พอดคาสท์ The Retirement Fiduciary ชั้นนำ (2024)

1
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi 34:24

11d ago34:24

34:24

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 change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Togethe…

1
Momentum and Volume - The Other Major Factors to Consider When Investing 36:54

25d ago36:54

36:54

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 and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market beh…

1
Price and Trend - 2 of The Major Factors to Consider When Investing 23:01

1M ago23:01

23:01

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing…

1
Making Estate Planning Easier with Dan Baron of Baron Law 42:22

2M ago42:22

42:22

In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your asse…

1
Daylight - The One Important Thing to Watch When The Market Goes Haywire 20:26

3M ago20:26

20:26

"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…

1
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams 27:53

4M ago27:53

27:53

In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…

1
Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been" 40:52

5M ago40:52

40:52

In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal rol…

1
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses 12:51

5M ago12:51

12:51

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…

1
Market Trends To Consider When Investing In An Election Year 15:13

6M ago15:13

15:13

In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…

1
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes 30:32

6M ago30:32

30:32

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …

1
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2 38:49

6M ago38:49

38:49

In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also dis…

1
Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing 40:14

7M ago40:14

40:14

In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He pr…

1
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work 43:32

7M ago43:32

43:32

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…

1
From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show 55:26

8M ago55:26

55:26

In a special episode of "The Retirement Fiduciary," host Adam Koos welcomes Phillip O'Rourke, host of "The Phillip Show" and accomplished animator, for a departure from finance into the realm of creativity. Phillip shares his journey from doodling on paper scraps to leading animation productions for top marketing agencies, offering insights into th…

1
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters 40:27

8M ago40:27

40:27

In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…

1
🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟 38:45

9M ago38:45

38:45

Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…

1
Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting 48:51

9M ago48:51

48:51

Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…

1
Everything You Need To Know About Required Minimum Distributions (Understanding RMDs) 14:38

10M ago14:38

14:38

Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on d…

1
The Top 10 Financial New Year's Resolutions for 2024 20:21

11M ago20:21

20:21

Welcome to the inaugural episode of "The Retirement Fiduciary" with your host, Adam Koos. In this episode, titled "The Top 10 Financial New Year's Resolutions for 2024," Adam delves into key strategies for achieving financial success in the year ahead. From the fundamental importance of saving more money and paying off debt to the critical need for…

1
The Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew Doup 38:58

12M ago38:58

38:58

Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones! What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON. But how are Qualified Opportunity Zones determined and which investors can benefit most fro…

1
Franchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise Consultant 47:17

1y ago47:17

47:17

In this episode of The CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her pass…

1
How Relative Rotation Graphs Can Help With Your Investment Strategies 21:42

1y ago21:42

21:42

For this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies. One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends. But how do Relative Rotati…

1
How Do I Know Which Investments to Buy? 31:42

1y ago31:42

31:42

In this new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum. Adam also looks at the anatomy of a collapse featuring CitiGroup. Adam also analyzes Relative Comparison charts and why good …

1
Should You Be Buying or Selling Stocks? 37:59

1y ago37:59

37:59

As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Tra…

1
Digital Marketing Strategies with Matthew Gartland and Matt Erney 43:07

1y ago43:07

43:07

Adam welcomes Matthew Gartland, Founder of SPI Media, and Matt Erney, Founder of Social Firm to the podcast to discuss the importance of digital marketing strategies and it's ever-changing landscape. Matthew and Matt share more about Artificial Intelligence, and some different ways people are using AI to market and grow their business. The guys loo…

1
Investing in Non-Food Franchises with Jon Ostenson of FranBridge Consulting 33:47

1y ago33:47

33:47

Adam welcomes Jon Ostenson of FranBridge Consulting to discuss the ins and outs of investing in non-food franchises! Jon shares more about how he accidentally found himself in this sector, and why specifically he decided on the non-food side of franchise investment. As Founder and CEO of FranBridge, Jon has had many entrepreneurs approach him about…

1
Are Your Investments Stressing You Out?! 22:05

1+ y ago22:05

22:05

In this episode of The CASH Podcast, Adam is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen n…

