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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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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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Real Strategies. Real Investors. Real Wealth. Hosted by Ryan Bevilacqua and Cory Jacobson, The Wealth Juice Podcast delivers no-BS, high-value conversations with top real estate investors, entrepreneurs, and business leaders, who are actively building wealth. They go beyond theory, breaking down the exact strategies, lessons, and mindset shifts needed to achieve financial independence. Ryan and Cory are active real estate investors with a 70+ unit portfolio spanning long-term rentals, short- ...
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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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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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show series
 
Send us a text Punta Cana Real Estate Developments STOPPED. Cruise-Larimar-Alta-Paradise ❤️️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 Higuey City Hall Me…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. It looked like it was going to be a good week in the market right up until Thursday morning, when things took a turn. On this episode of The Personal Wealth Coach Jeff and Jake, as they often do, start us out with this week's market, tre…
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Dave Seymour spent 16 years running into burning buildings—then he walked away to take on a different kind of fire: the real estate market. Best known as the host of Flipping Boston, Dave turned his passion for problem-solving into a $150M real estate empire, raising private capital and closing over $9 billion in transactions. In this episode, we d…
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Many homeowners find themselves asset-rich but cash-poor, wondering if equity release could be the solution. But is it the right move? In this episode, Christian Rodwell and Kevin Whelan break down the key considerations of equity release, including lifetime mortgages and home reversion plans. Kevin, now qualified in this area, shares expert insigh…
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Get ready for a no-holds-barred conversation that'll shake up your financial comfort zone. We're uncovering what’s at the heart of what's holding you back and lighting a fire under your dreams for 2025. Get ready to confront some uncomfortable truths and discover what truly drives you. This isn't just another pep talk – it's your wake-up call to st…
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Today we dive deep into the world of taxes with special guest Shauna, the Tax Goddess CPA and founder of Tax Goddess Business Services. With her extensive background in taxation and experience at KPMG and American Express, Shauna shares her insights on how the tax code is designed to benefit business owners and high-income earners. In this episode,…
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Submit your questions here! You’re ready to payoff debt and not sure if debt snowball or debt avalanche method is best. In this episode, I describe five (5) different strategies you could implement to become debt free. Listen in as I guide you through how to create your own debt payoff plan and be successful in becoming debt free before retirement.…
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Send us a text Dominican Republic Weekly Ep 37. Airport Tax, DOP Rising, Real Estate High Airport Taxes? https://dominicantoday.com/dr/economy/2025/02/04/high-air-transport-taxes-impact-competitiveness-in-the-dominican-republic/ Rise Of Dominican Peso: https://dominicantoday.com/dr/local/2025/02/15/rise-of-the-dollar-hits-the-pockets-of-dominicans-…
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Submit your questions here! Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best …
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Send us a text Why Duffle Bags Of Cash Is Needed. Passive Assets To Buy Now. Real Estate Cash Position Like Mark Cuban: https://www.cnbc.com/2025/01/28/mark-cuban-is-in-cash-and-wasnt-buying-the-dip-in-mondays-slump-.html ❤️️Smart Credit helps you control your future credit score. Help Qualify for More. Know your hiring index, credit fraud insuranc…
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Send us a text Dominican Republic Tourist Records - Jan 2025. Air & Cruise Dominican Republic Tourist information: https://dominicantoday.com/dr/tourism/2025/02/15/dominican-republic-remains-unstoppable-january-starts-with-record-visitor-arrivals/ 👉7 Palms Elite $99k 1br Pre Construction Condos Brochure: https://ssnlifestyle.com/wp-content/uploads/…
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Most 23-year-olds are still figuring out their next move—Chase Gallagher already owns 10 properties and runs a thriving business. He started mowing lawns at 13, turned it into a six-figure landscaping company, and leveraged his cash flow to build a real estate empire—all before most people buy their first home. In this episode, Chase breaks down ex…
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Submit your questions here! Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away …
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Send us a text West Side Residences Punta Cana Alleged Scam Part 1. Lawyer News West Side Grupo Paceo Alleged Fraud Article: https://somospueblo.com/denuncian-constructora-grupo-paceo-por-supuesto-fraude-inmobiliario-en-el-proyecto-west-side-punta-cana/ Somopueblord Instagram with Jean Cristofer Perez Lawyer: https://www.instagram.com/somospueblord…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Happy Valentine's Day!!!! On this dedicated day of love, Jeff and Jake start us out, as they typically do, with this week's market update. Following that update is some information on inflation. Jake tries to sell someone a $97 pencil. T…
