The Personal Wealth Coach

Weekly Market Insights& Surprises March 18 - 22, 2024


Listen Later

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Discover our expert analysis on the reasons behind the market's dynamics, including an insightful discussion on the near miss of a government shutdown and the potential shift in the House Speaker's role. Plus, a groundbreaking survey by the CFP Board at the University of Southern California reveals that most people believe their financial advisors work in their clients' best interests. However, the reality might be different. Stay with us as we delve into an eye-opening aspect of the financial advisory world, where advisors' incentives are often more closely tied to commissions and company profits than to client welfare, using Robinhood as a case study. Stay informed and stay ahead with the TPWC Podcast!

This episode was recorded on March 22nd, 2024. 

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 an 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.

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like The Personal Wealth Coach

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,190 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

225,946 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,292 Listeners

Up First from NPR by NPR

Up First from NPR

56,020 Listeners

Park Predators by audiochuck

Park Predators

17,854 Listeners

The Victor Davis Hanson Show by Victor Davis Hanson and Jack Fowler

The Victor Davis Hanson Show

8,983 Listeners