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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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The word “vanguard,” is defined as “a group of people leading the way in new development or ideas.” Marketing Vanguard: the podcast, spotlights the people who are driving the industry forward. It will feature valuable, must-listen nuggets of marketing-leadership wisdom, humility, stories, strategic insights, and growth opportunities in an era of ever more complex industry pressures and realities. Together we’ll dive into what's driving the decision-makers of today to move the needle of some ...
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Welcome to 'Manipulation Games: Psychology & Marketing,' a podcast that delves deep into the intricate dance between the human psyche and the world of marketing. Join hosts Gene and Darren as they explore how psychological principles influence marketing strategies, and vice versa, revealing the subtle art of persuasion that shapes our decisions and behaviors. Each episode of 'Manipulation Games' will take you on a journey through fascinating topics at the intersection of psychology and marke ...
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Welcome to "Do This, NOT That!" - your ultimate destination for mastering marketing insights. Join us as we dive deep into the world of marketing, unlocking powerful strategies and game-changing tactics that will revolutionize your approach. Our podcast offers actionable takeaways and practical advice to supercharge your marketing game. Explore the power of decision-making, the art of nurturing contacts, and the influence of loss aversion in marketing. Discover how anchoring and positive psy ...
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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Orbition Group is delighted to bring you this podcast series, which is designed for Data Enthusiasts, to hear from some of the most high-profile Data, Analytics and AI thought leaders from around the globe. Each episode will detail the guests journey to the top while bringing unique insights, drawn from first-hand experience on the industry’s most trending topics. This podcast was created as a way for our industry's most respected leadership figures from across the world to give back to the ...
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Cancer Horizons

CURE Talks Cancer

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A weekly podcast powered by CURE (https://www.curetoday.com/) , on what we do best: provide Cancer Updates Research and Education. Each week, you'll hear from patients, survivors, caregivers, advocates or health care professionals regarding the entire cancer continuum - ranging from specific cancer types to side effects to the psychological strains a cancer diagnosis can have on an individual and their loved ones. As the largest consumer magazine in the United States for patient, survivors a ...
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As the need of information about market entry, demographics, consumer behavior patterns and investment strategy has picked up significant pace over the last decade, it is only imperative that there exists a platform which showcases the information needed by decision makers in companies. At The Brief, our focus is just that, and some more Simply put, it is to facilitate knowledge-sharing with companies looking to understand and evaluate the Indian market – or as we say, to help business owner ...
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In a world bustling with entrepreneurial stories, we noticed a void. There were countless tales of startups and early struggles, but what about those who've reached the coveted 7-figure mark? What were their battles, their learnings, their moments of doubt and triumph? 7 Figure Summit: Tales from the Top was born out of a desire to spotlight these trailblazers, to share the unheard chronicles of those who’ve made it to the summit. It's not just about the destination, but the journey – the ta ...
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What The Risk!

Larry Gordon, CAMS

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This podcast is about you and your education about risk management. What the R*SK! is an interview-based podcast series that discusses risk management topics across business types. Your host is Larry Gordon, CAMS, has nearly 30 years of working within the financial services industry at organizations ranging from large banks to FinTech startups. Strong risk management cultures promote a holistic risk approach that goes beyond using a set of metrics on a dashboard to manage business operations ...
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Welcome to Time for a Reset Marketing Podcast, where we sit down with top marketing leaders representing the biggest and most beloved brands. Our mission? To uncover the secrets behind driving change in today’s rapidly evolving world. From understanding shifting consumer behavior to recognizing the increasing importance of marketing in driving business growth, our podcast delves deep into the strategies and insights that are shaping the future of marketing. Each episode is a treasure trove o ...
