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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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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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As a busy entrepreneur, you know how to build a successful business. But here’s the harsh reality: The skills that built your business are not the same ones that will sell it. And if you think you can wait until the last minute to prepare for your exit, you’re putting everything you’ve worked for at risk. Why Should You Care? You’re not alone in thinking you can prepare for your exit when you’re ready to sell. But this common misconception can cost you millions. Up to 90% of liquidity events ...
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Have you ever wanted to pick the brain of a thriving investor or entrepreneur, but didn’t know how? Maybe you wanted to ask them about their successes, failures, systems, motivations, or experiences they’ve had? Perhaps you wanted to invite them out for a coffee or beer to ask them how they reached their level of success, but couldn’t find the time? Don’t worry, that's where we come in! The Wealth Juice Podcast, co-hosted by Ryan Bevilacqua and Cory Jacobson, provides actionable advice from ...
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Are you ready to transform retirement uncertainty into a clear, actionable plan? If you’re looking to retire in the next 5-10 years, you’ve come to the right spot. Only 54% of Gen Xers feel prepared for retirement, and a staggering 22% believe they’ll enjoy a comfortable lifestyle. If retirement planning and your finances feel overwhelming, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances LLC, your financial and retirement coach. It’s time to stop avoiding your finances and ...
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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, 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 cor ...
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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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If you are ready for serious debt-freedom, listen to the Debt-Free Momentum for High-Achievers Podcast! This podcast is for you if... >feel financially defeated > have limited time to manage your money > ready for serious debt reduction strategies > eager for strategic budgeting that works > want to grow your wealth > hoping for a better money relationship with your spouse This podcast provides practical strategies & principles you can implement right away to release financial stress and beg ...
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In this episode, we sit down with Donato Callahan, founder of BrightInvestor, to unpack his remarkable journey from a Department of Defense geospatial analyst to real estate entrepreneur with a portfolio of 396 units by age 25. Donato shares the strategies and tools he used to scale his real estate portfolio quickly, including how market analysis a…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! “Preparation is eve…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake is a little stumbly to start us out during our last podcast of 2024. As you may have guessed, we start this week's podcast out with an update on this week's three-and-a-half-day market. For some reason, the days between Christmas an…
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Send us a text HUGE: Larimar City Punta Cana Pre Construction Progress Dec 18th, 2024 ❤️️SSN Lifestyle Real Estate Investors Forum May 13th, 14th, 15th, 2025. Lawyers, bankers, new projects, special deals and more. Learn about investing in the Dominican Republic including business and real estate: https://www.ssnlifestyle.com 👉7 Palms Elite $105k 1…
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In this episode of WealthTalk, Christian Rodwell and Kevin Whelan reflect on the fundamental principles of successful wealth building as we head into the new year. They discuss the importance of understanding your ‘why’ to stay motivated, the critical first step of achieving financial security, and how protection lays the foundation for building we…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflecting on past achievements, lear…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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In this episode, we’re joined by Pascal Wagner, founder of Grow Your Cashflow, to explore the untapped potential of private investments. Pascal breaks down how real estate syndications and alternative investments can help investors achieve financial freedom by creating consistent, passive income streams. We dive into the strategies behind identifyi…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter. She shares her journey from organizing during the pand…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake eventually got around to filling us in on this week's less than favorable market changes. Then went on tell us about the Fed's rate decisions for this week and likely, the near future. After listening to lots of abbreviatio…
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Send us a text Vistancia Caribe Residences Live Replay with Guest: Ralph. Questions? 👉7 Palms Adventure Pre Construction Condos Inside Vista Cana: https://tinyurl.com/4h2w3kuh 👉Sunlax Villas at Vista Cana Brochure: https://ssnlifestyle.com/wp-content/uploads/2024/06/SUNLAX_Brochure_English_.pdf 👉Pre Construction Real Estate Investing Opportunities …
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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In this episode, we sit down with former air traffic controller turned boutique hotel investor, Rich Somers. Now the CEO of Somers Capital and host of the Rich Somers Report Podcast, Rich shares the incredible story of how he transitioned into real estate investing by liquidating his entire 401k. Rich was then able to scale his business and strateg…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. Erin also delves into how she…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week, Jake has a few explanations to throw into the weekly market update, containing this week's S&P 500, CRSP Mid Cap Value, debt markets and crude oil movement. Jake goes on to say that higher inflation is up. Well darn. But why? …
