The Retirement Fiduciary Podcast Podcast Por Adam D. Koós CFP® CMT® CEPA arte de portada

The Retirement Fiduciary Podcast

The Retirement Fiduciary Podcast

De: Adam D. Koós CFP® CMT® CEPA
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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.All rights reserved Economía Finanzas Personales
Episodios
  • From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
    May 8 2025
    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 working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide. Episode Highlights: 00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/ …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148 Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/ Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/ Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/ For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor...
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    35 m
  • Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
    Dec 12 2024

    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. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable.

    Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools and strategies she uses to help clients maintain their well-being during these periods. From handling job loss to embracing new opportunities, Suzanne’s insights provide listeners with actionable steps to thrive through life’s inevitable changes.

    https://www.linkedin.com/in/suzannecampi/
    https://www.suzannecampi.com/

    Libertas Wealth: https://bit.ly/3HpmN2o

    Subscribe on Apple Podcasts: https://apple.co/3NQHjeO

    Subscribe on Spotify: https://spoti.fi/3aTTCse

    Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

    For more VIDEO podcasts like this one: https://bit.ly/42uevkm

    For more AUDIO podcasts: https://bit.ly/3PHXHzo

    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

    For general financial educational ARTICLES: https://bit.ly/3VyJbzP

    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U




    --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.


    ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples

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    34 m
  • Momentum and Volume - The Other Major Factors to Consider When Investing
    Nov 28 2024

    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 behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.

    Check out the video on YouTube for visuals

    Libertas Wealth: https://bit.ly/3HpmN2o

    Subscribe on Apple Podcasts: https://apple.co/3NQHjeO

    Subscribe on Spotify: https://spoti.fi/3aTTCse

    Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

    For more VIDEO podcasts like this one: https://bit.ly/42uevkm

    For more AUDIO podcasts: https://bit.ly/3PHXHzo

    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

    For general financial educational ARTICLES: https://bit.ly/3VyJbzP

    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U




    --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.


    ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.

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    37 m
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