The Retirement Fiduciary Podcast By cover art

The Retirement Fiduciary Podcast

By: Adam D. Koós CFP® CMT® CEPA
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  • Summary

  • Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment 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.
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Episodes
  • From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show

    From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show
    May 2 2024

    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 the power of passion and perseverance. Join Adam and Phillip for an inspiring conversation transcending financial boundaries, delving into the captivating world of animation and the pursuit of dreams. Whether you're an artist, entrepreneur, or simply seeking inspiration, this episode promises a glimpse into the extraordinary path of a visionary animator.

    https://www.philliporourke.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 (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 plan
    Show more Show less
    55 mins
  • Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters

    Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters
    Apr 18 2024
    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 definition of success and the genesis of her mission to support female CEOs. Exploring the core pillars of her consultancy, she delves into guiding entrepreneurs through defining their purpose, maximizing productivity, setting tangible objectives, and equipping themselves with essential knowledge. Throughout the episode, Kiley sheds light on the unique obstacles encountered by women in entrepreneurship, offering practical advice to navigate these challenges and avoid common pitfalls. Drawing from her experience, she identifies key attributes essential for effective leadership in business. Whether you're an aspiring entrepreneur or a seasoned business owner, Kiley's insights provide a roadmap for achieving success while prioritizing efficiency and financial acumen. Check out our webinar with Kiley: https://youtu.be/PmyGS8xsiNU To Contact Kiley, message her on LinkedIn, or: https://www.linkedin.com/in/kileypeters/ https://www.linkedin.com/in/kileypeters/ https://www.linkedin.com/company/rayne-ix/ https://www.instagram.com/rayneix/ KileyPeters.com RAYNEIX.com WelcomeToEloma.com Make Business Personal Podcast Subscribe To The Elevate Your Business Podcast! Subscribe on YouTube: https://bit.ly/49fEWgj Subscribe on Apple Podcasts: https://apple.co/49AYmw4 Subscribe on Spotify: https://bit.ly/3T8JMGR 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 plan
    Show more Show less
    40 mins
  • 🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟

    🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟
    Apr 4 2024

    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

    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 plan
    Show more Show less
    39 mins
Economics Personal Finance
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