Podcasts about columbus business first

Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode Timestamps: 01:00 – Adam's background: Ohio State, trauma surgery dreams, and the pivot to finance 07:00 – Starting at a brokerage firm just before 9/11 09:00 – Why Adam embraced technical analysis after the early 2000s crash 12:00 – The “NFL playoff teams” analogy for investing 15:00 – Tornado sirens, trend following, and managing risk 18:00 – Dealing with investor emotions and building confidence 20:00 – Why every client needs a financial plan, not just portfolio management 23:00 – The three charts Adam always shares with clients 27:00 – Stoplight charts, seasonality, and short-term signals 31:00 – Balancing strong uptrends with seasonal weakness 33:00 – Mistakes early in Adam's practice and lessons learned 34:00 – The story of coaching another advisor to $7M in new AUM in 14 weeks 36:00 – How Adrenaline Advisor Consulting helps advisors grow faster Key Takeaways:

Mark Somerson of Columbus Business First on local business news; plus Columbus is one of the hottest markets for data centers

In this episode of The People of Penn State podcast, we talk with Joe Apgar ('08 Bus), CEO of Pelotonia.During his senior year at Penn State, Joe was diagnosed with testicular cancer. After his recovery, he began riding and fundraising for Pelotonia, a nonprofit founded in 2008 to support lifesaving cancer research.After earning his finance degree in 2008, Joe joined Rockbridge Capital, where he focused on capital raising and strategic initiatives, and co-founded RTRX, a leadership event centered on advancing cancer research. Today, as CEO of Pelotonia, he continues to champion that mission. His work has been recognized by Columbus Business First, Columbus CEO, and Harvard's Young American Leaders Program.Joe is also a passionate advocate for adoption, young adult cancer survivorship, and the power of community. He lives in Columbus, Ohio, with his wife, Jill, and their daughter, Cora.For more alumni stories, visit pennstatermag.com

Doug Buchanan of Columbus Business First has a look at local business news

Mark Somerson of Columbus Business First looks at the latest local business news including Andruil boosts its Columbus presence with OSU sponsorship

Uncertainties around research grants, student visas, and dramatic changes to the country's DEI climate are only some of the issues that have shaped Ted Carter's first year and a half on the job as the 17th president of The Ohio State University. But as a retired U.S. Navy vice admiral with 38 years of military service and more than 6,300 flying hours, Carter is no stranger to leadership under trying circumstances. Join us as CMC welcomes President Ted Carter for a look back at his first year and a half on the job, and a look forward at what's on the horizon for Ohio's flagship university. Featuring: Ted Carter, President, The Ohio State University. The host is Sheridan Hendrix, Higher Education Reporter, The Columbus Dispatch. This forum was made possible by The Joseph and Carol Alutto Civic Engagement Fund - Focusing on Higher Education. This forum was sponsored by The Ohio State University, The United Way of Central Ohio, and  Columbus Business First. The presenting sponsor of the CMC livestream was The Center for Human Kindness at the Columbus Foundation. CMC's livestream partner was The Columbus Dispatch. This forum was also supported by The National Veterans Memorial and Museum. This forum was recorded before a live audience at The National Veterans Memorial and Museum in downtown Columbus on August 20, 2025.

Mark Somerson of Columbus Business First takes a look at local business news including a home you need a BOAT to get to!

In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations. From the critical differences between a ‘practice' and a ‘business,' to why most Americans start planning far too late, this conversation dives deep into the strategies, mindsets, and planning essentials that create lasting financial security. Episode Timestamps: 01:00 – Adam's origin story - from Cleveland roots to business inspiration 03:00 – Early career dreams in trauma surgery and competitive TaeKwonDo 05:00 – A career-ending injury changes everything 06:00 – The surprising conversation with his father that led to financial advising 07:00 – Launching Libertas Wealth Management Group and building a client family 10:00 – Generational wealth and the difference between practices and scalable businesses 12:00 – Why starting retirement planning at 52 is too late 14:00 – Business exit planning and the power of intangibles 16:00 – Using commercial real estate as a pseudo-pension 20:00 – Social Security realities and the income test 24:00 – Bridging the retirement income gap with multiple income streams 27:00 – Why many business owners never fully retire 31:00 – The compounding effect of starting early 36:00 – Combining time and leverage to build wealth 39:00 – Overcoming fear of failure with trusted guidance Key Takeaways:

Mark Somerson of Columbus Business First has a look at local business news including a new Taco Pros opening up!

