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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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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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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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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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The real estate market is shifting, and if you’re still investing the way you did last year, you’re already behind. The real estate landscape is changing, and the investors who adapt will win big. In this episode, we break down exactly how we’re pivoting our strategy in 2025—and how you can do the same to maximize cash flow, lower risk, and scale f…
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Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. The Personal Wealth Coach isn’t just another finance podcast—it’s your backstage pass to the world of markets, money, and the economic forces shaping your future. Hosts Jake and Jeff bring you an unfiltered, insightful, and even humorous…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Ryan Twomey and Lucas Ravanis, co-founders of TR Capital Partners, a real estate investment firm specializing in multifamily properties. The discussion begins with an exploration of the multifamily real estate sector and its appeal compared to other asset types like industrial, office…
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Submit your questions here! In this episode, Freddie Rappina, founder of Opta Financial, discusses the difference between two financial strategies: “checkers” and “chess.” He explains how traditional financial planning, which focuses on saving and debt reduction, is like playing checkers, while wealth-building through leveraging debt and investing …
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Send us a text USA EMPIRE IS DECLINING. What Will You Do? Will You Build Wealth? ❤️️Smart Credit helps you control your future credit score. Help Qualify for More. Know your hiring index, credit fraud insurance and so much more. Know who else maybe using your social security number. Interactive and Simple. Signup today for your discount: https://ww…
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Submit your questions here! In this engaging podcast episode, Joseph, the owner of Iron Hawk Financial, shares his personal journey and the motivations behind his career in financial and estate planning. He discusses the importance of life insurance as an asset, different long-term care strategies, and the potential financial pitfalls that individu…
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Submit your questions here! Feeling overwhelmed by where to start with your finances? In today’s episode, I’m breaking down how to conduct your own personal financial audit in a simple, actionable way. No complicated spreadsheets are required. Whether you’re looking for clarity, control, or just a starting point, this episode will provide you perso…
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Most people chase financial freedom, but few ever achieve it. Why? Because they don’t understand the difference between active income, passive income, and true work optionality. In this episode, we sit down with Justin Moy, an investor who cracked the code on escaping the 9-5 by strategically shifting from active to passive real estate investments.…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Ronald Cook, a certified public accountant and seasoned financial executive with over 25 years of experience in corporate finance. Ron shares his journey from Washington state to Los Angeles and discusses his extensive background in CFO and controller roles, highlighting his expertise…
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Most people think you need a ton of money to start in real estate, but what if you could make serious cash without ever owning property? In this episode, we sit down with Tyson Smith, a real estate wholesaler who built his business from the ground up, turning cold calls into contracts and contracts into cash. Tyson breaks down the exact steps to fi…
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Title splitting isn’t just about dividing property—it’s a powerful strategy for increasing value, boosting capital growth, and unlocking new investment opportunities. But how do you know if it’s the right move for your portfolio? In this episode, we explore the key benefits and challenges of title splitting, including how breaking a property into s…
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Submit your questions here! Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence. This episode breaks down retirement planning by focusin…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Are you ready to navigate the ever-changing world of finance with confidence? This week, Jake McClure is flying solo, bringing you sharp insights into the latest market movements, economic trends, and what they mean for your financial fu…
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Most people don’t fail because they lack knowledge—they fail because they hesitate. Analysis paralysis is the silent killer of success, keeping people stuck in fear, overthinking every decision instead of taking action. In this episode, we break down exactly why overanalyzing is holding you back and how to push through fear, uncertainty, and self-d…
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Submit your questions here! In this podcast episode, estate and elder law attorney Asha Paulose discusses important steps in planning for aging parents' long-term care and financial needs. She emphasizes the importance of early and continuous conversations with parents and outlines critical legal documents like healthcare proxies and powers of atto…
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Most investors focus on short-term or long-term rentals, but Jesse Vasquez found a sweet spot in between—and it changed everything. After skipping college and working in healthcare for years, Jesse struck gold by selling some his Moderna stock that he bought before the global COVID-19 pandemic and used it to launch a wildly successful real estate b…
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Successful joint ventures require more than just a handshake. They demand trust, due diligence, and legal protection. But how do you assess whether a partnership is the right fit? In this episode, we break down the three P’s of joint ventures: People, Project, and Paperwork, helping you evaluate opportunities with confidence. You’ll learn why reson…
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Submit your questions here! In today's episode, I’m sharing an inspiring success story of one of my amazing clients who transformed her financial life in just three months. She paid off $5,000 in debt, saved $2,500, and even started planning for travel. If you’ve ever felt stuck in the paycheck-to-paycheck cycle and unsure how to balance debt payof…
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Send us a text How To Receive Free Miney and Help. Credit Help. Build Wealth 💥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 link. …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Money, markets, and mayhem—oh my! If you’re looking for sugar-coated optimism, you may have taken a wrong turn. But if you want a real, no-nonsense take on what’s happening in the economy (with just the right amount of wit), you’re in th…
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Most people listening to this podcast want to invest in real estate, but fear, doubt, and imposter syndrome hold them back. Kyle Price was no different. As a traveling physical therapist from Philadelphia, he and his wife knew they wanted to build long-term wealth—but analysis paralysis and uncertainty kept them on the sidelines. In this episode, K…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Dan Nicholson, CPA, founder of Nth Degree CPAs and author of the bestselling book, "Rigging the Game." Recognized as a top 40 under 40 accountant globally, Dan shares his journey from working for Warren Buffett to launching his own accounting firm. He discusses his mission to help pur…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Christopher Swing, the president and CEO of Vantage Surgical Solutions. Chris shares his extensive experience in logistics, healthcare, private equity, manufacturing, and finance, including his previous roles as CFO and COO at Vantage. He discusses his successful exit to private equit…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Eric Malka, an accomplished entrepreneur and author known for founding the luxury grooming brand, Art of Shaving. Eric shares his inspiring journey from a 17-year-old immigrant arriving in New York City with limited resources to successfully building and exiting his business to Procte…
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Submit your questions here! Whether you’re childfree by choice or circumstance, guest Jay Zigmont shares the unique financial and life planning challenges for childfree individuals. He shares customized financial strategies that prioritize personal goals over traditional life scripts. Tune into this episode to understand the unique way to look at y…
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Most investors fail because they’re guessing. The best ones win because they use data. In this episode, we sit down with Dave Meyer, Head of Real Estate Investing at BiggerPockets, to expose the biggest myths in real estate and how to make smarter investment decisions using data—not emotions. Dave breaks down why national housing trends are mislead…
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Many investors believe commercial property is too expensive or complicated, but is that really the case? Kevin Whelan, Suzi Carter, Jonny Dunn, and Tyler Burnip break down the myths and opportunities in commercial property investment, revealing how strategic planning and niche approaches can lead to higher returns. They explore the best ways to fin…
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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 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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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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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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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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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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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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