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Adam D. Koos
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Van Adam tot nu: waarom God nog steeds spreekt tot zijn volk
In 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...
2025-04-27
19 min
The Retirement Fiduciary Podcast
Facing 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 ho...
2024-12-12
34 min
The Retirement Fiduciary Podcast
Momentum and Volume - The Other Major Factors to Consider When Investing
In 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...
2024-11-28
36 min
The Retirement Fiduciary Podcast
Price and Trend - 2 of The Major Factors to Consider When Investing
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Chec...
2024-11-14
23 min
The Retirement Fiduciary Podcast
Daylight - The One Important Thing to Watch When The Market Goes Haywire
"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic. Using examples from the past five years, Adam illustrates how Daylight has played a...
2024-09-19
20 min
The Retirement Fiduciary Podcast
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses
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 d...
2024-07-25
12 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...
2024-07-14
20 min
The Retirement Fiduciary Podcast
Market 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...
2024-07-11
15 min
The Retirement Fiduciary Podcast
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
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 t...
2024-06-27
30 min
The Retirement Fiduciary Podcast
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...
2024-06-13
38 min
The Retirement Fiduciary Podcast
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...
2024-05-30
40 min
The Elevate Your Business Podcast with Adam Koos
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
In 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...
2024-05-23
42 min
The Retirement Fiduciary Podcast
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...
2024-05-16
43 min
The Elevate Your Business Podcast with Adam Koos
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
Tune 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...
2024-05-16
46 min
The Elevate Your Business Podcast with Adam Koos
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
Adam 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...
2024-05-09
1h 23
The Retirement Fiduciary Podcast
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...
2024-05-02
55 min
Money Talk with Yu, hosted by Jerry Yu
[Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios
Money 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...
2024-05-01
15 min
The Elevate Your Business Podcast with Adam Koos
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
Welcome 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...
2024-04-25
50 min
The Elevate Your Business Podcast with Adam Koos
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering female leadership in business. She delves into the four critical areas she focuses on with entrepreneurs: defining personal purpose, optimizing time and energy, setting clear goals, and acquiring necessary knowledge. Throughout the discussion, Kiley highlights common challenges faced by female e...
2024-04-11
40 min
The 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...
2024-04-04
38 min
The Elevate Your Business Podcast with Adam Koos
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
Adam 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...
2024-03-14
35 min
The PHILLIP Show
Secure Your Future: The Power of Wealth Management with Adam Koos
It’s about resilience and financial triumph with Adam Dante Koos in this exclusive interview on The PHILLIP Show.. From shattered Olympic dreams in Taekwondo to overcoming personal struggles, Koos shares his inspiring path to becoming a financial advisor. Discover how he navigated market crashes, ethical challenges, and built a successful practice managing nearly $100 million in assets via Libertas Wealth Management. Gain insights into achieving financial freedom and making impactful choices in the ever-evolving financial landscape. Go beyond numbers and discover the essence of empowerment and inspiration in the world of finance. Do...
2024-03-14
38 min
Money Talk with Yu, hosted by Jerry Yu
Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios
Do 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...
2024-03-05
15 min
The Elevate Your Business Podcast with Adam Koos
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when 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...
2024-02-29
23 min
The Retirement Fiduciary Podcast
Everything 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...
2024-02-22
14 min
The Elevate Your Business Podcast with Adam Koos
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup
Welcome 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...
2024-02-15
36 min
The Retirement Fiduciary Podcast
The Top 10 Financial New Year's Resolutions for 2024
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...
2024-02-08
20 min
The Elevate Your Business Podcast with Adam Koos
Welcome 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...
2024-02-07
01 min
The Retirement Fiduciary Podcast
How Do I Know Which Investments to Buy?
In this new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum. Adam also looks at the anatomy of a collapse featuring CitiGroup. Adam also analyzes Relative Comparison charts and why good information isn't always actionable information. Lastly, Adam looks at removing "time" from your investment strategies and why it is important to use Relative Strength analysis to build a portfolio management strategy. Libertas Wealth: https://bit.ly/3HpmN2o...
