The Retirement Fiduciary Podcast

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 w...

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 Cras...

Adam 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 Colu...

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 mar...

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 Conservat...

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...

Adam 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,...

On 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...

Adam 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...

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...

Adam 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...

Adam 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...

Adam 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 a...

"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...

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...

Adam 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....

Adam 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...

Adam 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 act...

Adam 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...

Adam 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 a...

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...

Adam 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 b...

In 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 distributo...

Adam welcomes Ken Lazar, Principle and Director of Ability Professional Network to discuss a pressing topic for many companies - recruiting quality sales talent. With unemployment at such a low rate and even lower among sales professionals, Ken gives an in-depth look at what companies need to know when looking for their next perfect candidate. Including: - Understanding the candidate search - Ques...

Why are human beings such terrible investors? And why do they make such emotional decisions during a bear market? Adam is taking a look at at the major stock market dips back to 1950, and how long it took for the eventual rebound. How can you think about dips in the market as an opportunity for you to invest? And are we closer to the beginning of this bear market or are we nearing the end?    Chec...