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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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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 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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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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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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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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This episode of Alternative Wealth features Frank Rizzo, co-founder of Stone Capital Investors, discussing his expertise in the mobile home park industry. Frank has over 20 years of experience in real estate and has acquired and repositioned numerous communities. He aims to provide better housing alternatives through his passion for the mobile home…
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“Stay optimistic and don’t let the pessimism creep in.” -Sunny Vanderbeck In this episode of Deep Wealth, Sunny Vanderbeek, co-founder of Satori Capital, discusses his journey from an Army Ranger to a public company CEO and finally to an investor committed to 'conscious capitalism.' Sunny shares his insights on building and sustaining mid-market co…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake goes at it all by his lonesome this episode and after listening, it seems Jeff is actually the one who brings the comedy to the show. I know, I'm surprised, too. At first, you almost can't blame Jake as he has to start out with the …
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In this episode of WealthTalk, join host Christian Rodwell as he interviews the inspiring husband and wife duo, Steve and Marie Khela, who have successfully achieved their financial independence goals through WealthBuilders. Discover what motivated Steve and Marie to embark on their WealthBuilders journey, seeking structure and guidance to transfor…
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This week, we're thrilled to bring you an inspiring conversation with our guest, Adit Shah. Adit's journey is nothing short of extraordinary – from a rebellious teenager to a disciplined Navy man and now a thriving real estate investor and developer. He started small, house hacking a condo with a VA loan, and has since built a multi-million dollar …
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Sunlax at Vista Cana Pre Construction Luxury Villas. DR Real Estate Investing ideas. 👉Sunlax at Vista Cana Brochure: https://ssnlifestyle.com/wp-content/uploads/2024/06/SUNLAX_Brochure_English_.pdf 👉7 Palms Adventure Pre Construction Condos Inside Vista Cana: https://tinyurl.com/4h2w3kuh 👉Pre Construction Real Estate Investing Opportunities such as…
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Send us a Text Message. If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: Do You Truly Lack Money? 00:2…
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“A winning mindset is the key to unleashing your full success.” -Jeffrey Feldberg In this solo episode post-exit entrepreneur and host of The Deep Wealth Podcast, Jeffrey Feldberg, discusses the critical importance of developing a winning mindset for business success. He shares real-life examples, including his own journey with Embanet, and outline…
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Send us a Text Message. In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the right a…
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On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom Suvansri, a wealth strategist and authorized IBC practitioner at Perennial Pride. Tom discusses the infinite banking concept, sharing insights on how to create a family bank for financial management. He explains how this alternative approach offers more control and freedom in cash…
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“It’s going to be OK.” -Retired Founder In this episode of the Deep Wealth Podcast, post-exit entrepreneur and host Jeffrey Feldberg converses with Retired Founder, an anonymous guest who shares his journey from a middle-class Midwest upbringing to successfully selling his bootstrap SaaS business through three transactions between 2017 and 2022. He…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Has anyone else ever wondered how Jeff and Jake would start the show if they weren't both bald and bearded? "We are two guys with a full head of hair!" is kind of an odd flex and just doesn't have the same pizzaz. Anyways, they start us …
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This week we dive into our journey of building a $1.7 million net worth by the age of 32. Discover the strategies, sacrifices, and mindset shifts it took to get us to this point. We’ve also officially launched our coaching program! Spots for 1-on-1 mentorship will be open to a limited number of people. If you're interested in working together to cr…
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In this episode of WealthTalk, we continue our exploration of the essential steps to building a successful business by diving into Steps 3 and 4: Stability and Systemisation. Previously, we discussed the Seed stage, where your business idea is born through brainstorming and planning, and the Start stage, where you begin operations and learn through…
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“Join a peer group as it’s lonely at the top.” -Reid Tileston In this engaging episode, we explore the remarkable journey and key insights of Reid Tileston, an acclaimed author, keynote speaker, and a recognized authority in entrepreneurial business ownership. Reid shares lessons from his 15-year career of acquiring, growing, and selling companies,…
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Send us a Text Message. In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market co…
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Kevin Amolsch, a real estate investor and private money lender with extensive experience in finance and real estate. Kevin shares insights from his two decades as a real estate investor and 16 years in real estate lending, discussing his work with mortgage funds totaling over $750 mil…
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“Know yourself and do things that align with your unique abilities.” -Rocco Carriero In this episode of the Deep Wealth Podcast, renowned Wealth Advisor Rocco Carrero shares his expertise on wealth management, financial planning, and the balanced approach to life. Rocco, who has appeared on major media outlets and contributed to top financial publi…
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Dominican Republic May 2024 Tourists Records. Air and Cruise. Wow. Jan - May Record again this year. Where are investors at? 👉DR1 News: Dominican Republic Tourist Records article: https://dr1.com/news/2024/06/11/more-than-5-million-visitors-in-the-first-five-months-of-2024/ 👉Dominican Republic Pre Construction Real Estate Projects and Investing: ht…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. To start us off.......... BOO! Jeff and Jake try to scare off the two of you that listen, which seems a bit counterproductive because I thought the goal was more listeners, not less. But hey, I just work here . After starting us o…
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“Don be a go-getter. Be a go-giver.” -Avetis Antaplyan In this episode of the Deep Wealth Podcast, we sit down with Avidus Antaplion, founder and CEO of HireClout, one of Inc. 5000's fastest-growing companies. With a rich background spanning roles as an award-winning CEO, entrepreneur, advisor, investor, and more, Avidus shares his journey from man…
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This week's episode features Rob Beardsley, a multifamily real estate mogul and the founder of Lone Star Capital. Rob takes us through his captivating journey from growing up in a real estate family to carving out a niche in multifamily investing. Discover why Rob chose multifamily properties, the strategic advantages they offer, and how his hands-…
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In today's WealthTalk episode, we discuss financial education for young adults with Simon Zutshi. Simon highlights the gap in schools' financial education and the importance of teaching money management and entrepreneurship early. Listeners will learn about Simon's upcoming event in Birmingham, designed to equip young entrepreneurs aged 15-22 with …
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Send us a Text Message. In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself o…
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“Drink raw milk for your health.” -Morley M. Robbins Jeffrey Feldberg interviews Morley Robbins, known as the Magnesium Man, creator of the Root Cause Protocol and expert on magnesium's role in health. Topics include misconceptions about iron, vitamin D, calcium, and other common supplements, and how these impact copper levels in our bodies. 03:16 …
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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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This week we had the pleasure of catching up with one of our good friends and fellow real estate investor Anton Zherelyev. Anton is the founder of REI Call Center, a company he created to help real estate investors scale their business by hiring a cold calling team. Anton shares his inspiring journey from immigrating to the United States to becomin…
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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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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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This week we sit down with Mark Kohler, a dynamic CPA and attorney who brings a fresh perspective to the often-dry topics of business structures and tax planning. Known for his popular YouTube channel with over 430,000 subscribers, Mark has a talent for breaking down complex concepts into easy-to-understand, engaging content. This episode dives int…
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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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“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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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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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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“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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