Shows
The Elevate Your Business Podcast with Adam KoosSystemize to Scale: How Sharad Mehta Built a Real Estate PowerhouseIn this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real e...2025-05-0835 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
Leadership In Law PodcastS02E58 Fiduciary-Driven Advice with Adam KoósWhat's the point of building wealth if you never have time to enjoy it? This question gets to the heart of why so many successful law firm owners find themselves trapped in practices that demand everything but deliver frustratingly little freedom.Adam Koós, President of Libertas Wealth and Investopedia Top 100 Advisor, shares powerful insights on how attorneys can break the cycle by rethinking their practice approach. With experience guiding clients through four market crashes since 2001, he explains why law firm owners need a true fiduciary for unbiased financial advice.Adam reveals that 80% of business o...2025-04-1729 min
The Priority of RetirementThe Ethics of Financial Advising: Transparency, Strategy, and Smart Investing with Adam KoósAbout Adam Koós: Adam Koós is a seasoned financial advisor who began his career just 10 days before 9/11, navigating some of the most challenging market crashes in history. With a strong foundation in financial planning and market strategies, Adam is committed to educating clients and empowering them with knowledge. His ethical approach to wealth management is deeply influenced by his father’s principles of integrity and transparency. Beyond advising, Adam is a passionate speaker, writer, and educator, offering financial planning workshops to help individuals make informed financial decisions.In this episode, Shawn and Adam...2025-04-0132 min
Beyond Fulfillment PodcastFrom Med School to Finance: A Bold Pivot with Adam KoosToday on the Beyond Fulfillment Podcast, we're excited to host Adam Koos, the president and senior financial advisor at Libertas Wealth Management and the founder of Elevate Your Business. Adam brings a wealth of experience and insights, having transitioned from aspiring trauma surgeon to a successful financial advisor with over two decades in the industry. In this episode, Adam shares his compelling journey, starting from his early days at Ohio State University, his rapid rise in a national brokerage firm, and eventually founding his own companies.Listen in as Adam delves into the critical aspects of financial...2025-02-0429 min
Martinka Consulting's Getting the Deal Done PodcastAdam Koos with Elevate and Exit on Building a Transition Plan (and More)Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.Given studies show:80% of a majority of business owners wealth is the value of their business and,80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).Any increase in profits and the multiple will aid in selling the company.Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.You can see more about and reach Adam at...2025-02-0329 min
Money Talk With TiffWhy You Should Plan Your Business Exit Now with Adam KoosIn this episode of Money Talk With Tiff, Tiffany Grant is joined by Adam Koos to discuss the often overlooked topic of exit planning for business owners. Adam emphasizes the importance of preparing for the eventual transition of one's business, whether that means selling it, passing it to a family member, or another form of exit. Adam shares that one of the biggest mistakes business owners make is starting too late on their exit strategy.He dives deep into what exit planning entails, how business owners can begin thinking about it regardless of where they are in...2025-01-3017 min
Get Your FILLS6E15 – Adam KoosDo you know how to prepare your business for sale? Are you thinking your business has value but don’t know how much? Would you benefit from insight on transitioning your business? On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, President of Elevate and Exit, Adam Koos, shares some important facts for those looking to transition their business to another operator. Did you know: 1. You should start preparing for a sale at least two years in advance. 2. Working with a consultant can maximize your business valuation. 3. Simple mistakes can severely impact your potential profit. Every small...2025-01-0644 min
Get Your FILL, Financial Independence and Long LifePrepare to Sell Your Business with Adam KoosDo you know how to prepare your business for sale?
Are you thinking your business has value but don’t know how much?
Would you benefit from insight on transitioning your business?
On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, President of Elevate and Exit, Adam Koos, shares some important facts for those looking to transition their business to another operator. Did you know:
1. You should start preparing for a sale at least two years in advance.
2. Working with a consultant can maximize your business valuation.
3. Simple mistakes can seve...2025-01-0644 min
The Elevate Your Business Podcast with Adam KoosLeveraging Qualified Opportunity Zone State Tax Credits with Andrew DoupIn this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities. Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an investor, business owner, or simply curious about tax-saving op...2024-12-1932 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 ho...2024-12-1234 min
The Elevate Your Business Podcast with Adam KoosSmart Strategies for a Successful Business Exit with Joseph SofiaIn this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during...2024-12-1247 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
The Elevate Your Business Podcast with Adam KoosHow I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your BusinessIn this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career. Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, an...2024-11-2152 min
The Retirement Fiduciary PodcastPrice and Trend - 2 of The Major Factors to Consider When InvestingIn 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...2024-11-1423 min
The Elevate Your Business Podcast with Adam KoosGetting 'Exit Planning' Out of Your Vocabulary with Bob St. GermainIn this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business. Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six ma...2024-11-0743 min
The Elevate Your Business Podcast with Adam KoosSimplifying Estate Planning with Dan Baron of Baron LawIn this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United...2024-10-2442 min
Modern Investing PodcastModern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical ExpertiseMessage the HostIn this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passionate about veering people away from poor financial advice. This episode explores Adam's fascinating transition into finance, his unique approach to market investing, and how he leverages strategic and tactical models to provide comprehensive wealth management.Adam's approach offers significant benefits to investors, e...2024-10-2435 min
Stop Doing What You HateMarriage & Money (With Adam Koos)In this episode, Harold sits down with Adam Koos, president of Libertas Wealth Management Group, to discuss how you can retire early with your family on board. Their conversation will explore different aspects of financial decision-making within marriages. They will also discuss differing risk tolerances and managing emotional responses to market changes. Listen now if you want to have financial peace of mind. Show Highlights: Do you want to effectively grow your wealth? [02:35] Learn about the key to a successful marriage [09:53] Mapping out a financial plan as a couple [12:39] Learn about Two-Pocket sy...2024-10-1050 min
The Elevate Your Business Podcast with Adam KoosRecruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless SearchIn this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationships with business owners across the country. The conversation also delves into their extensive experience in helping companies hire top talent. They discuss effective strategies for structuring job postings and what truly attracts high-quality candidates. Robb and Chuck highlight the...2024-09-2633 min
The Retirement Fiduciary PodcastDaylight - 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...2024-09-1920 min
Aligned Money ShowStick to the Plan with Adam KoósWe focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management.
Listen to hear a difference-making tip on when people make financial plans and when they ought to!
You can learn more about Adam at LibertasWealth.com, Facebook, YouTube, X, and LinkedIn.
Did you get anything out of this episode...2024-09-1024 min
The Modern CPA Success ShowNavigating the Complexities of Financial Planning for Business Owners with Adam Koós“Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós The finer details of this episode:Financial strategies for clients with appreciated propertiesChallenges faced by business owners in managing real estate assets and company structuresTax implications of selling a business and recasting financialsImportance of proactive financial planning and business transition for business owners Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have quest...2024-09-0246 min
The Elevate Your Business Podcast with Adam KoosCFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFOIn this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam and John delve into key financial strategies, including the difference between traditional budgeting and budgeting for growth, as well as the importance of cash forecasting. They also discuss common ways businesses unknowingly sabotage their own profits and how to avoid these pitfalls. The conversation...2024-08-2938 min
The WEInvested PodcastNever Outlive Your Money ft Adam KoósAdam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business where he could significantly impact others’ lives. His professional journey began just 10 days before the tragic attack on the World Trade Center in 2001, and he has since guided his clients through four of the worst market crashes in U.S...2024-08-2148 min
The Elevate Your Business Podcast with Adam KoosThe Future of Accounting and CPAs with David HartleyIn this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this new era. Together, Adam and David discuss the future of the profession and how it differs dramatically from the past. David also delves into the next 10 years of the industry, highlighting how AI is driving a shift away from traditional...2024-08-1545 min
The REsimpli PodcastTop Financial Tips for Real Estate Investors from Adam KoósIn this episode of the REsimpli podcast, host Sharad Mehta chats with Adam Koós, a seasoned financial advisor, about his journey and invaluable financial insights. Adam, hailing from Columbus, Ohio, shares his transition from aspiring trauma surgeon to financial advisor, influenced by his father's suggestion. He discusses the importance of managing risk and taxes for real estate investors and introduces the concept of 1031 exchanges and Delaware Statutory Trusts (DSTs) as strategies to optimize real estate portfolios and defer taxes.
