Hosted by Unknown Host · 🇺🇸 US · EN · 167 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Retirement Fiduciary Podcast, a business show with 167 episodes published.
Happy Father's Day! Adam walks through the money lessons a lot of us picked up from our dads and grandfathers. The advice came from a good place and from real experience. The trouble is that the world they lived in looke
Most business owners will tell you they built their company for freedom. But somewhere along the way, the business stops working without them in it. It becomes something they can't step away from, can't sell, and can't s
Most people don't think about financial risk until something goes wrong. A policy lapses. A parent sends 00,000 to a scammer. A spouse passes away and no one can find the documents. In this episode of The Retirement Fidu
Most families spend years building wealth. Far fewer spend time making sure the legal structures protecting that wealth are actually doing their job. In this episode, Adam Koós,sits down with Professor Kelly Lise Murray,
Hiring is one of the hardest parts of building a successful advisory firm. In this episode of The Retirement Fiduciary, Adam Koós sits down with William Spengler, founder of Frederick Fox, to talk about what actually lea
In this episode of The Retirement Fiduciary, Adam Koós uses the NCAA tournament to explain a simple but powerful investing lesson: most people are drawn to exciting long shots, but long-term success usually comes from st
Most people assume retirement success comes down to picking the right investments, earning higher returns, or trying to outperform the market. But that is rarely the deciding factor. In this episode of The Retirement Fid
Most advisors genuinely want to help. But the industry's compensation structures and "hat switching" can create incentives that unintentionally pull advice away from the client's best interest. In this episode, Adam Koós
In this episode, Adam Koós sits down with David Keller, CMT (host of Market Misbehavior ) for a practical conversation about using technical analysis the way advisors actually need it: to manage risk, stay disciplined, a
Employee Stock Ownership Plans (ESOPs) are often talked about—but rarely understood. For many business owners, they represent one of the most powerful (and misunderstood) succession and liquidity strategies available tod
In this episode of The Retirement Fiduciary , we're sharing a conversation where Adam Koós was featured as a guest on another podcast. The discussion focuses on how disciplined, data-driven investing helps investors navi
Most people think travel rewards are confusing, time-consuming, or only useful for frequent fliers. But in reality, when you understand how to earn and redeem points strategically, you can turn your normal everyday spend
Adam Koós sits down with David Morgan—monetary system critic, precious metals analyst, and founder of The Morgan Report —to discuss the fragile state of today's financial system, what history teaches us about currency an
Adam Koós sits down with Carl Richards, author, keynote speaker, and creator of the iconic Sketch Guy column in The New York Times . For more than a decade, Carl has been known for turning complex financial concepts into
Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career
In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury th
In this episode of The Retirement Fiduciary Podcast , host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about
In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from worki
In this episode of The Retirement Fiduciary , Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life's transitions. Suzanne shares her expertise on helping clients embrace cha
In this episode of The Retirement Fiduciary , Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum
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The Retirement Fiduciary Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 167 episodes.
The Retirement Fiduciary Podcast has published 167 episodes.
The Retirement Fiduciary Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Retirement Fiduciary Podcast average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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