This week on The Personal Wealth Coach join Jake and Jeff—two seasoned investment advisors with a flair for economic wit—as they dive into the biggest money stories of the week. From the “Big Beautiful Bill Act” making waves in Congress to the unexpected spike in long-term bond yields and Moody’s rating shake-up, this episode connects the dots between fiscal policy, market reactions, and your portfolio.
Expect sharp insights on:
Why the S&P’s recent slip signals deeper market anxieties
This week on The Personal Wealth Coach join Jake and Jeff—two seasoned investment advisors with a flair for economic wit—as they dive into the biggest money stories of the week. From the “Big Beautiful Bill Act” making waves in Congress to the unexpected spike in long-term bond yields and Moody’s rating shake-up, this episode connects the dots between fiscal policy, market reactions, and your portfolio.
Expect sharp insights on:
- Why the S&P’s recent slip signals deeper market anxieties
- How rising interest rates could trigger economic turbulence
- The trillion-dollar implications of government spending (and cutting)
- What the Moody’s downgrade means for your investments
- And yes, why leaving Texas in summer is a sign of financial success
This isn’t just another dry economic recap—Jake and Jeff bring humor, Shakespearean quotes, and a scalpel-sharp analysis to everything from Medicaid cuts to why tariffs aren’t the revenue heroes they're made out to be. If you’ve ever wondered what happens when you run a government like a business—or a business like a campaign—this episode’s for you.
Strap in, stay curious, and don’t forget to wear your fiscal seatbelt.
This episode was recorded on May 23rd, 2025.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
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 TPWC.com.
** 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.
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