Wealth Unplugged

"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 Introduc...

“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 posturin...

"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 S...

"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 (increas...

"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 p...

"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 muc...

"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...

"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)
• Invest...

"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 Cha...

"Smaller is better so far this year."  "The sentiment is just in the tank."

2026 has started with an upward trend for markets, but from unusual suspects. The market rotation is welcome.

Joey and Adam unpack the Mag 7 earnings reports, what’s driving the S&P 500, small cap, emerging market, and international developed market dominance, inflation, the job market, housing, the state of the “AI bubble,” gold, s...

"Weekly jobless claims dropped below 200,000."

"The overall performance has exceeded expectations... the factors for a healthy economy are aligning, even as uncertainties remain."

2025 was another great year for investors. This marks the 3rd year in a bull market, and as we step into 2026, the horizon looks increasingly bright—save for any unforeseen global catastrophes.

In our latest episode of Market Chatter, Adam and Joey bre...

"Comparison is a thief of joy."

"What do we really want?"

"Wealth equals freedom."

In this conversation, Chris Eckols shares how money is your tool for unlocking freedom and agency in your life.

He encourages you to define wealth beyond money alone…suggesting that wealth is better defined as the freedom to make choices in life. He explains how your money behaviors start to improve and align once you’ve defined what this de...

“Companies just want to know the rules because once they know the rules, they know how to figure out how to make money.” 

Joey & Adam host the final “Market Chatter” session of the year. They reflected on the eventful year of 2025, marked by their company’s merger and a surge in business activity, especially in the fourth quarter. The discussion centered around key market trends and economic in...

“It’s really hard to wrap your mind around change and the future. And I think it gets harder every year because the change goes faster and it gets exponentially larger.”

In this episode of Market Chatter, hosts Joey Loss and Adam Van Wie, the session explored the current state of the financial markets, recent volatility, and potential future impacts of AI.

Joey opened the discussion by expressing surprise at the rec...

“There’s a fine line between Grifter and Genius.”

In this episode of “Market Chatter,” hosts Joey Loss and Adam Van Wie discuss recent market trends and concerns over a potential AI bubble. Adam shares insights from a Financial Planning Association conference in Vegas, emphasizing investment discipline. They analyze market performance, noting increased volatility and a rise in investor fear. Joey provid...

Two in five Americans can't handle a $400 surprise expense, and the median emergency fund sits at a shocking $500-600. Our hosts, Joey Loss and Adam Van Wie, tackle America's savings crisis head-on by offering a practical six-step framework for families to build wealth systematically.

Gen Z has $400 saved, Millennials embarrassingly trail at $300, Gen X holds $500, and even Boomers over 61 manage only $2,000 on average. Against this...

"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...

“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 a...

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 im...