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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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We explore the nuanced world of body language and its critical role in marketing and personal interactions. We delve into how understanding and manipulating body language can be a powerful tool in navigating people's defenses and influencing their actions. Key Points: - Introduction to Body Language: The hosts begin by discussing the fundamental as…
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In this episode of "Do This, Not That," host Jay Schwedelson discusses the power of celebrating holidays and unofficial holidays in marketing campaigns. He also shares stats showing increased engagement from anniversary emails, birthday emails, and content tied to those unofficial holidays. You'll also get tips for finding unofficial holidays to bu…
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In this episode of "Do This, Not That" podcast, host Jay Schwedelson talks with Matthew Tilley, VP of Growth Marketing at Veracast. They discuss effective marketing tactics for reaching consumers, building brand loyalty, the importance of treating people like actual humans, and more! Best Moments: (05:54) The importance of using data to understand …
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Welcome to the What's Next! Podcast with Tiffani Bova. This week, I’m reflecting on a great conversation I had with Andrew Grill a little while ago. Andrew is an experienced corporate leader and a former IBM Global Managing Partner. He has launched and run technology companies in Europe and Australia and worked with (and for) some of the world's le…
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In this week's "Ask Us ANYTHING" episode, host Jay Schwedelson answers the BIGGEST questions from listeners about marketing tactics. You'll also get tips for improving call-to-action (CTA) buttons in emails and marketing campaigns. Best Moments: (03:04) Writing CTAs in the first person leads to 26% higher click-through rates on average (04:03) Usin…
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In this week's "What’s Up THIS WEEK" episode, host Jay Schwedelson discusses the latest marketing news, including Google delaying the removal of third-party cookies again, the hype around new social media app NoSpace, and the continued growth of Threads. He also shares some personal updates about going to the movies again and his movie theater snac…
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In Episode 26, of Season 4, of Driven by Data: The Podcast, Kyle Winterbottom is joined by Michelle Gansle, Chief Data, Analytics & AI Officer at Mcdonald's, where they discuss why, as one of the world's biggest brands, they still have a commitment to change and innovation and how Data & Analytics fuels that, which includes; 3 fun facts that people…
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The PODCAST COLLAB – BATHROOM BREAK! The Marketing Millennials + Do This, Not That – TOGETHER! This new limited time series will cover specific marketing topics with rapid tips you can test immediately! Make sure to connect with Daniel Murray on LinkedIn and give his popular podcast, The Marketing Millennials, a listen (and connect with me, Jay Sch…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Two miracles were needed to get this episode record and somehow, both were received. Jake is once again joined by Jeff (first miracle) and somehow, they managed to do it from over 1,100 miles away (second miracle). There is a very slight…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Once again Jake gabs on all by his lonesome, for over 30 minutes......... Join him as he delves into Treasury auctions. What are they?, What do we use the debt for?, and Should we be worried? are just a few of the questions Jake answers …
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In this episode of Do This, NOT That, host Jay Schwedelson shares tips you NEED that will drastically improve your public speaking skills. He also draws from his experience of 300+ conference speeches and explains key techniques to grab attention, connect personally, and handle questions confidently. Best Moments: (02:48) Don't preview or tell the …
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In this episode of "Do This, Not That", host Jay Schwedelson interviews Alex Lieberman, co-founder of Morning Brew and founder of StoryArb. They discuss strategies for creating engaging email newsletters, building a personal brand online, the role of AI in copywriting, and Lieberman's approach to content creation. Best Moments: (01:06) Alex Lieberm…
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In this episode of "Manipulation Games: Psychology & Marketing," join hosts Gene and Darren as they unravel the intricacies of copywriting—a crucial element in the toolbox of any marketer. From the basics of copywriting to its profound impact on consumer behavior, this discussion takes you on a deep dive into how words can influence and persuade. G…
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On this week's episode, host Jenny Rooney sits down with Zarina Stanford, CMO at Bazaarvoice. During the conversation, Stanford shared insights into the transformative journey of consumer-centric marketing and the pivotal role it plays in shaping modern business strategies. As the marketing landscape continues to evolve, Stanford's vision for a mor…
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Welcome to the What's Next! Podcast with Tiffani Bova. I’m eager to share my conversion with this week’s guest, Marga Hoek. Marga is a rare combination. She’s a true visionary on sustainable business, capital and technology, and a successful business leader. As a three-time CEO, board member, chair and founder of Business for Good, she applies her …
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In this episode of "Do This, Not That", host Jay Schwedelson shares tips on running effective A/B tests and also discusses cringey slang terms he uses (and gets made fun of for by his kids). Best Moments: (01:03) Avoiding pitfalls when setting up A/B tests to improve conversions (02:17) How much differentiation is enough for A/B tests? (05:14) 7 Ti…