2023-11-16
31 min
The Retirement Fiduciary Podcast
How Much TIME Do YOU Have Left? And What Are You Going To Do With it? - The CASH Podcast
On this solo episode of The CASH Podcast, Adam is getting away from the financials and looking at one of the important things to us all... Time. How much time do you have left? And how are you going to make good use of that time? This episode is a segment from Adam's "Health, Wealth, and Aging" presentation that he started to do at live events a few years back, and looks at how little time we actually have. Adam talks about what our money buys us and how to better focus our time in a way that is powe...
2023-08-23
30 min
The Retirement Fiduciary Podcast
How I Built It with Mark Fleming, Managing Partner of MEMM Capital
Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21. He recently founded Arena Technology Solutions with agroup of entrepreneurs that have started, scaled, and exited businessescombined with technology partners to offer solutions to middle marketcompanies and corporate innovation groups at largecompanies. MEMMCapital is his holding company that acquires and invests...
2023-06-28
51 min
The Retirement Fiduciary Podcast
They've Misled You! - How Financial News Negatively Impacts Your Investment Strategy
In this episode Adam delves into the deceptive practices of the financial and political news media, revealing how too much news consumption can manipulate and scare individuals into making poor financial decisions. Join Adam as he takes you on a journey through the historical market panics of the past few decades, starting from the infamous Y2K 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...
2023-06-14
42 min
The Retirement Fiduciary Podcast
Is 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...
2023-05-17
46 min
The Retirement Fiduciary Podcast
Outperforming 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...
2023-02-22
28 min
The Retirement Fiduciary Podcast
Wisdom, 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? - Th...
2022-06-02
1h 27
The Retirement Fiduciary Podcast
Fund 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
2022-03-24
29 min
The Retirement Fiduciary Podcast
Episode #89 "War, Invasions, and The Stock Market"
Episode #89 "War, Invasions, and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2022-02-14
30 min
The Retirement Fiduciary Podcast
Episode #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
2022-02-01
19 min
The Retirement Fiduciary Podcast
Episode #87 "The Seasons and The Stock Market"
Episode #87 "The Seasons and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2022-01-20
26 min
The Retirement Fiduciary Podcast
Episode #86 "What is the Santa Claus Rally?!"
Episode #86 "What is the Santa Claus Rally?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-22
21 min
The Retirement Fiduciary Podcast
Episode #85 "Avoiding (not Evading!)Taxes!"
Episode #85 "Avoiding (not Evading!)Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-13
24 min
The Retirement Fiduciary Podcast
The 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.
2021-12-09
15 min
The Retirement Fiduciary Podcast
Episode #84 "Adam Koós Interviewed by Mark Imperial"
Episode #84 "Adam Koós Interviewed by Mark Imperial" by Adam D. Koós, CFP®, CMT®, CEPA
2021-12-09
15 min
The Retirement Fiduciary Podcast
Episode #83 "ROTATE Into Investment Success"
Episode #83 "ROTATE Into Investment Success" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-29
51 min
The Retirement Fiduciary Podcast
Episode #82 "How to Invest in High-Growth Stocks"
Episode #82 "How to Invest in High-Growth Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-12
31 min
The Retirement Fiduciary Podcast
Episode #81 "Tis the Season for Stock Performance"
Episode #81 "Tis the Season for Stock Performance" by Adam D. Koós, CFP®, CMT®, CEPA
2021-11-04
22 min
The Retirement Fiduciary Podcast
Episode #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
2021-10-31
33 min
The Retirement Fiduciary Podcast
Episode #79 "THE Biggest Social Security 'Raise' in Decades!"
Episode #79 "THE Biggest Social Security 'Raise' in Decades!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-10-19
23 min
The Retirement Fiduciary Podcast
Episode #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
2021-09-09
20 min
The Retirement Fiduciary Podcast
Episode #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
2021-09-02
31 min
The Retirement Fiduciary Podcast
Episode #75 "Avoid Brain Trash-Become a Better Investor!"
