The Personal Wealth Coach

The Personal Wealth Coach

Author: Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only Language: English Episodes: 100
Hosted by Jacob A. McClure, a Certified Investment Management Analyst® and the founder of an independent, fee-only fiduciary advisory firm, The Personal Wealth Coach is a conversation about the ideas that shape your financial world. This isn't a series of dry market forecasts or sales pitches. Instead, Jake uses economics, investment principles, and often surprising historical context to explain how the financial system actually works and what that means for your decisions. You'll hear clear breakdowns of complex topics, from market mechanics and portfolio strategy to the broader economic forces that impact personal wealth. The discussion is grounded in a fiduciary perspective, meaning advice is centered on what's genuinely instructive rather than what's merely promotional. Each episode of this podcast aims to transform abstract concepts into practical understanding, linking the lessons of the past to the opportunities and challenges of today. It’s an educational resource for anyone looking to move beyond the headlines and develop a more confident, long-term approach to managing their life and their assets. Tune in for thoughtful analysis that connects money, markets, and the human experience.
Episodes
Weekly Market Insights May 19 - 23, 2025 [not-audio_url] [/not-audio_url]

Duration: 43:15
This week on The Personal Wealth Coach join Jake and Jeff—two seasoned investment advisors with a flair for economic wit—as they dive into the biggest money stories of the week. From the “Big Beautiful Bill Act” making w…
Weekly Market Insights May 12 - 16, 2025 [not-audio_url] [/not-audio_url]

Duration: 41:13
What do bananas, bond markets, and budget battles have in common? They’re all key players in this week’s rollercoaster ride through the U.S. economy. Join Jake McClure as he flies solo—while Jeff preps for his mountain e…
Weekly Market Insights May 5 - 9, 2025 [not-audio_url] [/not-audio_url]

Duration: 49:23
This week on The Personal Wealth Coach, Jake and Jeff unpack a volatile week in the markets, where tariffs took center stage. From surprising new taxes on imports to the ripple effects on corporate earnings, healthcare s…
Weekly Market Insights April 28 - May 2, 2025 [not-audio_url] [/not-audio_url]

Duration: 41:01
Welcome to The Personal Wealth Coach, where father-son duo Jeff and Jake bring wit, wisdom, and a healthy dose of curiosity to the biggest questions shaping our financial futures—and the world around us. In this episode,…
Weekly Market Insights April 21 - 25, 2025 [not-audio_url] [/not-audio_url]

Duration: 40:34
This week on The Personal Wealth Coach, join the bald and brilliant duo, Jake and Jeff, as they dive into a financial soup of market corrections, geopolitical jitters, and economic psychology—with a healthy splash of Sha…
Weekly Market Insights April 14 - 17, 2025 [not-audio_url] [/not-audio_url]

Duration: 46:06
In this episode of The Personal Wealth Coach, Jake and Jeff—economists, educators, and admirably bearded co-hosts—tackle the latest economic shifts with their trademark blend of insight and humor. They dig into the first…
Weekly Market Insights April 7 - 11, 2025 [not-audio_url] [/not-audio_url]

Duration: 39:22
This week on The Personal Wealth Coach, Jake McClure goes solo behind the mic, diving headfirst into the economic chaos of tariffs, trade wars, and market mood swings. With his signature blend of candor and wit, Jake unp…
Weekly Market Insights March 31 - April 4, 2025 [not-audio_url] [/not-audio_url]

Duration: 50:22
Welcome to ”The Personal Wealth Coach” with Jake and Jeff McClure! In this episode, our hosts dive deep into the latest market trends, comparing the recent market collapse to the pandemic crash. They explore the historic…
Weekly Market Insights March 24 - 28, 2025 [not-audio_url] [/not-audio_url]

Duration: 46:55
Welcome to The Personal Wealth Coach—where finance isn’t just about numbers, but the stories, strategies, and surprises that shape our economy. This week, your hosts, Jake and Jeff McClure, peel back the layers of the la…
Weekly Market Insights March 17 - 21, 2025 [not-audio_url] [/not-audio_url]

Duration: 35:14
Welcome to The Personal Wealth Coach—where finance gets a personality, the market’s chaos turns into conversation, and economics is anything but boring! This week, your host, Jake McClure, flies solo to dissect the lates…

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