Podcasts about forty under

Meet Scott Schuster, a passionate champion of education and lifelong learning whose visionary leadership is reshaping Cincinnati's nonprofit scene. As Vice President of Philanthropy and President of the Cincinnati Museums Foundation, Scott spearheads bold fundraising strategies that help the Cincinnati Museum Center spark curiosity and wonder across science, regional history, and beyond. Under his guidance, CMC successfully wrapped its largest campaign ever—raising over $123 million to unveil 20 state-of-the-art exhibits, galleries, and research labs—and launched “Project Treasures,” a new $40 million initiative ensuring the museum's historic and scientific gems remain protected for generations to come.A career fundraiser at heart, Scott's talent for building authentic, mission-driven relationships has powered transformative projects everywhere he's served, including Archbishop Moeller High School and the University of Cincinnati Foundation, where he played a pivotal role in a $120 million construction project for UC's Lindner College of Business. Today, he continues to inspire the next generation of marketing leaders as an Adjunct Assistant Professor at UC, while also serving as a Great Parks of Hamilton County Board of Park Commissioner. Named one of Cincinnati Business Courier's “Forty Under 40,” Scott Schuster blends passion, expertise, and a commitment to community—making him a driving force behind nonprofit innovation and a must-listen voice for anyone interested in the power of philanthropy.

This week's IBJ Podcast features a conversation from our Forty Under 40 awards breakfast last week with Maureen Weber, the winner of this year's Alumni Award.  Maureen was originally a Forty Under 40 honoree in 2010. Back then, she had just finished reorganizing the Indiana Department of Education and had taken a job as director of community outreach and engagement at Clarian Health, now Indiana University Health. Sixteen years later, Maureen is president and CEO of Early Learning Indiana. She said she took the job because she saw the opportunity to transform the lives of young children, especially vulnerable ones. IBJ Editor Lesley Weidenbener talked with Maureen on stage about the work Early Learning Indiana is doing today and about leadership and learning from failure. You can read more about Maureen and see our latest Forty Under 40 class here.

Hey, friend. Hello, Change Makers. In the words of Dr. Rikesha Fry Brown—Hey, Black girl. We often say it takes a village, but let's be clear—villages don't build themselves. They're shaped, sustained, and often revived by Black mothers who know what it means to care, connect, and carry more than their share. Today's guest, Jetaun Woodley, didn't just recognize the gap—she built something from it. As a veteran communications strategist and Senior Director at Planned Parenthood, Jetaun has spent her career making sure messages that matter reach the right people. But it's her work outside the boardroom that's building legacy: creating H.U. Mommies, a thriving community of over 800 Hamptonian mothers who show up for one another, online and in real life. In this episode, we're unpacking how Black motherhood is often the foundation of community organizing, mutual care, and everyday advocacy. From navigating health care systems and education challenges to disaster relief and doula recommendations, these mothers are doing far more than sharing parenting tips—they're reshaping what support looks like. Jetaun joins Dr. Rikesha Fry Brown and me for a conversation that's both grounding and galvanizing. We talk about the power of peer support, the courage it takes to create a space when one doesn't exist, and what it looks like to protect and evolve a community you've built—especially when the work is personal. If you've ever questioned whether your care counts or whether creating something small could really matter, this conversation is your reminder: it already does. Listen now and be sure to grab the National Black Girl Month™ Toolkit for more ways to connect at nationalblackgirlmonth.com. To our Hampton fam—we see you. And if you're a mama looking for your people, you just might find them in H.U. Mommies. Connect with Jetaun Woodly on Instagram Jetaun Woodly is an award winning public relations and brand communications strategist with 20 years of experience. She has an unwavering passion and focus on working with individuals and companies to translate business goals and objectives into strategic communications plans and deliverables. Jetaun started her career as a public relations coordinator for Novartis Pharmaceuticals' philanthropy and community development division. She spent many years working in healthcare managing public relations for brands ranging from prescription drugs and FDA approvals, to eye care and over-the-counter products before moving to the nonprofit sector. Currently, Jetaun serves as Senior Director of Brand Strategy & Projects at Planned Parenthood Federation of America, a reproductive health care nonprofit organization. Prior to joining PPFA, Jetaun served as Director of Network Marketing & Communications for National Court Appointed Special Advocate/Guardian ad Litem (CASA/GAL) Association for Children, a non-profit organization that supports and promotes court-appointed volunteer advocacy so every child who has experienced abuse or neglect can be safe, have a permanent home, and the opportunity to thrive. Following the birth of her son in 2015, Jetaun started HU Mommies Group - a support group for Hampton University alumnae. The goal of the group is to share advice, empower Black women, and provide a listening ear as Hamptonians embrace and embark on their motherhood journey. With more than 800 members, the group has planned a number of volunteer efforts across the country, vision board meetups, kid-friendly outings, tailgates at homecoming and a host of other activities. For example, when Hurricane Harvey hit Houston in 2017, Jetaun coordinated a group donation to local organizations that support mothers and children. In 2019, the group collectively donated to Hampton University's marching band, and sent care packages to current students. In an effort to provide unique learning experiences for the children of alumnae during the nationwide shelter-in-place (COVID19), Jetaun created virtual learning classes on a variety of subjects. Jetaun was featured on Essence Magazine Online for her work with the group. In 2020, Jetaun was admitted into Hampton University's Forty Under 40 Alumni Recognition Society. Jetaun served as a volunteer for the I Have a Dream Foundation - a mentor program in partnership with Ebenezer Baptist Church and St. Luke's Church in the heart of Atlanta. She is currently a board member of Atlanta Birth Center, a birth center dedicated to empowering families and providing compassionate, individualized birth experiences. A native of New Jersey, Jetaun received a Bachelor of Arts in Public Relations from Hampton University's Scripps Howard School of Journalism and Communications in 2004. While at Hampton, Jetaun was involved in Student Union Board and served as historian for the National Council of Negro Women. She also holds a Masters in Communication & Leadership from Gonzaga University in Spokane, Washington. Jetaun resides in Metro Atlanta with her husband, Dr. Shaun Woodly (HU '04), and their two children - Brayden and Brooklynn.