Episode #75 "Avoid Brain Trash-Become a Better Investor!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-08-27
24 min
The Retirement Fiduciary Podcast
Episode #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
2021-08-11
24 min
The Retirement Fiduciary Podcast
Episode #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
2021-08-09
22 min
The Retirement Fiduciary Podcast
Episode #72 "Using Virtual Reality with Retirement Savings"
Episode #72 "Using Virtual Reality with Retirement Savings" by Adam D. Koós, CFP®, CMT®, CEPA
2021-07-29
30 min
The Retirement Fiduciary Podcast
Episode #71 "What is YOUR Money 'Love Language'?!"
Episode #71 "What is YOUR Money 'Love Language'?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-07-14
26 min
The Retirement Fiduciary Podcast
Episode #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
2021-07-09
12 min
The Retirement Fiduciary Podcast
Episode #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
2021-05-26
27 min
The Retirement Fiduciary Podcast
Episode #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
2021-05-21
36 min
The Retirement Fiduciary Podcast
Episode #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
2021-05-14
28 min
The Retirement Fiduciary Podcast
Episode #63 "Sell in May...and Go Away?!"
Episode #63 "Sell in May...and Go Away?!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-05-07
31 min
The Retirement Fiduciary Podcast
Episode #61 "Retirement is a Marathon, Not s Sprint!"
Episode #61 "Retirement is a Marathon, Not s Sprint!" by Adam D. Koós, CFP®, CMT®, CEPA
2021-04-26
38 min
The Retirement Fiduciary Podcast
Episode #60 "Stocks, Bonds, and Sector Rotation"
Episode #60 "Stocks, Bonds, and Sector Rotation" by Adam D. Koós, CFP®, CMT®, CEPA
2021-04-16
22 min
The Retirement Fiduciary Podcast
Episode #58 "Anniversary of the COVID Lock-Down"
Episode #58 "Anniversary of the COVID Lock-Down" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-26
21 min
The Retirement Fiduciary Podcast
Episode #57 "March Madness vs. The Stock Market"
Episode #57 "March Madness vs. The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-19
25 min
The Retirement Fiduciary Podcast
Episode #56 "Welcome to my Nerdy Research Room"
Episode #56 "Welcome to my Nerdy Research Room" by Adam D. Koós, CFP®, CMT®, CEPA
2021-03-12
40 min
The Retirement Fiduciary Podcast
Episode #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
2021-03-05
31 min
The Retirement Fiduciary Podcast
Episode #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
2021-02-26
22 min
The Retirement Fiduciary Podcast
Episode #53 "You Need to Diversify Your Bonds"
Episode #53 "You Need to Diversify Your Bonds" by Adam D. Koós, CFP®, CMT®, CEPA
2021-02-19
26 min
The Retirement Fiduciary Podcast
Episode #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
2021-02-12
26 min
The Retirement Fiduciary Podcast
Episode #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
2021-02-05
15 min
The Retirement Fiduciary Podcast
Episode #50 "Reddit Flash Mobs & Game Stop Profits"
Episode #50 "Reddit Flash Mobs & Game Stop Profits" by Adam D. Koós, CFP®, CMT®, CEPA
2021-01-30
37 min
The Retirement Fiduciary Podcast
Episode #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
2021-01-22
17 min
The Retirement Fiduciary Podcast
Episode #48 "How to Build a Winning Investment Strategy"
Episode #48 "How to Build a Winning Investment Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
2021-01-15
22 min
The Retirement Fiduciary Podcast
Episode #46 "Reflecting Back on 2020"
Episode #46 "Reflecting Back on 2020" by Adam D. Koós, CFP®, CMT®, CEPA
2020-12-16
13 min
The Retirement Fiduciary Podcast
Episode #44 "How to Deal With Stock Market Turbulence"
Episode #44 "How to Deal With Stock Market Turbulence" by Adam D. Koós, CFP®, CMT®, CEPA
2020-12-04
45 min
The Retirement Fiduciary Podcast
Episode #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
2020-11-24
29 min
The Retirement Fiduciary Podcast
Episode #42 "COVID vs The Stock Market"
Episode #42 "COVID vs The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
2020-11-20
20 min
The Retirement Fiduciary Podcast
Episode #40 "Election Day Stock Market Update!"
