Episodios

  • March Madness, Market Trends, and the Real Lesson About Long Shots

    March Madness, Market Trends, and the Real Lesson About Long Shots
    Apr 7 2026

    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 sticking with the strongest probabilities.

    That is true in tournament brackets, and it is just as true in retirement portfolios.

    Adam walks through why people love Cinderella stories, how higher seeds consistently dominate over time, and what that teaches us about momentum, trend-following, and disciplined portfolio construction. Here's what this means in plain English: building your financial future around low-probability outcomes may feel exciting, but it is rarely a sound strategy.

    This episode is especially helpful for investors who want to understand why process matters, why prediction is a losing game, and why disciplined decision-making becomes even more important when real money and retirement income are involved.

    Episode Timestamps:

    00:00 – Buckeyes, busted brackets, and why everyone still plays

    00:30 – Bobby Knight's quote on preparation vs. luck

    01:00 – Why seeding gives people a false sense of certainty

    01:40 – The Cinderella trap and why people love upsets

    02:05 – The data: how often top seeds actually win

    03:00 – What bracket strategy teaches us about investing

    03:45 – Why momentum, trend, and probabilities matter more than prediction

    04:35 – The investing mistake people make with "cheap" or exciting ideas

    05:20 – Why retirement portfolios should not be built on long shots

    06:00 – Trend-following, discipline, and repeatable outcomes

    06:40 – Final takeaway and next steps

    Key Takeaways:

    💡 Most people focus on exciting upsets, but long-term winners usually come from the strongest, highest-ranked group.

    💡 In investing, chasing low-probability ideas can feel smart in the moment, but it often hurts outcomes over time.

    💡 Strong trends tend to persist, which is why disciplined, model-driven investing focuses on probabilities instead of predictions.

    💡 One of the most dangerous outcomes is getting rewarded for a bad decision by chance, because it encourages poor decision-making later.

    💡 Retirement planning works best when it is built on repeatable discipline, not excitement, hope, or guesswork.

    Key Quotes:

    🗣 "Most people have the will to win, but few have the will to prepare to win."

    🗣 "We are trend followers, not trend predictors."

    🗣 "We don't build portfolios on surprises. We build them on probabilities and repeatable outcomes."

    🗣 "It's not worth diversifying into chance."

    Connect with Libertas Wealth:

    Facebook: https://facebook.com/libertaswealth

    Instagram: https://www.instagram.com/libertas.wealth

    Threads: https://www.threads.com/@libertas.wealth

    LinkedIn: https://www.linkedin.com//libertas-wealth

    Twitter: https://x.com/LibertasWM

    Tiktok: https://www.tiktok.com/@libertaswealthmanagement

    Youtube: https://www.youtube.com/@libertaswealth

    Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v

    Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85

    Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148

    Email: info@libertaswealth.com

    Website: www.libertaswealth.com

    Phone: 614-543-1350

    Connect with Adam Koós:

    LinkedIn: https://www.linkedin.com/in/adamkoos

    Website: https://www.LibertasWealth.com
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    8 m
  • Why Most Retirement Plans Fail