Kelly Bonnell is Chief Operations Officer of Constellation Wealth Partners.   Kelly brings expertise in process and strategic planning from a career dedicated to managing the organizational operations of scaling companies.She was instrumental in the success of her family's business, BGR, Inc. where she led the company's strategic planning and growth efforts in her position as COO.  In this role, she focused on integrating the major functions of the business to execute annual strategic plans and achieve the company's financial goals.Kelly is a graduate of Leadership Cincinnati Class 47. She was also a member of C-Change, Class 8 and WE Lead, Class 11 – all three leadership development programs offered by the Cincinnati USA Regional Chamber. She was named one of Cincinnati's Forty Under 40 by the Business Courier and winner of the 2018 Larry Grypp Rising Leader Award. Kelly is a graduate of the University of Dayton and Xavier University's Williams College of Business.   She lives in Greater Cincinnati with her husband Todd and two children.    

On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed the Executive Editor of Sports Business Journal, Abe Madkour. Abraham Madkour brings more than 20 years of experience covering the business of sports and serves as Executive Editor of Sports Business Journal, Sports Business Daily/Global. He is responsible for shaping the editorial direction of the publications while managing the entire editorial staff. He also oversees the editorial content for the various conferences produced by the Sports Business Group, including the prestigious World Congress of Sports, Sports Business Awards and Forty Under 40 awards. Madkour writes weekly editorials and pro le features of the management and leadership strategies of leading industry executives. He is a frequent industry speaker and serves as the lead moderator and editorial spokesman at all of the company's events.Abe Madkour:LinkedIn: https://www.linkedin.com/in/abe-madkour-493646/

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.

Losing a sports business pioneer; NWSL eyes final 3 expansion targets; F1 Grand Prix runs smoothly in Vegas and celebrating 25 years of Forty Under 40

Join us as we dive into an insightful conversation with organizational psychologist Dr. Megan Leasher on the essential role of emotional intelligence in effective management. Megan shares her perspective on why many managers face challenges, emphasizing the importance of realistic job previews, ongoing training, and support for new leaders. She provides practical advice on handling difficult situations without internalizing reactions and highlights the significance of setting boundaries—empowering HR professionals to say "no" when it matters most. Tune in to learn how to approach HR with a mindset that balances empathy, support, and self-care. ABOUT MEGAN Dr. Megan Leasher is an award-winning organizational psychologist who inspires people to fear less, connect more and play often. She is the Founder of Disruptive Journeys, an organization dedicated to helping individuals and organizations thrive in the face of disruption. Megan is a thought leader in talent management, people strategy and is an author, speaker, advisor and coach. She is also currently the Director, Strategic Talent Leader for Cincinnati Children's Hospital and Medical Center. Previously, Megan has served as a chief officer for Talent Plus, a human resources consulting firm, led talent development for Bon Secours Mercy Health, an international health system, as well as established and led the assessment and measurement practice for Macy's Inc. Megan is a Forbes contributor and has been quoted in U.S. News and World Report, The New York Post, Yahoo!, Parade, Chief and more. Dr. Leasher's honors include being named one of HR's Rising Stars by Human Resource Executive Magazine, The 10 Most Influential Leaders in HR by Insights Success Magazine, and Cincinnati's Forty Under 40. Dr. Leasher is a fellow of the Society for Industrial and Organizational Psychology and earned her Ph.D. in Industrial and Organizational Psychology from Wright State University. Megan lives in northern Kentucky with her husband, where she loves coffee, bourbon and Converse Chuck Taylors.

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.

Mike Goorhouse, Founder of Inspiring Impact, explains how planned giving can be transformational for nonprofits.Speaker BioMike Goorhouse is Founder and Lead Consultant at Inspiring Impact, LLC, a firm dedicated to helping nonprofit and philanthropic organizations effectively inspire change in their community.He has spent his entire career in philanthropy including working with Family Foundations, Community Foundations and Youth Grantmakers while at the Council of Michigan Foundations and serving as President/CEO for the Community Foundation of the Holland/Zeeland Area (CFHZ) for 10 years.Mike's most notable accomplishments during his time at CFHZ include successfully completing a $35 million unrestricted endowment campaign which included 100 new estate gift commitments and launching a multi-sector collaborative effort to significantly improve the affordability of local housing options. During his leadership, CFHZ tripled its assets from $40 million to $120 million, grew annual gifts from $5 million to $20 million and expanded its community impact strategies to include significant investments in strengthening the local nonprofit sector, impact investing and an equity focused grantmaking strategy.Over the years Mike has been recognized for his commitment to philanthropy and the community. In 2011 he was named one of the top 30 Civic Leaders under the age of 30 in the nation by the National Conference on Citizenship. In 2017 he was named Young Executive of the Year as part of the MiBiz Best Managed Nonprofit Awards. Finally, he has been recognized as one of the Grand Rapids Business Journal's Forty Under 40 Business Leaders six times and three times has been named one of GRBJ's top 200 most influential business leaders in WestMichigan.Mike has served on numerous local, state, national and international nonprofit boards including: Association for a More Just Society, Bread for the World, Housing Next, Movement West Michigan, Grand Valley University Foundation and Kids Food Basket.Mike has a degree in Secondary Education from Calvin University and a Masters' degree in Public and Nonprofit Administration from Grand Valley State University.

