The Retirement Fiduciary Podcast
By Adam D. Koós, CFP®, CMT®, CEPA
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Image by Adam D. Koós, CFP®, CMT®, CEPA
Category: Investing
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Subscribers: 3
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Episodes: 166
Description
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more.
Thanks for listening & please be sure to SUBSCRIBE!
Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
| Episode | Date |
|---|---|
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How to Make Sure Your Estate Plan Doesn't Fail: Real Cases, Real Consequences with Kelly Lise Murray
|
May 05, 2026 |
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How Business Owners Can Avoid Bad Hires and Build Stronger Teams with William Sprengler
|
Apr 21, 2026 |
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March Madness, Market Trends, and the Real Lesson About Long Shots
|
Apr 07, 2026 |
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Why Most Retirement Plans Fail
|
Mar 17, 2026 |
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How to Spot a Bad Financial Advisor: Red Flags and the "Green Flags" of Great Advice
|
Mar 03, 2026 |
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Beyond Buy-and-Hold: Using Technical Analysis to Manage Risk + Communicate Clearly With Clients (with David Keller, CMT)
|
Feb 17, 2026 |
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The Truth About ESOPs: Liquidity, Taxes, and Company Culture with Kelly Finnell
|
Feb 03, 2026 |
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Following Market Trends Without Letting Emotions Take Over with Sharad Mehta
|
Jan 20, 2026 |
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Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
|
Dec 11, 2025 |
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Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
|
Nov 13, 2025 |
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A New Way to See Money with Carl Richards
|
Oct 16, 2025 |
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Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth
|
Sep 11, 2025 |
|
From Trauma Surgery Dreams to Financial Freedom: Adam Koós' Journey and Generational Wealth Strategies
|
Aug 14, 2025 |
|
Timing the Market vs. Following the Trend: What Actually Works
|
Jun 26, 2025 |
|
From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
|
May 08, 2025 |
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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
|
Dec 12, 2024 |
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Momentum and Volume - The Other Major Factors to Consider When Investing
|
Nov 28, 2024 |
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Price and Trend - 2 of The Major Factors to Consider When Investing
|
Nov 14, 2024 |
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Making Estate Planning Easier with Dan Baron of Baron Law
|
Oct 31, 2024 |
|
Daylight - The One Important Thing to Watch When The Market Goes Haywire
|
Sep 19, 2024 |
|
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams
|
Aug 22, 2024 |
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Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"
|
Aug 08, 2024 |
|
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses
|
Jul 25, 2024 |
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Market Trends To Consider When Investing In An Election Year
|
Jul 11, 2024 |
|
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
|
Jun 27, 2024 |
|
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2
|
Jun 13, 2024 |
|
Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing
|
May 30, 2024 |
|
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work
|
May 16, 2024 |
|
From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show
|
May 02, 2024 |
|
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters
|
Apr 18, 2024 |
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🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟
|
Apr 04, 2024 |
|
Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting
|
Mar 21, 2024 |
|
Everything You Need To Know About Required Minimum Distributions (Understanding RMDs)
|
Feb 22, 2024 |
|
The Top 10 Financial New Year's Resolutions for 2024
|
Feb 08, 2024 |
|
The Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew Doup
|
Dec 28, 2023 |
|
Franchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise Consultant
|
Dec 14, 2023 |
|
How Relative Rotation Graphs Can Help With Your Investment Strategies
|
Nov 30, 2023 |
|
How Do I Know Which Investments to Buy?
|
Nov 16, 2023 |
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Should You Be Buying or Selling Stocks?
|
Nov 02, 2023 |
|
Digital Marketing Strategies with Matthew Gartland and Matt Erney
|
Oct 19, 2023 |
|
Investing in Non-Food Franchises with Jon Ostenson of FranBridge Consulting
|
Oct 05, 2023 |
|
Are Your Investments Stressing You Out?!
