The Retirement Fiduciary Podcast Adam D. Koós, CFP®, CMT®, CEPA

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 definition of success and the genesis of her mission to support female CEOs. Exploring the core pillars of her consultancy, she delves into guiding entrepreneurs through defining their purpose, maximizing productivity, setting tangible objectives, and equipping themselves with essential knowledge.
Throughout the episode, Kiley sheds light on the unique obstacles encountered by women in entrepreneurship, offering practical advice to navigate these challenges and avoid common pitfalls. Drawing from her experience, she identifies key attributes essential for effective leadership in business. Whether you're an aspiring entrepreneur or a seasoned business owner, Kiley's insights provide a roadmap for achieving success while prioritizing efficiency and financial acumen.
 
Check out our webinar with Kiley: https://youtu.be/PmyGS8xsiNU 
 
To Contact Kiley, message her on LinkedIn, or:
https://www.linkedin.com/in/kileypeters/ 
https://www.linkedin.com/in/kileypeters/ 
https://www.linkedin.com/company/rayne-ix/
https://www.instagram.com/rayneix/ 
 
KileyPeters.com 
RAYNEIX.com 
WelcomeToEloma.com 

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Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U



--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.



******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

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  
Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  
Subscribe on Spotify: https://spoti.fi/3aTTCse  
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For more VIDEO podcasts like this one: https://bit.ly/42uevkm 
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For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
For general financial educational ARTICLES: https://bit.ly/3VyJbzP
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U



--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.



******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

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, bridging the gap between parents and prospective college students. Stay tuned as Amber drops hints about an exclusive link to a curated list of hidden scholarships, offering invaluable insights for navigating the maze of college financing effectively. Don't miss out on this essential episode for unlocking the secrets to funding higher education.


Get in touch with Amber: https://www.estrelaconsulting.com/team/amber-gilsdorf
Email Info@LibertasWealth.com for the Ultimate FAFSA Guide

Check out the Estrella Consulting Blog here: https://blog.estrelaconsulting.com/ 
 
Libertas Wealth: https://bit.ly/3HpmN2o  
Subscribe on Apple Podcasts:  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/42uevkm 
For more AUDIO podcasts: https://bit.ly/3PHXHzo  
For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
For general financial educational ARTICLES: https://bit.ly/3VyJbzP
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U



--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.



******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan
 

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 determining RMDs for the following year. Join us for a concise yet informative discussion, empowering you to make sound decisions about your required minimum distributions and ensuring a secure financial future.
 
Libertas Wealth: https://bit.ly/3HpmN2o  
Subscribe on Apple Podcasts:  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/42uevkm 
For more AUDIO podcasts: https://bit.ly/3PHXHzo  
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u  
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn 
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy  



--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.



******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

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 a well-thought-out budget and investment plan, Adam covers a spectrum of resolutions designed to empower listeners on their financial journey. He emphasizes the significance of building an emergency fund, cutting unnecessary expenses, and nurturing a high credit score. With a focus on educating oneself financially and meticulous retirement planning, Adam provides actionable insights that set the stage for a financially secure future. Join us as we kick off the new year with practical and impactful resolutions to transform your financial landscape.
 
Libertas Wealth: https://bit.ly/3HpmN2o  
Subscribe on Apple Podcasts:  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/42uevkm 
For more AUDIO podcasts: https://bit.ly/3PHXHzo  
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u  
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn 
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy  



--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.



******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plan

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 from them?  Listen now to learn more.  
 
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/3OagYrw  
For more AUDIO podcasts: https://bit.ly/3PHXHzo  
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u  
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn 
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy  
--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).