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The Personal Wealth Coach

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 lear ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Financial freedom can feel like a distant dream, but what if it was within your reach? Do you want to boost your profits, elevate your business value, and create an optimal post-exit life path? The Deep Wealth Podcast is the source to exclusive strategies designed to steer you towards extraordinary success. Did you know that a staggering 90% of liquidity events fail? Even "successful" exits often leave between 50% to over Here's a shocking fact: 90% of liquidity events fall short. Even those ...
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Alternative Wealth is a non-traditional investing, personal finance, and retirement podcast hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance corporations, privatized banking, and different retirement strategies. Available everywhere, even on You ...
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Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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The STRONG Men podcast was created to empower men to thrive in their health, wealth, purpose, and personal performance. Join Men’s Health and Brain Performance Coach, Anthony Treas, an Iraq War veteran, who is on a mission to radically improve men's health and mental well-being. Upon his return home from his deployment, Anthony struggled with PTSD, anxiety, and depression. He developed the S.T.R.O.N.G. Method, which he used to improve and thrive in his personal life, health, and mental perfo ...
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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 once again, 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 Ja…
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Return To Punta Cana Investing Strategies. Are there still deals? ❤️️Opus Virtual Office Address. Phone and a Fax Number are Included along with Business credit reporting. Get the $99 Special from Opus Virtual Offices: https://www.opusvirtualoffices.com/ida/idevaffiliate.php?id=688_2_3_6 . Promo Code YG1 to get $100 off setup fee ❤️️Get Your .crypt…
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This week on the WealthTalk podcast, WealthBuilders Founder, Kevin and Wealth Coach, Manish Kataria, provide key insights into the world of investing. In this eye-opening episode, they address the pressing issue of hefty fees often encountered with traditional investing methods and highlight the critical role of diversification in reducing risk. Fr…
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“Be open, be adventurous, and enjoy the journey.” -Greg Martin Journey to Success: Insights from Greg Martin and the Power of M&A This podcast episode features Greg Martin, a founding team member at Origin Merchant Partners specializing in mergers and acquisitions, and an expert in the hospitality industry. Greg shares his career journey, from star…
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This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial struggles Explore common myths about saving and why they…
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“Put everything you can in real estate.” -Beau Button In this episode of the Deep Wealth Podcast, serial entrepreneur Beau Button shares his journey from a curious child fascinated by electronics to the founder of Atlas Realty, Inc., transitioning from government consulting to mobile gaming and virtual real estate. The podcast also highlights testi…
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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…
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The American Dream. 5 Steps To Get Yours Before It's Too Late ❤️️Opus Virtual Office Address. Phone and a Fax Number are Included along with Business credit reporting. Get the $99 Special from Opus Virtual Offices: https://www.opusvirtualoffices.com/ida/idevaffiliate.php?id=688_2_3_6 . Promo Code YG1 to get $100 off setup fee ❤️️Get Your .crypto do…
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New Punta Cana Pre Construction Projects! Punta Cana Music Festival ❤️️Opus Virtual Office Address. Phone and a Fax Number are Included along with Business credit reporting. Get the $99 Special from Opus Virtual Offices: https://www.opusvirtualoffices.com/ida/idevaffiliate.php?id=688_2_3_6 . Promo Code YG1 to get $100 off setup fee ❤️️Get Your .cry…
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Dominican Republic March 2024 Tourist Records. Investors Paying Attention Dominican Today Article on March 2024 Tourist Records: https://dominicantoday.com/dr/tourism/2024/04/16/dominican-republic-sees-3-2-million-visitors-in-1st-quarter/ 👉SSN Lifestyle Punta Cana Investor's Forum May 2024. More info and tickets are here: https://www.ssnlifestyle.c…
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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…
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“Enjoy every second.” -Christopher Panagiotu This episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investi…
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The only way to create financial security for yourself and your family is to focus on generating income from assets that you either own or control. WealthBuilders has identified seven assets, known as 'The 7 Pillars of Wealth'. In today’s WealthTalk episode, Kevin goes into detail on how you can identify the assets which you currently have in your …
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Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the industry. Rich also has a 94-year-old mother living…
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“If you want to change your life change the questions you’re asking.” -Adam Carroll In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from de…
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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 l…
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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 m…
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“Start investing in real estate as early as possible.” -Sally Gimon This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth…
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In this episode, Louise Hill, Co-Founder and CEO of GoHenry, shares her journey of building a successful prepaid debit card and financial education app for kids. The inception of the now global entity, GoHenry, was sparked by Louise noticing her children's inadvertent overspending online, highlighting a gap in practical financial education for chil…
