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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He pr…
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In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…
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In a special episode of "The Retirement Fiduciary," host Adam Koos welcomes Phillip O'Rourke, host of "The Phillip Show" and accomplished animator, for a departure from finance into the realm of creativity. Phillip shares his journey from doodling on paper scraps to leading animation productions for top marketing agencies, offering insights into th…
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In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…
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Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…
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Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…
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Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on d…
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Welcome to the inaugural episode of "The Retirement Fiduciary" with your host, Adam Koos. In this episode, titled "The Top 10 Financial New Year's Resolutions for 2024," Adam delves into key strategies for achieving financial success in the year ahead. From the fundamental importance of saving more money and paying off debt to the critical need for…
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Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones! What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON. But how are Qualified Opportunity Zones determined and which investors can benefit most fro…
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In this episode of The CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her pass…
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For this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies. One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends. But how do Relative Rotati…
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In this new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum. Adam also looks at the anatomy of a collapse featuring CitiGroup. Adam also analyzes Relative Comparison charts and why good …
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As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Tra…
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Adam welcomes Matthew Gartland, Founder of SPI Media, and Matt Erney, Founder of Social Firm to the podcast to discuss the importance of digital marketing strategies and it's ever-changing landscape. Matthew and Matt share more about Artificial Intelligence, and some different ways people are using AI to market and grow their business. The guys loo…
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Adam welcomes Jon Ostenson of FranBridge Consulting to discuss the ins and outs of investing in non-food franchises! Jon shares more about how he accidentally found himself in this sector, and why specifically he decided on the non-food side of franchise investment. As Founder and CEO of FranBridge, Jon has had many entrepreneurs approach him about…
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In this episode of The CASH Podcast, Adam is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen n…
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Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY wo…
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On this solo episode of The CASH Podcast, Adam is getting away from the financials and looking at one of the important things to us all... Time. How much time do you have left? And how are you going to make good use of that time? This episode is a segment from Adam's "Health, Wealth, and Aging" presentation that he started to do at live events a fe…
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Adam welcomes Sky Goodwin and Ray Belfrage, Managing Principals of Fraxional CXO to chat about the many changes they're helping business owners navigate since The Great Resignation. Sky and Ray are both Lean Six Sigma Black Belts and experts in process improvement. With their combined experience in Senior Leadership, Executive Consulting, and Busin…
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Adam welcomes Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage to discuss rising interest rates and the changing mortgage market for residential purchases. Brandon shares more about certain changes to regulation that make it more expensive for a qualified borrow to get a mortgage and more affordable for a less qualified borrower. Brand…
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Adam welcomes Brian Butler, of President of Dublin Cleaners and New Albany Cleaners for another installment of the How I Built It Series. Brian shares more about how he watched his parents rebuild his grandparents' struggling drycleaning business in the early 1980s as he worked along side them as a young boy. Though Brian went out of his way to dis…
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Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21…
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In this episode Adam delves into the deceptive practices of the financial and political news media, revealing how too much news consumption can manipulate and scare individuals into making poor financial decisions. Join Adam as he takes you on a journey through the historical market panics of the past few decades, starting from the infamous Y2K sca…
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Adam welcomes Corbin Schlatter, Owner of Weed Man Columbus for another episode in the "How I Built It" series. Corbin talks about how he found himself in lawn care initially, and how he and his wife Audrey built their business to a point where they could sell the business in order to focus on building a successful Weed Man franchise in Central Ohio…
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In this episode of The CASH Podcast, host Adam Koos delves into the intriguing question, "Is the Market Crash Over?" By examining historical market crashes from the 1950s to the 2000s, Adam provides valuable insights into their durations and impacts. Adam introduces a key indicator - the crossing of the 13-week average below the 34-week average - a…
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Adam welcomes Tim Rink, Founder of HTI Inc. for another episode in the "How I Built It" series. Tim's passion for audiology and hearing loss was sparked by a loud car he had as a young man. He talks about how this experience led him on his path to learning more about hearing loss and audiology, and eventually led him to start his own company. We di…
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Adam has been hearing all about the "weed stonks" as his kids call it... So given the 4/20 holiday happening this week, Adam is briefly going over the state of the market as it pertains to cannabis stocks. With so many large dips from cannabis stock highs in 2020 and 2021, should you invest in cannabis or avoid it all together? Listen now to learn …
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Adam welcomes his friend John Haas, Owner and Operator of Haas Painting Company in Dublin, Ohio for another installment of the "How I Built It" series. John shares more about what led him down the path to starting his own business, and what steps he took to make it a reality (not realizing he accidentally started taking those steps in high school).…
