Wealth Unplugged

“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 sport...

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 un...

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 marke...

“[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 throug...

"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 Chatte...

“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 profe...

“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 re...

"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...

“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...

“I also know that you're working really hard because you want to take care of your family and you're building this business that you love. So those things all make it fine. But it's just an adjustment. And, communication between you and I, throughout the whole thing has been key.” My wife, Elizabeth, and I open up about the rollercoaster of emotions and challenges we've faced o...

"Those earliest experiences around money, we may not even consciously remember them, but they definitely can be driving decisions, both for ourselves and how we interact with partners." In marriage, money can often feel like a taboo topic. Financial Therapist Ed Coambs, host of the Healthy Love & Money Podcast, joins our host, Financial Planner Joey Loss, to unravel the emotional tap...

"Financial success and a meaningful relationship with money are not as simple as always doing the financially optimal thing at the financially opportune time." Unlock the pathways to a richer life, where wealth goes far beyond numbers and nest eggs. Our host, Certified Financial Planner Joey Loss takes us on an enlightening exploration of money's multifaceted role in our daily exist...