    Why Most Retirement Plans Fail
    Mar 17 2026
    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 Fiduciary, Adam Koós explains why most retirement plans fail and what truly drives long-term success. He walks through the difference between saving and chasing returns, why controlling fixed expenses matters more than most people realize, how risk should support the plan instead of the ego, and why every successful retirement is built around a written, living, breathing financial plan. Episode Timestamps 00:00 – Welcome and why most people misunderstand retirement success 01:45 – Why savings matters more than portfolio returns 02:30 – The marathon analogy: returns are weather, savings is forward movement 05:15 – The shift from growth to funding your life in retirement 05:55 – Why controlling fixed expenses creates flexibility 06:30 – The 15-year vs. 30-year mortgage example and liquidity risk 09:05 – Paying yourself first and removing guilt from spending 10:00 – Emergency funds, high-yield cash, and "gunpowder" in retirement 12:10 – Why risk should serve the plan, not your ego 13:15 – The many forms of risk most people overlook 15:30 – Why bad retirement plans assume a static future 16:30 – The danger of linear return assumptions 17:00 – Why simple, understandable plans tend to work better 19:00 – Why diversification alone is not a complete retirement strategy 20:00 – The missing piece: a comprehensive written financial plan 21:20 – Final takeaway: retirement success is about adaptability, not prediction Key Takeaways 💡 Retirement success is less about beating the market and more about consistently funding your future, year after year. 💡 Savings rate matters more than most people think. Returns may feel exciting, but disciplined saving is what makes work optional someday. 💡 Risk management should support your financial plan, not your emotions, headlines, or performance envy. 💡 A good retirement plan is not static. It should evolve as your life, goals, health, and priorities change. 💡 The strongest retirement plans are built on a comprehensive written plan that integrates income, investments, taxes, insurance, and estate planning. Key Quotes 🗣 "Savings is way more important than portfolio returns." 🗣 "Markets don't send you a paycheck." 🗣 "Risk should serve the financial and retirement plan, not your ego." 🗣 "Successful retirement plans are not built on investment products, predictions, or performance." 🗣 "Retirement success is not about predicting the future. It's about having a plan that can respond, react, and adjust quickly to it." Connect with Libertas Wealth: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com//libertas-wealth Twitter: https://x.com/LibertasWM Tiktok: https://www.tiktok.com/@libertaswealthmanagement Youtube: https://www.youtube.com/@libertaswealth Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85 Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148 Email: info@libertaswealth.com Website: www.libertaswealth.com Phone: 614-543-1350 Connect with Adam Koos: LinkedIn: / adamkoos
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    23 m
  • How to Spot a Bad Financial Advisor: Red Flags and the "Green Flags" of Great Advice

    How to Spot a Bad Financial Advisor: Red Flags and the "Green Flags" of Great Advice
    Mar 3 2026

    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 breaks down the most common red flags that show up in sales-driven advice, especially when fee explanations are vague, product recommendations come too early, or clients feel pressured.

    Then, Adam flips the script and outlines what good advice looks like in practice: planning-first discovery, transparent compensation, clear pros and cons, and a relationship that builds client confidence instead of dependence. This is a practical checklist advisors can use to tighten their own process and investors can use to protect themselves.

    Episode Timestamps:

    00:00 Intro: Why this matters, and why bad advice often "sounds good"

    01:00 The 4 advisor types: fiduciary vs hybrid vs broker vs insurance agent

    04:00 How incentives can influence recommendations (real examples)

    06:00 Hidden fees + conflicts: commissions, trails, revenue sharing

    11:00 "Part-time fiduciary" problem + why it matters

    12:00 How to find fee-only fiduciaries (NAPFA)

    13:00 Product-first vs planning-first red flags

    15:00 Pressure, urgency, and defensiveness (major warning signs)

    16:00 "Confidence welcomes scrutiny" and why good advisors welcome questions

    17:00 Transactional vs consultative relationships + review meeting red flags

    18:00 What good advice looks like (the green flags)

    20:00 Final thoughts: don't panic, just get clarity and ask better questions

    Key Takeaways:

    💡 If an advisor cannot explain how they're paid in plain English, treat it as a serious warning sign.

    💡 Product-first conversations often signal sales. Planning-first conversations start with discovery, tradeoffs, and education.

    💡 Confident professionals welcome scrutiny. Pressure, urgency, or discouraging a second opinion is a red flag.

    Key Quotes:

    🗣 "If you're confused about fees, that's usually not an accident."

    🗣 "Good advisors welcome questions. They don't avoid them."

    Follow and Connect with Libertas Wealth Management

    Facebook: https://facebook.com/libertaswealth

    Instagram: https://www.instagram.com/libertas.wealth

    Threads: https://www.threads.com/@libertas.wealth

    LinkedIn: https://www.linkedin.com//libertas-wealth

    Twitter: https://x.com/LibertasWM

    Tiktok: https://www.tiktok.com/@libertaswealthmanagement

    Youtube: https://www.youtube.com/@libertaswealth

    Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v

    Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85

    Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148

    Email: info@libertaswealth.com

    Website: www.libertaswealth.com

    Phone: 614-543-1350

    Connect with Adam Koós

    LinkedIn: https://www.linkedin.com/in/adamkoos
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    22 m
  • Beyond Buy-and-Hold: Using Technical Analysis to Manage Risk + Communicate Clearly With Clients (with David Keller, CMT)

