Wealth Unplugged

Joey Loss, CFP®
  • 5.0(12개의 평가)
  • 투자
  • 매주 업데이트

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. 7월 2일

    Market Chatter: Best Quarter Since 2020... Will It Last?

    “Too much supply, not enough new buyers after these upcoming IPOs?” "Interest rates are in a sweet spot right now." "The market is just as strong as it was early in the year." In this episode, Joey Loss and Adam Van Wie analyze the halftime scoreboard across market sectors for 2026. They also dig into recent economic data like inflation, the fresh jobs report (softer than expected), and Kevin Warsh’s posturing thus far as the new Federal Reserve Chairman. Lastly, they talk general pros and cons regarding the outlook for the Q3 and the remainder of 2026. Key Topics: 00:00 Introduction and Personal Updates00:57 Market Overview: Best Quarter Since 202003:10 Market Rotation and Job Reports06:07 Performance of Different Asset Classes09:11 Jobs Report and Labor Market Trends12:00 Inflation Insights and Federal Reserve Perspectives15:03 Historical Trends for July and Presidential Cycles17:53 Pros and Cons for the Rest of the Year19:50 Bull Market Insights23:21 Bear Market Concerns27:16 The Impact of Mega Cap Stocks30:04 IPO Dynamics and Market Reactions34:32 Semiconductor Sector Performance36:51 Economic Indicators and Future OutlookResources Bespoke ResearchTruflationSpaceX IPO details 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    39분

  2. 6월 5일

    Market Chatter: SpaceX IPO: Everything You Need to Know

    "Corporate profits are at a 17-year high." "Inflation is reheating due to oil prices." "The Fed is unlikely to cut rates soon." Joey solo-tackles a discussion on market and economic health at large (numbers remain positive…mostly), SpaceX’s upcoming IPO (initial public offering) and how some of the biggest IPOs in history have played out. Key Topics: 00:00 Market Overview and SpaceX Interest11:07 Understanding SpaceX's IPO21:11 Investment Strategies for SpaceX30:02 Conclusion and Future OutlookResources SpaceX IPO Filing (S-1)NASDAQ IPO Rules 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    33분

  3. 5월 15일

    Market Chatter: Will Rates Ever Come Down?

    "If oil stays high, inflationary effects will persist." "SpaceX could be a multi-trillion dollar company." "Stay long-term, avoid short-term trading pitfalls." The market continues its bull run as corporate profits seemingly can’t find the brakes. Typically, good news and a perception of less risk mean yields and rates should fall. But in 2026 – first, bad news drove up rates (inflation) and now, good news (increasing corporate growth velocity) is driving rates up. AI continues to disrupt – though, it’s disrupting unevenly. Also, a SpaceX IPO seems to be on the horizon and may come up quickly. Tune in to listen to Joey and Adam unpack the details and what these notes mean for investors. Key Topics: Market Overview and Bullish Sentiment (00:00)Inflation and Oil Prices (02:58) Corporate Profits and Market Breadth (05:55) Bond Market Dynamics (09:04) Federal Reserve and Interest Rates (12:10) Geopolitical Risks and Market Reactions (14:50) Healthcare Sector Challenges (17:58) SpaceX IPO and Market Implications (20:48) 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    36분

  4. 5월 4일

    Market Chatter: Meta, Amazon & Google Can’t Stop Winning

    "NASDAQ up 14.76% in 30 days" "Inflation is creeping up to 3.5%" The market is expressing that its love for profit growth is greater than its worries about war and oil prices. Companies in the S&P 500 are growing profits at 15% annual clip right now. As this earnings season rolls on, stock prices are reflecting this with a rapid recovery from March and April lows.     One would think that at some point, investors will need to pay a price for a prolonged increase in the cost of energy. But as it turns out, as long as companies are winning, the market doesn’t care. Inflation is starting to creep up, pointing to some potential headwinds in the future. Key Topics: Market Overview and Recent Trends (00:00) Corporate Profits and Earnings Growth (02:12)Geopolitical Factors and Energy Prices (03:29)Tech Giants' Performance and AI Impact (06:12)Monetary Policy and Inflation Insights (10:31)Market Resilience and Economic Outlook (18:37)Technological Advancements and Future Trends (20:53) 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    27분

  5. 4월 6일

    Market Chatter: Positive US Fundamentals, But Oil Might Ruin Everything

    "Prolonged high oil prices can lead to inflation." "Economic data last week was surprisingly strong." "Valuations are better now than five weeks ago." The job market and profit expansion in the US look healthy. Oil remains at the center of everything. Tune in to learn what’s creating upward and downward pressure in the markets right now – and how the market is finding resilience and positive sentiment in the face of so much uncertainty. Key Topics: Market Overview and Oil's Impact (00:00)Recent Market Trends and Economic Data (02:55)Inflation Concerns and Oil Prices (06:09)Job Market Insights and Economic Recovery (09:06)Market Sentiment and Investment Strategies (12:12)Diversification and Long-term Investing (15:09)Navigating Market Corrections (18:02)Conclusion and Future Outlook (21:03) 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    29분

  6. 3월 20일

    Market Chatter: How Oil Prices Could Cause A Recession

    "Gas prices shrink disposable income." "The night gets darkest just before dawn.” "Focus on what you can control." Explore the S&P 500’s break below its 200-day average how Oil is front and center for global markets as well as consumers everywhere. Joey explores what price analysts say Oil needs to hit to make recession likely -- and what investors can do about it. Key Topics: Market resilience tested in 2026 (00:00)S&P 500 drops below 200-day moving average (00:28)Global market reactions and energy dependence (01:27)Oil as a key market driver (02:23)Consumer behavior and gas prices (03:45)Recession thresholds and oil prices (05:14)Fed's monetary policy outlook (07:18)Housing market dynamics and rate effects (11:08)Market corrections and long-term investing (14:30)Private credit risks and black box concerns (15:56)Market sentiment and potential recovery (19:16)Long-term investment perspective and control (20:17) 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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    23분

  7. 3월 6일

    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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    36분

  8. 2월 23일

    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: InstagramLinkedInTwitter (X)  Read our audio, video, and written content disclaimer here.

    40분
모두 보기(37개)

예고편

5
최고 5점
12개의 평가

소개

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

정보

  • 제작진
    Joey Loss, CFP®
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    37
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Joey Loss, Wealth Unplugged and Strivus Wealth. All Rights Reserved.
  • 웹사이트 보기
    Wealth Unplugged