Mark Somerson of Columbus Business First has the latest local business news including Columbus State rethinks main-campus needs after canceling career center in SE Campus

Mark Somerson of Columbus Business First has the latest local business news including new restaurants opening up

Doug Buchanan of Columbus Business First has the latest local business news including Chapman's in German Village is closing after the summer season

Mark Somerson of Columbus Business First gives us the low-down on local business news

Fast Company Magazine shocked a lot of people when it published its list of the most Innovative Companies for Economic Development and – whoa! – a city appeared. An Intelligent Community in the USA state of Ohio: Hilliard.  The ICF network knows Hilliard as one of the leading cities and a two-time Top7 community. But this was a big-time recognition. How much of it had to do with being an Intelligent Community? The City Manager, Michelle Crandall tells us in this podcast. Michelle currently serves as the City Manager for the City of Hilliard, Ohio, USA (population 38,000).  She began this position in January 2020 as Hilliard's first ever City Manager, following a charter change in the City's form of government.  Previously Michelle was with the City of Dublin, Ohio for more than 25 years in a variety of roles, including Assistant City Manager, Deputy City Manager and Director of Administrative Services. Michelle serves as vice-chair for the Mid-Ohio Regional Planning Commission (MORPC), chair of Broadband Access Ohio (BAO), and immediate past chair of the Central Ohio Mayors & Managers Association (COMMA). She previously served on the International City and County Management Association (ICMA) Executive Board as a Vice-President representing the Midwest region, and as a member of the Board of Directors for the Alliance for Innovation. She holds a B.A. in Political Science from Wittenberg University and a Master of Public Administration from The Ohio State University. Additionally, she attended the University of Virginia, Weldon Cooper Center for Public Service Executive Leadership Development Program (LEAD) and the American University Washington Semester Program. Under Michelle's leadership, the City of Hilliard was named by Fast Company in 2025 as one of the World's Most Innovative Companies in the category of Economic Development. In both 2023 and 2024, the City of Hilliard was named a Top7 Intelligent Community by the Intelligent Community Forum (ICF) and was named the Best Suburb to Do Business by Columbus CEO. In 2023, Michelle was named among Columbus Business First's inaugural class of “Women of Influence”, being honored as a “Trailblazer”. Additionally, in 2018 Michelle was the recipient of a Richard Childs Fellowship through the Kettering Foundation in partnership with the National Civic League and a recipient of a Japan Local Government Center CLAIR Fellowship.

Mark Somerson from Columbus Business First has a look at local business news including more Pickleball courts popping up!

Doug Buchanan of Columbus Business First has a look at all the local business news happening around the Columbus area

Mark Somerson of Columbus Business First has a look at all the local business news happening around the Columbus area

Mark Somerson of Columbus Business First has a look at local business news including the latest on the "Golden Bear" project in UA

Canada isn't just a neighbor—it's Ohio's number one international trading partner. In this week's Columbus Metropolitan Club forum, we explore what recent U.S.-Canada trade tensions could mean for jobs, industries, and the economic future of Central Ohio.  Featuring: Colin Bird, Consul General of Canada in Detroit Allison Russo, Ohio State Representative, District 7, and Statehouse Minority Leader Bala Sathyanarayanan, Executive Vice President and Chief Human Resources Officer, Greif The host is Dan Eaton, Senior Reporter, Columbus Business First. This forum was sponsored by The Ohio Manufacturers' Association. The forum partners were The Columbus Council on World Affairs and The League of Women Voters of Metropolitan Columbus.  The presenting sponsor of the CMC livestream was The Center for Human Kindness at the Columbus Foundation. CMC's livestream partner was The Columbus Dispatch. This forum was also supported by The Ellis. This forum was recorded before a live audience at The Ellis in Columbus' historic Italian Village on May 21, 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, 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).   

