Managing your personal finances can be daunting. This podcast will give you the know-how to march forward and upward with your money. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details are relevant and most actionable for us. Wealth Unplugged explores wisdom, strategies and stories through expert ...
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Joey Loss Cfp Podcasts
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022: Where Should Your Next Dollar Go? The Family Savings Priority List
39:03
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Two in five Americans can't handle a $400 surprise expense, and the median emergency fund sits at a shocking $500-600. Our hosts, Joey Loss and Adam Van Wie, tackle America's savings crisis head-on by offering a practical six-step framework for families to build wealth systematically. Gen Z has $400 saved, Millennials embarrassingly trail at $300, …
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Market Chatter: Bureau of Labor Drops the Ball
26:31
26:31
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"If in our job, we got a retirement plan 88% wrong, I think we would rightfully lose our jobs, or at least I would hope we should." In today’s installment of Market Chatter, Joey Loss and Adam Van Wie of Strivus Wealth Partners dissect the Bureau of Labor Statistics revision that wiped out 258,000 jobs—88% of the reported job creation from the past…
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020: 14 Changes To Your Tax Bill in 2025+
30:09
30:09
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“When you understand taxes, there’s so much that you can do that when you add them together, they really do make a difference.” Today, Joey breaks down 15 key changes in the new 900-page tax bill—what’s already in effect, what’s changing, and how it impacts your income, investments, business, and retirement. First, the big picture: the U.S. deficit…
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Market Chatter: Tariffs On...Tariffs Off: What's Really True Today?
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27:10
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When the economy zigs, the headlines zag. Our hosts, Joey Loss and Adam Van Wie, decipher today’s market highs and trade war fears, revealing why the market keeps trending upward, even as tariffs dominate the news cycle. They zoom in on more than just tariff talk. They explain how policies limiting chip exports to China are part of a bigger play: k…
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018: Why You Probably Need Life & Disability Coverage with Peachie Thompson
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44:33
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“The healthier you are, the cheaper it is. The younger you are, the cheaper it is. When you get some sort of disease, the more premium you’ll have to pay. There is no workaround for that.” Our host, Joey Loss, interviews Peachie Thompson, founder of Peach Insurance Services, on why life and disability insurance are foundational for sound financial …
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Market Chatter: Positive Territory...Will It Last?
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The past month has brought a staggering V-shaped market recovery—one sharper and faster than even the post-COVID rebound. As Joey Loss and Adam Van Wie discuss, it serves as a reminder that markets don’t just bounce; they whiplash in ways that defy headlines, sentiment, and short-term logic. Despite being just a few points off their all-time highs,…
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“The market is a rigged game—but it’s rigged in your favor.” Today, Adam Van Wie and Joey Loss of Strivus Wealth Partners break down the sudden upswing in the S&P 500 and Dow Jones that’s led to a rare ten-day rally. They trace the roots of today’s geopolitical tensions through a historical lens and give their thoughts on why we might just be enter…
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Market Chatter: A Tale of Two Economic Realities
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Tariffs are back in the headlines—and markets aren’t handling it well. A new wave of trade penalties, including a universal 10% import tariff and a steep 25% on Canadian and Mexican goods, has triggered a ripple of fear through global markets. The result? A skittish S&P, a tech-heavy NASDAQ off 13%, and investor sentiment near historic lows. But be…
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Markets tanked, small caps got crushed, and investors were left scrambling. What triggered the chaos? “Liberation Day,” a bold and controversial move by the Trump administration that slapped a blanket 10% tariff on all imports—plus targeted penalties for countries deemed unfair trade partners. The result? A sharp 34% market drop by Friday morning a…
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013: How to Buy Value Stocks & Why You Might Want To with Skylar Liang
42:15
42:15
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“You cannot predict what the market is going to do. Your investment experience must be built on expected outcomes and formed around things that you can control.” Our host Joey Loss is joined by Skylar Liang from Dimensional Fund Advisors to discuss best practices for investing success in the long-term. “So little of the market’s behavior is in our …
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Market Chatter: Turbulence, Tariffs & Trump 2.0
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27:03
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“Don’t make long-term investment decisions based on short-term events. It will only lead to losses.” Have the unpredictable market swings in recent months been giving you whiplash? Today, Joey Loss and Adam Van Wie unpack the current state of the NASDAQ, S&P 500, and emerging markets, all while navigating through the geopolitical storms fueled by t…
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011: Getting Paid in Stock: Gold Mine or Rollercoaster with Brett Wysopal