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On this episode of The CASH Podcast, Adam is getting all caught up in the March Madness. Preparing to win is what a makes a good basketball team (and a good investor), but what can our March Madness picks tell us about our investment philosophy? While you can't approach investing (or your bracket) with a discount philosophy, the odds of picking the…
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Adam welcomes Perry Maughmer, Founder of Rentless Leadership and Potential Leader Lab to discuss the idea of what entrepreneurs should be looking for when considering a succession partner. Perry has helped numerous business leaders transform their approach to managing and growing their businesses with practices and principles nurtured through his p…
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Welcome to The CASH Podcast with Adam Koos! In this episode, we're talking about one of the most important questions in investing: how to outperform the stock market. Adam shares his insights on how to avoid home country bias, invest in international stocks, and why the pendulum may swing back towards overseas markets. First up, Adam takes a closer…
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Adam welcomes Ryan Miller, Co-Founderr of M2 Marketing, a company in the space of website design, content management and graphic design. After a successful football with Ohio State University, culminating in a Rose Bowl win in 1997, Ryan found himself in a unique position as a radio host and broadcast personality. However, always wanting more, Ryan…
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Adam welcomes friend and Fractional CFO John Aman of B2BCFO to discuss his capacity in helping business owners across the country sell their business and successfully transition ownership. 2/3rds of business owners aren't prepared to sell their business, and a whopping 80% of owners who go to market never end up selling their business. John looks a…
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Adam welcomes guests Jason and Tim Ault, Co-Founders of Coffman Media of Ohio and Florida. The generational ambition and entrepreneurial spirit of this father/son team has helped propel them to a leader among those in digital signage solutions. Starting as a traditional signage company and pivoting their way through world changing events such as co…
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"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is d…
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Today, Adam is taking a look at magazine covers throughout the decades that predicted doom and gloom for the economy, and how wrong they ended up being. In an attempt to keep you hooked on their television program or print, the media likes to leverage fear mongering, shock value, and worst case scenarios. Learn more about how wrong certain magazine…
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Adam welcomes his longtime friend Scott Boles, Certified Executive Chef and Owner of Yabo's Tacos in Ohio. Scott got his start in the culinary world as a young boy making dessert for his family while his mother cooked dinner. Before long, Scott found himself working his way up in some of the finest restaurants in Boston and developing his style and…
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Adam welcomes James Tucker, Founder and Owner of The Garage Door Guy. The Garage Door Guy has more than 500 5-star online reviews, and is certainly an indicator of the burning desire James has to build a legacy for his family through his work. Learn more about how working side jobs with Uncle over 15 years ago has led James to a life of entrepreneu…
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Adam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more. Including: - Passive income without…
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Adam welcomes longtime friend and business owner Kelly Van Buren, Founder and President of K Dance Studio in Upper Arlington, Ohio. Kelly shares more about how dance helped her grow out of being a shy child and helped her develop confidence in herself both on and off the stage. Being fortunate enough to blend her passion for dance with her work as …
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Adam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant. While becoming a Licensed Massage Therapist and fo…
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In this episode, Adam runs through ever major cognitive and emotional bias that can detrimentally affect your decision making when managing your retirement portfolio. He also discusses which biases can be fixed (and how to fix them), as well as those that CANNOT be fixed, no matter how hard you try (and what to do about it). Libertas Wealth: https:…
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Adam welcome Bob St. Germain, Managing Director & Principal in Corporate Finance Associates (CFA) running their Columbus, OH office. Bob chats with Adam about the outlook of the merger and acquisition market, and more about his work connecting owners looking to sell with quality buyers. Learn more about: - What prospective buyers for a company may …
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In this special 2-part episode, Adam chats with Rick McCann, owner of Mid-Ohio Golf Car and Fisher’s Golf Cart. Having had a long history of success as an executive in the corporate world, Rick found himself the victim of a layoff in 2018 and took the opportunity to get into a business he was always interested in... Golf carts. 4 years later, Rick'…
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Adam welcomes Ken Lazar, Principle and Director of Ability Professional Network to discuss a pressing topic for many companies - recruiting quality sales talent. With unemployment at such a low rate and even lower among sales professionals, Ken gives an in-depth look at what companies need to know when looking for their next perfect candidate. Incl…
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Why are human beings such terrible investors? And why do they make such emotional decisions during a bear market? Adam is taking a look at at the major stock market dips back to 1950, and how long it took for the eventual rebound. How can you think about dips in the market as an opportunity for you to invest? And are we closer to the beginning of t…
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Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evalutating sales teams - The impact of…
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In a new series of discussions, Adam is picking the brains of successful entrepreneurs to learn more about how they've built their businesses from the ground up. These episodes look at fascinating tales of struggle and success and examine the key insights and thought processes of exceptionally successful entrepreneurs. Adam chats with Tom Hedge, Ow…
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For this special episode of The Cash Podcast, Adam D. Koós, CFP®, CMT®, CEPA welcomes Derrick Cobb and Drew Peroz of WonderTour, a podcast helping their listeners become better leaders by traveling through fantastic worlds and inspiring lore. This conversation covers many topics around the intersections of leadership development, financial planning…
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Fund Your IRAs as the SALE Continues by Adam D. Koós, CFP®, CMT®, CEPA Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU For more VIDEO podcasts like this one: https://bit.ly/3zzUblj For more AUDIO podcasts: https:…
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