Andrea Tang is a purpose driven leader and fundraising executive known for building high-performing teams and transformative philanthropic initiatives. As the Chief Executive Officer at Variety - the Children's Charity, Andrea leads the organization in service of its vision to build a more inclusive world where children of all abilities have equal opportunities to thrive. Andrea previously served as the Vice President of Philanthropy at the Terry Fox Foundation and in senior management roles at various international health organizations across Canada, Africa, Central America, and the Caribbean. Andrea was awarded the Association for Healthcare Philanthropy's Top 40 Under 40, Business in Vancouver's Forty Under 40, The 2024 Peak's Emerging Leaders, and the University of Western Ontario's Excellence in Leadership award. She holds a Master of Business Administration in strategic management and international business and is an active member of the community.An authentic and dynamic leader, Andrea is guided by deeply rooted values, a commitment to equity, diversity, and inclusion, and supporting the next generation of trailblazers. She inspires innovation and strategic thinking to drive teams and organizations forward, reaching ambitious mandates for impact and improved health outcomes for children and communities across the globe.Variety is on a mission to help every child with complex healthcare needs fulfill their unique potential. By providing life-changing support and essential resources—including medical and mobility equipment, specialized therapists, mental health counsellors, expert tutors, and vital assessments—we empower extraordinary children to overcome barriers and thrive. They believe that every child has the right to live in an inclusive world and feel a sense of belonging in their community. Every donation helps more kids be kids and makes a profound difference in the lives of families across British Columbia. For anyone wanting to donate, they can go to https://www.variety.bc.ca/. Donations will be matched for twice the impact. Other ways to donate during October include: • Have your one-time gift matched by visiting variety.bc.ca• Become a monthly donor at variety.bc.ca• Donate by phone: donors can call 310-KIDS (5437) toll-free• Text the word "KIDS" to 45678 to make an automatic $25 donation• Tune into Global BC from October 21 – 27 to meet Variety kids and their families

"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.

Every once in a while, you have to look back at your career and your place in the community and not only ponder where you've been but look ahead at what's coming next. That's what we did on Monday, Sept. 9 as we sat down with our newest inductees in LBF's Forty Under 40 Hall of Fame:Sandra Frazier, founder, Tandem Public RelationsJimmy Kirchdorfer, chairman and CEO, ISCO Industries Inc, and an owner of Valhalla Golf ClubWilliam Summers, chief community development officer, Republic BankThe three joined us on the most recent episode of the Access Louisville podcast, which was recorded live in front of an audience for a special event at Junior Achievement of Kentuckiana. We covered myriad topics on the show — from Louisville's hits and misses to honing in on specific moments of the three honorees careers.For an example of the latter, Kirchdorfer spoke about taking his family's business from a small irrigation company that primarily served clients in Kentucky to one that serves people around the world. He remembers walking into the company's plant and watching a system that was going to be used in Asia being built right here. "They needed our expertise, halfway across the world — calling us," Kirchdorfer said. "That kinda inspired me to think bigger."Fraizer told us about the advice she gives to young professionals looking to advance in their careers and get more involved in the community. She tells them to slow down, learn from what they're doing and don't worry about offending people. "If you do want to get engaged in things, have a strategy and processes. You've got to come to it from a thoughtful place that isn't going to immediately shut people down," she said.And Summers spoke about a few of the community's key turning points, such as the opening of the KFC Yum! Center. He was a long-time member of the Louisville Arena Authority board, a non-profit that oversees the arena's management and operation, which he called a big part of his career.Opening the arena was a key win for Louisville. But the community has had its misses too, such as not bringing an NBA franchise to the city."That would have been a game changer," he said. Summers believes there are a lot of opportunities to be had for Louisville, though. "We as a community, we have to be comfortable taking more risks," he said.Access Louisville is also available on popular podcast services, including Apple Podcasts and Spotify.Access Louisville is a weekly podcast from Louisville Business First, where we cover recent news and spotlight local business and community leaders. Monday's recording was only the second time we've recorded in front of a live audience. The last live show, which featured former Louisville Mayor Jerry Abramson and Philanthropist Christina Lee Brown, can be heard here.You can check out who made this year's Forty Under 40 class here. And you can read more about the Forty Under 40 Hall of Fame (including past inductees) here.

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.  

Brian Everill is the owner of Master AutoTech, a rebranded version of what was formerly known as Master Muffler, a family-owned auto care business that has been in operation for decades. Under his leadership, the company expanded its services beyond muffler repairs to include a wide range of auto repair and maintenance services. Brian has been recognized for his business acumen, including being named one of Utah Business' "Forty Under 40" honorees in 2017, highlighting his influence in the automotive industry.

