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
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Episodes
Episode #19 "What to Do If You've Been Laid Off Due to Covid-19" 04.06.2020 21:54
Adam Koós talks about being laid off due to Covid-19
Episode #18 "Is it Safe to Travel?-How to Enjoy a Vacation Amid the Pandemic" 29.05.2020 47:21
An interview with Elizabeth Blount McCormick, President of Uniglobe Travel Designers in Central Ohio
Episode #17 "How to Buy (or SELL!) Your Home in a Virtual World" 21.05.2020 32:47
An interview with top-ranked real estate agents, Rachel Alley & Jonathan Tomko
Episode #16 "How to AVOID Prince & Michael Jackson's Financial & Estate Planning Mistakes" 14.05.2020 45:57
An interview with Geoff Kunkler, Esq. from Carlile, Patchen & Murphy LLP
Episode #15 "Being a Mom During the Pandemic" 09.05.2020 23:22
An interview with top-notch Mom, Donna Koós, on homeschooling during the Covid-19 pandemic
Episode #14 "COVID-19 and Your BANK!" 30.04.2020 41:35
An interview with Scott McComb, CEO of Heartland Bank in Central Ohio
Episode #13 "COVID-19 Impact on Commercial Real Estate" 24.04.2020 38:58
An interview with Andy Mills, CCIM (President, Elford Realty)
Episode #12 "COVID-19 Business Update with Trent Dunlap" 15.04.2020 19:05
An interview with someone on the front lines as it pertains to the business world, Trent Dunlap of HR Butler
Episode #11 "COVID-19 Update & Re-Launch of Libertas Wealth Podcast" 07.04.2020 40:47
Covid -19 Update with Dr Michael Langan, top physician and internist in Central Ohio
Episode #10 "Financial Fitness for Year End" 04.12.2018 20:09
Episode #10 "Financial Fitness for Year End" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #9 "Thinking Counter-Intuitively" 31.07.2018 16:24
Episode #9 "Thinking Counter-Intuitively" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #8 "Top 5 Frequently Asked Questions" 15.05.2018 15:22
Episode #8 "Top 5 Frequently Asked Questions" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #7 "What's Really Important to You?" 07.02.2018 11:32
Episode #7 "What's Really Important to You?" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #6 "Hope is Not a Strategy" 06.12.2017 32:15
Episode #6 "Hope is Not a Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #5 "Aiming High & Thinking Long Term" 18.04.2017 20:17
Episode #5 "Aiming High & Thinking Long Term" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense" 25.01.2017 24:02
Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #3 "Stocks Look Weak, At Best" 25.02.2016 21:44
Episode #3 "Stocks Look Weak, At Best" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #2 "The Time to Buy" 12.10.2015 22:30
Episode #2 "The Time to Buy" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #1 "Domestic Stocks Still Lead the Way" 11.08.2015 32:13
Episode #1 "Domestic Stocks Still Lead the Way" by Adam D. Koós, CFP®, CMT®, CEPA
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