Shows
The Elevate Your Business Podcast with Adam KoosWhy 80% of Businesses Never Sell - Adam Koós on the Grow Your Business and Grow Your Wealth Podcast In this special episode share, Adam Koós, joins Gary Heldt as a guest on the Grow Your Business and Grow Your Wealth Podcast for a wide-ranging conversation on fiduciary responsibility, business exit planning, and the hidden risks business owners face when they wait too long to plan. Adam shares his personal journey from pre-med to finance, why he launched Libertas at age 25, and how his mission evolved into helping business owners protect and eventually monetize their life's work. Together, Gary and Adam explore why 80% of business owners' net worth is tied to their company — yet 80% of bus...
2025-12-1827 min
The Advisor's Fuel Podcast with Adam KoosGlobal Value Cycles, Home-Country Bias & the Discipline Behind 'Good Losses': Part 2 with Meb FaberIn Part 2 of Adam's conversation with Cambria CIO and researcher Meb Faber, they dig into the realities of global investing, why home-country bias hurts more portfolios than advisors realize, and how disciplined rules can turn "losses" into part of a long-term edge. They also discuss value cycles, trend signals, real assets, and why diversification still works—even when it feels uncomfortable. Whether you're refining your portfolio process, rethinking risk, or helping clients understand how markets really behave, this episode offers clear, practical insight advisors can put to work immediately. ________________________________________ Episode Timestamps 00:00 – Welcome & Part 2 kickoff...
2025-12-1138 minThe Advisor's Fuel Podcast with Adam KoosCarl Richards on Sketches, Conversations, and the Future of AdviceAdam Koós welcomes Carl Richards, speaker, author, and creator of the Sketch Guy column in The New York Times. Carl shares the story of how a simple whiteboard sketch changed the trajectory of his career, leading to books, speaking events, and his new release, Your Money: Reimagining Wealth in Simple Sketches. Together, Adam and Carl explore the intersection of money, meaning, and communication, and why advisors must focus on presence, listening, and guiding clients through uncertainty. From "conversation grenades" to the sketch advisors use most ("Less Wrong Tomorrow"), this conversation is packed with insights f...
2025-10-3036 minThe Elevate Your Business Podcast with Adam KoosExit Planning Starts Now: How to Build a Sellable Business Long Before You SellIn this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-door sales to managing four major market crashes, Adam opens up about resilience, leadership, systems, and what it really takes to balance ambition with family life. He also shares how entrepreneurs can turn their business into an investment instead of a job — and w...
2025-10-1646 min
The Retirement Fiduciary PodcastBeyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode Timestamps: 01:00 – Adam's background: Ohio State, tra...
2025-09-1139 minThe Elevate Your Business Podcast with Adam KoosThe Missing Piece in Most Exit Strategies Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal side of what they'll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity, and c...
2025-08-2138 minThe Retirement Fiduciary PodcastFrom Trauma Surgery Dreams to Financial Freedom: Adam Koós' Journey and Generational Wealth Strategies In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations. From the critical differences between a 'practice' and a 'business,' to why most Americans start planning far too late, this conversation dives deep into the strategies, mindsets...
2025-08-1447 min
The Advisor's Fuel Podcast with Adam KoosTactical Models, Trend Following, and the Mindset Shift That Changed My Practice In this episode of The Advisors Fuel Podcast, Adam Koós flips the mic and joins George G on The Aligned Money Show for a candid conversation about managing money, market uncertainty, and the hard lessons that shaped his investing philosophy. He shares the story of how two major crashes nearly drove him out of the industry, and how discovering technical analysis and trend following not only saved his practice but reshaped the way he serves clients. Adam pulls back the curtain on his hybrid investment approach, combining strategic models with tactical trend-following, and explains how he h...