Adam also delves into the emotional aspects of selling a business and the necessity of having a c...2024-08-1233 min
The Retirement Fiduciary PodcastUnleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal role this close-knit community played in inspiring her to establish her coaching business, "Small Town Leadership," which focuses on harnessing the values and lessons from small-town life to achieve professional success. Natalie also delves into her strategies for staying motivated during challenging times...2024-08-0840 min
The Elevate Your Business Podcast with Adam KoosUnderstanding ESOPs with Joseph Sophia, Troy Starr, and Greg DaughertyIn this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an attractive option for business succession planning and employee ownership. The conversation also delves into the tax advantages of ESOPs for corporations, providing insights into when implementing an ESOP strategy makes the most sense. The guests share their expertise on the common challenges faced during the...2024-08-0152 min
The Retirement Fiduciary PodcastMaking 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...2024-07-2512 min
The Elevate Your Business Podcast with Adam KoosNavigating Digital Business Acquisitions for IT Professionals with Michael FrewIn this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesses rather than starting from scratch, offering a practical perspective on career advancement and entrepreneurship. Michael also outlines his comprehensive 8-step framework for identifying, financing, and acquiring online companies. He provides insights into recent changes in the landscape, including new financing options and the implementation of AI...2024-07-1832 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 Elevate Your Business Podcast with Adam KoosHow To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throughout their discussion, Adam and Greg explore how 1031 exchanges and DSTs function, detailing the processes and benefits. They explain how these strategies can be leveraged to create tax-free income and inheritance through real estate exchanges. Whether you're a seasoned investor or new to...2024-07-0430 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 min
The Elevate Your Business Podcast with Adam KoosMastering Financial Metrics and Team Building with Jody Grunden6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash flow. Jody brings a wealth of expertise and experience to the conversation, offering invaluable advice for business owners looking to optimize their financial strategies. During the discussion, Adam and Jody explore the most critical financial metrics every business owner should monitor. Jody e...2024-06-1351 min
The Elevate Your Business Podcast with Adam KoosFrom Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre MartinIn this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pivotal experience in Juvenile Hall, D'Andre made a decisive turn in his life. In just 18 months, he has successfully expanded his Columbus, Ohio-based restaurant, Just Chicken, to a second location in Charlotte, North Carolina, demonstrating his relentless drive and vision. D'Andre opens u...2024-06-0641 min
The 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 min
The Elevate Your Business Podcast with Adam KoosDefining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IXIn 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...2024-04-1140 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 KoosCultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMDTune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among new team members to sourcing the right information for sustained business growth, this episode is packed with actionable strategies to empower both leadership and staff. Don't miss out on this enlightening conversation! Check out BaktariMD: https://bit.ly/49e0OrB Connect...2024-03-2841 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
The PHILLIP ShowSecure Your Future: The Power of Wealth Management with Adam KoosIt’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...2024-03-1438 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 PodcastThe Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew DoupAdam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones! What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON. But how are Qualified Opportunity Zones determined and which investors can benefit most from them? Listen now to learn more. Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU ...2023-12-2838 min
The Retirement Fiduciary PodcastFranchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise ConsultantIn this episode of The CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her passion for this industry. Listeners gain valuable insights as Kim delves into the crucial considerations for selecting the right franchise to align with their investment goals, shedding light on the traits that successful franchise owners commonly possess. Kim also shares her thoughts about...2023-12-1447 min
The Retirement Fiduciary PodcastHow Relative Rotation Graphs Can Help With Your Investment StrategiesFor this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies. One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends. But how do Relative Rotation Graphs work? Adam works through the RRGs 4 different quadrants, what they tell, and how 30 stocks on the Dow look versus looking at the Dow using a Relative Rotation Graphs. Libertas Wealth: https://bit.ly/3HpmN2o Subs...2023-11-3021 min
The Retirement Fiduciary PodcastHow 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...2023-11-1631 min