In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal role this close-knit community played in inspiring her to establish her coaching business, "Small Town Leadership," which focuses on harnessing the values and lessons from small-town life to achieve professional success. Natalie also delves into her strategies for staying motivated during challenging times, emphasizing the impact of coaching on enhancing her business acumen. She provides insights into the Positive Intelligence program, detailing how it operates and the benefits it offers. The episode concludes with Natalie discussing her recent book engagements and sharing uplifting stories from her readers that have inspired her along the way. This conversation is a treasure trove of wisdom for anyone looking to draw strength from their roots and leverage it for personal and professional growth.   https://smalltownleadership.com/ https://www.amazon.com/Let-Her-Out-Reclaim-Always/dp/1950710912    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 quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimming investments you own that have unrealized losses to wash out gains from earlier in the year. He also covers when it makes sense to utilize tax-loss harvesting, addressing some of the main complaints about the practice and offering strategies to overcome those downfalls. This episode is a must-listen for investors looking to optimize their tax strategy and make the most of their investments, even in a down 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 quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions. He analyzes historical market data to highlight common trends and offers practical advice for navigating the unique challenges and opportunities that arise during election years. Adam also dives into seasonality stats, examining how different election scenarios can influence the market. He introduces the concept of "Christmas in July" for investors, focusing on the NASDAQ's 12-day mid-year rally. By breaking down these mid-year jumps, Adam explains their significance and how investors can leverage these patterns. This episode is packed with valuable insights for those looking to strategically invest during election years and capitalize on seasonal market trends.   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

Laquanda M. Fields is the Fabulous Librarian – mom of two amazing daughters & three classy felines, and Ms. L to her students. Becoming a librarian was Laquanda's childhood dream and she took a leap of faith to follow that dream three years ago. She joined Dr. Charles T. Lunsford School #19 in 2022. In just under two school years, Laquanda has earned School Library of the Year from the Rochester Regional Library Council, was named Community Partner of the Year by the Rochester Imagination Library, and a 2023 Forty Under 40 honoree by the Rochester Business Journal. In addition to fashionably spreading the love of reading, Laquanda is actively involved in her community. She's Co-Chair of the Strong's Play Makers Leadership Council, a graduate of the 2024 class of Leadership Rochester, and a member of the Corn Hill Arts Festival Planning Committee. She serves on the boards of the Rochester Imagination Library and the Junior League of Rochester.

On this Live Greatly podcast episode, Kristel Bauer sits down with the founder of Brilliant Balance, Cherylanne Skolnicki to discuss what it means to really have it all.  Cheryanne left a corporate career as a marketing executive to enter into entrepreneurship, becoming an advisor and coach to ambitious women.  Kristel and Cherylanne with discuss ways to have more happiness and fulfillment in work and life.  Tune in now! Key Takeaways From This Episode What it means to have it all How to navigate the emotional side of making decisions and making changes The blocks and fears that can feed into indecision Navigating the feeling, "I don't have time" The important difference between having it all and doing it all Why breaking the supermom myth matters How to live lighter by dropping the weight of expectations About Cherylanne Skolnicki: Cherylanne Skolnicki is an expert on how to ease the tension between women's ambitions and their family lives. She has taught thousands of brilliant women around the world how to re-engineer their lives so they can play big both at work and at home while protecting restorative time for themselves. With a B.S. from Cornell and an MBA from Emory, 15 years as a marketing executive at Procter & Gamble, and more than a decade as an entrepreneur, Cherylanne is now a trusted advisor to female leaders in business, medicine, law, science, entertainment, and academia. As the Founder and Chief Creative Officer of Brilliant Balance, she also hosts the top rated Brilliant Balance podcast. Her work has been featured on NBC, ABC, and CBS, and in publications like Forbes, Working Mother, and The Huffington Post. She is a Forty Under 40 Honoree, one of Cincinnati's 100 Wise Women, and a member of the American Academy of Achievement. Together with her husband of 22 years, she is a proud parent of three dynamic teens. With her signature Brilliant Balance Blueprint, she teaches women how to make room for themselves in the middle of their very full lives.  Connect with Cherylanne Website: https://brilliant-balance.com/  Instagram: https://www.instagram.com/cskolnicki/  LinkedIn: https://www.linkedin.com/in/cherylanne-skolnicki-brilliant-balance/  Facebook: https://www.facebook.com/thebrilliantbalanceco  Podcast: https://brilliant-balance.com/podcast/ About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness expert, popular keynote and TEDx speaker, and the host of top-rated podcast, “Live Greatly,” a show frequently ranked in the top 1% for self-improvement. Kristel is an Integrative Medicine Fellow & Physician Assistant with clinical experience in Integrative Psychiatry, giving her a unique perspective into optimizing mental well-being and attaining a mindset for more happiness and success in the workplace and beyond. Kristel decided to leave clinical practice in 2019 when she founded her wellness platform “Live Greatly” to share her message around well-being and success on a larger scale.  With a mission to support companies and individuals on their journeys for more happiness, success, and well-being, Kristel taps into her unique background in healthcare, business, and media, to provide invaluable insights into high power habits, leadership development, mental well-being, peak performance, resilience, sales, success, wellness at work, and a modern approach to work/life balance. Kristel is a contributing writer for Entrepreneur and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. A popular speaker on a variety of topics, Kristel has presented to groups at APMP, Bank of America, Commercial Metals Company, General Mills, Northwestern University, Mazda, Santander Bank and many more. She has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine, has contributed to CEOWORLD Magazine & Real Leaders Magazine, and has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC and Ticker News. Kristel lives in the Chicago area with her husband and their 2 children.  She can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co  Follow Kristel Bauer on: Instagram: @livegreatly_co  LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions.  Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations.  They have not been evaluated by the food and drug administration.  Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests.  Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content.  Always consult your physician for recommendations specific to you.

