141 episodes

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.

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

    • Business
    • 5.0 • 8 Ratings

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.

    How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2

    How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2

    In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also discusses the pitfalls of financial advisors who buy TV time or "advertorials," explaining how these paid segments can mislead viewers into thinking they're receiving impartial advice.


    Additionally, Adam highlights the importance of scrutinizing financial planner designations, offering guidance on which credentials to be wary of and why. He emphasizes that finding a true fiduciary advisor is crucial, as they are legally obligated to act in your best interest. Tune in to this episode for actionable advice on choosing a reliable financial advisor and protecting your financial future. Don't miss out on these valuable insights—subscribe and hit the notification bell to stay updated!
     
     
     
    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 
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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

    • 38 min
    Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing

    Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing

    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 provides a candid discussion on the pitfalls of commission-based services, the dangers of "churning" and "reverse churning", and the risk of being sold inappropriate insurance policies.
    Adam also exposes some of the more sinister tactics used by unscrupulous advisors, including creative Ponzi schemes and the push for proprietary investments or insurance products. By demystifying these concepts, Adam aims to equip the audience with the knowledge to recognize and avoid these common traps. This episode is a must-listen for anyone looking to protect their financial future and ensure they are working with a truly fiduciary advisor who has their best interests at heart.
     
     
     
    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

    • 40 min
    Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work

    Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work

    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 challenges individuals and families face when navigating these intricate processes. From organizing legal documents to preparing for the future, Zuckerman sheds light on the transformative impact his platform has had on both his own life and the lives of his clients across the nation.
    Tune in as Adam Koos and Adam Zuckerman delve into the importance of proactive planning, the significance of streamlining complex tasks, and the profound benefits of embracing innovative solutions in the realm of estate management. Don't miss this insightful conversation on how "Buried In Work" is revolutionizing the way people approach end-of-life planning and ensuring peace of mind for generations to come.
     
    https://buriedinwork.com/team 
     
    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

    • 43 min
    From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show

    From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show

    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 the power of passion and perseverance. Join Adam and Phillip for an inspiring conversation transcending financial boundaries, delving into the captivating world of animation and the pursuit of dreams. Whether you're an artist, entrepreneur, or simply seeking inspiration, this episode promises a glimpse into the extraordinary path of a visionary animator.
     
    https://www.philliporourke.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

    • 55 min
    Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters

    Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters

    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 

    Make Business Personal Podcast


    Subscribe To The Elevate Your Business Podcast! 
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    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

    • 40 min
    🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟

    🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟

    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  
    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

    • 38 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

NickHopwood ,

Adam is good at what he does

I’ve always enjoyed the way Adam breaks things down for me simple and easy

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