Mark Somerson of Columbus Business First has a look at local business news around the Columbus area

Mark Somerson of Columbus Business First has the latest local business news including Columbus getting a new Steakhouse!

Mark Somerson of Columbus Business First looks at local business news including the increasing popularity of LP's! Record stores are opening up everywhere!

Mark Somerson of Columbus Business First looks at all the local business news happening around Columbus

How do you market a brand when the product itself is completely out of your control?This week, Kathryn Dobbs, Chief Marketing Officer of the Columbus Blue Jackets, joins me to share her unique perspective on sports marketing, fan loyalty, and how to create an unforgettable game-day experience—regardless of what's happening on the ice.We dive into the challenges of keeping fans engaged during tough seasons, the role of storytelling in sports, and why optimism is the most important trait a sports marketer can have. We also explore how she transitioned from nonprofit leadership into the world of professional sports and what it takes to lead marketing for a major league team.If you've ever wondered what goes into building fan loyalty or how to market something you don't have full control over, this episode is packed with real-world insights, leadership lessons, and fresh perspectives from one of the best in the business.About KathrynKathryn Dobbs is the senior vice president and chief marketing officer for the Columbus Blue Jackets. Dobbs leads the club's efforts to grow the Blue Jackets brand, broaden the fan base, and integrate the club's collective marketing initiatives, including branding, promotions, event presentation, broadcasting, communications, community and fan development.Dobbs was promoted to the position in December 2018 after serving as the club's vice president of community development and executive director of the Columbus Blue Jackets Foundation for three years. In 2017, Dobbs was named to the 40 Under 40 list by Columbus Business First and was recognized again in 2020 as a most admired executive. Prior to joining the Blue Jackets, Dobbs spent more than a dozen years as a senior-level executive with the YMCA organization in multiple locations around the United States. The Northern Ontario native is a graduate of the University of North Georgia and currently lives in suburban Columbus with her daughter, Myah.Connect with Kathrynhttps://x.com/KateDobbs99https://www.instagram.com/katedobbs99/https://www.linkedin.com/in/kathryn-dobbs-45179710/Connect with VeronicaInstagram: https://www.instagram.com/vromney/LinkedIn: https://www.linkedin.com/in/vromney/If you're serious about advancing your career in marketing and you're looking for some personal insights into how then I invite you to schedule a free Pathway to Promotion call with me: https://pathwaycall.com/If you found value in today's episode, I would appreciate it if you could leave a rating and review.

Mark Somerson of Columbus Business First has a look at the latest local business news including another great story about a local brewery

Mark Somerson of Columbus Business First has the latest local business news including a new grocery store is open in downtown Columbus!

Mark Somerson of Columbus Business First has a local look at business news including restaurants and more!

Carrie Ghose, Senior Reporter with Columbus Business First says this delay will actually help get workers acclimated, but it may not be Intel when it's finished

Mark Somerson of Columbus Business First has the latest local business news including the incredible turnaround of Abercrombie & Fitch

Mark Somerson of Columbus Business First has the latest local business news including axe throwing in Grove City!

Mark Somerson of Columbus Business First has the latest local business news including a new Fricker's in Gahanna

Mark Somerson of Columbus Business First

Mark Somerson of Columbus Business First has the latest local business news including Nationwide to make $1.25B acquisition of Allstate business line

Mark Somerson of Columbus Business First has a look at local business news including Columbus Icons: Highlighting local businesses that are part of the city's fabric

Mark Somerson of Columbus Business First has a look at local business news including some bad, but not so bad news for the Wizard of Za

Mark Somerson of Columbus Business First has a look at local business news around Central Ohio