2025-06-2624 min
Geloof je dat ook?Van Adam tot nu: waarom God nog steeds spreekt tot zijn volkIn deze aflevering verkennen we de betekenis en functie van profeten binnen onze geloofsgemeenschap. Koos en Raphael delen onze gedachten over een recente conferentie van onze kerk, waar inspirerende toespraken werden gehouden door leiders van de kerk. We bespreken het belang van deze toespraken en hoe ze ons richting geven in onze moderne tijd. De conferentie omvatte diverse sessies, waarin thema’s werden behandeld die relevant zijn voor ons dagelijks leven en onze spirituele groei.
Wat ons bijzonder raakt aan deze conferentie is dat de toespraakgevers, zowel mannen als vrouwen, hun visies en inzichten delen vanuit hun ei...
2025-04-2719 min
The Retirement Fiduciary PodcastFacing the Unexpected: Strategies for Change with Life Coach Suzanne Campi In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life's transitions. Suzanne shares her expertise on helping clients embrace change, whether it's preparing for retirement, dealing with an unexpected career shift, or simply facing life's uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable. Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools...
2024-12-1234 min
The Retirement Fiduciary PodcastMomentum and Volume - The Other Major Factors to Consider When InvestingIn this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends. Check out the video on YouTube f...
2024-11-2836 min
Geloof je dat ook?Waarom Priesterschap en Sleutels Essentieel Zijn voor Jouw Geloof!In deze aflevering duiken we diep in het onderwerp van priesterschap en priesterschapsleutels. Dit onderwerp hebben we gekozen omdat het veel vragen oproept en van groot belang is binnen onze geloofsgemeenschap.
Overzicht van de Aflevering
Introductie
We introduceren het thema van de aflevering: priesterschap en priesterschapsleutels.
Het belang van deze onderwerpen binnen onze geloofsgemeenschap.
Wat is Priesterschap?
De macht om te handelen in de naam van God.
Het verschil tussen priesterschap en priesterschapsleutels.
Voorbeelden van visuele representaties, zoals de beelden van de twaalf apostelen in Kopenhagen.
Priesterschapsleutels
De noodzaak van...
2024-07-1420 min
The Retirement Fiduciary PodcastMarket Trends To Consider When Investing In An Election Year 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 i...
2024-07-1115 min
The Retirement Fiduciary PodcastSpeeding Up The Market: What Every Investor Needs to Know About Trading Rule ChangesIn 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 t...
2024-06-2730 min
The Retirement Fiduciary PodcastHow To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2In 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...
2024-06-1338 minThe Retirement Fiduciary PodcastExposing the Wolves of Wall Street: Unmasking the Dark Side of InvestingIn 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...
2024-05-3040 min
The Elevate Your Business Podcast with Adam KoosUnlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie CoxIn this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide invaluable advice for business owners and parents alike. Amber and Katie offer a treasure trove of professional insights, discussing "cheat codes" for tax-free tuition hacks and strategies for effective college planning. Their expertise sheds light on the often overwhelming process of preparing financially...
2024-05-2342 min
The Retirement Fiduciary PodcastSimplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In WorkIn 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...
2024-05-1643 min
The Elevate Your Business Podcast with Adam KoosBehind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael LevinTune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establishing credibility can be challenging. With a focus on the significance of authorship in the business world, Adam and Michael explore why writing a book is not just beneficial, but essential for professionals looking to make their mark. Join the conversation as...
2024-05-1646 min
The Elevate Your Business Podcast with Adam KoosBridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will MossAdam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving the needs of advertisers and employers seeking to engage with the HBCU community. Will shares his journey of entrepreneurship, from recognizing the need for a dedicated space for HBCU representation to navigating the challenges and triumphs of building a transformative platform. Through personal anecdotes a...
2024-05-091h 23
The Retirement Fiduciary PodcastFrom Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip ShowIn 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...
2024-05-0255 min
Money Talk with Yu, hosted by Jerry Yu[Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following PortfoliosMoney Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry YuDo you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time!About Adam Koos:Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a d...
