Adam D. Koós, CFP®, CMT®, CEPA
The Retirement Fiduciary Podcast
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.
Author
Adam D. Koós, CFP®, CMT®, CEPA
Category
Podcast website
Latest episode
Jun 16, 2026
Where to listen?
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Episodes
How To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration 30.06.2022 25:23
Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evalutating sales teams - The impact of an ineffective sales manager - Secrets of addre...
How I Built It with Tom Hedge Founder / CEO of HR Butler and T.R. Hedge & Associates 16.06.2022 1:26:38
In a new series of discussions, Adam is picking the brains of successful entrepreneurs to learn more about how they've built their businesses from the ground up. These episodes look at fascinating tales of struggle and success and examine the key insights and thought processes of exceptionally successful entrepreneurs. Adam chats with Tom Hedge, Owner and President of HR Butler, one of the larges...
Wisdom, Money, and Stories - Derrick Cobb & Drew Paroz Join us from The Wonder Tour Podcast (Ep 92) 02.06.2022 1:27:29
For this special episode of The Cash Podcast, Adam D. Koós, CFP®, CMT®, CEPA welcomes Derrick Cobb and Drew Peroz of WonderTour, a podcast helping their listeners become better leaders by traveling through fantastic worlds and inspiring lore. This conversation covers many topics around the intersections of leadership development, financial planning and the lessons we take away from modern pop cult...
Fund Your IRAs as the SALE Continues (Ep 91) 24.03.2022 29:26
Fund Your IRAs as the SALE Continues by Adam D. Koós, CFP®, CMT®, CEPA Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU For more VIDEO podcasts like this one: https://bit.ly/3zzUblj For more AUDIO podcasts: https://bit.ly/3QiApRe For ed...
Episode #90 "How To Shop For Colleges" 01.03.2022 1:12:27
An interview with Laura Cobb, College Planning Consultant with Estrela Consulting in Central Ohio Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU For more VIDEO podcasts like this one: https://bit.ly/3zzUblj For more AUDIO podcasts: http...
Episode #89 "War, Invasions, and The Stock Market" 14.02.2022 30:05
Episode #89 "War, Invasions, and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #88 "If Investing is Exciting, You're Dolng It Wrong!" 01.02.2022 19:53
Episode #88 "If Investing is Exciting, You're Dolng It Wrong!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #87 "The Seasons and The Stock Market" 20.01.2022 26:20
Episode #87 "The Seasons and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #86 "What is the Santa Claus Rally?!" 22.12.2021 21:03
Episode #86 "What is the Santa Claus Rally?!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #85 "Avoiding (not Evading!)Taxes!" 13.12.2021 24:19
Episode #85 "Avoiding (not Evading!)Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #84 "Adam Koós Interviewed by Mark Imperial" 09.12.2021 15:40
Episode #84 "Adam Koós Interviewed by Mark Imperial" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #83 "ROTATE Into Investment Success" 29.11.2021 51:47
Episode #83 "ROTATE Into Investment Success" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #82 "How to Invest in High-Growth Stocks" 12.11.2021 31:28
Episode #82 "How to Invest in High-Growth Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #81 "Tis the Season for Stock Performance" 04.11.2021 22:37
Episode #81 "Tis the Season for Stock Performance" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #80 "A Dream Without a Plan Is Just a Wish!" 31.10.2021 33:58
Episode #80 "A Dream Without a Plan Is Just a Wish!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #79 "THE Biggest Social Security 'Raise' in Decades!" 19.10.2021 23:28
Episode #79 "THE Biggest Social Security 'Raise' in Decades!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #78 "How to Enroll in Medicare-the EASY Way!" 15.09.2021 32:10
An interview with Josh Kinzel, Seniority Benefits in Central Ohio
Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked" 09.09.2021 20:04
Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!" 02.09.2021 31:06
Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #75 "Avoid Brain Trash-Become a Better Investor!" 27.08.2021 24:13
Episode #75 "Avoid Brain Trash-Become a Better Investor!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!" 11.08.2021 24:20
Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks" 09.08.2021 22:54
Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #72 "Using Virtual Reality with Retirement Savings" 29.07.2021 30:22
Episode #72 "Using Virtual Reality with Retirement Savings" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #71 "What is YOUR Money 'Love Language'?!" 14.07.2021 26:21
Episode #71 "What is YOUR Money 'Love Language'?!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #70 "Don't Miss Out On These Tax Credits!" 09.07.2021 12:55
Episode #70 "Don't Miss Out On These Tax Credits!" by Adam D. Koós, CFP®, CMT®, CEPA
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