show episodes
 
Do you feel overwhelmed by the amount of financial decisions in your life? Are you approaching a life or business transition and struggling to find confidence in your next few steps? Then this podcast is for you. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details apply to each of us and our uniqu ...
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show series
 
“[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…
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"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…
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“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 …
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“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…
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"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…
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“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…
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“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…
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"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…
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"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…
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