Wealth Unplugged

Joey Loss, CFP®
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Wealth Unplugged

Do you feel overwhelmed by the amount of financial decisions in your life? Are you approaching a life or business transition and struggling to find confidence in your next few steps?Then this podcast is for you. 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 apply to each of us and our unique needs. Wealth Unplugged explores wisdom, strategies and stories through expert guest interviews and conversations about interesting money stories we can learn from. These discussions help us elevate our money understanding, which can lift tide of all life-areas impacted by money decision-making.  More information is available here: https://flowfinancial.com/wealth-unplugged/ 

Episodios

  1. 11 NOV

    Market Chatter - November 2024: Post-Election Impact Discussion, Markets, Taxes, Rates

    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 economic policy. They discuss the immediate market reactions and what the Republican majority in the Senate (and possible sweep) might mean for the...

    28 min

  2. 30 SEPT

    008: Protecting Your Wealth with Rakin Hamad

    “[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 of Curcio Law. Rakin walks us through the fundamentals of personal injury cases, including liability, damages, and insurance coverage. He highlights ...

    43 min

  3. 20 SEPT

    Market Chatter - September 2024: Rates, Sensationalism & Return-Broadening

    "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 monthly segment called Market Chatter. They’re dissecting the Federal Reserve's impending decision on rate cuts and their profound implications on th...

    38 min

  4. 12 AGO

    006: The Neuroscience of Financial Behavior with Dr. Oliver Schnusenberg

    “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 down with Dr. Oliver Schnusenberg, a finance professor at the University of North Florida, who took on the ambitious task of creating the first beha...

    40 min

  5. 30 JUL

    005: The Entrepreneur's Journey with Jay Dotson

    “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 success to the critical role of networking and resourcefulness. Learn how unwavering belief, resilience, and grit can guide you through the initial chal...

    48 min

  6. 24 JUN

    004: Tools for Mastering Cash Flow with Maggie Klokkenga

    "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 seasoned financial planner, who shares her riveting journey from founding her firm to joining Abundo Wealth. Maggie reveals the hurdles of solo entrepren...

    45 min

  7. 22 MAY

    003: Basic Truths About Wealth with Adam Van Wie

    “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 shares a treasure trove of wisdom for those looking to future-proof their finances! Together, Adam and Joey peel back the layers of financial plann...

    45 min

  8. 22 MAY

    002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss

    “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 emotions and challenges we've faced over the past two years—from meeting through a dating app, to the leap of faith in starting my business, Flow Financial...

    37 min

  9. 22 MAY

    001: How to Foster Healthy Love & Money with Ed Coambs

    "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 Joey Loss, to unravel the emotional tapestry woven by our childhood experiences with money, revealing how those experiences impact our adult relati...

    48 min

  10. 16 FEB

    Trailer: A Journey Behind the Veil of Money In Our Lives

    "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 multifaceted role in our daily existence. Wealth Unplugged dives so much deeper than financial "how-to's" or tricks and tips. Joey delivers tra...

    3 min

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Do you feel overwhelmed by the amount of financial decisions in your life? Are you approaching a life or business transition and struggling to find confidence in your next few steps?Then this podcast is for you. 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 apply to each of us and our unique needs. Wealth Unplugged explores wisdom, strategies and stories through expert guest interviews and conversations about interesting money stories we can learn from. These discussions help us elevate our money understanding, which can lift tide of all life-areas impacted by money decision-making.  More information is available here: https://flowfinancial.com/wealth-unplugged/ 

Información

  • Creador
    Joey Loss, CFP®
  • Años de actividad
    2 k
  • Episodios
    10
  • Clasificación
    Apto
  • Copyright
    © 2024 Joey Loss, Wealth Unplugged and Flow Financial. All Rights Reserved.
  • Mostrar sitio web
    Wealth Unplugged

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