1
Building Wealth Like the Rockefellars with Dan Brookman 34:47

1+ y ago34:47

34:47

Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY wo…

1
How Much TIME Do YOU Have Left? And What Are You Going To Do With it? - The CASH Podcast 30:20

1+ y ago30:20

30:20

On this solo episode of The CASH Podcast, Adam is getting away from the financials and looking at one of the important things to us all... Time. How much time do you have left? And how are you going to make good use of that time? This episode is a segment from Adam's "Health, Wealth, and Aging" presentation that he started to do at live events a fe…

1
Navigating Post-Resignation Realities: A Deep Dive into Business Transformation with Sky Goodwin and Ray Belfrage, Fraxional CXO 44:06

1+ y ago44:06

44:06

Adam welcomes Sky Goodwin and Ray Belfrage, Managing Principals of Fraxional CXO to chat about the many changes they're helping business owners navigate since The Great Resignation. Sky and Ray are both Lean Six Sigma Black Belts and experts in process improvement. With their combined experience in Senior Leadership, Executive Consulting, and Busin…

1
Rising Interest Rates and the Changing Mortgage Market with Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage, NMLS#:2014161 OH:MLO 015249.001 39:38

1+ y ago39:38

39:38

Adam welcomes Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage to discuss rising interest rates and the changing mortgage market for residential purchases. Brandon shares more about certain changes to regulation that make it more expensive for a qualified borrow to get a mortgage and more affordable for a less qualified borrower. Brand…

1
How I Built It with Brian Butler, President of Dublin Cleaners and New Albany Cleaners 55:22

1+ y ago55:22

55:22

Adam welcomes Brian Butler, of President of Dublin Cleaners and New Albany Cleaners for another installment of the How I Built It Series. Brian shares more about how he watched his parents rebuild his grandparents' struggling drycleaning business in the early 1980s as he worked along side them as a young boy. Though Brian went out of his way to dis…

1
How I Built It with Mark Fleming, Managing Partner of MEMM Capital 51:36

1+ y ago51:36

51:36

Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21…

1
They've Misled You! - How Financial News Negatively Impacts Your Investment Strategy 42:00

1+ y ago42:00

42:00

In this episode Adam delves into the deceptive practices of the financial and political news media, revealing how too much news consumption can manipulate and scare individuals into making poor financial decisions. Join Adam as he takes you on a journey through the historical market panics of the past few decades, starting from the infamous Y2K sca…

1
How I Built It with Corbin Schlatter, Owner of Weed Man Columbus, OH - The CASH Podcast Ep. 117 44:26

1+ y ago44:26

44:26

Adam welcomes Corbin Schlatter, Owner of Weed Man Columbus for another episode in the "How I Built It" series. Corbin talks about how he found himself in lawn care initially, and how he and his wife Audrey built their business to a point where they could sell the business in order to focus on building a successful Weed Man franchise in Central Ohio…

1
Is the Market Crash Over? 46:04

1+ y ago46:04

46:04

In this episode of The CASH Podcast, host Adam Koos delves into the intriguing question, "Is the Market Crash Over?" By examining historical market crashes from the 1950s to the 2000s, Adam provides valuable insights into their durations and impacts. Adam introduces a key indicator - the crossing of the 13-week average below the 34-week average - a…

1
How I Built It with Tim Rink - Founder of Hearing Testing Inc. 57:57

1+ y ago57:57

57:57

Adam welcomes Tim Rink, Founder of HTI Inc. for another episode in the "How I Built It" series. Tim's passion for audiology and hearing loss was sparked by a loud car he had as a young man. He talks about how this experience led him on his path to learning more about hearing loss and audiology, and eventually led him to start his own company. We di…

1
It's 4/20... but is it Time to Invest in Cannabis?! 19:03

1+ y ago19:03

19:03

Adam has been hearing all about the "weed stonks" as his kids call it... So given the 4/20 holiday happening this week, Adam is briefly going over the state of the market as it pertains to cannabis stocks. With so many large dips from cannabis stock highs in 2020 and 2021, should you invest in cannabis or avoid it all together? Listen now to learn …

