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 July 25 - August 1, 2025 [not-audio_url] [/not-audio_url]

Duration: 37:10
On this week’s episode of The Personal Wealth Coach, Jake flies solo while Jeff journeys home from North Carolina, and the markets take a similar solo dive. With the S&P 500 and bond yields sliding and oil prices rising,…
Weekly Market Insights July 21 - 25, 2025 [not-audio_url] [/not-audio_url]

Duration: 41:39
This week on The Personal Wealth Coach, Jake flies solo while Jeff soaks up the 70-degree glory of North Carolina. Meanwhile, back in the Texas heat, Jake unpacks the cooler but far more volatile world of markets, memes,…
Weekly Market Insights July 14 - 18, 2025 [not-audio_url] [/not-audio_url]

Duration: 38:42
Jake and Jeff are back in sync—despite a thousand miles of separation—to make sense of the week ending July 18th, 2025. The S&P managed a modest climb, bonds are still dragging their heels, and the Federal Reserve is som…
Weekly Market Insights July 7 - 11, 2025 [not-audio_url] [/not-audio_url]

Duration: 57:41
Buckle up as Jake McClure flies solo—Jeff’s off enjoying the mountains, while Jake dives headfirst into the murky waters of national debt, trade deficits, and the difference between good and bad borrowing (spoiler: finan…
Weekly Market Insights June 30 - July 3, 2025 [not-audio_url] [/not-audio_url]

Duration: 49:42
This week on The Personal Wealth Coach, Jake takes a deep dive into the mysterious, sometimes maddening world of artificial intelligence—from its noisy origins in 1950s sound-cancellation algorithms to modern-day machine…
Weekly Market Insights June 23 - 27, 2025 [not-audio_url] [/not-audio_url]

Duration: 43:09
Jake flies solo this week while Jeff escapes the Texas heat, but that doesn’t stop the markets—or the commentary—from heating up. The S&P 500 hit new all-time highs despite a cascade of bad news, including shrinking GDP,…
Weekly Market Insights June 16 - 20, 2025 [not-audio_url] [/not-audio_url]

Duration: 47:23
This week, Jeff broadcasts from the serene, cool mountains while Jake sweats it out in molten Texas—proving once again that podcasting thrives on contrast. But things really heat up when they tackle the week’s economic h…
Weekly Market Insights June 9 - 13, 2025 [not-audio_url] [/not-audio_url]

Duration: 45:13
This week, Jake McClure flies solo while Jeff enjoys the North Carolina mountains—but don’t worry, the insights are just as sharp. In this episode, Jake dives into the economic whirlwind of the week: a 13% spike in oil p…
Weekly Market Insights June 2 - 6, 2025 [not-audio_url] [/not-audio_url]

Duration: 39:07
Jake and Jeff dive headlong into the whirlwind of the week’s economic news. This episode of The Personal Wealth Coach hits everything from the S&P 500’s return to the 6000 mark (and why that’s more psychological than pra…
Weekly Market Insights May 27 - 30, 2025 [not-audio_url] [/not-audio_url]

Duration: 44:19
On this episode of The Personal Wealth Coach, Jake takes the mic solo and, after a few entertaining stumbles out of the gate, quickly finds his rhythm—diving headfirst into a rollercoaster of economic updates, policy qui…