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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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Chaque semaine+
 
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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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake spent the past few days in Tennessee attending a conference listening and speaking to some of the top economists, which you'd think would help them find something to talk about other than the same old economic and market ne…
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In this episode of Wealth Talk, Kevin Whelan discusses the misconceptions and misinformation surrounding wealth building, particularly related to using pensions to invest in property. Kevin emphasises the importance of seeking factual information and avoiding decisions based on hearsay. He highlights legitimate ways to use pensions to invest in res…
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“Understand your own voice.” -Julie Perkins In this episode, Jeffrey Feldberg welcomes Julie Perkins to discuss her entrepreneurial journey and share strategies for business growth, leadership, and navigating challenges. Julie draws from her extensive experience, offering practical advice on trust, purpose, vision, and resilience. Learn how embraci…
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SSN Nation Members Takeover Live Stream. SSN Nation Takeover Deals In DR @StopStrugglingNow SSN Nation Live Stream 👉Oasis Lake Park Brochure: https://tinyurl.com/ykzfcnwy 👉Contact me on Whatsapp: +1 USA - 916 349 6700 👉7 Palms Adventure Pre Construction Condos Inside Vista Cana: https://tinyurl.com/4h2w3kuh 💥Webull - Free Stock when using the link …
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Send us a Text Message. In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, and saving with clear intentio…
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“Follow your dreams as early as possible.” -Greg Alexander In this engaging episode of the Deep Wealth Podcast, host Jeffrey Feldberg sits down with Greg Alexander, the founder of Collective54, to discuss the unique challenges, strategies, and rewards of building and scaling boutique professional service firms. Greg shares his personal journey, off…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Grab onto your seats for this. Jeff and Jake start out strong after the intro music and can you guess what they start with? That's right! Disclosures. Then, as you may have guessed, they update us on the weekly S&P 500 Index and CRSP US …
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“Work less and spend more time with loved ones.” -Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneu…
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In this WealthTalk episode, we uncover the secrets of Step 5 in our Family Wealth RoadMap - Assets, with a special focus on the business asset class. Are you a business owner, property investor, or someone dreaming of leaving traditional employment for entrepreneurship? This episode is tailor-made for you! We address the common challenge of having …
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Send us a Text Message. In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes the importance of budgeting, …
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“Believe in yourself and don’t put off for tomorrow what you can do today.” -Nick Wallis On this episode of the Deep Wealth Podcast, host and nine-figure post-exit entrepreneur Jeffrey Feldberg discusses liquidity events and M&A transactions with Nick Wallis, a partner at Gerald Edelman. Nick shares his insights from over 15 years in finance, focus…
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Oasis Lake Pre Construction Condos ON A LAKE. Downtown Punta Cana PLUS amenities are included such as the Caribbean Lake Park itself. Restaurant, Maroca Nightclub, Sports Area, Zip Line, Water Ski, etc.. Interested in Oasis Lake and SSN Nation Special Payment Plan. Contact me on Whatsapp at US+19163496700 👉Oasis Lake Park Brochure: https://tinyurl.…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly r…
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Real Estate Investing Ideas. 4 Ways To Make Sure Any Investment Is Right. SSN Nation Live Stream 👉Oasis Lake Park Brochure: https://tinyurl.com/ykzfcnw 👉Contact me in the Whatsapp Group about real estate projects. To join the SSN Nation & Lifestyle WhatsApp group: https://chat.whatsapp.com/Jgz6xAU1DPj6qZMY50cWuD 👉SSN Lifestyle Punta Cana Investor's…
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“Enjoy the journey as it’s the journey, and not the destination, that provides fulfillment and joy.” -Michael Buttler In this episode, Michael Butler, Senior Director at Footprint Capital, shares his extensive experience in buy-side and sell-side engagements. The conversation explores strategies to turn unsolicited offers into valuable market insig…
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Immerse yourself in financial education with the Cashflow 101 board game by Robert Kiyosaki, the famed author of "Rich Dad Poor Dad." In this episode, we recap our recent game night in London, where 40 aspiring entrepreneurs gathered to put their financial skills to the test. Hear how three individuals successfully escaped the rat race and discover…
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Send us a Text Message. This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively …
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“At the best or worst of times know that It’s going to be OK knowing that it’s all about the quality of your relationships.” -Jeff “If everything goes wrong have confidence in yourself that you’ll work it out and everything will be OK.” - AJ Wasserstein This episode of the Deep Wealth Podcast features a roundtable discussion with the host and two p…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week Jeff and Jake start out strong and talk about giving everyone a good pencil...... Listen in to hear their update on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement and what happened this week to affect it. Th…
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Join us for an in-depth discussion on high-yield commercial property investments. Kirsty Darkins, a seasoned commercial property investor and mentor, shares six simple ways to find lucrative commercial properties and reveals three winning strategies that are currently excelling in today’s market. Whether you’re a seasoned investor or just starting …
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“What you think of yourself is the most important thing.” -Gina Mollicone-Long Gina Mollicone-Long, a global expert on rapid transformation and breakthroughs, discusses her journey and techniques to help individuals and organizations unveil their true potential. Trained in engineering, philosophy, and blending science with spirituality,. 05:26 The …
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Send us a Text Message. 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 …
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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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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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In this episode we reveal one of the best-kept secrets to building substantial wealth: the SSAS pension. If you’re serious about building your financial legacy and expanding your investment options, this episode is a must-listen. WealthBuilders' Founder Kevin Whelan and SSAS Director Paul Brooks, are two seasoned experts who have helped thousands o…
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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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Send us a Text Message. 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…
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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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Send us a Text Message. 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 th…
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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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