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Most entrepreneurs are losing money every year without realizing it. The problem? They don’t structure their businesses correctly. In this episode, we sit down with Tommy Thornburgh, founder of Prime Corporate Services, to expose the biggest tax loopholes, business credit strategies, and asset protection hacks that high-level entrepreneurs and real…
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Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote sp…
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Send us a text Housing Market? Stock Market? Gold, Silver, Crypto. Investment Ideas 💥Webull - Free Stock when using the link here to open an account. . https://act.webull.com/t/8BMVQHX62VEb/18q/inviteUs/ 💥Robinhood - Your free stock is waiting for you! Join Robinhood and we’ll both get a stock like Apple, Ford, or Facebook for free. Sign up with my…
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Most people think you need money, experience, or connections to succeed in real estate—Phil Bach proves otherwise. In this episode, Phil shares how he went from having no direction after college to becoming a successful investor, wholesaler, and house flipper by mastering one skill: finding great deals. We dive into how networking and relationships…
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Send us a text Dominican Republic Weekly Ep 36. Drownings - Punta Cana Carnival. Dominican Republic Bavaro - Punta Cana Improvements: https://dominicantoday.com/dr/local/2025/01/25/government-will-begin-to-reorganize-the-countrys-tourist-poles/ Dominican Republic Punta Cana Carnival: https://dominicantoday.com/dr/bavaro-punta-cana/2025/01/28/punta-…
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Submit your questions here! Join the Savings Challenge Waitlist HERE In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support fro…
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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 spend a bit of time on the S&P 500 Index and how investors are reacting, or perhaps not reacting, to things that historically they have, which can be a dangerous thing to do. After continuing on with the re…
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Most people blow their settlement money—Matthew Ballantyne turned his $45K insurance payout into his first real estate investment, setting the foundation for financial freedom. In this episode, he breaks down how credit, loan strategies, and financial education are the real keys to building wealth in real estate. Matthew shares expert insights on D…
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Send us a text Dominican Republic Tourist Records Dec 2024 & Annual 2024 Records. Airfare and Cruise Records. Dominican Republic Tourists Records Dec 2024 and the year of 2024: https://dominicantoday.com/dr/tourism/2025/01/15/2024-a-record-breaking-year-for-dominican-tourism/ Dominican Republic Jan - Nov 30th, 2024 Tourists and Hotel Statistics: BU…
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Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties int…
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In this episode, we sit down with Henry Washington, real estate investor and co-host of BiggerPockets, to break down the exact networking strategy that helped him scale his portfolio, build long-term wealth, and land one of the most influential roles in the industry. Henry shares how leading with value creates endless opportunities, the secret to s…
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Many people focus on compound interest, but the real key to financial independence is compound income—creating and reinvesting recurring income streams that grow over time. In this episode, Christian Rodwell and Kevin Whelan reveal how to apply compounding beyond interest to property, business, pensions, and intellectual property, helping you build…
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Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In the final part of the Retirement 101 series, the focus is on creating a fulfilling and meaningful retirement lifestyle. This episode includes practical advice on envisioning and planning great experienc…
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Today, I'm sharing a debt reduction strategy that could be a game-changer for your personal finance, debt-reduction journey. We've all experienced monthly payments that seem like an endless financial burden preventing us from reaching our goals. As someone passionate about helping you optimize your budgeting and money management, I've been where ma…
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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 keeps it short. After hearing how the broad market, treasury yields, and crude oil did this week, we hear a bit on the 2024 GDP estimates. But, what is the GDP and how is it obtained? Next, there are some recent publishin…
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Want to level up fast? Get in the right rooms. Diego Corzo did just that - going from a broke DACA recipient to financially free by 26 by mastering the art of relationships. In this episode, we break down why your network is your biggest asset and how Diego used strategic connections to unlock bigger opportunities, grow his wealth, and surround him…
