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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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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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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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We are talking about financial information to help improve personally and with business objectives. Personal and Business credit building, funding. Real Estate Investing Strategies. Business opportunities and ideas to add additional steams of income. You know millionaires have on average 7 streams of income
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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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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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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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Punta Cana Real Estate Talk. Investors Forum. Financial Freedom. SSN Nation Money Making Monday Live Stream 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 ge…
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“Reject the myth just in time preparation for your liquidity event by preparing today. In the process you can unlock a rich and thriving legacy and financial freedom.” -Jeffrey Feldberg In this episode of the Deep Wealth Podcast, 9-figure post-exit entrepreneur Jeffrey Feldberg reveals the dangers of procrastinating preparation for a liquidity even…
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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 opti…
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In this week’s episode, we're unveiling one of the best-kept secrets about building wealth: the SSAS pension! Kevin and Paul introduce themselves and their backgrounds in helping people with SSAS pensions. They explain at a high level what a SSAS pension is - it's a type of pension that gives you more control over your money. Some of the key benefi…
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Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fears that may be holding you back Let’s Connect! Are …
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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 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 yo…
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Work Hard, Play Hard. SSN Lifestyle. Punta Cana 👉SSN Lifestyle Music Festival May 9th - 12th, 2024 and May 16th - 19th, 2024. Billboard and Online Top 100 Artists performing. Latin, Dominican Artists. Smooth jazz, R&B, Latin, Dominican Music. Afternoon and Evening Performances. Get your tickets here: https://www.ssnlifestyle.com or www.eventbrite.c…
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“Stay the course.” -Alejandra Santos In this episode of the Deep Wealth Podcast, host Jeffrey welcomes Alejandra Santos, founder and CEO of Startup Tandem. Santos shares her inspiring journey from arriving in Miami at 17 from Honduras to earning her executive master's degree and becoming a successful entrepreneur. She discusses the importance of mi…
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Dominican Republic Weekly Ep 20. SSN Lifestyle Music & Investor Events. Sanitation, Sewer Water. SSN Nation. ❤️️AC Hotel Downtown Marriott SSN Lifestyle Rooms Starting at $99 per night for 1 person includes complimentary breakfast + $20 per night additional person + tax. SSN Lifestyle Discount Link for anytime between May 6th - May 22nd, 2024. Welc…
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This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy. In the interview Rizek…
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“Schedule what’s important.” -Mark Anthony This podcast episode features Mark Anthony, an accomplished international speaker and business advisor, who shares his entrepreneurial journey and strategies for success. He also introduces the Deep Wealth Mastery Program, highlighting how it helps entrepreneurs prepare for liquidity events and optimize po…
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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…
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In the latest WealthTalk episode, Kevin and Christian delve into the world of investments! Tune in and discover how to craft a resilient investment portfolio and learn why knowing your investing DNA is crucial for long-term wealth building. The episode is a treasure trove of insights, covering digital assets, property strategies like crowdfunding a…
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“Use it or lose it.” -Alexander Ladd Transforming Finance and Leveraging AI for Business Success with Alexander Ladd In this episode, Alexander Ladd, CEO of Mindstream Analytics, discusses his journey from starting his company during the economic downturn in 2008 to becoming a leader in financial software systems and analytics. Ladd emphasizes the …
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Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining your goals and prioritizing them to create an effectiv…
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“It’s not that serious.” -Elle O'Flaherty Unlocking Potential: The Power of ADHD in Business and Personal Growth This episode features Elle O'Flaherty, a former litigator turned productivity and performance optimization speaker who specializes in executive coaching for professionals with ADHD. Elle shares her journey from practicing law to founding…
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Vista Cana, Punta Cana Owners Sighting. Surprise SSN Nation Guests 👉SSN Lifestyle Punta Cana Investor's Forum May 2024. More info and tickets are here: https://www.ssnlifestyle.com. 👉SSN Lifestyle Music Festival May 9th - 12th, 2024 and May 16th - 19th, 2024. Billboard and Online Top 100 Artists performing. Latin, Dominican Artists. Smooth jazz, R&…
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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…
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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, 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 …
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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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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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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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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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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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“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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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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