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Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades of experience in the financial sector, Craig has esta…
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“Trust Your Heart.” -Gabriel DeRita Unleashing Authentic Leadership: A Conversation with Gabe DeRita This episode of the Deep Wealth Podcast features Gabe DeRita, a personal growth enthusiast and professional coach known as the 'goal whisperer'. Gabe shares his transformative journey from leaving a successful tech sales career to traveling the worl…
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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 …
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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 relat…
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“Remember that you’re always in the marketing business.” -Curtis May In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes Curtis May, the creator and owner of Practical Wealth Advisors and host of the Practical Wealth Show Podcast. With over 35 years of experience in individual planning, Curtis shares his journey from recogniz…
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In today’s episode, we explore the inspiring journey of Toby and Kate Spanier, a couple who leveraged a Small Self-Administered Scheme (SSAS) pension to transform their lives through property investment. Having moved from London to Kent, they saw potential in a dilapidated property and embarked on a venture that not only brought the property back t…
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We’re celebrating 50 episodes!! And top 10% of all podcasts globally! I chose the number 5 in celebration of today’s episode. 5 things I wish my younger self knew and the beginning of my finance journey AND 5 pieces of advice for listeners to take action with today GIVEAWAY: I am giving away one spot to my 4-month signature program, the Financial F…
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“Focus on things money can’t buy.” -Staci Wallace This episode of the Deep Wealth Podcast features entrepreneur and business mentor Staci Wallace, who shares her journey from personal hardship to developing a successful business and coaching program, Fueled by Fire Mastery Program, alongside her husband Larry. The podcast discusses the challenges a…
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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'r…
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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 st…
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Punta Cana Village Luxury Pre Construction Villa For Sale! 436m2 WOW! Only $880,000, less than $200 per sqft or 2000 per m2. Amazing open floorplan. 5br/5ba 👉Contact me in the Whatsapp Group to join the SSN Nation & Lifestyle WhatsApp group: https://chat.whatsapp.com/Jgz6xAU1DPj6qZMY50cWuD 👉Punta Cana Village 436m2 Villa For Sale PDF: https://tinyu…
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“True success includes fulfillment in all areas of your life.” -Jeffrey Feldberg Mastering Work-Life Blending for Entrepreneurial Success In this Deep Wealth Podcast episode, the focus is dismantling the myth of work-life balance, advocating instead for work-life blending. Post-exit entrepreneur and host of The Deep Wealth Podcast, Jeffrey Feldberg…
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In this podcast episode, Lisa Hunt, a member of WealthBuilders since December 2022, shares her journey with WealthBuilders and network marketing, specifically with a company called Arbonne. She joined WealthBuilders with her husband, Tim, to build recurring income streams, a concept she was familiar with due to her background in network marketing a…
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Today’s episode is all about Financial Literacy! Financial literacy is the combined knowledge and skills required to make responsible and informed financial decisions that contribute to a sense of financial security and well-being. Knowledge of financial concepts like saving, investing, spending and borrowing is the foundation of financial literacy…
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Dominican Republic Weekly Ep 18. Feb 2024 Tourist Records. Katmandu Park Closed. 👉SSN Lifestyle Real Estate Investors Forum May 13th - 15th, 2024. Tickets here: https://ssnlifestyle.com/punta-cana-real-estate-investors-forum/ 👉Katmandu Park Closed article: https://dominicantoday.com/dr/tourism/2024/03/07/katmandu-park-punta-cana-closes-its-doors/ 👉…
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“Find your superpower in life to take it to the world and make a difference.” -Morley Robbins In this episode of the Deep Wealth Podcast, Jeffrey Feldberg interviews Morley Robbins, a health disruptor and expert in mineral imbalances, known as the Magnesium Man. Robbins shares his journey from a career in hospital administration to a focus on natur…
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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 Boar…
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Federal Reserve - Jerome Powell March 20th 2024 Press Conference 💥Webull - Free Stock when using the link here to open an account. . https://act.webull.com/t/8BMVQHX62VEb/18q/inviteUs/ 💥Robinhood - Your free stock is waiting for you! Join Robinhood and we’ll both get a stock like Apple, Ford, or Facebook for free. Sign up with my link. https://shar…
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In this episode, hosts Christian Rodwell and Kevin Whelan discuss the devastating effect of fees on wealth. They are joined by Manish Kataria, Founder of Invest Like a Pro and a WealthBuilders Wealth Coach, who shares his expert insights on reducing fees and building wealth. The conversation covers the different types of fees and where they occur, …
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“You’re going to be OK, you have a positive future.” - Belinda Clemmensen This episode of the Deep Wealth Podcast, hosted by Jeffrey Feldberg, features Richard Friesen who explores the deep connections between mindset and wealth creation. Richard shares his personal journey from working on the trading floors to developing a software company sold to…
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