@joey_loss Profile picture

Joey Loss, CFP®

@joey_loss

Wealth Planning for high earners, founders and strivers. Father | Husband | Biz-owner | Podcaster (Link ⬇️)

Joined March 2018
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For my planning friends with young kids: Does anyone else think Miss Rachel’s husband only joins her on YouTube because their financial planner told them that he, too, could max a Solo 401k if he found himself a role? Sure feels that way watching my daughter frown every time he…


W - Daughter L - Living room

joey_loss's tweet image. W - Daughter

L - Living room

Are you even a dad… …if you don’t stub your toe on one of the seven unique baby chairs in your home each day?


In the last 10 years, I’ve written probably 1,000 financial plans. Many had huge dollar signs. The one I’m writing today might be my favorite. No massive dollar signs. But the impact it will have on a mother and her daughters rebuilding after a divorce - unforgettable.


Yesterday was allegedly Black Monday 2.0 for investors. The S&P closed at a full-day decline of less than 3%. On Black Monday in 1987, markets were down 20% in a single day. These are not the same. Sensational headlines at their finest. Election years elicit uncertainty from…


I try not to post political stuff… But these guys actually just argued about their weight and their golf handicaps for over 2 minutes. This is where we’re at.


I've seen a handful of clients in the 7 figure income range that spend as much as (or more than) they earn. Cash flow is the window to what's possible in your financial plan. Tune in on any major podcast player to hear Maggie and I unpack tools and strategies to ease cash flow.

joey_loss's tweet image. I've seen a handful of clients in the 7 figure income range that spend as much as (or more than) they earn.

Cash flow is the window to what's possible in your financial plan.

Tune in on any major podcast player to hear Maggie and I unpack tools and strategies to ease cash flow.

GME (GameStop) is back in business. Which means the press is writing about it. I never thought I’d get to talk about FOMO with @Forbes… but here you go: forbes.com/sites/investor…


I used to be a bit afraid of sales. Then I realized "sales" is just about learning how to be organized and invite someone else's story and pain points when determining if you can help them. Now I love every one of those conversation opportunities, no matter where they lead.


Just like your physique in 2 years won’t determined by a few cheat meals Your finances won’t be determined by a few fun and unnecessary purchases It’ll be determined by the quiet core of your financial routine the other 90% of the time. Have a plan. Have your fun.


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