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 #44 "How to Deal With Stock Market Turbulence" 04.12.2020

Episode #44 "How to Deal With Stock Market Turbulence" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays" 24.11.2020

Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #42 "COVID vs The Stock Market" 20.11.2020

Episode #42 "COVID vs The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #41 "Building Your Family History Legacy" 13.11.2020

An interview with genealogy expert, Laurie Hermance-Moore

Episode #40 "Election Day Stock Market Update!" 03.11.2020

Episode #40 "Election Day Stock Market Update!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #39 "One Week Until THE ELECTION" 23.10.2020

Episode #39 "One Week Until THE ELECTION" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #38 "All Eyes on the Election" 17.10.2020

Episode #38 "All Eyes on the Election" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #37 "Start BEFORE You Quit-From Small Town to Silicon Valley to Business Ownership" 09.10.2020

An interview with Natalie Siston, veteran leadership consultant and author

Episode #36 "How to Get 'Creative' and Take Advantage of Mortgage Rates Today!" 01.10.2020

An interview with Dan Jenkins, Independent Senior Mortgage Advisor at The 614 Group

Episode #35 "Searching for a Job? Do's, Don'ts, and Tips to Land Your Next Career" 23.09.2020

An interview with Robb Christenson of Peerless Search Partners in Central Ohio

Episode #34 "Should I BUY or RENT a Home?" 18.09.2020

Episode #34 "Should I BUY or RENT a Home?" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #33 "How to Save Money AND Taxes (for Business Owners)" 10.09.2020

Episode #33 "How to Save Money AND Taxes (for Business Owners)" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #32 "Is the Stock Market Topping Out Again?" 03.09.2020

Episode #32 "Is the Stock Market Topping Out Again?" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #31 "Partisan Politics, Social Injustice, and COVID-19 Employment and the Law" 27.08.2020

Adam interviews Traci Martinez, Partner/Civil Litigation and Labor & Employment Lawyer

Episode #30 "Should I Refinance My Mortgage?" 20.08.2020

Episode #30 "Should I Refinance My Mortgage?" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #29 "Stress-Testing Your 401(k)" 14.08.2020

Episode #29 "Stress-Testing Your 401(k)" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #28 "Managing Risk" 07.08.2020

Episode #28 "Managing Risk" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?" 31.07.2020

Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety" 23.07.2020

Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #25 "COVID Resurgence" 17.07.2020

Episode #25 "COVID Resurgence" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #24 "Aging Independently" 10.07.2020

An interview with Jeanna McElroy, aging specialist and owner of Senior Support Services, LLC

Episode #23 "Stuck in the MIddle" 02.07.2020

An interview with Barbara McVicker on caring for Mom & Dad in the midst of a pandemic

Episode #22 "COVID Resurgence, Robin Hood & Fiscal Stimulus" 26.06.2020

How is the COVID resurgence impacting the stock market

Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update 19.06.2020

Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update by Adam D. Koós, CFP®, CMT®, CEPA

Episode #20 "Mixed Signals, A Stock Market Update" 11.06.2020

A brief update on the state of the stock market.

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