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This is a short weekly episode of the "Do This, Not That" marketing podcast hosted by Jay Schwedelson. In this episode, Jay provides updates on Outlook sending limits, TikTok's new app they created, LinkedIn's premium company page offering, Taylor Swift's new streaming records, and more. Best Moments: (00:55) Changes coming to email from Microsoft …
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In Episode 25, of Season 4, of Driven by Data: The Podcast, Kyle Winterbottom is joined by Irina Mihai, Director of Data, Marketing Analytics & Decision Science at Adidias, where they discuss how to create an environment to ensure that the work of a D&A team is constantly visible, which includes; Coming from a non-STEM background and dealing with i…
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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 Jake is once again flying solo. If short and bitter (as if the market had a taste profile) are what you're looking for this Saturday morning, you just might be in for a treat. Jake goes over the weekly S&P 500 Stock Index…
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In this episode of "Do This, Not That", host Jay Schwedelson shares three under-utilized marketing tactics that ALL marketers should be testing: - Web push notifications - Expert host contributors - Interactive quizzes Listeners will learn EASY, low-cost ways to drive more traffic, subscribers, and engagement. Best Moments: (01:05) Web push notific…
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Welcome to "Manipulation Games: Psychology and Marketing," where we peel back the layers of the marketing world to reveal the psychological strategies and data-driven insights that make it tick. Join us as we dive deep into the mechanisms behind effective advertising and how to maximize the 'aha' moments that lead to success. In this episode, we ex…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This Episode, Jake rambles on all by his lonesome. But, what's on this episode's cut? Tariffs.......dun dun dun! He speaks about both the Biden and Trump administration, and you'll probably spend the entire show wondering, just what side…
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On this week’s episode, Jenny sits down with Taylor Montgomery, CMO of Taco Bell as he shares insights into his journey, leadership philosophy, and the evolving landscape of brand management. Recorded live during ADWEEK’s Social Media Week event in New York, they discuss Montgomery’s early career at Procter & Gamble which provided him with invaluab…
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Welcome to the What's Next! Podcast with Tiffani Bova. This week I have the pleasure of welcoming Jeremy Utley to the show. He is the Director of Executive education at Stanford's d.school and an adjunct professor at Stanford School of Engineering. He is also the co-host of the school's widely popular program, Stanford's Masters of Creativity. He's…
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In this episode of Do This, Not That, host Jay Schwedelson interviews Amy Porterfield, an online marketing expert who has built multiple 8-figure businesses. They discuss common myths and pitfalls when it comes to marketing and building an audience, with a focus on the importance of creating original and consistent content through platforms like po…
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In this short, weekly episode, Jay Schwedelson talks about the emerging role of prompt engineers in AI and whether it's a viable long-term career path. He also shares updates on X, formerly Twitter, giving away $2,000 in ad spend to qualified accounts. You'll also hear about Instagram's new notify sticker and how you can leverage it for your audien…
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In Episode 24, of Season 4, of Driven by Data: The Podcast, Kyle Winterbottom is joined by Chris Bannocks, Group Chief Data Officer at QBE Insurance, where they discuss how they are productionising GenAI use cases from scratch within 8 weeks, which includes; Being a CDAO/Group CDAO in multiple organisations/sectors The importance of international e…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This Episode, we talk about today's release of the Consumer Price Index and which sectors rose and which sectors fell. In the event we haven't said much about our expectation for future interest rates, we touch on it here. We'll talk a l…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This Episode, we talk about the market and what happened in the market ending April 12, 2024. We also talk about Gold hitting a record not to be overshadowed by China also hitting a record. And if all that weren't enough, Jeff and Jake m…
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In this episode of the Do This Not That podcast, host Jay interviews Mary Keough, Director of Product and Content Marketing at CoLab Software. They have a lively discussion on email marketing, personal branding strategies, and Mary's dream to one day open a food truck called "Hash Brown Town" that serves every potato dish imaginable. Key Discussion…
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In this 100th episode of "Do This, Not That", host Jay Schwedelson shares his optimal email sending schedule for both business and consumer marketing. He also stresses the importance of "no agenda marketing" - sending emails with no call-to-action that provide value to the recipient. Listeners can expect to learn specific email cadences that have s…
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On this week's episode, Jenny sits down with Mauro Porcini, PepsiCo's first ever Chief Design Officer. During the conversation, Porcini discusses the intersection of design, marketing, and innovation within the company and shares insights into PepsiCo's approach to design, including the two-year process of redesigning the iconic Pepsi brand. He als…
