"Weekly jobless claims dropped below 200,000."

"The overall performance has exceeded expectations... the factors for a healthy economy are aligning, even as uncertainties remain."

2025 was another great year for investors. This marks the 3rd year in a bull market, and as we step into 2026, the horizon looks increasingly bright—save for any unforeseen global catastrophes.

In our latest episode of Market Chatter, Adam and Joey break down the momentum that carried us through the past year and why the economic indicators are signaling a robust 12 months ahead for Strivus Wealth Partners' clients and listeners alike.

While the year may not have felt like a constant sprint, the data tells a powerful story. Tune in to learn how healthy market rotations (away from tech), increasing market breadth, healthy consumer reports, declining interest rates, falling jobless claims, boosted tax incentives, and a normalizing yield curve set the stage for healthy market performance in 2026.

Key Topics:

• Market Overview and Recent Trends (00:00)
• Tech Sector Insights (01:04)
• Consumer Health and Bank Earnings (05:08)
• Inflation Discussion (08:23)
• Silver and Gold Price Surge (09:18)
• Mortgage Rates and Yield Curve (13:47)
• Tax Changes and Economic Impact (18:02)

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.

"Comparison is a thief of joy."

"What do we really want?"

"Wealth equals freedom."

In this conversation, Chris Eckols shares how money is your tool for unlocking freedom and agency in your life.

He encourages you to define wealth beyond money alone…suggesting that wealth is better defined as the freedom to make choices in life. He explains how your money behaviors start to improve and align once you’ve defined what this definition of wealth looks like for you.

Joey and Chris explore the challenges of career satisfaction, the impact of comparison on happiness, and the necessity of taking inventory of one's life to align spending with true desires. Ultimately, the conversation highlights the essential exercise of creating a clear “why” and “what” to unlock your full cash flow potential and future wealth.

Key Topics:

• Introduction to Chris Eckols (00:00 - 06:01)
• Understanding Money Behavior (06:02 - 09:03)
• Defining Wealth and Freedom (09:04 - 12:00)
• The Importance of Spending and Agency (12:01 - 14:57)
• Navigating Career Satisfaction (14:58 - 8:05)
• The Role of Purpose in Life (18:06 - 23:55)
• Cashflow Mavericks and Financial Behavior (23:56 - 27:07)
• Taking Inventory of Your Life (27:08 - 30:10)
• Preparing for the Unexpected (30:11 - 36:03)
• Finding Meaning in Work (36:04 - 39:06)
• The Impact of Comparison on Happiness (39:07 - 41:58)
• Closing Thoughts on Agency and Freedom (41:59 - 52:46)

Resources:

• https://www.accessiblemoneycoach.com/

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.

“Companies just want to know the rules because once they know the rules, they know how to figure out how to make money.”

Joey & Adam host the final “Market Chatter” session of the year. They reflected on the eventful year of 2025, marked by their company’s merger and a surge in business activity, especially in the fourth quarter. The discussion centered around key market trends and economic indicators, focusing on the S&P 500’s forward PE ratio and its implications for anticipated growth in 2026. They noted a shift in market dynamics, highlighting increased market breadth and diversification from the dominant “MAG7” stocks.

They delved into the impact of tariffs earlier in the year, describing the market’s volatile reaction and subsequent recovery following a 90-day pause on reciprocal tariffs. The conversation also explored the tangible benefits of AI in their operations, enhancing efficiency in tasks like meeting preparation and note-taking.

Further discussion revolved around 2025’s favorable tax environment, particularly the bonus depreciation benefits for businesses, which spurred increased economic activity, including a notable rise in corporate jet sales. They speculated on the economic effects of additional tax benefits set to activate in 2026, projecting continued growth and earnings potential.

Looking ahead, Joey and Adam expressed optimism for 2026, anticipating favorable conditions and hoping for increased charitable giving due to new tax incentives. They concluded with holiday well wishes, looking forward to the next “Market Chatter” and a successful new year.

Key Topics:

• Introduction and 2025 Year Review (00:00 - 02:30)
• S&P 500 Valuations and Market Growth Expectations (02:31 - 07:00)
• Q4 and Market Performance Trends (07:01 - 08:45)
• Market Breadth and MAG7 Performance (08:46 - 13:15)
• AI’s Impact on Business Operations (13:16 - 19:45)
• Tariff Impact and Economic Recovery (19:46 - 24:30)
• Bonus Depreciation and Tax Law Changes (24:31 - 27:45)
• Personal Tax Benefits and Charitable Deductions (27:46 - 30:30)
• Conclusion and Outlook for 2026 (30:31 - 36:00)

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.