2024-05-0115 min
The Elevate Your Business Podcast with Adam KoosMarketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing WorksWelcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated marketing solutions that not only bolster brand reliability but also drive customer loyalty and ultimately, sales. Join Adam as he delves into Bill's journey, exploring the profound impact Marketing Works has had on its clients and the wider community. In...
2024-04-2550 minThe Retirement Fiduciary Podcast🌟 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 podca...
2024-04-0438 min
The Elevate Your Business Podcast with Adam KoosAppreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCardsAdam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis embraced the concept of "appreciation marketing," and has now built a company focusing on helping businesses and sales teams all over the country make customers for life. Curtis also answers the one question that business owners need to consider (but seldom think to ask themselves) on h...
2024-03-1435 min
Money Talk with Yu, hosted by Jerry YuAdam Koos: How I Built a $100M AUM Firm on Trend-Following PortfoliosDo you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time!About Adam Koos:Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a deep sense of ambition and compassion, setting the stage for his lifelong commitment to making a meaningful impact in the lives o...
2024-03-0515 min
The Elevate Your Business Podcast with Adam KoosTips To Improve Your Sales Team with Tim Byrd, CSL, of Sales XcelerationAdam 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 evaluating sales teams - The impact of an ineffective sales manager - Secrets of addressing the shortfalls of a sales teams - Trends business owners need to be aware of when considering th...
2024-02-2923 min
The Retirement Fiduciary PodcastEverything You Need To Know About Required Minimum Distributions (Understanding RMDs)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...
2024-02-2214 min
The Elevate Your Business Podcast with Adam KoosThe Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew DoupWelcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who stands to benefit the most from this incredible income tax incentive. As they discuss the potential future of QOZs and the looming possibility of their disappearance, listeners are invited to gain valuable insights into this timely and impactful aspect of investment strategy. https...
2024-02-1536 min
The Retirement Fiduciary PodcastThe Top 10 Financial New Year's Resolutions for 2024Welcome 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...
2024-02-0820 min
The Elevate Your Business Podcast with Adam KoosWelcome to The Elevate Your Business Podcast! How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow...
2024-02-0701 min
The Retirement Fiduciary PodcastThey've Misled You! - How Financial News Negatively Impacts Your Investment StrategyIn 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 scare to SARS, Swine Flu, the China Stock Market Crash, and the recent COVID pandemic. By analyzing these pivotal moments, Adam uncovers the truth about their actual impact on the market as a whole. Adam looks further into...
2023-06-1442 min
The Retirement Fiduciary PodcastIs the Market Crash Over?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 - and explores its potential implications for the market. Understanding this relationship can offer crucial insights for investors. Additionally, Adam explores various data indicators that can serve as useful signals for identifying opportune moments to invest. By identifying these...
2023-05-1746 min
The Retirement Fiduciary PodcastOutperforming the Stock Market!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 look at home country bias in the stock market. He discusses how countries tend to invest more heavily in their own stock indexes, and the implications of this for investors. He also breaks down the domestic equity allocation...
2023-02-2228 min
The Retirement Fiduciary PodcastWisdom, Money, and Stories - Derrick Cobb & Drew Paroz Join us from The Wonder Tour Podcast (Ep 92)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 and the lessons we take away from modern pop culture such as The Office, Star Wars, and Marvel Cinematic Universe movies. Learn more about: - Long-term thinkers vs short-term thinkers in investing - What is your destiny? - T...
