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

Episode #69 "Part 3 of 3...Is Long-Term Care Insurance for You?" 24.06.2021

An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio

Episode #68 "Part 2 of 3...An Education on Disability Insurance" 17.06.2021

An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio

Episode #67 "Part 1 of 3...What You NEED to Know About Life Insurance" 13.06.2021

An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio

Episode #66 "The Four 'Financial People' You Need to Know About" 26.05.2021

Episode #66 "The Four 'Financial People' You Need to Know About" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #65 "The Rise & Fall of Tech Stocks and Crypto" 21.05.2021

Episode #65 "The Rise & Fall of Tech Stocks and Crypto" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #64 "Is it Time for a Stock Market Correction?" 14.05.2021

Episode #64 "Is it Time for a Stock Market Correction?" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #63 "Sell in May...and Go Away?!" 07.05.2021

Episode #63 "Sell in May...and Go Away?!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #62 "FREE Money for College and Picking the Right Career, College or University" 29.04.2021

An interview with Amber Gilsdorf, College Planning Consultant at Estrela Consulting in Central Ohio

Episode #61 "Retirement is a Marathon, Not s Sprint!" 26.04.2021

Episode #61 "Retirement is a Marathon, Not s Sprint!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #60 "Stocks, Bonds, and Sector Rotation" 16.04.2021

Episode #60 "Stocks, Bonds, and Sector Rotation" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #59 "Hospice and Home Health Care-It's NOT What You Think!" 12.04.2021

An interview with Kristen Mazzucco, Account Liaison at Heartland Home Health Care & Hospice in Central Ohio

Episode #58 "Anniversary of the COVID Lock-Down" 26.03.2021

Episode #58 "Anniversary of the COVID Lock-Down" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #57 "March Madness vs. The Stock Market" 19.03.2021

Episode #57 "March Madness vs. The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #56 "Welcome to my Nerdy Research Room" 12.03.2021

Episode #56 "Welcome to my Nerdy Research Room" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #55 "How to Make an Extra $100,000 by Retirement" 05.03.2021

Episode #55 "How to Make an Extra $100,000 by Retirement" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!" 26.02.2021

Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #53 "You Need to Diversify Your Bonds" 19.02.2021

Episode #53 "You Need to Diversify Your Bonds" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce" 12.02.2021

Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!" 05.02.2021

Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #50 "Reddit Flash Mobs & Game Stop Profits" 30.01.2021

Episode #50 "Reddit Flash Mobs & Game Stop Profits" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!" 22.01.2021

Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #48 "How to Build a Winning Investment Strategy" 15.01.2021

Episode #48 "How to Build a Winning Investment Strategy" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #47 "Divorce!...and the Co-Parenting Code" 08.01.2021

An interview with Teresa Harlow

Episode #46 "Reflecting Back on 2020" 16.12.2020

Episode #46 "Reflecting Back on 2020" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #45 "How to Get Your House (and Home Office) Organized for Good!" 10.12.2020

An interview with Christy Talese, Certified Professional Organizer in Central Ohio

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