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only.
Copyright 2023 All rights reserved.

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