2022-06-021h 27
The Retirement Fiduciary PodcastFund Your IRAs as the SALE Continues (Ep 91)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://bit.ly/3QiApRe For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u
2022-03-2429 min
The Retirement Fiduciary PodcastEpisode #89 "War, Invasions, and The Stock Market"Episode #89 "War, Invasions, and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2022-02-1430 min
The Retirement Fiduciary PodcastEpisode #88 "If Investing is Exciting, You're Dolng It Wrong!"Episode #88 "If Investing is Exciting, You're Dolng It Wrong!" by Adam D. Koós, CFP®, CMT®, CEPA
2022-02-0119 min
The Retirement Fiduciary PodcastEpisode #87 "The Seasons and The Stock Market"Episode #87 "The Seasons and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2022-01-2026 min
The Retirement Fiduciary PodcastEpisode #86 "What is the Santa Claus Rally?!"Episode #86 "What is the Santa Claus Rally?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-2221 min
The Retirement Fiduciary PodcastEpisode #85 "Avoiding (not Evading!)Taxes!"Episode #85 "Avoiding (not Evading!)Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-1324 min
The Retirement Fiduciary PodcastThe CA$H Podcast #84 – “Adam Koós Interviewed by Mark Imperial”The post The CA$H Podcast #84 – “Adam Koós Interviewed by Mark Imperial” appeared first on Libertas Wealth Management Group, Inc.
2021-12-0915 min
The Retirement Fiduciary PodcastEpisode #84 "Adam Koós Interviewed by Mark Imperial"Episode #84 "Adam Koós Interviewed by Mark Imperial" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-0915 min
The Retirement Fiduciary PodcastEpisode #83 "ROTATE Into Investment Success"Episode #83 "ROTATE Into Investment Success" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-2951 min
The Retirement Fiduciary PodcastEpisode #82 "How to Invest in High-Growth Stocks"Episode #82 "How to Invest in High-Growth Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-1231 min
The Retirement Fiduciary PodcastEpisode #81 "Tis the Season for Stock Performance"Episode #81 "Tis the Season for Stock Performance" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-0422 min
The Retirement Fiduciary PodcastEpisode #80 "A Dream Without a Plan Is Just a Wish!"Episode #80 "A Dream Without a Plan Is Just a Wish!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-10-3133 min
The Retirement Fiduciary PodcastEpisode #79 "THE Biggest Social Security 'Raise' in Decades!"Episode #79 "THE Biggest Social Security 'Raise' in Decades!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-10-1923 min
The Retirement Fiduciary PodcastEpisode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked"Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked" by Adam D. Koós, CFP®, CMT®, CEPA
2021-09-0920 min
The Retirement Fiduciary PodcastEpisode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!"Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-09-0231 min
The Retirement Fiduciary PodcastEpisode #75 "Avoid Brain Trash-Become a Better Investor!"Episode #75 "Avoid Brain Trash-Become a Better Investor!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-08-2724 min
The Retirement Fiduciary PodcastEpisode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!"Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-08-1124 min
The Retirement Fiduciary PodcastEpisode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks"Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
2021-08-0922 min
The Retirement Fiduciary PodcastEpisode #72 "Using Virtual Reality with Retirement Savings"Episode #72 "Using Virtual Reality with Retirement Savings" by Adam D. Koós, CFP®, CMT®, CEPA
2021-07-2930 min
The Retirement Fiduciary PodcastEpisode #71 "What is YOUR Money 'Love Language'?!"Episode #71 "What is YOUR Money 'Love Language'?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-07-1426 min
The Retirement Fiduciary PodcastEpisode #70 "Don't Miss Out On These Tax Credits!"Episode #70 "Don't Miss Out On These Tax Credits!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-07-0912 min