    Beyond Buy-and-Hold: Using Technical Analysis to Manage Risk + Communicate Clearly With Clients (with David Keller, CMT)
    Feb 17 2026
    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, and help clients understand what's happening without jargon. You'll hear how Adam's early-career experience through the 2000–2002 bear market shaped his shift away from "hope-and-hold" messaging—toward a model-driven, trend-aware process—plus the exact types of charts he believes advisors should keep in front of them during client conversations. Episode Timestamps (YouTube Chapters) 00:00 – Welcome + why this conversation matters for advisors 01:05 – Adam's background: med school path → financial advisor (starting 10 days before 9/11)04:30 – The turning point: why "it always comes back" wasn't good enough for clients 06:45 – Why technical analysis clicked: "playoff teams" (relative strength) + "locker room" (risk-off) 10:05 – Risk management reality: tornado sirens, whipsaws, and why discipline matters 13:10 – The emotional side of advice: what clients really want during volatility 16:00 – The 3 charts Adam always wants in front of him during client meetings 20:20 – Seasonality vs trend: staying invested without ignoring August–September weakness 24:00 – Common advisor mistake: going "100% TA" (too rigid) + building better model balance 27:10 – Why Adam started coaching other advisors + the systems that drive growth 30:20 – Final takeaways + where to connect Key Takeaways 💡 Technical analysis isn't just "tools"—it's a communication advantage. Simple, visual frameworks (like a stoplight chart) help clients stay grounded. 💡 Relative strength = "investing in playoff teams." You're not predicting the Super Bowl—you're prioritizing leaders and rotating as conditions change. 💡 Risk management requires accepting false alarms. "Tornado sirens" (whipsaws) are part of avoiding the rare storms that can do real damage. 💡 Give clients as little as they need—no more. Overly complex charts can confuse instead of calm. 💡 A financial plan is the emotional anchor. Clients handle volatility better when the portfolio is connected to a real plan and clear goals. Key Quotes 🗣 "We're not trend predictors—we're trend followers."🗣 "If every investment was an NFL team, we're investing in the playoff teams… not trying to pick the Super Bowl winner."🗣 "There's about seven tornado sirens before you actually get a tornado."🗣 "Clients don't understand your candlestick chart… give them as little as they need, but no more."🗣 "When markets get emotional, clients want to know two things: 'Am I okay?' and 'Do you have my back?'" Connect With the Guest (David Keller, CMT) Website: https://www.marketmisbehavior.com/ YouTube: https://www.youtube.com/@DKellerCMT About David: Background + bio Follow and Connect with Libertas Wealth Management Facebook: / libertaswealth Instagram: / libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: / libertas-wealth Twitter (X): https://x.com/LibertasWM TikTok: / libertaswealthmanagement YouTube: / @libertaswealth Podcast YouTube Playlist: • The Retirement Fiduciary Podcast Spotify: https://open.spotify.com/show/29Jrqu0... Apple Podcasts: https://podcasts.apple.com/us/podcast... Email: info@libertaswealth.com Website: www.libertaswealth.com Phone: 614-543-1350 ________________________________________ Connect with Adam Koós LinkedIn: / adamkoos
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    43 m
  • The Truth About ESOPs: Liquidity, Taxes, and Company Culture with Kelly Finnell