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Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this ep…
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What happens when the game ends? Super Bowl champion and the New Orleans Saints’ all-time leader in receptions, yards, and touchdowns, Marques Colston joins us to talk about what it really takes to transition from professional sports to business success. Marques shares how he went from being a 7th-round draft pick to an NFL legend and how he applie…
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Are you ready to take control of your financial future? In this episode of WealthTalk, Christian Rodwell, Membership Director at WealthBuilders, and Kevin Whelan, Founder of WealthBuilders, share the essential steps to achieving financial security and independence by creating multiple streams of income. This conversation will inspire you to shift f…
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Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing…
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In this episode, I want to share a practical strategy that could help you approach your financial goals more effectively. We've all experienced the challenge of setting ambitious targets at the start of the year, only to see them gradually lose momentum. I've been there and I understand how frustrating it can be to feel like you're not making meani…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. In this week's episode Jeff and Jake try to figure out how to invest in the opposite of futures, the past (pastures?)! If only it was that easy, I'd never lose money in the market. Our first topic big topic this week, after the market up…
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In this episode, we sit down with Elijah Rubin, a real estate powerhouse who has closed over 800 deals totaling $300M. As an expert in wholesaling and fire-damaged properties, Elijah breaks down how he built his empire by mastering the art of identifying and closing highly profitable deals. We dive into proven wholesaling strategies, creating multi…
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Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance…
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Send us a text Motivation 2025. IT'S WAR! Foods, Medical, Other People Foods To Avoid for better health: https://www.cnbc.com/2022/05/14/harvard-nutritionist-and-brain-expert-avoids-these-foods-that-make-you-tired-and-stressed.html BUSINESS INQUIRIES: [email protected] ❤️️Stop Struggling Now Merch. 100% Soft Bella Canvas T-Shirts, Gildan H…
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In this episode, we sit down with Nick Edwards, Founding Partner of Champion Venture Partners (CVP) and former professional MMA athlete, to explore his transition from the fighting arena to the venture capital world. Nick shares how his athletic career and expertise in physiology and health tech led him to develop groundbreaking metabolic performan…
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Send us a text 3 Ways To Save on Taxes By Doing This By Dec 31st @StopStrugglingNow 👉CNBC Article to Help Save On Taxes For The Following Year: https://www.cnbc.com/2024/12/27/year-end-moves-to-lower-tax-bill.html 👉Yieldmax EFT's info: https://www.yieldmaxetfs.com 💥Webull - Free Stock when using the link here to open an account. . https://act.webul…
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Send us a text Dominican Republic Weekly Ep 35. New Airlines - Tourist Record 11 Mil - DR Loans and more. 👉Dominican Republic 11 Million Tourist Record Info: https://dominicantoday.com/dr/tourism/2024/12/30/dominican-republic-celebrates-record-11-million-tourists/ 👉Dominican Republic Delta Airlines Detroit to Puna Cana Flights 2025: https://dominic…
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Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling hig…
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Send us a text 7 Palms Elite Pre Consruction Condos Location Inside Vista Cana. Contact: support@stopstrugglingnow @StopStrugglingNow ❤️️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: htt…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Included in this week's market update, a bit of interesting information on the somewhat odd interest rates we have right now. Buckle in because the first big topic for this week is insurance history. I say buckle in because that is proba…
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In this episode, we sit down with Ken Wilkins, a serial entrepreneur with a proven track record of building and scaling multiple 8-figure businesses. With expertise spanning real estate, finance, private equity, and management consulting, Ken breaks down the strategies and systems he’s used to drive explosive growth in diverse industries. We dive i…
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Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. David shares his personal health transformation an…
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In this raw and eye-opening episode, we sit down with Brian North, founder of Arizona real estate brokerage, North&Co., to explore his journey from self-made millionaire to rock bottom. Brian opens up about his battles with depression, divorce, and the personal struggles that success often hides. We dive deep into the phases of life and business, w…
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Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I kick off a four-part series focused on building a successful retirement plan. This episode dives into the first steps of laying a solid foundation. Key topics include tracking expenses, …
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