"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 Introduction to James Bryan and episode overview
• 02:12 The importance of emergency reserves and how much to keep
• 06:12 Where to keep your high-yield savings for accessibility and growth
• 07:58 Prioritizing savings: retirement vs. college funding
• 12:06 Adjusting savings as family needs grow
• 16:55 The critical role of life and disability insurance
• 27:52 Estate planning essentials for young families
• 34:54 The significance of investment decisions and long-term planning

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

“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 posturing thus far as the new Federal Reserve Chairman. Lastly, they talk general pros and cons regarding the outlook for the Q3 and the remainder of 2026.

Key Topics:

• 00:00 Introduction and Personal Updates
• 00:57 Market Overview: Best Quarter Since 2020
• 03:10 Market Rotation and Job Reports
• 06:07 Performance of Different Asset Classes
• 09:11 Jobs Report and Labor Market Trends
• 12:00 Inflation Insights and Federal Reserve Perspectives
• 15:03 Historical Trends for July and Presidential Cycles
• 17:53 Pros and Cons for the Rest of the Year
• 19:50 Bull Market Insights
• 23:21 Bear Market Concerns
• 27:16 The Impact of Mega Cap Stocks
• 30:04 IPO Dynamics and Market Reactions
• 34:32 Semiconductor Sector Performance
• 36:51 Economic Indicators and Future Outlook

Resources

• Bespoke Research
• Truflation
• SpaceX IPO details

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

"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 SpaceX's IPO
• 21:11 Investment Strategies for SpaceX
• 30:02 Conclusion and Future Outlook

Resources

• SpaceX IPO Filing (S-1)
• NASDAQ IPO Rules

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.