Wealth Unplugged

Joey Loss, CFP®
  • 5.0 (12)
  • INVESTING
  • UPDATED WEEKLY

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 guest interviews and conversations about interesting money stories we can learn from.  With this wisdom, you can help shape the life you want and better protect what you've built along the way. More information is available here: https://strivuswealth.com/podcast

  1. 6D AGO

    Market Chatter: War, Oil, Rate Spikes & Market Shocks

    "Market reaction has been pretty tame so far." "Ghost GDP is a misleading narrative." In this episode of Market Chatter, Joey Loss and Adam Van Wie analyze recent market movements amid geopolitical tensions, focusing on the Iran conflict, oil prices, and their impact on global markets, interest rates, and investment strategies. Key Topics: Market Overview and Recent Events (00:00)Impact of AI on Employment and Economy (09:51)Investor Strategies in a Volatile Market (20:06)Geopolitical Tensions and Market Reactions (30:04) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    36 min

  2. FEB 23

    Market Chatter: Software Market Implodes

    "In that moment, the market decided, 'my gosh, people are going to build their own enterprise software by vibe coding through AI.” "It's funny at the index level to see that we're in one of the lowest S&P volatility periods. But if you look under the hood, there's just like, fire and cascades in different parts of the market." AI is shaking up the stock market, but not in the way most expected. In this episode of Market Chatter on Wealth Unplugged, we break down why software stocks are taking a massive hit and what it means for your portfolio. We also dive into the surprising surge in small caps and international stocks, share our thoughts on the Fed's next moves regarding inflation, and discuss the stark realities of the "K-Shaped" economy dividing American wealth. Key Topics: Intro & The "SaaSpocalypse" - (00:00)Is the AI Infrastructure Build-Out a Bubble? - (08:30)A Healthy Market Rotation: Small Caps & International Surging - (14:20)Fed Rate Cuts, Inflation Realities, & New Leadership - (24:20)The K-Shaped Economy: The Growing Divide in American Wealth - (31:40) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    40 min

  3. JAN 30

    Market Chatter: Sleeping Giants & The Rise of Small Cap Stocks

    "Smaller is better so far this year."  "The sentiment is just in the tank." 2026 has started with an upward trend for markets, but from unusual suspects. The market rotation is welcome. Joey and Adam unpack the Mag 7 earnings reports, what’s driving the S&P 500, small cap, emerging market, and international developed market dominance, inflation, the job market, housing, the state of the “AI bubble,” gold, silver, and whether it’s time for a rebalance. Key Topics: Market Overview: Sleeping Giants & The Rise of Small Caps (00:00)Job Market Dynamics: A Frozen State (14:27)Housing Market: Supply Challenges (22:36)Metals Market: The Surge and Fall of Gold and Silver (23:16)Investment Strategies: Rebalancing in a Volatile Market (29:20) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    34 min

  4. JAN 15

    Market Chatter: Why We’re Bullish for 2026

    "Weekly jobless claims dropped below 200,000." "The overall performance has exceeded expectations... the factors for a healthy economy are aligning, even as uncertainties remain." 2025 was another great year for investors. This marks the 3rd year in a bull market, and as we step into 2026, the horizon looks increasingly bright—save for any unforeseen global catastrophes. In our latest episode of Market Chatter, Adam and Joey break down the momentum that carried us through the past year and why the economic indicators are signaling a robust 12 months ahead for Strivus Wealth Partners' clients and listeners alike. While the year may not have felt like a constant sprint, the data tells a powerful story. Tune in to learn how healthy market rotations (away from tech), increasing market breadth, healthy consumer reports, declining interest rates, falling jobless claims, boosted tax incentives, and a normalizing yield curve set the stage for healthy market performance in 2026. Key Topics: Market Overview and Recent Trends (00:00)Tech Sector Insights (01:04)Consumer Health and Bank Earnings (05:08)Inflation Discussion (08:23)Silver and Gold Price Surge (09:18)Mortgage Rates and Yield Curve (13:47)Tax Changes and Economic Impact (18:02)  This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    28 min

  5. JAN 13

    026: How to Unlock Life, Work & Cash Flow with Chris Eckols

    "Comparison is a thief of joy." "What do we really want?" "Wealth equals freedom." In this conversation, Chris Eckols shares how money is your tool for unlocking freedom and agency in your life. He encourages you to define wealth beyond money alone…suggesting that wealth is better defined as the freedom to make choices in life. He explains how your money behaviors start to improve and align once you’ve defined what this definition of wealth looks like for you. Joey and Chris explore the challenges of career satisfaction, the impact of comparison on happiness, and the necessity of taking inventory of one's life to align spending with true desires. Ultimately, the conversation highlights the essential exercise of creating a clear “why” and “what” to unlock your full cash flow potential and future wealth. Key Topics: Introduction to Chris Eckols (00:00 - 06:01)Understanding Money Behavior (06:02 - 09:03)Defining Wealth and Freedom (09:04 - 12:00)The Importance of Spending and Agency (12:01 - 14:57)Navigating Career Satisfaction (14:58 - 8:05)The Role of Purpose in Life (18:06 - 23:55)Cashflow Mavericks and Financial Behavior (23:56 - 27:07)Taking Inventory of Your Life (27:08 - 30:10)Preparing for the Unexpected (30:11 - 36:03)Finding Meaning in Work (36:04 - 39:06)The Impact of Comparison on Happiness (39:07 - 41:58)Closing Thoughts on Agency and Freedom (41:59 - 52:46)Resources: https://www.accessiblemoneycoach.com/ This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    53 min

