Best Joey Loss Cfp Podcasts (2025)

1
Market Chatter: A Tale of Two Economic Realities 38:33

8d ago38:33

38:33

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 be…

1
Market Chatter: Blood in the Streets 33:35

25d ago33:35

33:35

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 a…

1
013: How to Buy Value Stocks & Why You Might Want To with Skylar Liang 42:15

1M ago42:15

42:15

“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 …

1
Market Chatter: Turbulence, Tariffs & Trump 2.0 27:03

2M ago27:03

27:03

“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 t…

1
011: Getting Paid in Stock: Gold Mine or Rollercoaster with Brett Wysopal 39:09

2M ago39:09

39:09

“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 …

1
Market Chatter: Results of 2024 & A Look Ahead 26:27

3M ago26:27

26:27

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…

1
Market Chatter: Post-Election Impact Discussion, Markets, Taxes, Rates 28:16

6M ago28:16

28:16

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…

1
008: Protecting Your Wealth with Rakin Hamad 43:04

7M ago43:04

43:04

“[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 o…

1
Market Chatter: Rates, Sensationalism & Return-Broadening 37:34

7M ago37:34

37:34

"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 m…

1
006: The Neuroscience of Financial Behavior with Dr. Oliver Schnusenberg 39:32

9M ago39:32

39:32

“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 …

1
005: The Entrepreneur's Journey with Jay Dotson 47:42

9M ago47:42

47:42

“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 succ…

1
004: Tools for Mastering Cash Flow with Maggie Klokkenga 44:47

10M ago44:47

44:47

"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 seaso…

1
003: Basic Truths About Wealth with Adam Van Wie 44:36

11M ago44:36

44:36

“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…

1
002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss 36:50

11M ago36:50

36:50

“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 emotion…

1
001: How to Foster Healthy Love & Money with Ed Coambs 48:18

11M ago48:18

48:18

"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 Joe…

1
Trailer: A Journey Behind the Veil of Money In Our Lives 2:37

1y ago2:37

2:37

"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 m…

Podcasts Worth a Listen

Joey Loss Cfp Podcasts

Podcasts Worth a Listen

1
Wealth Unplugged

Joey Loss, CFP®

1
Market Chatter: A Tale of Two Economic Realities 38:33

1
Market Chatter: Blood in the Streets 33:35

1
013: How to Buy Value Stocks & Why You Might Want To with Skylar Liang 42:15

1
Market Chatter: Turbulence, Tariffs & Trump 2.0 27:03

1
011: Getting Paid in Stock: Gold Mine or Rollercoaster with Brett Wysopal 39:09

1
Market Chatter: Results of 2024 & A Look Ahead 26:27

1
Market Chatter: Post-Election Impact Discussion, Markets, Taxes, Rates 28:16

1
008: Protecting Your Wealth with Rakin Hamad 43:04

1
Market Chatter: Rates, Sensationalism & Return-Broadening 37:34

1
006: The Neuroscience of Financial Behavior with Dr. Oliver Schnusenberg 39:32

1
005: The Entrepreneur's Journey with Jay Dotson 47:42

1
004: Tools for Mastering Cash Flow with Maggie Klokkenga 44:47

1
003: Basic Truths About Wealth with Adam Van Wie 44:36

1
002: New Marriage, New Baby, New Business - All At Once with Elizabeth Loss 36:50

1
001: How to Foster Healthy Love & Money with Ed Coambs 48:18

1
Trailer: A Journey Behind the Veil of Money In Our Lives 2:37

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