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
Episode #44 "How to Deal With Stock Market Turbulence" 04.12.2020 45:59
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 29:09
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 20:52
Episode #42 "COVID vs The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #41 "Building Your Family History Legacy" 13.11.2020 27:29
An interview with genealogy expert, Laurie Hermance-Moore
Episode #40 "Election Day Stock Market Update!" 03.11.2020 27:32
Episode #40 "Election Day Stock Market Update!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #39 "One Week Until THE ELECTION" 23.10.2020 22:15
Episode #39 "One Week Until THE ELECTION" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #38 "All Eyes on the Election" 17.10.2020 20:35
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 34:01
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 28:59
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 46:45
An interview with Robb Christenson of Peerless Search Partners in Central Ohio
Episode #34 "Should I BUY or RENT a Home?" 18.09.2020 19:00
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 15:51
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 29:40
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 30:43
Adam interviews Traci Martinez, Partner/Civil Litigation and Labor & Employment Lawyer
Episode #30 "Should I Refinance My Mortgage?" 20.08.2020 18:17
Episode #30 "Should I Refinance My Mortgage?" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #29 "Stress-Testing Your 401(k)" 14.08.2020 48:23
Episode #29 "Stress-Testing Your 401(k)" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #28 "Managing Risk" 07.08.2020 29:37
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 19:35
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 19:58
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 13:02
Episode #25 "COVID Resurgence" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #24 "Aging Independently" 10.07.2020 40:52
An interview with Jeanna McElroy, aging specialist and owner of Senior Support Services, LLC
Episode #23 "Stuck in the MIddle" 02.07.2020 27:41
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 24:29
How is the COVID resurgence impacting the stock market
Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update 19.06.2020 29:41
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 12:09
A brief update on the state of the stock market.
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