The Retirement Fiduciary PodcastEpisode #66 "The Four 'Financial People' You Need to Know About"Episode #66 "The Four 'Financial People' You Need to Know About" by Adam D. Koós, CFP®, CMT®, CEPA
2021-05-2627 min
The Retirement Fiduciary PodcastEpisode #65 "The Rise & Fall of Tech Stocks and Crypto"Episode #65 "The Rise & Fall of Tech Stocks and Crypto" by Adam D. Koós, CFP®, CMT®, CEPA
2021-05-2136 min
The Retirement Fiduciary PodcastEpisode #64 "Is it Time for a Stock Market Correction?"Episode #64 "Is it Time for a Stock Market Correction?" by Adam D. Koós, CFP®, CMT®, CEPA
2021-05-1428 min
The Retirement Fiduciary PodcastEpisode #63 "Sell in May...and Go Away?!"Episode #63 "Sell in May...and Go Away?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-05-0731 min
The Retirement Fiduciary PodcastEpisode #61 "Retirement is a Marathon, Not s Sprint!"Episode #61 "Retirement is a Marathon, Not s Sprint!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-04-2638 min
The Retirement Fiduciary PodcastEpisode #60 "Stocks, Bonds, and Sector Rotation"Episode #60 "Stocks, Bonds, and Sector Rotation" by Adam D. Koós, CFP®, CMT®, CEPA
2021-04-1622 min
The Retirement Fiduciary PodcastEpisode #58 "Anniversary of the COVID Lock-Down"Episode #58 "Anniversary of the COVID Lock-Down" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-2621 min
The Retirement Fiduciary PodcastEpisode #57 "March Madness vs. The Stock Market"Episode #57 "March Madness vs. The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-1925 min
The Retirement Fiduciary PodcastEpisode #56 "Welcome to my Nerdy Research Room"Episode #56 "Welcome to my Nerdy Research Room" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-1240 min
The Retirement Fiduciary PodcastEpisode #55 "How to Make an Extra $100,000 by Retirement"Episode #55 "How to Make an Extra $100,000 by Retirement" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-0531 min
The Retirement Fiduciary PodcastEpisode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!"Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-02-2622 min
The Retirement Fiduciary PodcastEpisode #53 "You Need to Diversify Your Bonds"Episode #53 "You Need to Diversify Your Bonds" by Adam D. Koós, CFP®, CMT®, CEPA
2021-02-1926 min
The Retirement Fiduciary PodcastEpisode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce"Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce" by Adam D. Koós, CFP®, CMT®, CEPA
2021-02-1226 min
The Retirement Fiduciary PodcastEpisode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!"Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-02-0515 min
The Retirement Fiduciary PodcastEpisode #50 "Reddit Flash Mobs & Game Stop Profits"Episode #50 "Reddit Flash Mobs & Game Stop Profits" by Adam D. Koós, CFP®, CMT®, CEPA
2021-01-3037 min
The Retirement Fiduciary PodcastEpisode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!"Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-01-2217 min
The Retirement Fiduciary PodcastEpisode #48 "How to Build a Winning Investment Strategy"Episode #48 "How to Build a Winning Investment Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
2021-01-1522 min
The Retirement Fiduciary PodcastEpisode #46 "Reflecting Back on 2020"Episode #46 "Reflecting Back on 2020" by Adam D. Koós, CFP®, CMT®, CEPA
2020-12-1613 min
The Retirement Fiduciary PodcastEpisode #44 "How to Deal With Stock Market Turbulence"Episode #44 "How to Deal With Stock Market Turbulence" by Adam D. Koós, CFP®, CMT®, CEPA
2020-12-0445 min
The Retirement Fiduciary PodcastEpisode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays"Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays" by Adam D. Koós, CFP®, CMT®, CEPA
2020-11-2429 min
The Retirement Fiduciary PodcastEpisode #42 "COVID vs The Stock Market"Episode #42 "COVID vs The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2020-11-2020 min
