Wealth Unplugged

Hosted by Joey Loss, CFP®

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Episodes

Latest episode

Aug 2026

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EN-US

About the show

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

Listen to episodes

41 recent

September 4, 2026Episode 4029 min

Market Chatter: The Odds of a Rate Hike Just Went Up

"All of [Scott Bessent’s] tools push inflation up." "AI models are acting autonomously already." "It's hard to bet against NVIDIA." In this episode, Joey Loss and Adam Van Wie discuss the latest market developments, the implications of the recent jobs report, the bond market mess, the biggest “heist” thus far in AI history – the Hugging Face incident and NVIDIA's strategic moves (including the purchase of Hugging Face). Key Topics: (00:00) Market overview and recent economic data (02:05) Analysis of the jobs report and Fed rate hike considerations (04:16) Impact of interest rate hikes on the economy and housing market (07:45) Upcoming inflation data and Fed policy outlook (10:13) Treasury debt management and its influence on rates (13:29) What is Hugging Face and the recent AI security breach (15:52) NVIDIA's strategic move into AI platform space (19:00) The future of AI development and global competition (22:15) Market sentiment, technology advances, and investment outlook (25:25) Looking ahead: key events and market predictions 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 .

August 21, 2026Episode 3927 min

Market Chatter: Why Long Bonds are Angry and Why You Should Care

"Rising rates can temporarily impact equities." "Temporary oil shocks don't mean lasting inflation." "Bitcoin's recent surge is surprising and intriguing." In this episode, Joey Loss and Adam Van Wie talk about the incredible public company earnings reports of the second quarter, the increased concern about the long end of the bond curve, why equity investors should care about that, and how midterms and data centers impact the stock market’s view of the future. Key Topics: (00:00) Market health and recent earnings reports (01:09) External factors influencing market volatility (02:09) Interest rates, yields, and market valuation (03:38) Impact of rising bond yields on equities (05:33) Building the market story: AI boom and geopolitical risks (07:23) AI companies borrowing and bond market effects (09:25) Data centers: importance, risks, and regulatory issues (13:22) Data center development and local community impacts (17:58) Market performance year-to-date and asset class review (19:47) Federal Reserve and Treasury actions to stabilize markets (22:12) Inflation, oil prices, and monetary policy (26:27) Market outlook and investor advice 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 .

July 24, 2026Episode 3838 min

Market Chatter: Oil Back to $100…No War Offramp in Sight

"Market is trading on AI doom and gloom or euphoria" "Oil is a globally traded commodity, reactive to demand and supply" "Market sentiment is a contrarian indicator for buying opportunities" In this episode, Joey Loss and Adam Van Wie break down the latest market turbulence, including rising oil prices, geopolitical conflict, shifting investor sentiment, and what it all means for the economy. They discuss how events in Iran and the Red Sea are driving oil volatility, why the Fed may stay cautious on rates, and how recent sentiment data could actually point to opportunity. The conversation also covers AI spending, Google’s earnings, and the growing divide between AI infrastructure and implementation stocks. Key Topics: 00:00 Introduction and Market Overview 01:19 Current Market Mood and Sentiment 02:10 Iran-Related Geopolitical Developments 03:07 Oil Prices and Global Supply Dynamics 04:28 Impact of Higher Oil Prices on the Economy 07:30 Federal Reserve's Rate Hike Outlook 11:00 Market Sentiment and Contrarian Indicators 17:03 Sector Movements and Market Reactions 19:08 Economic Data vs. Sentiment: The Vibecession 22:18 Inflation, Recession, and Employment Data 29:20 AI Sector Performance: Infrastructure vs Implementation 33:24 Tech Spending and Market Implications 34:44 Summary and Final Thoughts 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 .

July 15, 2026Episode 3736 min

037: 5 Must-Tackle Issues for Young Families

"Cash reserve is the foundation of a home" "You can't borrow for retirement, but you can for college" In this episode, Joey Loss interviews James Bryan, a seasoned CFP®, to discuss essential financial planning pillars for young families. They cover topics from emergency reserves and insurance to estate planning and investment strategies, providing practical advice to set families up for long-term success. Key Topics: 00:00 Introduction to James Bryan and episode overview 02:12 The importance of emergency reserves and how much to keep 06:12 Where to keep your high-yield savings for accessibility and growth 07:58 Prioritizing savings: retirement vs. college funding 12:06 Adjusting savings as family needs grow 16:55 The critical role of life and disability insurance 27:52 Estate planning essentials for young families 34:54 The significance of investment decisions and long-term planning 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 .

July 2, 2026Episode 3639 min

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 Updates 00:57 Market Overview: Best Quarter Since 2020 03:10 Market Rotation and Job Reports 06:07 Performance of Different Asset Classes 09:11 Jobs Report and Labor Market Trends 12:00 Inflation Insights and Federal Reserve Perspectives 15:03 Historical Trends for July and Presidential Cycles 17:53 Pros and Cons for the Rest of the Year 19:50 Bull Market Insights 23:21 Bear Market Concerns 27:16 The Impact of Mega Cap Stocks 30:04 IPO Dynamics and Market Reactions 34:32 Semiconductor Sector Performance 36:51 Economic Indicators and Future Outlook Resources Bespoke Research Truflation SpaceX 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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .

June 5, 2026Episode 3532 min

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 Interest 11:07 Understanding SpaceX's IPO 21:11 Investment Strategies for SpaceX 30:02 Conclusion and Future Outlook Resources 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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .

May 15, 2026Episode 3435 min

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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .

May 4, 2026Episode 3326 min

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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .

April 6, 2026Episode 3228 min

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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .

March 20, 2026Episode 3122 min

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: Instagram LinkedIn Twitter (X) Read our audio, video, and written content disclaimer here .