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.
Não deixe de visitar o site do podcast e apoiar quem o produz: libertaswealth.com
Autor
Adam D. Koós, CFP®, CMT®, CEPA
Categoria
Site do podcast
Último episódio
16 de jun de 2026
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Episódios
Episode #69 "Part 3 of 3...Is Long-Term Care Insurance for You?" 24.06.2021 31:16
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 27:39
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 41:45
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 27:42
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 36:13
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 28:53
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 31:19
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 42:40
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 38:31
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 22:13
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 18:28
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 21:00
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 25:48
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 40:36
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 31:37
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 22:29
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 26:33
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 26:00
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 15:41
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 37:07
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 17:16
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 22:01
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 40:30
An interview with Teresa Harlow
Episode #46 "Reflecting Back on 2020" 16.12.2020 13:09
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 45:49
An interview with Christy Talese, Certified Professional Organizer in Central Ohio
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