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Welcome to the What's Next! Podcast with Tiffani Bova. This week, I’m excited to share a replay of a great conversation with Maria Konnikova. Maria graduated from Harvard and earned her Ph.D. in psychology from Columbia. She’s written two New York Times bestsellers: The Confidence Game and Mastermind: How to Think Like Sherlock Holmes. While she ha…
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In this lighthearted episode, host Jay answers listener questions about whether they should start their own podcast and shares a funny story about getting sick after overindulging at a celebrity chef burger tasting event. Key Discussion Points: - The main benefit of starting a podcast is that it allows you to easily connect with and interview peopl…
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In this short weekly podcast episode, Jay Schwedelson discusses the latest happenings in marketing and business. He talks about LinkedIn's new connected TV ad offering, Meta's expansion of AI labeling on content, a useful travel hack for tracking flights via text, and updates on the Legally Blonde TV series and a Happy Gilmore sequel. Main Discussi…
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In Episode 23, of Season 4, of Driven by Data: The Podcast, Kyle Winterbottom is joined by Caroline Zimmerman, Director of Data Product & Strategy at Profusion, where they discuss the research study she helped to conduct into how private equity companies are leveraging Data & AI to fuel growth and enterprise value, which includes; The catalyst for …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This episode, we explore the critical role of legal immigration in shaping American exceptionalism. Listen in as we address listener questions, including when might be a great time to reinvest in bonds. We also discuss recent statements …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure, where we discuss the week's market highlights. In this episode, we answer questions from listeners including an in-depth look at Growth Output (GO) - what it is, how it differs from Gross Domestic Product (GDP), and the interesting relat…
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In this episode solo episode, Jay Schwedelson shares some easy new email and social media test ideas that can help boost engagement. He discusses leveraging "imposter syndrome" with the number "101" to indicate "basics", using testimonials as email subject lines, and using words like "true" and "real" to stand out from hyperbolic marketing claims. …
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In this episode of the Do This, Not That podcast with Jay, President at SeQuel Response, Erik Koenig discusses how to leverage offline data to improve marketing campaigns, particularly for online advertising. Koenig explains how offline derived targeting performs significantly better than online targeting and how direct mail is still a powerful cha…
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Since 2012, Instacart has revolutionized the way people shop for groceries by offering convenient delivery and pickup services from local stores. As the company continues to expand its market presence and innovate its offerings, CMO Laura Jones has been at the helm of crafting and executing Instacart's marketing strategy. On this week's episode of …
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Ben Carter, Global Chief Customer and Marketing Officer at Carwow, unpacks the value of cross-channel measurement, data-driven decision-making, TV advertising, content marketing, the role of social media and organic reach. Ben also shares his experience at Carwow and the opportunities presented by the digital transformation of the car market. We al…
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Welcome to the What's Next! Podcast with Tiffani Bova. This week I have the honor and privilege of welcoming Bob Sutton to the show. We’ve been social media buddies for many, many years and I thought it was about time that Bob would join me on the podcast. Bob is an organizational psychologist and professor of Management Science and Engineering at …
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In this short Ask Us ANYTHING episode, host Jay Schwedelson answers a business question from John about responding to old sales emails and driving more opportunities. Jay shares data on the long tail of email marketing and how nurturing old emails can lead to high lifetime value customers. Jay also tackles a "ridiculous question" from Kristen, nami…
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In this week's "What's Up THIS WEEK" episode, Jay Schwedelson discusses the latest marketing news and trends, including LinkedIn testing a new TikTok-style video feature, the power of using emojis in email newsletter subject lines, a study showing most marketers don't want to be in the office 5 days a week, and more. Main Discussion Points: - Linke…
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In Episode 22, of Season 4, of Driven by Data: The Podcast, Kyle Winterbottom is joined by Simon Ferriter, CEO at Anmut , where they discuss why organisations are valuing their data like other balance sheet assets, which includes; The framework for measuring the value and fitness for purpose of your most important data The role of capital allocatio…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us as we decode the stock market: insights on prices, IPOs, and even angel investors. Explore what causes stock prices to fluctuate, understand the basics of stock market operations including P/E ratios, stock valuation, and more. Whether you'r…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us as we share the latest market insights from March 25 to 28, 2024. Whether you're an experienced investor or just starting out, you may find value in our analysis. Get ready to enhance your understanding of market trends. Stay informed and st…
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In this episode of "Manipulation Games: Psychology & Marketing," hosts Darren and Gene delve into the cerebral tug-of-war that underpins our decision-making processes. The episode kicks off with a captivating discussion on the intriguing psychological phenomenon of alien hand syndrome, setting the stage for a broader exploration of how this reflect…
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