Episode #40 "Election Day Stock Market Update!" by Adam D. Koós, CFP®, CMT®, CEPA
2020-11-03
27 min
The Retirement Fiduciary Podcast
Episode #39 "One Week Until THE ELECTION"
Episode #39 "One Week Until THE ELECTION" by Adam D. Koós, CFP®, CMT®, CEPA
2020-10-23
22 min
The Retirement Fiduciary Podcast
Episode #38 "All Eyes on the Election"
Episode #38 "All Eyes on the Election" by Adam D. Koós, CFP®, CMT®, CEPA
2020-10-17
20 min
The Retirement Fiduciary Podcast
Episode #34 "Should I BUY or RENT a Home?"
Episode #34 "Should I BUY or RENT a Home?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-09-18
19 min
The Retirement Fiduciary Podcast
Episode #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
2020-09-10
15 min
The Retirement Fiduciary Podcast
Episode #32 "Is the Stock Market Topping Out Again?"
Episode #32 "Is the Stock Market Topping Out Again?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-09-03
29 min
The Retirement Fiduciary Podcast
Episode #30 "Should I Refinance My Mortgage?"
Episode #30 "Should I Refinance My Mortgage?" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-20
18 min
The Retirement Fiduciary Podcast
Episode #29 "Stress-Testing Your 401(k)"
Episode #29 "Stress-Testing Your 401(k)" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-14
48 min
The Retirement Fiduciary Podcast
Episode #28 "Managing Risk"
Episode #28 "Managing Risk" by Adam D. Koós, CFP®, CMT®, CEPA
2020-08-07
29 min
The Retirement Fiduciary Podcast
Episode #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
2020-07-31
19 min
The Retirement Fiduciary Podcast
Episode #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
2020-07-23
19 min
The Retirement Fiduciary Podcast
Episode #25 "COVID Resurgence"
Episode #25 "COVID Resurgence" by Adam D. Koós, CFP®, CMT®, CEPA
2020-07-17
13 min
The Retirement Fiduciary Podcast
Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update
Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update by Adam D. Koós, CFP®, CMT®, CEPA
2020-06-19
29 min
The Retirement Fiduciary Podcast
Episode #10 "Financial Fitness for Year End"
Episode #10 "Financial Fitness for Year End" by Adam D. Koós, CFP®, CMT®, CEPA
2018-12-04
20 min
The Retirement Fiduciary Podcast
Episode #9 "Thinking Counter-Intuitively"
Episode #9 "Thinking Counter-Intuitively" by Adam D. Koós, CFP®, CMT®, CEPA
2018-07-31
16 min
The Retirement Fiduciary Podcast
Episode #8 "Top 5 Frequently Asked Questions"
Episode #8 "Top 5 Frequently Asked Questions" by Adam D. Koós, CFP®, CMT®, CEPA
2018-05-15
15 min
The Retirement Fiduciary Podcast
Episode #7 "What's Really Important to You?"
Episode #7 "What's Really Important to You?" by Adam D. Koós, CFP®, CMT®, CEPA
2018-02-07
11 min
The Retirement Fiduciary Podcast
Episode #6 "Hope is Not a Strategy"
Episode #6 "Hope is Not a Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
2017-12-06
32 min
The Retirement Fiduciary Podcast
Episode #5 "Aiming High & Thinking Long Term"
Episode #5 "Aiming High & Thinking Long Term" by Adam D. Koós, CFP®, CMT®, CEPA
2017-04-18
20 min
The Retirement Fiduciary Podcast
Episode #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
2017-01-25
24 min
The Retirement Fiduciary Podcast
Episode #3 "Stocks Look Weak, At Best"
Episode #3 "Stocks Look Weak, At Best" by Adam D. Koós, CFP®, CMT®, CEPA
2016-02-25
21 min
The Retirement Fiduciary Podcast
Episode #2 "The Time to Buy"
Episode #2 "The Time to Buy" by Adam D. Koós, CFP®, CMT®, CEPA
2015-10-12
22 min
The Retirement Fiduciary Podcast
Episode #1 "Domestic Stocks Still Lead the Way"
Episode #1 "Domestic Stocks Still Lead the Way" by Adam D. Koós, CFP®, CMT®, CEPA
2015-08-11
32 min