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what these adjustments mean for investors and how they will impact trading strategies moving forward.   Adam also provides a high-level overview of the significant changes in stock trading, ETF trading, and bond trading. Through a series of "Did You Know" facts, he outlines key terminology and simplifies the new regulations. Listeners will gain a clear understanding of how these changes affect their investments and what steps they can take to adapt. This episode is essential for anyone looking to stay informed and make sound decisions in the evolving world of trading.   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

This month's SBJ I Factor is with Brandon Doll. SBJ's Abe Madkour chats with the founder of Sports & Entertainment Advisors about his journey and how he played an instrumental part in bringing the Raiders to Las Vegas. Doll served as a Naval officer for seven years and he explains how lessons learned on deck prepared him for the sports industry. Doll is a member of SBJ's Forty Under 40 Class of 2021.

In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also discusses the pitfalls of financial advisors who buy TV time or "advertorials," explaining how these paid segments can mislead viewers into thinking they're receiving impartial advice. Additionally, Adam highlights the importance of scrutinizing financial planner designations, offering guidance on which credentials to be wary of and why. He emphasizes that finding a true fiduciary advisor is crucial, as they are legally obligated to act in your best interest. Tune in to this episode for actionable advice on choosing a reliable financial advisor and protecting your financial future. Don't miss out on these valuable insights—subscribe and hit the notification bell to stay updated!       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

In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He provides a candid discussion on the pitfalls of commission-based services, the dangers of "churning" and "reverse churning", and the risk of being sold inappropriate insurance policies. Adam also exposes some of the more sinister tactics used by unscrupulous advisors, including creative Ponzi schemes and the push for proprietary investments or insurance products. By demystifying these concepts, Adam aims to equip the audience with the knowledge to recognize and avoid these common traps. This episode is a must-listen for anyone looking to protect their financial future and ensure they are working with a truly fiduciary advisor who has their best interests at heart.       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

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common challenges individuals and families face when navigating these intricate processes. From organizing legal documents to preparing for the future, Zuckerman sheds light on the transformative impact his platform has had on both his own life and the lives of his clients across the nation. Tune in as Adam Koos and Adam Zuckerman delve into the importance of proactive planning, the significance of streamlining complex tasks, and the profound benefits of embracing innovative solutions in the realm of estate management. Don't miss this insightful conversation on how "Buried In Work" is revolutionizing the way people approach end-of-life planning and ensuring peace of mind for generations to come.   https://buriedinwork.com/team    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

For the 20th episode of “I Got More To Say” Cato III is joined by national award-winning Journalist, Filmmaker & Speaker, Eden Strachan. Eden is also the Author & Founder of “Black Girls Don't Get Love,” a book and multimedia coming of age brand for girls of color. Black Girls Don't Get Love's mission is to use media to turn silence into language and change the way black girls are perceived in society. A pillar within her community, Eden has served 150 girls, secured over $70,000 in sponsorships for the brand's nonprofit arm, Black Girls WILL Get Love, Inc., and been recognized by the Central New York Business Journal with a Forty Under 40 award for her work in the Central New York area and beyond. Tune in as Eden discusses her experience growing up as a Black girl, and unpacks Black Women's portrayal in mainstream media.Follow Eden and Black Girls Don't Get Love! https://blackgirlsdontgetlove.com/ https://www.instagram.com/eden.strachan/ https://www.instagram.com/blackgirlsdontgetlove/ https://linktr.ee/igotmoretosay

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

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

With a commitment to technical excellence and a profoundly people-centered approach, avad3 Event Production is redefining what it means to be a leader in the events industry. The company strives to deliver unforgettable experiences and life-changing impact for its clients, event attendees, and internal employees alike.In this episode, how is the avad3 leadership team building a harmonious culture in the high-stakes environment of live events? How do you cultivate a culture of empathy, continuous learning, and personal growth in an industry that often values competence over character? And what's the link between listening and expertise?You can read the full transcript of this conversation on our website.Featured In This Episode Cameron Magee is the owner of avad3 Event Production, a full-service provider of audio, video, lighting, staging, set design, and streaming services for in-person, virtual, or hybrid events. Cameron founded the company in 2011 in his college dorm room. He now leads a team of over 50 hard-working professionals that design and deliver flawless event production for clients nationwide. Cameron believes that character is as important as competence. He's committed to building a people-centered production company that brings listening, empathy, and integrity to every client engagement, along with world-class technical expertise and seamless execution.Tabitha McFadden is VP People and Finance at avad3 Event Production, where she is responsible for developing people and teams and overseeing the employee journey for a growing, diverse company. Tabitha loves facilitating people's growth in their areas of passion and providing them with an exceptional experience to enable their best work. She was named to the exclusive listing of the Northwest Arkansas Business Journal's “Forty Under 40” list. She is also a frequent speaker at various industry events, lending her expert perspective on HR, work culture, and team development as well as female leadership.Amy Bates is Senior Director of Strategic Projects at avad3 Event Production. She is a highly sought-after expert in major event strategy and execution. Prior to joining avad3, Amy owned and operated a full-service event planning firm for 20 years. Amy studied Marketing at Northeastern State University in Oklahoma. She has served the University of Arkansas in multiple roles; as a member of the Board of Advisors, and as the UA Executive in Residence teaching senior level hospitality students the science and art behind successful event planning.Adrian McIntyre, PhD is a cultural anthropologist, media personality, and internationally recognized authority on communication and human connection. He delivers engaging keynote speeches and experiential culture-shift programs that train executives, managers, and teams to communicate more effectively and connect on a deeper level by asking better questions and telling better stories. Want Some Inspiration for Your Next Big Event?At avad3 Event Production, we're passionate about using lighting, sound, and video to transform event spaces from mundane to magical.