    The Truth About ESOPs: Liquidity, Taxes, and Company Culture with Kelly Finnell
    Feb 3 2026
    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 today. In this episode, Adam sits down with Kelly Finnell, one of the nation's foremost ESOP experts, to break down how ESOPs really work, why they offer unique tax advantages, and when they may outperform traditional exits like private equity or third-party sales. Whether you're a business owner thinking about succession—or an advisor guiding clients through exit planning—this conversation delivers clarity without the jargon. Episode Timestamps 00:00 – Introduction to ESOPs and Kelly Finnell's background 02:00 – What an ESOP is (and why it's both a succession strategy and a retirement plan) 05:00 – How ESOPs create liquidity and operate tax-free 07:30 – The biggest benefits of ESOPs for employees 09:00 – Owner tax advantages, including Section 1042 deferral 11:00 – Who is a good candidate for an ESOP? (financial + cultural fit) 14:30 – ESOPs vs. private equity and strategic buyers 17:00 – Common myths and misconceptions about ESOPs 19:30 – Why ESOPs are growing rapidly right now 22:00 – "Compassionate capitalism" and preserving company legacy 25:00 – Final advice for business owners and advisors considering ESOPs Key Takeaways 💡 ESOPs function as both a business exit strategy for owners and a retirement benefit for employees 💡 100% ESOP-owned S-corps can operate completely tax-free, creating a powerful competitive advantage 💡 ESOPs often pay as much or more than financial buyers, without sacrificing company culture or legacy Key Quotes 🗣 "An ESOP is not a loophole—it's been part of the tax code for decades." 🗣 "A compassionate capitalist wants to do well for their family while also doing well for others." 🗣 "The biggest misconception about ESOPs is that owners have to accept a lower price. That's simply not true." Connect With the Guest Kelly Finnell Website: https://execfin.com/ Kelly's Personal LinkedIn: https://www.linkedin.com/in/esopcoach/ EFS LinkedIn Page: https://www.linkedin.com/company/efsesopconsultants/ Follow and Connect with Libertas Wealth Management 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 (X): https://x.com/LibertasWM TikTok: https://www.tiktok.com/@libertaswealthmanagement YouTube: https://www.youtube.com/@libertaswealth Podcast YouTube Playlist: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV Apple Podcasts: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148 Email: info@libertaswealth.com Website: www.libertaswealth.com Phone: 614-543-1350 Connect with Adam Koós LinkedIn: https://www.linkedin.com/in/adamkoos
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    29 m
  • Following Market Trends Without Letting Emotions Take Over with Sharad Mehta

    Following Market Trends Without Letting Emotions Take Over with Sharad Mehta
    Jan 20 2026

    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 navigate changing markets—without falling into the trap of emotional decision-making.

    Adam explains how following market trends doesn't mean predicting the future or reacting to headlines. Instead, it's about using objective signals, rules-based processes, and technical insights to stay aligned with long-term goals while managing risk through different market environments.

    Episode Timestamps:

    00:00 – Introduction & context for the conversation
    04:15 – Why emotions are one of the biggest risks to investors
    09:30 – What it really means to follow market trends
    15:10 – Using technical signals without predicting outcomes
    21:20 – How disciplined processes help during volatility
    28:50 – Final thoughts on staying objective and consistent

    Key Takeaways:

    💡 Following market trends is about discipline and process—not prediction
    💡 Emotional reactions often do more harm than market downturns themselves
    💡 A rules-based approach helps investors stay aligned through changing cycles

    Key Quotes:

    🗣 "The goal isn't to predict the market—it's to respond to what the data is telling you."
    🗣 "When emotions drive decisions, discipline usually disappears."

    Connect With the Adam

    LinkedIn: https://www.linkedin.com/in/adamkoos

    Follow and Connect with Libertas Wealth Management:

    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/LibertasWM
    TikTok: https://www.tiktok.com/@libertaswealthmanagement
    YouTube: https://www.youtube.com/@libertaswealth
    Podcast YouTube Playlist: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v
    Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV
    Apple Podcasts: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148
    Email: info@libertaswealth.com
    Website: www.libertaswealth.com
    Phone: 614-543-1350
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    35 m
  • Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)

    Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
    Dec 11 2025
    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 spending into deeply discounted travel — even at luxury hotels charging $1,500+ a night. In this episode, Adam sits down with Colin Stroud, founder of Go Somewhere, who has built one of the fastest-growing travel-rewards education platforms on LinkedIn. Colin breaks down how retirees, families, and business owners can use points more intentionally, avoid common mistakes, and unlock outsized value — whether you're looking for a simple getaway or a bucket-list luxury vacation. Episode Timestamps: 00:00 – Intro & topic overview 03:00 – Colin's story: From insurance job to building a travel-rewards business 06:00 – Why flexible points (Chase, Amex, Capital One) beat airline & hotel cards 09:00 – The two ways to "win" with points: Earning and redeeming 12:00 – How transfer partners unlock 4–5x more value 15:00 – The $1,500/night Hyatt example that cost only 30k points 17:00 – Biggest mistakes people make with points (and how to avoid them) 20:00 – How retirees on fixed incomes can stretch travel budgets significantly 23:00 – Everyday vs. luxury redemptions: where the real arbitrage is 25:00 – Choosing the right travel card for your specific lifestyle 28:00 – Blackout dates, devaluations & why hoarding points is a bad idea 29:00 – Tools & apps to simplify points: Daily Drop, Point.me, and more 31:00 – Two of Colin's favorite success stories (including a family of 10 flying lie-flat!) 34:00 – Colin's #1 "if you do nothing else" strategy for absolute beginners 36:00 – Closing thoughts & where to learn more Key Takeaways: 💡 Most people earn points efficiently — but redeem them poorly. The real value is in maximizing redemptions.💡 Flexible point currencies (Chase UR, Amex MR, Capital One Miles) are far more powerful than branded hotel/airline cards.💡 Hyatt redemptions often deliver the best dollar-for-point value in the entire travel ecosystem.💡 Even retirees with modest monthly spending can cover one high-value vacation per year using the right strategy.💡 Never hoard points — programs devalue constantly. Earn, then use. Key Quotes: 🗣 "There's two ways to win with points: earning and redeeming. Most people only focus on the earning part." 🗣 "Flexible points open an entire world of options — you're no longer stuck with one airline or hotel program." 🗣 "Even retirees spending six thousand a month can get thousands of dollars in annual travel value." 🗣 "If you only do one thing: earn Chase points and use them for Hyatt. It's the easiest high-value strategy out there." Connect With the Guest – Colin Stroud Website: https://www.gosomewhere.world Email: colin@gosomewhere.world LinkedIn: https://www.linkedin.com/in/gosomewhere/ Free Guide: How to Get 2–10x More Value From Your Pointshttps://gosomewhere.myflodesk.com/guide Follow and Connect with Libertas Wealth Management: 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/LibertasWM TikTok: https://www.tiktok.com/@libertaswealthmanagement YouTube: https://www.youtube.com/@libertaswealth Email: info@libertaswealth.com Website: www.libertaswealth.com Phone: 614-543-1350 Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos
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    37 m
  • Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals

    Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
    Nov 13 2025
    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 and freedom, and why investors should pay close attention to silver and gold. David brings over four decades of market experience and economic insight, helping thousands of investors navigate fiat currency, centralized monetary control, and debt-fueled illusion. From the role of the U.S. dollar in global markets to the growing concern around CBDCs, this episode offers a sobering, yet empowering look at what lies ahead—and what smart investors can do to prepare. Whether you're new to alternative assets or looking to protect your retirement from the unknowns of modern monetary policy, this conversation is essential listening. ⏱️ Episode Timestamps: 00:00 – Welcome and guest introduction 02:00 – David's background and evolution as a monetary system critic 05:00 – The moment the system started to unravel 08:00 – Why "freedom" is the first casualty of central banking 11:00 – The truth about fiat currency and what's propping up the system 14:00 – CBDCs: Convenience or control? 18:00 – Gold and silver: investing vs. insuring your wealth 22:00 – What elites fear most about independent money systems 25:00 – Economic illusion vs. financial reality 29:00 – What comes after the dollar loses dominance 33:00 – Silver Sunrise and the push for honest money 36:00 – How to prepare for what's next 39:00 – Final thoughts and where to learn more 🔑 Key Takeaways: Precious metals aren't just investments—they're stores of value when fiat systems fail Central bank digital currencies (CBDCs) could become tools of control Understanding monetary history is critical to protecting your freedom and wealth Silver and gold offer stability in a world built on financial illusions Investors need to think critically, avoid noise, and build portfolios rooted in real value 🗣️ Key Quotes from David Morgan: "The greatest risk to your wealth—and your freedom—is the failing financial system." "Gold and silver don't default. They don't rely on promises." "We're already in the middle of The Great Reset—it's not coming, it's here." "CBDCs give unprecedented control to centralized powers. That should concern every investor." "If you understand history, you know where this story goes. Precious metals have always been the exit." 👤 Connect with David Morgan: Website: www.themorganreport.com LinkedIn: linkedin.com/in/thedavidmorgan Twitter/X: @SilverGuru22 Facebook: The Morgan Report YouTube: @SilverGuru Substack: The Morgan Report on Substack Book: The Silver Manifesto 🔗 Follow Libertas 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/LibertasWM Tiktok: https://www.tiktok.com/@libertaswealthmanagement Youtube: https://www.youtube.com/@libertaswealth Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85 Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148 Email: info@libertaswealth.com Website: www.libertaswealth.com Phone: 614-543-1350
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    38 m