The Retirement Fiduciary PodcastShould You Be Buying or Selling Stocks?As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Traders to Intermediate and Long-Term Traders, Adam is taking a look at the typical timeframes different types of traders typically experience, and shares some tips to consider when planning the timeframe of your future trades. https://stockcharts.c...2023-11-0237 min
The Retirement Fiduciary PodcastDigital Marketing Strategies with Matthew Gartland and Matt ErneyAdam welcomes Matthew Gartland, Founder of SPI Media, and Matt Erney, Founder of Social Firm to the podcast to discuss the importance of digital marketing strategies and it's ever-changing landscape. Matthew and Matt share more about Artificial Intelligence, and some different ways people are using AI to market and grow their business. The guys look at the difference between building an audience versus building a community, and the different benefits of each. What are the benefits of trying all of these marketing strategies together? And how will AI disrupt current tactics and methods for marketing initiatives? Listen now to The C...2023-10-1943 min
The Retirement Fiduciary PodcastInvesting in Non-Food Franchises with Jon Ostenson of FranBridge ConsultingAdam welcomes Jon Ostenson of FranBridge Consulting to discuss the ins and outs of investing in non-food franchises! Jon shares more about how he accidentally found himself in this sector, and why specifically he decided on the non-food side of franchise investment. As Founder and CEO of FranBridge, Jon has had many entrepreneurs approach him about finding the best fit for their investment goals and has helped guide them through the process of deciding what will work best for them... and what are the most popular non-food franchises to work with? Listen now to learn all that and more on...2023-10-0533 min
The Retirement Fiduciary PodcastAre Your Investments Stressing You Out?!In this episode of The CASH Podcast, Adam is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen now to learn more about how planning for retirement is a lot like building a house, and how long-term perspective can often result in a stress-free retirement. Libertas Wealth: https://bit.l...2023-09-2022 min
The Retirement Fiduciary PodcastBuilding Wealth Like the Rockefellars with Dan BrookmanAdam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY works, and what strategies to implement. While it isn't all simple, you can learn the first 3 steps to get this set up and working for your family. https://www.stolly.com/ 2023-09-0634 min
The Retirement Fiduciary PodcastHow Much TIME Do YOU Have Left? And What Are You Going To Do With it? - The CASH PodcastOn 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...2023-08-2330 min
The Retirement Fiduciary PodcastNavigating Post-Resignation Realities: A Deep Dive into Business Transformation with Sky Goodwin and Ray Belfrage, Fraxional CXOAdam welcomes Sky Goodwin and Ray Belfrage, Managing Principals of Fraxional CXO to chat about the many changes they're helping business owners navigate since The Great Resignation. Sky and Ray are both Lean Six Sigma Black Belts and experts in process improvement. With their combined experience in Senior Leadership, Executive Consulting, and Business Analytics the duo has launched Fraxional CXO to help business leaders understand the concepts of believing, understanding and executing on their business goals. Sky and Ray talk about the problems with salary and compensation since The Great Resignation and how that relates to employee re...2023-08-0944 min
The Retirement Fiduciary PodcastRising Interest Rates and the Changing Mortgage Market with Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage, NMLS#:2014161 OH:MLO 015249.001Adam welcomes Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage to discuss rising interest rates and the changing mortgage market for residential purchases. Brandon shares more about certain changes to regulation that make it more expensive for a qualified borrow to get a mortgage and more affordable for a less qualified borrower. Brandon also talks more about loan level price adjustments and how they work during the mortgage process. Given the prominence of new construction deals happening in the market Brandon explains those products and how they are trickier than you may anticipate. Adam and Brandon also discuss some of th...2023-07-2639 min
The Retirement Fiduciary PodcastHow I Built It with Brian Butler, President of Dublin Cleaners and New Albany CleanersAdam welcomes Brian Butler, of President of Dublin Cleaners and New Albany Cleaners for another installment of the How I Built It Series. Brian shares more about how he watched his parents rebuild his grandparents' struggling drycleaning business in the early 1980s as he worked along side them as a young boy. Though Brian went out of his way to distance himself from the laundry and drycleaning industries once he hit his teenage years, he describes how he fell backwards into helping operate and eventually own the business 20 years ago. While Brian was successful in turning the business around, he...2023-07-1255 min