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

Running a medical association comes with many challenges. Today's guest confronts these challenges head on while leading this community with advocacy in an ever-changing world. "The voices of those affected by cleft and craniofacial conditions are really the strongest in the room, without a doubt." - Adam Levy, CAE ABOUT the GUEST Adam Levy is the Executive Director of the American Cleft Palate Craniofacial Association. An experienced association executive and career nonprofit professional, Adam previously served as the Deputy and Interim Executive Director of the American College of Osteopathic Emergency Physicians, and held roles at the National Restaurant Association, and SmithBucklin. He serves on the Board of Directors of Association Executives of North Carolina, and the Small Staff Associations Advisory Committee of ASAE. Adam was a recipient of Association Forum's “Forty Under 40” award in 2022, and holds his CAE from ASAE.   Adam is passionate about healthcare access and equity, in addition to mentorship and leadership. He holds a bachelor's degree in English Education from Indiana University and completed the Strategic Leadership Program at Northwestern University. A native Chicagoan and Michael Jordan devotee, Adam lives in Chapel Hill with his wife and twin daughters, and their loving rescue dog, Mason.   Thank you to our sponsor: Rap Index, tell them Roger sent you. https://www.rapindex.com   This podcast is dedicated to the art of advocacy. Contact Voices In Advocacy at: www.VoicesinAdvocacy.com 480 488-9150 At Voices in Advocacy, we work with organizations that want to inspire, educate, engage, and activate their supports to become even better effective, influential advocates.

Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, bridging the gap between parents and prospective college students. Stay tuned as Amber drops hints about an exclusive link to a curated list of hidden scholarships, offering invaluable insights for navigating the maze of college financing effectively. Don't miss out on this essential episode for unlocking the secrets to funding higher education. Get in touch with Amber: https://www.estrelaconsulting.com/team/amber-gilsdorf Email Info@LibertasWealth.com for the Ultimate FAFSA Guide Check out the Estrella Consulting Blog here: https://blog.estrelaconsulting.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  

Life science organizations must evolve and adapt for future success. Today, Sameer Sardana, Leader of Product Development at Axtria, discusses transforming operational methodologies within life sciences. He delves into the agencies responsible for promotional planning, measurement, and activation, stressing the significance of accurate analysis measurement.  Sameer also discusses how MLOps (Machine Learning Operations) workstreams and technologies empower stakeholders and marketers to make real-time promotion decisions, driving pivotal decision-making processes. Sameer adds that this represents a substantial shift for individuals accustomed to traditional settings, potentially disrupting established practices and necessitating new approaches. Our audience can benefit from today's insights to gain a competitive edge in the future.   IN THIS EPISODE:   [2:53] Sameer Sardana discusses pharma companies' current state of affairs and how they spend much of their revenues on promotion. [4:42] Sameer outlines four trends in this space of promotional effectiveness that are drivers of change. [7:09] Discussion of the three deterrents to the evolution of change and the inefficiencies created by many agencies because they are often involved in promotional measurement. [11:01] Sameer discusses a CoE (Center of Excellence) created at Axtria where all promotional measurements were done for a customer, allowing the organization to leverage the best in class techniques. [13:11] Sameer explains the use of software and the three areas of value it brings to the promotional measurement space. [15:54] Sameer discusses how marketing and IT have impacted the stakeholders    KEY TAKEAWAYS   The pharmaceutical sector invests millions in advertising and assessing the efficacy of campaigns. The quality of the analysis hinges on the expertise of the individuals interpreting the data. One of the most significant barriers to change is that promotional planning, measurement, and activation must be tied together, impacting promotional efforts and the ability to change course quickly. Agencies have expanded, taking over not only promotional planning and execution but also measurement, creating spending 200 million dollars in one company.    BIOGRAPHY:  Sameer Sardana heads products at Axtria and is the force behind some of the leading software products in the life sciences commercial space. He has spent over a decade developing products in customer engagement, promotional measurement, and MLOps workstreams. In his role, Sameer is also responsible for defining the strategy, going to market plans, and executing Axtria's product vision.   He routinely partners with global commercial leaders to provide last-mile decision support, leveraging AI and technology to transform their businesses. Before Axtria, Sameer held increasing responsibilities in data analytics and technology consulting with expertise in sales and marketing operations, commercial model design, marketing mix, and patient analytics.   Over the years, he has partnered with customers on dozens of transformation initiatives requiring large-scale change management across various stakeholders. Sameer holds a bachelor's and a master's of technology degree from IIT Delhi. YOUR HOST: JASMEET SAWHNEY    Jasmeet Sawhney is a life sciences industry executive, marketing leader, and serial entrepreneur with deep roots in technology and data analytics. He is currently the global head of marketing at Axtria. Jasmeet has over 20 years of experience in the life sciences domain and has helped build and scale three successful companies. He has received several company and individual awards, including Inc 500, Deloitte Fast 500, Crain's NY Fast 50, NJBiz Fast 50, Business of the Year, SmartCEO Future 50, Top CMO, Forty Under 40, and many more. Jasmeet Sawhney - LinkedIn Axtria on LinkedIn Sameer Sardana - LinkedIn

Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on determining RMDs for the following year. Join us for a concise yet informative discussion, empowering you to make sound decisions about your required minimum distributions and ensuring a secure financial future.   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/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  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 @FinancialSurgeon: https://bit.ly/3QobpIy   --- 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

SBJ I Factor features an interview with NHL Deputy Commissioner Bill Daly, who has a role in every aspect of the league's business and is an influential voice across the industry. Daly is a member of SBJ's Forty Under 40 Hall of Fame, having been named to the classes of 2001, 2002 and 2003. Daly talks with SBJ's Ross Nethery about the lessons he learned from competitive sports, the relationships he developed that led him to the NHL, hiring good people and letting them work, and why the industry needs to do a better job of communicating

BRIAN HART JOINS DAWN LIVE - BRIAN BREAKS DOWN THE MADNESS THAT UNVEILED AT TEMPLE OVER THE WEEKEND... HOW CAN LOCAL OFFICIALS, CITY OFFICIALS, AND UNIVERSITY LEADERSHIP FIND A WAY TO DETER THESE CONSISTENT ISSUES... WILL MAYOR PARKER AND HER ADMIN FINALLY GIVE TEMPLE MORE RESOURCES AS NEEDED...  Brian Hart – Official BiographyFOUNDER & PRESIDENT | FLACKABLEBrian Hart is founder and president of Flackable, an award-winning public relations agency representing financial and professional services brands nationwide. The agency, which he bootstrapped in 2014 at the age of 27, guides growth-driven brands to new levels of credibility, authority and influence through its innovative, integrated approach to public relations. His professional recognition includes Bulldog Reporter‘s 2021 Silver PR Star Under 40, PRNEWS' 2020 Agency Elite Top 100, Irish America Magazine's 2019, 2018 & 2017 Business 100, PRNEWS' 2017 Rising PR Stars 30 & Under, Lehigh Valley Business's 2016 Forty Under 40 and Adweek's 2015 PR Industry 30 Under 30. In 2020, Brian developed an industry-first client portal and automated campaign status reporting system, a platform delivering unprecedented campaign clarity, transparency and accountability. Through Flackable, he routinely lands the agency's clients in top news outlets including The Wall Street Journal, CNBC, Fox Business, Bloomberg, Forbes, Barron's, US News & World Report, The Associated Press, Reuters and various industry trade press. Brian is also a seasoned industry thought leader, opinion writer and muckraker whose work has appeared in Inc. Magazine, Entrepreneur, PR Week and Financial Planning Magazine. Brian is a Temple University graduate with a B.A. in Strategic Communication and a Political Science minor. He began his career as a licensed life and health insurance professional at a broad-based financial services firm in King of Prussia, PA. Prior to founding Flackable, Brian represented a number of leading financial services firms at a public relations agency in New York City and New Jersey. Tune in weekdays 10 AM - 12 PM EST weekdays on Talk Radio 1210 WPHT; or on the Audacy app!

Welcome to the inaugural episode of "The Retirement Fiduciary" with your host, Adam Koos. In this episode, titled "The Top 10 Financial New Year's Resolutions for 2024," Adam delves into key strategies for achieving financial success in the year ahead. From the fundamental importance of saving more money and paying off debt to the critical need for a well-thought-out budget and investment plan, Adam covers a spectrum of resolutions designed to empower listeners on their financial journey. He emphasizes the significance of building an emergency fund, cutting unnecessary expenses, and nurturing a high credit score. With a focus on educating oneself financially and meticulous retirement planning, Adam provides actionable insights that set the stage for a financially secure future. Join us as we kick off the new year with practical and impactful resolutions to transform your financial landscape.   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/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  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 @FinancialSurgeon: https://bit.ly/3QobpIy   --- 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