The Retirement Fiduciary PodcastEpisode #40 "Election Day Stock Market Update!"Episode #40 "Election Day Stock Market Update!" by Adam D. Koós, CFP®, CMT®, CEPA
2020-11-0327 min
The Retirement Fiduciary PodcastEpisode #39 "One Week Until THE ELECTION"Episode #39 "One Week Until THE ELECTION" by Adam D. Koós, CFP®, CMT®, CEPA
2020-10-2322 min
The Retirement Fiduciary PodcastEpisode #38 "All Eyes on the Election"Episode #38 "All Eyes on the Election" by Adam D. Koós, CFP®, CMT®, CEPA
2020-10-1720 min
The Retirement Fiduciary PodcastEpisode #34 "Should I BUY or RENT a Home?"Episode #34 "Should I BUY or RENT a Home?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-09-1819 min
The Retirement Fiduciary PodcastEpisode #33 "How to Save Money AND Taxes (for Business Owners)"Episode #33 "How to Save Money AND Taxes (for Business Owners)" by Adam D. Koós, CFP®, CMT®, CEPA
2020-09-1015 min
The Retirement Fiduciary PodcastEpisode #32 "Is the Stock Market Topping Out Again?"Episode #32 "Is the Stock Market Topping Out Again?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-09-0329 min
The Retirement Fiduciary PodcastEpisode #30 "Should I Refinance My Mortgage?"Episode #30 "Should I Refinance My Mortgage?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-2018 min
The Retirement Fiduciary PodcastEpisode #29 "Stress-Testing Your 401(k)"Episode #29 "Stress-Testing Your 401(k)" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-1448 min
The Retirement Fiduciary PodcastEpisode #28 "Managing Risk"Episode #28 "Managing Risk" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-0729 min
The Retirement Fiduciary PodcastEpisode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?"Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-07-3119 min
The Retirement Fiduciary PodcastEpisode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety"Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety" by Adam D. Koós, CFP®, CMT®, CEPA
2020-07-2319 min
The Retirement Fiduciary PodcastEpisode #25 "COVID Resurgence"Episode #25 "COVID Resurgence" by Adam D. Koós, CFP®, CMT®, CEPA
2020-07-1713 min
The Retirement Fiduciary PodcastEpisode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market UpdateEpisode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update by Adam D. Koós, CFP®, CMT®, CEPA
2020-06-1929 min
The Retirement Fiduciary PodcastEpisode #10 "Financial Fitness for Year End"Episode #10 "Financial Fitness for Year End" by Adam D. Koós, CFP®, CMT®, CEPA
2018-12-0420 min
The Retirement Fiduciary PodcastEpisode #9 "Thinking Counter-Intuitively"Episode #9 "Thinking Counter-Intuitively" by Adam D. Koós, CFP®, CMT®, CEPA
2018-07-3116 min
The Retirement Fiduciary PodcastEpisode #8 "Top 5 Frequently Asked Questions"Episode #8 "Top 5 Frequently Asked Questions" by Adam D. Koós, CFP®, CMT®, CEPA
2018-05-1515 min
The Retirement Fiduciary PodcastEpisode #7 "What's Really Important to You?"Episode #7 "What's Really Important to You?" by Adam D. Koós, CFP®, CMT®, CEPA
2018-02-0711 min
The Retirement Fiduciary PodcastEpisode #6 "Hope is Not a Strategy"Episode #6 "Hope is Not a Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
2017-12-0632 min
The Retirement Fiduciary PodcastEpisode #5 "Aiming High & Thinking Long Term"Episode #5 "Aiming High & Thinking Long Term" by Adam D. Koós, CFP®, CMT®, CEPA
2017-04-1820 min
The Retirement Fiduciary PodcastEpisode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense"Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense" by Adam D. Koós, CFP®, CMT®, CEPA
2017-01-2524 min
The Retirement Fiduciary PodcastEpisode #3 "Stocks Look Weak, At Best"Episode #3 "Stocks Look Weak, At Best" by Adam D. Koós, CFP®, CMT®, CEPA
2016-02-2521 min
The Retirement Fiduciary PodcastEpisode #2 "The Time to Buy"Episode #2 "The Time to Buy" by Adam D. Koós, CFP®, CMT®, CEPA
2015-10-1222 min
The Retirement Fiduciary PodcastEpisode #1 "Domestic Stocks Still Lead the Way"Episode #1 "Domestic Stocks Still Lead the Way" by Adam D. Koós, CFP®, CMT®, CEPA
2015-08-1132 min