The Retirement Fiduciary PodcastHow I Built It with Mark Fleming, Managing Partner of MEMM CapitalAdam 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...2023-06-2851 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 PodcastHow I Built It with Corbin Schlatter, Owner of Weed Man Columbus, OH - The CASH Podcast Ep. 117Adam welcomes Corbin Schlatter, Owner of Weed Man Columbus for another episode in the "How I Built It" series. Corbin talks about how he found himself in lawn care initially, and how he and his wife Audrey built their business to a point where they could sell the business in order to focus on building a successful Weed Man franchise in Central Ohio. After relocating from Defiance, OH to the Columbus area with 4 children under the age of 6 and zero customers Corbin and Audrey had a tall order before them in order to make their business work. Thankfully the mar...2023-05-3144 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 PodcastHow I Built It with Tim Rink - Founder of Hearing Testing Inc.Adam welcomes Tim Rink, Founder of HTI Inc. for another episode in the "How I Built It" series. Tim's passion for audiology and hearing loss was sparked by a loud car he had as a young man. He talks about how this experience led him on his path to learning more about hearing loss and audiology, and eventually led him to start his own company. We dive into how OSHA adopting the "Hearing Conservation" approach opened up new opportunities for HTI, and how Tim set up a mobile hearing testing business. Eventually, Tim found that in...2023-05-0357 min
The Retirement Fiduciary PodcastIt's 4/20... but is it Time to Invest in Cannabis?!Adam has been hearing all about the "weed stonks" as his kids call it... So given the 4/20 holiday happening this week, Adam is briefly going over the state of the market as it pertains to cannabis stocks. With so many large dips from cannabis stock highs in 2020 and 2021, should you invest in cannabis or avoid it all together? Listen now to learn more! Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe o...2023-04-1919 min
The Retirement Fiduciary PodcastHow I Built It with John Haas, Owner of Haas Painting CompanyAdam welcomes his friend John Haas, Owner and Operator of Haas Painting Company in Dublin, Ohio for another installment of the "How I Built It" series. John shares more about what led him down the path to starting his own business, and what steps he took to make it a reality (not realizing he accidentally started taking those steps in high school). Now coming up on ten years as a business owner, John and Adam talk more about what helped John to become successful. From how long it took him to feel like he was able to breathe again fin...2023-04-0555 min
The Retirement Fiduciary PodcastWhat March Madness Can Teach Us About Being Better InvestorsOn this episode of The CASH Podcast, Adam is getting all caught up in the March Madness. Preparing to win is what a makes a good basketball team (and a good investor), but what can our March Madness picks tell us about our investment philosophy? While you can't approach investing (or your bracket) with a discount philosophy, the odds of picking the perfect bracket or investment strategy is nearly impossible. Listen now to learn more about why the top seeded teams tend to be the safest picks, and if you should even pay attention to bracket busters or Cinderella te...2023-03-2242 min
The Retirement Fiduciary PodcastHow I Built It with Perry Maughmer, Founder of Potential Leader LabAdam welcomes Perry Maughmer, Founder of Rentless Leadership and Potential Leader Lab to discuss the idea of what entrepreneurs should be looking for when considering a succession partner. Perry has helped numerous business leaders transform their approach to managing and growing their businesses with practices and principles nurtured through his professional relationships and peer advisory group. From learning to be more collaborative and letting your employees drive your business to the question "what could I do that would cause you to quit?" Perry shares more about becoming a more successful, happy leader. https://www.potentialleaderlab.com/ 2023-03-0852 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 PodcastHow I Built It with Ryan Miller - Co-Founder of M2 MarketingAdam welcomes Ryan Miller, Co-Founderr of M2 Marketing, a company in the space of website design, content management and graphic design. After a successful football with Ohio State University, culminating in a Rose Bowl win in 1997, Ryan found himself in a unique position as a radio host and broadcast personality. However, always wanting more, Ryan reenrolled in the Ohio State to pursue an MBA in an effort to build his own business. While still attending college, Ryan and fellow OSU alumni Megan McCabe, launched M2 Marketing and have been building ever since. Hear more about Ryan's journey of transitioning from...2023-02-0851 min
The Retirement Fiduciary PodcastPreparing to Sell Your Business with John Aman of B2BCFOAdam welcomes friend and Fractional CFO John Aman of B2BCFO to discuss his capacity in helping business owners across the country sell their business and successfully transition ownership. 2/3rds of business owners aren't prepared to sell their business, and a whopping 80% of owners who go to market never end up selling their business. John looks at the selling process as "staging the house" as he looks to increase the enterprise value of the business. John has taken on this line of work for deeply personal reasons, and looks to help CEOs and Owners navigate the complexities and...2023-01-2539 min
The Retirement Fiduciary PodcastHow I Built It with Jason & Tim Ault - Co-Founders of Coffman MediaAdam welcomes guests Jason and Tim Ault, Co-Founders of Coffman Media of Ohio and Florida. The generational ambition and entrepreneurial spirit of this father/son team has helped propel them to a leader among those in digital signage solutions. Starting as a traditional signage company and pivoting their way through world changing events such as covid, finding technological improvements and the ability to think outside the box were essential for Jason and Tim. Hear more about the struggles of finding work/life balance, the unique situation of being a father/son team, and what they attribute their success to.2023-01-1138 min
