พอดคาสท์ Fiduciary ชั้นนำ (2024)

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

12h 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
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 1 of 2 20:27

1d ago20:27

20:27

Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…

1
FF5 #5 IPS Language: A Fiduciary Decision 4:49

7d ago4:49

4:49

In this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Em…

1
Don Trone: Leadership, Stewardship, and Governance 34:25

9d ago34:25

34:25

Don Trone is the CEO and one of the Co-founders of 3ethos. Don was the founding CEO of fi360, and filled that role until 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as …

1
FF5 #4 - IPS Best Practices - Benchmarks 6:17

14d ago6:17

6:17

In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.lin…

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

14d 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
Shannon Edwards: Closing the Retirement Coverage Gap 35:01

16d ago35:01

35:01

For over 20 years, Shannon and her team at TriStar Pension Consulting have acted as a secret weapon for financial advisors, CPAs, small businesses, and plan sponsors. They are the go-to resource for plan design, fixing broken retirement plans, client presentation support, and high touch customer service. Since starting the firm over two decades ago…

1
Friday Fiduciary Five #3: Using Your IPS As A Roadmap 5:37

21d ago5:37

5:37

In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-…

1
Sheri Fitts: Enhancing Your Financial Service Using Behavioral Science 42:47

23d ago42:47

42:47

Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to thei…

1
Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA? 4:53

28d ago4:53

4:53

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: htt…

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

28d 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
Glenn Dial: Protect Your Retirement From Catastrophe 39:54

30d ago39:54

39:54

As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm’s strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients. In this episode, Eric and G…

1
Friday Fiduciary Five #1: Would’ve, Could’ve, Should’ve 8:01

1M ago8:01

8:01

In this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…

1
Brandon Helms: Be Your Client's Problem Solver 31:46

1M ago31:46

31:46

Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people’s problems and gives value by getting people to act on his experti…

1
Welcome to Be More than a Fiduciary! 10:18

1M ago10:18

10:18

Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond t…

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

2M 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

2M 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

4M 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

4M 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

5M 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

5M 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

6M 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

6M 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

7M 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

7M 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

8M 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

8M 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
Introduction to Advisor Managed Accounts 10:36

8M ago10:36

10:36

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Patrick Arey about Advisor Managed Accounts. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Patrick Arey, Custom Solutions Sales Director, Empower Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washf…

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

8M 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

9M 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
Implementing FinPath 17:34

9M ago17:34

17:34

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company Thanks for listening to the Fiduciary Fitness podcast. Connect with us at was…

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

9M 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
FinPath User Experience 13:59

10M ago13:59

13:59

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company Thanks for listening to the Fiduciary Fitness podcast. Connect with us at was…

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

10M 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

10M 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

11M 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

11M 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
The Need for FinPath 14:10

11M ago14:10

14:10

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company Thanks for listening to the Fiduciary Fitness podcast. Connect with us at was…

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

12M 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

1y 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
Intro to FinPath 12:52

1y ago12:52

12:52

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Matt Escalante, Senior Vice President, TCG, a HUB International company Thanks for listening to the Fiduciary Fitness podcast. Connect with us at was…

1
Why Asia is the future 58:00

1y ago58:00

58:00

In the midst of the great power rivalry between the US and China, “we need all the help we can get to carve out a future that works well for all of us” says Danny Quah, Dean and Li Ka Shing Professor in Economics at Lee Kuan Yew School of Public Policy at the National University of Singapore, in a talk examining the future of the global economy and…

1
Reversal of investment themes demands investors change their assumptions 29:45

1y ago29:45

29:45

Investors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario, Nick Chamie who spoke to Amanda White in…

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

1y 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

1y 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

1y 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

1y 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

1y 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
Savings Checkpoints 12:52

1y ago12:52

12:52

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about savings checkpoints. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the Fiduc…

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

1y 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…

พอดคาสต์ที่ควรค่าแก่การฟัง

Fiduciary พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

คู่มืออ้างอิงด่วน