Adam D. Koós, CFP®, CMT®, CEPA

The Retirement Fiduciary Podcast

Business EN ↓ 169 episodes

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

Business

Podcast website

libertaswealth.com

Latest episode

Jun 16, 2026

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Episodes

How To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration 30.06.2022

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

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

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

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

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

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

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

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

Episode #86 "What is the Santa Claus Rally?!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #85 "Avoiding (not Evading!)Taxes!" 13.12.2021

Episode #85 "Avoiding (not Evading!)Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #84 "Adam Koós Interviewed by Mark Imperial" 09.12.2021

Episode #84 "Adam Koós Interviewed by Mark Imperial" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #83 "ROTATE Into Investment Success" 29.11.2021

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

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

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

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

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

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

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

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

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

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

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

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

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

Episode #70 "Don't Miss Out On These Tax Credits!" by Adam D. Koós, CFP®, CMT®, CEPA

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