The Retirement Fiduciary PodcastUnderstanding the Santa Claus Rally"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is diving in to the data and assessing what it could mean for the last week of the year. With 2022 turning out to be the worst year in the history of 60/40 po...2022-12-2820 min
The Retirement Fiduciary PodcastMagazines that Predict the Market!Today, Adam is taking a look at magazine covers throughout the decades that predicted doom and gloom for the economy, and how wrong they ended up being. In an attempt to keep you hooked on their television program or print, the media likes to leverage fear mongering, shock value, and worst case scenarios. Learn more about how wrong certain magazines were and how timing can often contribute to bad predictions. Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw Libertas Wealth: https://bit.ly/3HpmN2o 2022-12-1425 min
The Retirement Fiduciary PodcastHow I Built It with Scott Boles, Owner of Yabo's TacosAdam welcomes his longtime friend Scott Boles, Certified Executive Chef and Owner of Yabo's Tacos in Ohio. Scott got his start in the culinary world as a young boy making dessert for his family while his mother cooked dinner. Before long, Scott found himself working his way up in some of the finest restaurants in Boston and developing his style and instincts both in back and in front of the house. From working 108 hour work weeks to opening fine dining restaurants for Disney Executives, Scott preaches not to follow your dreams without a plan. Now ba...2022-11-301h 01
The Retirement Fiduciary PodcastHow I Built It with James Tucker, Founder and Owner of The Garage Door GuyAdam welcomes James Tucker, Founder and Owner of The Garage Door Guy. The Garage Door Guy has more than 500 5-star online reviews, and is certainly an indicator of the burning desire James has to build a legacy for his family through his work. Learn more about how working side jobs with Uncle over 15 years ago has led James to a life of entrepreneurship, including developing his own own line of garage door products. Learn more about: - The adjustment to learning how to delegate tasks instead of doing everything youself - Find...2022-11-081h 15
The Retirement Fiduciary PodcastRare Tips to Avoid Taxes on The Sale of Real Estate - 1031s, DSTs, BDCs, and NT-REITsAdam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more. Including: - Passive income without "The Terrible T's" - The difference between active investors and passive investors - 1031 Exchanges and how they work - The importance of working with a qualified intermediary - What is a DST...2022-11-0341 min
The Retirement Fiduciary PodcastHow I Built It with Kelly Van Buren, Founder and President of K Studio DanceAdam welcomes longtime friend and business owner Kelly Van Buren, Founder and President of K Dance Studio in Upper Arlington, Ohio. Kelly shares more about how dance helped her grow out of being a shy child and helped her develop confidence in herself both on and off the stage. Being fortunate enough to blend her passion for dance with her work as a teacher, Kelly has been operating her studio now for well over a decade. Learn more about: - The early days of owning a dance studio and the many hats you have to w...2022-10-1948 min
The Retirement Fiduciary PodcastHelen Yee, Co-Founder and CFO of the American Institute of Alternative Medicine (AIAM) - How I Built ItAdam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant. While becoming a Licensed Massage Therapist and founding AIAM 1990, Helen also had great success as a martial artist. A third-degree black belt in Taekwondo, Helen competed nationally and internationally, and is a two-time National gold medalist, and was selected as an alternate for t...2022-09-221h 00
The Retirement Fiduciary PodcastAre YOU Biased?! This is How Our Personal Biases Affect Our Investment Decision Making (Ep 99)In this episode, Adam runs through ever major cognitive and emotional bias that can detrimentally affect your decision making when managing your retirement portfolio. He also discusses which biases can be fixed (and how to fix them), as well as those that CANNOT be fixed, no matter how hard you try (and what to do about it). 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/3QmG...2022-09-0844 min
The Retirement Fiduciary PodcastMonetizing Your Life's Work with Bob St. Germain of Corporate Finance AssociatesAdam welcome Bob St. Germain, Managing Director & Principal in Corporate Finance Associates (CFA) running their Columbus, OH office. Bob chats with Adam about the outlook of the merger and acquisition market, and more about his work connecting owners looking to sell with quality buyers. Learn more about: - What prospective buyers for a company may look like and identifying who those potential buyers are - The importance of having an exit strategy before you sell your business - Investment Bankers role in the process of selling a business - A l...2022-08-2553 min
The Retirement Fiduciary PodcastHow I Built It with Rick McCann, Owner of Mid-Ohio Golf Car and Fisher’s Golf CartIn this special 2-part episode, Adam chats with Rick McCann, owner of Mid-Ohio Golf Car and Fisher’s Golf Cart. Having had a long history of success as an executive in the corporate world, Rick found himself the victim of a layoff in 2018 and took the opportunity to get into a business he was always interested in... Golf carts. 4 years later, Rick's company operates as a golf car master distributor and dealer in central and southern Ohio, serving everything from golf courses and commercial customers… to the every-day average family who wants to own a golf cart at home via...2022-08-112h 07