Wealth Unplugged

"If in our job, we got a retirement plan 88% wrong, I think we would rightfully lose our jobs, or at least I would hope we should."

In today’s installment of Market Chatter, Joey Loss and Adam Van Wie of Strivus Wealth Partners dissect the Bureau of Labor Statistics revision that wiped out 258,000 jobs—88% of the reported job creation from the past two months—and what this institutional failure means for Fed policy, market...

“When you understand taxes, there’s so much that you can do that when you add them together, they really do make a difference.”

Today, Joey breaks down 15 key changes in the new 900-page tax bill—what’s already in effect, what’s changing, and how it impacts your income, investments, business, and retirement.

First, the big picture: the U.S. deficit sits at $36 trillion. This tax bill, while aimed at economic growth, is expected to ad...

When the economy zigs, the headlines zag.

Our hosts, Joey Loss and Adam Van Wie, decipher today’s market highs and trade war fears, revealing why the market keeps trending upward, even as tariffs dominate the news cycle.

They zoom in on more than just tariff talk. They explain how policies limiting chip exports to China are part of a bigger play: keeping America competitive in AI and defense. It’s not just about taxing imports—it&apo...

“The healthier you are, the cheaper it is. The younger you are, the cheaper it is. When you get some sort of disease, the more premium you’ll have to pay. There is no workaround for that.”

Our host, Joey Loss, interviews Peachie Thompson, founder of Peach Insurance Services, on why life and disability insurance are foundational for sound financial planning, especially for young families.

Peachie makes it clear that the younger a...

The past month has brought a staggering V-shaped market recovery—one sharper and faster than even the post-COVID rebound. As Joey Loss and Adam Van Wie discuss, it serves as a reminder that markets don’t just bounce; they whiplash in ways that defy headlines, sentiment, and short-term logic.

Despite being just a few points off their all-time highs, the S&P, Dow, and NASDAQ are surging not on hype, but on breadth. This isn’t...

“The market is a rigged game—but it’s rigged in your favor.”

Today, Adam Van Wie and Joey Loss of Strivus Wealth Partners break down the sudden upswing in the S&P 500 and Dow Jones that’s led to a rare ten-day rally. They trace the roots of today’s geopolitical tensions through a historical lens and give their thoughts on why we might just be entering the third year of a bull market.

As macro data show mixed signals—lik...

Tariffs are back in the headlines—and markets aren’t handling it well.

A new wave of trade penalties, including a universal 10% import tariff and a steep 25% on Canadian and Mexican goods, has triggered a ripple of fear through global markets. The result? A skittish S&P, a tech-heavy NASDAQ off 13%, and investor sentiment near historic lows. But beneath the surface panic lies a tale of two economies.

Those who entered t...

Markets tanked, small caps got crushed, and investors were left scrambling. What triggered the chaos?

“Liberation Day,” a bold and controversial move by the Trump administration that slapped a blanket 10% tariff on all imports—plus targeted penalties for countries deemed unfair trade partners. The result? A sharp 34% market drop by Friday morning and a wave of uncertainty for global investors. Our host Joey Loss, along with bus...

“You cannot predict what the market is going to do. Your investment experience must be built on expected outcomes and formed around things that you can control.”

Our host Joey Loss is joined by Skylar Liang from Dimensional Fund Advisors to discuss best practices for investing success in the long-term.

“So little of the market’s behavior is in our control. The only thing that is in our control is our behavior towards the ma...

“Don’t make long-term investment decisions based on short-term events. It will only lead to losses.”

Have the unpredictable market swings in recent months been giving you whiplash?

Today, Joey Loss and Adam Van Wie unpack the current state of the NASDAQ, S&P 500, and emerging markets, all while navigating through the geopolitical storms fueled by tariff threats and unexpected European Central Bank decisions. They also g...

“One of the big exercises you have to do is try to disassociate the emotion of your company to the reality of what the equity, in a worst case scenario going down, can do to your financial life.”

Today, our host, Joey Loss, sits down with Brett Wysopal, a career changer who made the leap from professional hockey to financial planning. Brett shares how the financially challenging world of pro sports cultivated his appreciation f...

With 2024 in the books and a new president in the White House, what investment strategy should you be adopting to make 2025 a success?

Our hosts, Joey Loss, and Adam Van Wie, reflect on the technological and geopolitical shifts that have shaped last year’s market and what to expect going forward.

They look back at the remarkable performances of the NASDAQ and S&P 500, and how policy changes under Donald Trump's adm...

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 Republ...

“[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 ...

"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 Feder...

“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...

“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 unwave...

"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...

“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 f...