Joey Loss, CFP® @joey_loss

Wealth Planning for high earners, founders and strivers. Father | Husband | Co-Founder | Podcaster (Firm and Podcast Link ⬇️) strivuswealth.com Jacksonville, FL Joined March 2018

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Joey Loss, CFP® @joey_loss

5 months ago

First time watching her cousin’s baseball game. Facing away from the field and toward the fries.

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What my teething child taught me about advising clients on the macroeconomics of on/off tariff policies: Nothing. Aside from both are bad for sleep. Trying to come up with sweet completely original hooks for LinkedIn next week. LMK if you have any

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Joey Loss, CFP® @joey_loss

5 months ago

"We're not successful because we're more intelligent than most investors. We're successful because we're less stupid." -Charlie Munger

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Joey Loss, CFP® @joey_loss

5 months ago

Pro tip - if you have a loan at 12% interest. and $20,000 cash and you're looking at the market right now trying to buy the dip you should probably pay off the debt

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Joey Loss, CFP® @joey_loss

5 months ago

My grandparents sold at the bottom during the GFC in '08. They never really figured out how/when to get back in. Saved their whole lives - hard working folks. Never fully recovered. It's why we do this. Wish someone said to them what @zachmelloh26 says below.

Zach Melloh, CFP® @zachmelloh26

5 months ago

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Joey Loss, CFP® @joey_loss

5 months ago

There’s not a podcast in the world that can keep up with this circus.

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Joey Loss, CFP® @joey_loss

5 months ago

About 7 months later — this client has now: ✔️ finalized divorce ✔️ bought a new home ✔️ split/consolidated accounts per divorce decree ✔️ completed a name change (maiden) ✔️ diversified holdings without incurring tax burden (down market win) ✔️ created long term financial plan…

Joey Loss, CFP® @joey_loss

a year ago

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Morgan Housel @morganhousel

5 months ago

Napoleon's definiton of a military genius was "The man who can do the average thing when everyone else around him is losing his mind." Same in investing.

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Joey Loss, CFP® @joey_loss

5 months ago

Reading @Ritholtz “how not to invest” to wind down from this week Daughter is in bed Imagining how in 5 years, he’ll have an updated version that reads: -Black Monday -Dot com -Corona -Trump tariffs Each decline unique None of them ‘different’ in the end