  6. 12/19/2025

    Market Chatter: How a Weird Market Year Turned Great (Again)

    “Companies just want to know the rules because once they know the rules, they know how to figure out how to make money.”  Joey & Adam host the final “Market Chatter” session of the year. They reflected on the eventful year of 2025, marked by their company’s merger and a surge in business activity, especially in the fourth quarter. The discussion centered around key market trends and economic indicators, focusing on the S&P 500’s forward PE ratio and its implications for anticipated growth in 2026. They noted a shift in market dynamics, highlighting increased market breadth and diversification from the dominant “MAG7” stocks. They delved into the impact of tariffs earlier in the year, describing the market’s volatile reaction and subsequent recovery following a 90-day pause on reciprocal tariffs. The conversation also explored the tangible benefits of AI in their operations, enhancing efficiency in tasks like meeting preparation and note-taking. Further discussion revolved around 2025’s favorable tax environment, particularly the bonus depreciation benefits for businesses, which spurred increased economic activity, including a notable rise in corporate jet sales. They speculated on the economic effects of additional tax benefits set to activate in 2026, projecting continued growth and earnings potential. Looking ahead, Joey and Adam expressed optimism for 2026, anticipating favorable conditions and hoping for increased charitable giving due to new tax incentives. They concluded with holiday well wishes, looking forward to the next “Market Chatter” and a successful new year. Key Topics: Introduction and 2025 Year Review (00:00 - 02:30)S&P 500 Valuations and Market Growth Expectations (02:31 - 07:00)Q4 and Market Performance Trends (07:01 - 08:45)Market Breadth and MAG7 Performance (08:46 - 13:15)AI’s Impact on Business Operations (13:16 - 19:45)Tariff Impact and Economic Recovery (19:46 - 24:30)Bonus Depreciation and Tax Law Changes (24:31 - 27:45)Personal Tax Benefits and Charitable Deductions (27:46 - 30:30)Conclusion and Outlook for 2026 (30:31 - 36:00) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    29 min

  7. 11/21/2025

    Market Chatter: Good News Isn’t Enough to Save The Market

    “It’s really hard to wrap your mind around change and the future. And I think it gets harder every year because the change goes faster and it gets exponentially larger.” In this episode of Market Chatter, hosts Joey Loss and Adam Van Wie, the session explored the current state of the financial markets, recent volatility, and potential future impacts of AI. Joey opened the discussion by expressing surprise at the recent halt in market momentum, and Adam provided insights into this development. He described the market’s recent volatility as expected, emphasizing that it was a normal correction after months of growth. Despite initial concerns, Adam noted several positive economic indicators, including strong reports from Nvidia, Walmart, and the labor market, suggesting no major negative forces were at play. The conversation transitioned to AI, with both hosts expressing enthusiasm about its transformative potential. They highlighted Nvidia’s remarkable performance and considered the broader implications of AI across various industries. Joey and Adam discussed its potential to revolutionize sectors like healthcare and housing, despite current challenges. The session also touched on the housing market and potential changes, such as the introduction of 50-year mortgages and mortgage portability. While recognizing potential benefits, Adam and Joey expressed concern about long-term equity and housing affordability. Throughout the meeting, both emphasized the importance of maintaining perspective amid market fluctuations and the speculative nature of current investments in AI. They urged listeners to remain calm and focused on long-term growth rather than short-term market disruptions. Key Topics: Market Volatility Overview (00:00)Positive News and Market Reaction (02:45)Market Personality and Earnings (06:50)AI Impact on Market and Industry (14:10)Housing and Mortgage Industry (33:00)General Economic Concerns (50:10)Closing Thoughts on Market Perspective (60:30) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    33 min

  8. 11/07/2025

    Market Chatter: Is The AI Hype Showing Cracks?

    “There’s a fine line between Grifter and Genius.” In this episode of “Market Chatter,” hosts Joey Loss and Adam Van Wie discuss recent market trends and concerns over a potential AI bubble. Adam shares insights from a Financial Planning Association conference in Vegas, emphasizing investment discipline. They analyze market performance, noting increased volatility and a rise in investor fear. Joey provides updates on major indexes’ year-to-date performance, highlighting the contrast between recent gains and short-term losses. The duo debates whether AI is in a bubble, referencing headlines and Sam Altman’s defensive stance on OpenAI’s financials. They explore risk factors, including government involvement in tech markets, and stress the importance of long-term investment strategies over reactive decisions. Concluding, Adam expresses optimism for end-of-year market trends, recalling the historical “Santa Claus rally” and advising investors to maintain a strategic allocation despite short-term fluctuations. Key Topics: Introduction and Adam's Vegas Trip (00:00)Market Overview (02:11)Market Fear and Volatility (05:04)I Bubble Discussion (07:26)Comparison to Historical Market Events (21:13)Thematic ETFs and Investment Strategy (30:00)Job Market and Amazon Layoffs (34:46)Closing Remarks (37:40) This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida. You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged. Follow Joey & Strivus on Social Media: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here.

    35 min
See All (31)

Trailer

5
out of 5
12 Ratings

About

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 guest interviews and conversations about interesting money stories we can learn from.  With this wisdom, you can help shape the life you want and better protect what you've built along the way. More information is available here: https://strivuswealth.com/podcast

Information

  • Creator
    Joey Loss, CFP®
  • Years Active
    2024 - 2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2026 Joey Loss, Wealth Unplugged and Strivus Wealth. All Rights Reserved.
  • Show Website
    Wealth Unplugged