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“One of the big exercises you have to do is try to disassociate the emotion of your company to the reality of what the equity, in a worst case scenario going down, can do to your financial life.” Today, our host, Joey Loss, sits down with Brett Wysopal, a career changer who made the leap from professional hockey to financial planning. Brett shares …
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Market Chatter: Results of 2024 & A Look Ahead
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26:27
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With 2024 in the books and a new president in the White House, what investment strategy should you be adopting to make 2025 a success? Our hosts, Joey Loss, and Adam Van Wie, reflect on the technological and geopolitical shifts that have shaped last year’s market and what to expect going forward. They look back at the remarkable performances of the…
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Market Chatter: Post-Election Impact Discussion, Markets, Taxes, Rates
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In times of political change, the key to financial resilience is not panic, but preparation. In this edition of the Market Chatter series, our host Joey Loss, along with fellow CFP® Adam Van Wie unpack the financial implications of the recent U.S. election, where Donald Trump has returned as the 47th president, bringing with him potential shifts in…
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008: Protecting Your Wealth with Rakin Hamad
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43:04
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“[Not having adequate insurance] takes away your ability to continue building wealth as you had. It's important to make sure you have that floor, to make sure when you take a step forward, there's no step back." Our host Joey Loss explores the critical role of insurance in protecting your financial assets with personal injury attorney Rakin Hamad o…
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Market Chatter: Rates, Sensationalism & Return-Broadening
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"It’s almost like you lock in the emotion that you felt at the bottom of the market when you sell at that moment, like you just can’t get past it." Can the Federal Reserve's rate cuts reshape the real estate market and your investments? Join our host Joey Loss for another exciting episode with Adam Van Wie, who returns, this time, for a brand-new m…
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006: The Neuroscience of Financial Behavior with Dr. Oliver Schnusenberg
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“Whenever you talk about finance, it bleeds into life. And whenever you talk about life, it bleeds into finance. So there’s really no clear-cut way to differentiate life from finance and vice versa. I’m trying to tie the neuroscience behind [financial] decisions into it.” How do hidden biases shape your financial decisions? Our host Joey Loss sits …
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005: The Entrepreneur's Journey with Jay Dotson
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47:42
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“Mindset is so critical. You've got to have not just the unwavering belief, but that resilience.” Unlock the secrets to entrepreneurial success as our host Joey Loss sits down with Jay Dotson, partner and fractional CFO at Prosper CFO. This episode is packed with actionable insights, from the essential mindset required for early-stage business succ…
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004: Tools for Mastering Cash Flow with Maggie Klokkenga
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44:47
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"I can't tell you how many people have said, 'I want to retire early.' And I said, 'Great, what are you going to retire to?' And they just pause, some of them chuckle. And I brought this up to many people and I said 'Retirement is not a wedding, it's a marriage. It's not a one-day event.'" Our host Joey Loss sits down with Maggie Klokkenga, a seaso…
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003: Basic Truths About Wealth with Adam Van Wie
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44:36
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“One of the classic examples is ‘if you want to be wealthy, you have to cut out your Starbucks habit.’ It's just an oversimplification of a much larger problem and the reality is, no one ever got rich by quitting Starbucks.” Fellow Financial Planner Adam Van Wie sits down with our host Joey Loss to debunk the ‘Starbucks myth’ (and so many more) and…
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002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss
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36:50
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“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.” My wife, Elizabeth, and I open up about the rollercoaster of emotion…
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001: How to Foster Healthy Love & Money with Ed Coambs
48:18
48:18
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"Those earliest experiences around money, we may not even consciously remember them, but they definitely can be driving decisions, both for ourselves and how we interact with partners." In marriage, money can often feel like a taboo topic. Financial Therapist Ed Coambs, host of the Healthy Love & Money Podcast, joins our host, Financial Planner Joe…
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Trailer: A Journey Behind the Veil of Money In Our Lives
2:37
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"Financial success and a meaningful relationship with money are not as simple as always doing the financially optimal thing at the financially opportune time." Unlock the pathways to a richer life, where wealth goes far beyond numbers and nest eggs. Our host, Certified Financial Planner Joey Loss takes us on an enlightening exploration of money's m…
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