What was America's most popular housing market in 2024, according to Realtor.com? Look no further than Columbus, Ohio. Homes for sale in Central Ohio were racking up far more online views than the national average, indicating off-the-charts levels of interest in available properties in the region.  If it's been a few years since you sold a home in Central Ohio, you might be in for a shock the next time you plant a “for sale” sign in your yard, now that new rules have completely reshaped realtor commissions. If you're on the buying side, you'll need to be just as prepared for a housing market that's undergone profound changes since before the pandemic, with demand outpacing new construction and out-of-state “institutional” buyers with deep pockets outbidding families and snapping up investment properties.  Ths week, we navigate the new realities of buying and selling in Central Ohio's red-hot housing market. Featuring: Josh Barkan, Division Vice President, M/I Homes of Central Ohio Jon Melchi, Executive Director, Building Industry Association of Central Ohio Buffie Patterson, President, Columbus REALTORS® Board of Directors The host is Bonnie Meibers, Commercial Real Estate Reporter, Columbus Business First. This forum was sponsored by The Robert Weiler Company. The presenting sponsor of the CMC livestream was The Center for Human Kindness at the Columbus Foundation. CMC's livestream partner was The Columbus Dispatch. This forum was also supported by Vue Columbus. This forum was recorded before a live audience at Vue Columbus in the Brewery District on January 15, 2025.

Mark Somerson of Columbus Business First has the latest local business news from around Central Ohio

Mark Somerson of Columbus Business First looks at a number of things making news in the Columbus area including new restaurants opening

Mark Somerson of Columbus Business First has the latest local business news including Big Lots failed bankruptcy deal

Mark Somerson of Columbus Business First has a look at local business news around Central Ohio

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  

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.

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 the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions.    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.

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 assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice. https://www.baronlawcleveland.com/contact/ https://www.linkedin.com/in/dan-baron-55abb326    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.

Halloween is right around the corner, so grab your pumpkin spice lattes and join us as we explore Ohio's cemeteries with Ian Adams, Randall Lee Schieber, and Robin L. Smith, the photographers and author, respectively, of This Place of Silence: Ohio's Cemeteries and Burial Grounds. Our guests discuss the process of photographing and writing about cemeteries in every county in Ohio, cemetery art and architecture, the history and evolution of the American cemetery, unique gravestones and monuments, famous figures put to rest in Ohio's burial sites, the literary inspiration behind the book's title, and a lot more.   Ian Adams has twenty-one photography books and more than sixty-five Ohio calendars to his credit. He conducts nature and garden photography seminars, workshops, and slide programs throughout North America and taught digital photography at Ohio State University's Agricultural Technical Institute in Wooster from 2010 to 2019.   Randall Lee Schieber is a professional photographer based in Columbus, Ohio. He specializes in editorial, architectural, location, and travel photography and has published eight books and fifteen calendars. His work has appeared in a variety of local and national publications.   Robin L. Smith is the research director at Columbus Business First newspaper. She is the coauthor (with Randall Lee Schieber) of Columbus: A Photographic Portrait and Ohio: Then and Now, and the author of Columbus Ghosts: Historical Haunts of Ohio's Capital and Columbus Ghosts II: More Central Ohio Haunts.   Page Count is produced by Ohio Center for the Book at Cleveland Public Library. For full show notes and an edited transcript of this episode, visit the episode page. To get in touch, email ohiocenterforthebook@cpl.org (put “podcast” in the subject line) or follow us on Instagram, Twitter, or Facebook.

"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 smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic. Using examples from the past five years, Adam illustrates how Daylight has played a role in guiding investment strategies through periods of market instability. He also discusses why it's crucial to consider Daylight alongside other financial indicators to get a more balanced view of the market.   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.

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 challenges buyers and homeowners face today, particularly with interest rates more than doubling, and provides insights into how these changes are reshaping the market. Rachel also explores the topic of refinancing, offering guidance on when it makes sense to refinance a mortgage despite the recent rise in rates. Additionally, she addresses common misconceptions in the market, explaining how a 2-1 Buydown works, and uncovers opportunities that still exist for savvy buyers and sellers. This episode is packed with valuable advice for anyone looking to navigate the complexities of the current real estate landscape.   https://www.columbushousetohome.com/  RachelAlley@KW.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 plans.  

Adam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business where he could significantly impact others' lives. His professional journey began just 10 days before the tragic attack on the World Trade Center in 2001, and he has since guided his clients through four of the worst market crashes in U.S. history. Adam has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.