|
Sep 20, 2023 |
|
Building Wealth Like the Rockefellars with Dan Brookman
|
Sep 06, 2023 |
|
How Much TIME Do YOU Have Left? And What Are You Going To Do With it? - The CASH Podcast
|
Aug 23, 2023 |
|
Navigating Post-Resignation Realities: A Deep Dive into Business Transformation with Sky Goodwin and Ray Belfrage, Fraxional CXO
|
Aug 09, 2023 |
|
Rising Interest Rates and the Changing Mortgage Market with Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage, NMLS#:2014161 OH:MLO 015249.001
|
Jul 26, 2023 |
|
How I Built It with Brian Butler, President of Dublin Cleaners and New Albany Cleaners
|
Jul 12, 2023 |
|
How I Built It with Mark Fleming, Managing Partner of MEMM Capital
|
Jun 28, 2023 |
|
They've Misled You! - How Financial News Negatively Impacts Your Investment Strategy
|
Jun 14, 2023 |
|
How I Built It with Corbin Schlatter, Owner of Weed Man Columbus, OH - The CASH Podcast Ep. 117
|
May 31, 2023 |
|
Is the Market Crash Over?
|
May 17, 2023 |
|
How I Built It with Tim Rink - Founder of Hearing Testing Inc.
|
May 03, 2023 |
|
It's 4/20... but is it Time to Invest in Cannabis?!
|
Apr 19, 2023 |
|
How I Built It with John Haas, Owner of Haas Painting Company
|
Apr 05, 2023 |
|
What March Madness Can Teach Us About Being Better Investors
|
Mar 22, 2023 |
|
How I Built It with Perry Maughmer, Founder of Potential Leader Lab
|
Mar 08, 2023 |
|
Outperforming the Stock Market!
|
Feb 22, 2023 |
|
How I Built It with Ryan Miller - Co-Founder of M2 Marketing
|
Feb 08, 2023 |
|
Preparing to Sell Your Business with John Aman of B2BCFO
|
Jan 25, 2023 |
|
How I Built It with Jason & Tim Ault - Co-Founders of Coffman Media
|
Jan 11, 2023 |
|
Understanding the Santa Claus Rally
|
Dec 28, 2022 |
|
Magazines that Predict the Market!
|
Dec 14, 2022 |
|
How I Built It with Scott Boles, Owner of Yabo's Tacos
|
Nov 30, 2022 |
|
How I Built It with James Tucker, Founder and Owner of The Garage Door Guy
|
Nov 08, 2022 |
|
Rare Tips to Avoid Taxes on The Sale of Real Estate - 1031s, DSTs, BDCs, and NT-REITs
|
Nov 03, 2022 |
|
How I Built It with Kelly Van Buren, Founder and President of K Studio Dance
|
Oct 19, 2022 |
|
Helen Yee, Co-Founder and CFO of the American Institute of Alternative Medicine (AIAM) - How I Built It
|
Sep 22, 2022 |
|
Are YOU Biased?! This is How Our Personal Biases Affect Our Investment Decision Making (Ep 99)
|
Sep 08, 2022 |
|
Monetizing Your Life's Work with Bob St. Germain of Corporate Finance Associates
|
Aug 25, 2022 |
|
How I Built It with Rick McCann, Owner of Mid-Ohio Golf Car and Fisher's Golf Cart
|
Aug 11, 2022 |
|
How to Find the Best Sales Talent for your Company with Ken Lazar of Ability Professional Network
|
Jul 28, 2022 |
|
How to Invest During a Bear Market
|
Jul 14, 2022 |
|
How To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
|
Jun 30, 2022 |
|
How I Built It with Tom Hedge Founder / CEO of HR Butler and T.R. Hedge & Associates
|
Jun 16, 2022 |
|
Wisdom, Money, and Stories - Derrick Cobb & Drew Paroz Join us from The Wonder Tour Podcast (Ep 92)
|
Jun 02, 2022 |
|
Fund Your IRAs as the SALE Continues (Ep 91)
|
Mar 24, 2022 |
|
Episode #90 "How To Shop For Colleges"
|
Mar 01, 2022 |
|
Episode #89 "War, Invasions, and The Stock Market"
|
Feb 14, 2022 |
|
Episode #88 "If Investing is Exciting, You're Dolng It Wrong!"
|
Feb 01, 2022 |
|
Episode #87 "The Seasons and The Stock Market"
|
Jan 20, 2022 |
|
Episode #86 "What is the Santa Claus Rally?!"
