Wealth Unplugged

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

Wealth Unplugged is a business podcast hosted by Joey Loss, CFP®, with 39 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Joey Loss, CFP® hosts Wealth Unplugged, a business show with 39 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #38

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

  Jul 24, 202638 min

  "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 .

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  Episode #37

  037: 5 Must-Tackle Issues for Young Families

  Jul 15, 202636 min

  "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 .

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  Episode #36

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

  Jul 2, 202639 min

  “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 .

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  Episode #35

  Market Chatter: SpaceX IPO: Everything You Need to Know

  Jun 5, 202633 min

  "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 .

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  Episode #34

  Market Chatter: Will Rates Ever Come Down?

  May 15, 202636 min

  "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 .

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