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EPISODE · Dec 20, 2023 · 0 MIN

The Personal Wealth Coach Trailer

from The Personal Wealth Coach · host Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

Welcome to another episode with Jeff and Jake McClure from TPWC! 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. If you would like to contact us, please send an email to us at [email protected] or [email protected] If you are ready and would like to book a free appointment either in office or over the phone, you can also send a message to us through the contact form on our website https://www.tpwc.com/ We are happy to address any of your questions about Economics and Finance. ** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.  

Episode metadata supplied by the publisher feed · Published Dec 20, 2023

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