|
Dec 22, 2021 |
|
Episode #85 "Avoiding (not Evading!)Taxes!"
|
Dec 13, 2021 |
|
Episode #84 "Adam Koós Interviewed by Mark Imperial"
|
Dec 09, 2021 |
|
Episode #83 "ROTATE Into Investment Success"
|
Nov 29, 2021 |
|
Episode #82 "How to Invest in High-Growth Stocks"
|
Nov 12, 2021 |
|
Episode #81 "Tis the Season for Stock Performance"
|
Nov 04, 2021 |
|
Episode #80 "A Dream Without a Plan Is Just a Wish!"
|
Oct 31, 2021 |
|
Episode #79 "THE Biggest Social Security 'Raise' in Decades!"
|
Oct 19, 2021 |
|
Episode #78 "How to Enroll in Medicare-the EASY Way!"
|
Sep 15, 2021 |
|
Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked"
|
Sep 09, 2021 |
|
Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!"
|
Sep 02, 2021 |
|
Episode #75 "Avoid Brain Trash-Become a Better Investor!"
|
Aug 27, 2021 |
|
Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!"
|
Aug 11, 2021 |
|
Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks"
|
Aug 09, 2021 |
|
Episode #72 "Using Virtual Reality with Retirement Savings"
|
Jul 29, 2021 |
|
Episode #71 "What is YOUR Money 'Love Language'?!"
|
Jul 14, 2021 |
|
Episode #70 "Don't Miss Out On These Tax Credits!"
|
Jul 09, 2021 |
|
Episode #69 "Part 3 of 3...Is Long-Term Care Insurance for You?"
|
Jun 24, 2021 |
|
Episode #68 "Part 2 of 3...An Education on Disability Insurance"
|
Jun 17, 2021 |
|
Episode #67 "Part 1 of 3...What You NEED to Know About Life Insurance"
|
Jun 13, 2021 |
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Episode #66 "The Four 'Financial People' You Need to Know About"
|
May 26, 2021 |
|
Episode #65 "The Rise & Fall of Tech Stocks and Crypto"
|
May 21, 2021 |
|
Episode #64 "Is it Time for a Stock Market Correction?"
|
May 14, 2021 |
|
Episode #63 "Sell in May...and Go Away?!"
|
May 07, 2021 |
|
Episode #62 "FREE Money for College and Picking the Right Career, College or University"
|
Apr 29, 2021 |
|
Episode #61 "Retirement is a Marathon, Not s Sprint!"
|
Apr 26, 2021 |
|
Episode #60 "Stocks, Bonds, and Sector Rotation"
|
Apr 16, 2021 |
|
Episode #59 "Hospice and Home Health Care-It's NOT What You Think!"
|
Apr 12, 2021 |
|
Episode #58 "Anniversary of the COVID Lock-Down"
|
Mar 26, 2021 |
|
Episode #57 "March Madness vs. The Stock Market"
|
Mar 19, 2021 |
|
Episode #56 "Welcome to my Nerdy Research Room"
|
Mar 12, 2021 |
|
Episode #55 "How to Make an Extra $100,000 by Retirement"
|
Mar 05, 2021 |
|
Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!"
|
Feb 26, 2021 |
|
Episode #53 "You Need to Diversify Your Bonds"
|
Feb 19, 2021 |
|
Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce"
|
Feb 12, 2021 |
|
Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!"
|
Feb 05, 2021 |
|
Episode #50 "Reddit Flash Mobs & Game Stop Profits"
|
Jan 30, 2021 |
|
Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!"
|
Jan 22, 2021 |
|
Episode #48 "How to Build a Winning Investment Strategy"
|
Jan 15, 2021 |
|
Episode #47 "Divorce!...and the Co-Parenting Code"
|
Jan 08, 2021 |
|
Episode #46 "Reflecting Back on 2020"
|
Dec 16, 2020 |
|
Episode #45 "How to Get Your House (and Home Office) Organized for Good!"
