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

 

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability.

Adam discusses how to avoid paying taxes come tax season by trimming investments you own that have unrealized losses to wash out gains from earlier in the year. He also covers when it makes sense to utilize tax-loss harvesting, addressing some of the main complaints about the practice and offering strategies to overcome those downfalls. This episode is a must-listen for investors looking to optimize their tax strategy and make the most of their investments, even in a down market.






 
Libertas Wealth: https://bit.ly/3HpmN2o  
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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 plans.

 


In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions. He analyzes historical market data to highlight common trends and offers practical advice for navigating the unique challenges and opportunities that arise during election years.
Adam also dives into seasonality stats, examining how different election scenarios can influence the market. He introduces the concept of "Christmas in July" for investors, focusing on the NASDAQ's 12-day mid-year rally. By breaking down these mid-year jumps, Adam explains their significance and how investors can leverage these patterns. This episode is packed with valuable insights for those looking to strategically invest during election years and capitalize on seasonal market trends.
 






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

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what these adjustments mean for investors and how they will impact trading strategies moving forward.
 
Adam also provides a high-level overview of the significant changes in stock trading, ETF trading, and bond trading. Through a series of "Did You Know" facts, he outlines key terminology and simplifies the new regulations. Listeners will gain a clear understanding of how these changes affect their investments and what steps they can take to adapt. This episode is essential for anyone looking to stay informed and make sound decisions in the evolving world of trading.
 
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

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 
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

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

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