Wealth Unplugged

"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...

"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 def...

“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 indicators, focusing on the S&am...

“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 recent halt in m...

“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 provides updates on major indexes’ y...

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. Ag...

"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...