1
How I Built It with John Haas, Owner of Haas Painting Company 55:10

1+ y ago55:10

55:10

Adam welcomes his friend John Haas, Owner and Operator of Haas Painting Company in Dublin, Ohio for another installment of the "How I Built It" series. John shares more about what led him down the path to starting his own business, and what steps he took to make it a reality (not realizing he accidentally started taking those steps in high school).…

1
What March Madness Can Teach Us About Being Better Investors 42:04

2y ago42:04

42:04

On this episode of The CASH Podcast, Adam is getting all caught up in the March Madness. Preparing to win is what a makes a good basketball team (and a good investor), but what can our March Madness picks tell us about our investment philosophy? While you can't approach investing (or your bracket) with a discount philosophy, the odds of picking the…

1
How I Built It with Perry Maughmer, Founder of Potential Leader Lab 52:31

2y ago52:31

52:31

Adam welcomes Perry Maughmer, Founder of Rentless Leadership and Potential Leader Lab to discuss the idea of what entrepreneurs should be looking for when considering a succession partner. Perry has helped numerous business leaders transform their approach to managing and growing their businesses with practices and principles nurtured through his p…

1
Outperforming the Stock Market! 28:35

2y ago28:35

28:35

Welcome to The CASH Podcast with Adam Koos! In this episode, we're talking about one of the most important questions in investing: how to outperform the stock market. Adam shares his insights on how to avoid home country bias, invest in international stocks, and why the pendulum may swing back towards overseas markets. First up, Adam takes a closer…

1
How I Built It with Ryan Miller - Co-Founder of M2 Marketing 51:36

2y ago51:36

51:36

Adam welcomes Ryan Miller, Co-Founderr of M2 Marketing, a company in the space of website design, content management and graphic design. After a successful football with Ohio State University, culminating in a Rose Bowl win in 1997, Ryan found himself in a unique position as a radio host and broadcast personality. However, always wanting more, Ryan…

1
Preparing to Sell Your Business with John Aman of B2BCFO 39:04

2y ago39:04

39:04

Adam welcomes friend and Fractional CFO John Aman of B2BCFO to discuss his capacity in helping business owners across the country sell their business and successfully transition ownership. 2/3rds of business owners aren't prepared to sell their business, and a whopping 80% of owners who go to market never end up selling their business. John looks a…

1
How I Built It with Jason & Tim Ault - Co-Founders of Coffman Media 38:26

2y ago38:26

38:26

Adam welcomes guests Jason and Tim Ault, Co-Founders of Coffman Media of Ohio and Florida. The generational ambition and entrepreneurial spirit of this father/son team has helped propel them to a leader among those in digital signage solutions. Starting as a traditional signage company and pivoting their way through world changing events such as co…

1
Understanding the Santa Claus Rally 20:25

2y ago20:25

20:25

"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is d…

1
Magazines that Predict the Market! 25:34

2y ago25:34

25:34

Today, Adam is taking a look at magazine covers throughout the decades that predicted doom and gloom for the economy, and how wrong they ended up being. In an attempt to keep you hooked on their television program or print, the media likes to leverage fear mongering, shock value, and worst case scenarios. Learn more about how wrong certain magazine…

1
How I Built It with Scott Boles, Owner of Yabo's Tacos 1:01:41

2y ago1:01:41

1:01:41

Adam welcomes his longtime friend Scott Boles, Certified Executive Chef and Owner of Yabo's Tacos in Ohio. Scott got his start in the culinary world as a young boy making dessert for his family while his mother cooked dinner. Before long, Scott found himself working his way up in some of the finest restaurants in Boston and developing his style and…

1
How I Built It with James Tucker, Founder and Owner of The Garage Door Guy 1:15:18

2y ago1:15:18

1:15:18

Adam welcomes James Tucker, Founder and Owner of The Garage Door Guy. The Garage Door Guy has more than 500 5-star online reviews, and is certainly an indicator of the burning desire James has to build a legacy for his family through his work. Learn more about how working side jobs with Uncle over 15 years ago has led James to a life of entrepreneu…

1
Rare Tips to Avoid Taxes on The Sale of Real Estate - 1031s, DSTs, BDCs, and NT-REITs 41:54

2y ago41:54

41:54

Adam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more. Including: - Passive income without…

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