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Send us a text Larimar City Punta Cana Dec 6th, 2024 Exciting Update. It's Happening! Dirt, Rock Busting, New Tables and Chairs. ❤️️SSN Lifestyle Real Estate Investors Forum Dec 13th, 14th, 15th, 2025. Lawyers, bankers, new projects, special deals and more. Learn about investing in the Dominican Republic including business and real estate: https://…
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In this episode, we sit down with Mikey Taylor, a former professional skateboarder turned multi-million dollar entrepreneur and real estate investor. Mikey’s nearly two-decade skateboarding career, highlighted by sponsorships, the X Games, and viral skate videos, taught him resilience, problem-solving, and the value of seeing obstacles as opportuni…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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This week's episode was recorded live at the Property Hosts Summit in Birmingham which was hosted and organised by Guillaume Black and the Property Filter team. With so many experienced property investors in the room Christian Rodwell took the opportunity to pull them to one side and ask them the question 'What is the single biggest mistake you see…
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challen…
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Send us a text Dominican Republic Tourist Records Nov 2024! Air and Cruise Dominican Republic November 2024 Tourist Records: https://dominicantoday.com/dr/tourism/2024/12/02/dominican-republic-surpasses-10-million-visitors/ 👉7 Palms Adventure Pre Construction Condos Inside Vista Cana: https://tinyurl.com/4h2w3kuh 👉7 Palms Elite $99k 1br Pre Constru…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Send us a text Dominican Republic Weekly Ep 34. Murders - Tourism - Loans Dominican Republic Loans: https://dominicantoday.com/dr/economy/2024/11/28/president-abinader-requests-approval-for-445-million-in-loans/ Dominican Republic Murder Rates 2024 Decline: https://dr1.com/forums/threads/historic-low-in-homicide-rate-for-2024.413107/#post-5758349 D…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake makes it through our weekly market update without a single overly long explanation or side story. How? Your guess is as good as mine. THEN! he continues on with a straightforward update on what happened in the economy this week. May…
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Send us a text Dominican Republic Tourist Records! Oct 2024 Air & Cruise. Dominican Republic October 2024 Tourist numbers and records: https://dominicantoday.com/dr/tourism/2024/11/27/dominican-republic-sets-new-tourism-record-with-over-9-million-arrivals/ 👉7 Palms Adventure Pre Construction Condos Inside Vista Cana: https://tinyurl.com/4h2w3kuh 👉S…
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In this conversation, Eva-Maria Dimitriades, CEO of Conduit Connect, discusses the mission and objectives of the organisation, which focuses on impact investing in areas such as climate, health, education, and inclusion. She explains the investment process, the importance of recurring revenue, and the demographics of their investors. Eva also highl…
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In this episode of the Wealth Juice Podcast, we’re joined by former NFL quarterback turned real estate entrepreneur, Brett Hundley. Brett takes us inside his remarkable 8-year NFL career playing for teams like the Green Bay Packers, Arizona Cardinals, and Baltimore Ravens. What makes this episode so special is all of the behind-the-scenes informati…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose. I share all the benefits and featur…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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Send us a text WARNING: Tariffs Are Bad! The Fallout! Prep Now SSN Nation Tariffs and More Live Stream Nov 27th, 2024: https://www.youtube.com/live/EoSdybTFzqo?si=_TaobqVdYjCJzDDE Mexico Retaliation Will Be Their Own Tariffs: https://www.foxbusiness.com/economy/mexico-may-retaliate-its-own-tariffs-after-trump-threat-new-president-says 25% Tariffs O…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. After blowing right through our weekly market update, Jake goes off on probably the wildest tangent I've heard on this podcast as he adds a topic in the spur of the moment on oil and energy. Our first official topic is on personal income…
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Send us a text Dominican Republic Weekly Ep 33. Guiness World Record. Open Skies and Thanksgiving Popular Tourist Destination. Punta Cana 👉Cotui Majarete Guiness World Record Books: https://dominicantoday.com/dr/local/2024/11/21/cotui-sets-guinness-record-for-the-worlds-largest-majarete/ 👉Super 8 Hotels by Wyndham coming to Dominican Republic: http…
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Send us a text BOI Report Due By Dec 31st, 2024. File FREE Now. LLC, Corporations, DBA, etc. 👉BOI E-Filing: https://fincen.gov/boi 👉What Companies are required to file a BOI Report? https://fincen.gov/boi-faqs#C_2 👉Which companies are exempt from filing a BOI Report? https://fincen.gov/boi-faqs#C_2 00:00 - Intro 04:44 - BOI - What Companies Have To…
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In this episode, we sit down with Cody Barton, founder of Scale with Pros and the operational mastermind behind several of Pace Morby’s multi-million-dollar companies. As the ultimate integrator, Cody shares how he has mastered the systems and operations side of business to build profitability and scale to $30M before the age of 30. While most entr…
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In this compelling episode of WealthTalk, Christian Rodwell and Kevin Whelan sit down with property expert Susannah Cole to explore how financial resilience can transform lives. Susannah shares her incredible journey, from building a thriving property portfolio to overcoming personal health challenges, demonstrating how wealth can provide the freed…
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today 💡🎯 Your Opinion Matters—Help Improve The Deep Wealth Podcast by Taking Our Quick Survey 🙏 Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights …
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