|
Dec 10, 2020 |
|
Episode #44 "How to Deal With Stock Market Turbulence"
|
Dec 04, 2020 |
|
Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays"
|
Nov 24, 2020 |
|
Episode #42 "COVID vs The Stock Market"
|
Nov 20, 2020 |
|
Episode #41 "Building Your Family History Legacy"
|
Nov 13, 2020 |
|
Episode #40 "Election Day Stock Market Update!"
|
Nov 03, 2020 |
|
Episode #39 "One Week Until THE ELECTION"
|
Oct 23, 2020 |
|
Episode #38 "All Eyes on the Election"
|
Oct 17, 2020 |
|
Episode #37 "Start BEFORE You Quit-From Small Town to Silicon Valley to Business Ownership"
|
Oct 09, 2020 |
|
Episode #36 "How to Get 'Creative' and Take Advantage of Mortgage Rates Today!"
|
Oct 01, 2020 |
|
Episode #35 "Searching for a Job? Do's, Don'ts, and Tips to Land Your Next Career"
|
Sep 23, 2020 |
|
Episode #34 "Should I BUY or RENT a Home?"
|
Sep 18, 2020 |
|
Episode #33 "How to Save Money AND Taxes (for Business Owners)"
|
Sep 10, 2020 |
|
Episode #32 "Is the Stock Market Topping Out Again?"
|
Sep 03, 2020 |
|
Episode #31 "Partisan Politics, Social Injustice, and COVID-19 Employment and the Law"
|
Aug 27, 2020 |
|
Episode #30 "Should I Refinance My Mortgage?"
|
Aug 20, 2020 |
|
Episode #29 "Stress-Testing Your 401(k)"
|
Aug 14, 2020 |
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Episode #28 "Managing Risk"
|
Aug 07, 2020 |
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Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?"
|
Jul 31, 2020 |
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Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety"
|
Jul 23, 2020 |
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Episode #25 "COVID Resurgence"
|
Jul 17, 2020 |
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Episode #24 "Aging Independently"
|
Jul 10, 2020 |
|
Episode #23 "Stuck in the MIddle"
|
Jul 02, 2020 |
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Episode #22 "COVID Resurgence, Robin Hood & Fiscal Stimulus"
|
Jun 26, 2020 |
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Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update
|
Jun 19, 2020 |
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Episode #20 "Mixed Signals, A Stock Market Update"
|
Jun 11, 2020 |
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Episode #19 "What to Do If You've Been Laid Off Due to Covid-19"
|
Jun 04, 2020 |
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Episode #18 "Is it Safe to Travel?-How to Enjoy a Vacation Amid the Pandemic"
|
May 29, 2020 |
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Episode #17 "How to Buy (or SELL!) Your Home in a Virtual World"
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May 21, 2020 |
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Episode #16 "How to AVOID Prince & Michael Jackson's Financial & Estate Planning Mistakes"
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May 14, 2020 |
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Episode #15 "Being a Mom During the Pandemic"
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May 09, 2020 |
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Episode #14 "COVID-19 and Your BANK!"
|
Apr 30, 2020 |
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Episode #13 "COVID-19 Impact on Commercial Real Estate"
|
Apr 24, 2020 |
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Episode #12 "COVID-19 Business Update with Trent Dunlap"
|
Apr 15, 2020 |
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Episode #11 "COVID-19 Update & Re-Launch of Libertas Wealth Podcast"
|
Apr 07, 2020 |
|
Episode #10 "Financial Fitness for Year End"
|
Dec 04, 2018 |
|
Episode #9 "Thinking Counter-Intuitively"
|
Jul 31, 2018 |
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Episode #8 "Top 5 Frequently Asked Questions"
|
May 15, 2018 |
|
Episode #7 "What's Really Important to You?"
|
Feb 07, 2018 |
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Episode #6 "Hope is Not a Strategy"
|
Dec 06, 2017 |
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Episode #5 "Aiming High & Thinking Long Term"
|
Apr 18, 2017 |
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Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense"
|
Jan 25, 2017 |
|
Episode #3 "Stocks Look Weak, At Best"
|
Feb 25, 2016 |
|
Episode #2 "The Time to Buy"
|
Oct 12, 2015 |
|
Episode #1 "Domestic Stocks Still Lead the Way"
|
Aug 11, 2015 |