Matt Bachman is in charge of the Commercial Operations for Milestone Pharmaceutical company, a biotech company launching a novel treatment for patients with PSVT. Jasmeet and Matt discuss the intricacies of building a commercial function for an emerging pharma company, with Matt highlighting distinctions between working in a large pharmaceutical company versus a smaller one. They also delve into crucial factors influencing decision-making for the future, with a particular emphasis on the formidable challenge of navigating data considerations. Matt introduces a compelling and reflective concept, emphasizing that decisions must be "Fit for Purpose.” That is sound learning, no matter the size of your organization.    IN THIS EPISODE: [2:32] Matt discusses the key differences between working for large pharmaceutical companies and his current position [3:41] Matt explains his vision for setting up the commercial function [5:50] Matt discusses how he decides what priorities are needed for Milestone to benefit the company  [8:05] Matt shares what components he wants to implement to build a foundation for data-driven commercialization, and he is developing a data governance system [13:16] Matt speaks to the technologies and capabilities that they are planning for the future and how he is putting his team together  [17:27]  Matt shares what he has learned in the process of setting up the commercial function KEY TAKEAWAYS In a smaller company, when you don't have the resources of a large entity, you have to determine the must-haves and what things would be nice to have. You need to be able to make adjustments quickly for growing or scaling back.  Connecting with stakeholders, department heads, and other management figures in a smaller organization is more straightforward. The absence of a sprawling corporate structure, as seen in larger companies, facilitates smoother and faster communication.   A company can make a big mistake by spending resources on collecting data, and then they find out it needs to be more accurate data. The perfect time to make data governance decisions is when you are starting out before you start collecting massive amounts of data you won't ever use.    BIOGRAPHY:  Matt Bachman brings over 20 years of experience in the insights and analytics arena at both large pharma and small biotech companies. During that time, he has worked closely with brand teams to commercialize numerous drugs in multiple therapeutic areas. These include drugs for type 2 diabetes and cardiovascular drugs that were first in class and novel therapies, as well as the ones that had little clinical differentiation, which presents its own set of challenges. From a customer standpoint, he has worked on commercializing drugs that targeted specialists and also the ones that targeted broad-based PCPs. He currently leads the commercial operations for Milestone Pharmaceuticals, a small biotech company launching a novel treatment for patients with PSVT. Before Milestone, Matt worked for large companies like GSK and BMS. YOUR HOST: JASMEET SAWHNEY    Jasmeet Sawhney is a life sciences industry executive, marketing leader, and serial entrepreneur with deep roots in technology and data analytics. He is currently the global head of marketing at Axtria. Jasmeet has over 20 years of experience in the life sciences domain and has helped build and scale three successful companies. He has received several company and individual awards, including Inc 500, Deloitte Fast 500, Crain's NY Fast 50, NJBiz Fast 50, Business of the Year, SmartCEO Future 50, Top CMO, Forty Under 40, and many more. Jasmeet Sawhney - LinkedIn Axtria on LinkedIn Matthew Bachman - LinkedIn  

BRIAN HART JOINS DAWN LIVE - BRIAN BREAKS DOWN THE LATEST TEMPLE CRIME TRENDS... AND THE REPORTS HE HEARS AS THE SCHOOL IS WORRIED MORE THAN EVER OVER ENROLLMENT NUMBERS MOVING FORWARD...  FOUNDER & PRESIDENT | FLACKABLEBrian Hart is founder and president of Flackable, an award-winning public relations agency representing financial and professional services brands nationwide. The agency, which he bootstrapped in 2014 at the age of 27, guides growth-driven brands to new levels of credibility, authority and influence through its innovative, integrated approach to public relations. His professional recognition includes Bulldog Reporter‘s 2021 Silver PR Star Under 40, PRNEWS' 2020 Agency Elite Top 100, Irish America Magazine's 2019, 2018 & 2017 Business 100, PRNEWS' 2017 Rising PR Stars 30 & Under, Lehigh Valley Business's 2016 Forty Under 40 and Adweek's 2015 PR Industry 30 Under 30. Tune in weekdays 10 AM - 12 PM EST on Talk Radio 1210 WPHT; or on the Audacy app! 

Sunil Agarwal is the Principal and Head of Clinical Excellence Practice at Axtria. He leads digital transformation and improvement programs for top pharma companies. Jasmeet and Sunil discuss how patients can be served better by including real-world data in clinical trials and research. Real-world data is not a replacement for traditional trials, but it is helping drive the future evolution and innovation in our industry. The goal is to save lives and provide better patient outcomes. Don't miss this thought-provoking episode.    IN THIS EPISODE:   [2:50] Sunil explains the challenges with randomized control trials and why we need to leverage real-world data  [4:48] Sunil expands on how collecting environmental location or contextual data could lead to insights such as the correlation between activity and health changes  [6:00] Sunil gives examples of cases using real-world data [9:16] Sunil outlines challenges faced, for example, the quality of the data collected [12:06] ​​Sunil expands on the regulatory considerations for using real-world data in clinical trials  [14:43] Sunil shares a couple of the innovations and unique approaches that he is bringing to customers    KEY TAKEAWAYS   There is a lot of potential to effectively use all types of real-world data for clinical trials, even though it has its own set of challenges, such as data quality, privacy, and bias, and there is an emerging need for data-driven and digital solutions to utilize real-world data and minimize its limitations. There is a wider availability and increasing acceptability of real-world data among global regulatory bodies when companies follow key regulatory considerations.  To ensure successful and cost-effective use of real-world data for clinical trials, companies need a set of capabilities and some enablers, which include data science and engineering, domain expertise, ethical considerations, and support from regulatory agencies.   BIOGRAPHY:  Sunil Agarwal is the Principal and Head – of Clinical Excellence Practice at Axtria. He leads digital transformation and improvement programs for top pharma companies across solutions, including next-gen clinical platforms, patient analytics, and automated regulated submissions. He has also spearheaded business function consolidation and technology modernization programs. As a thought leader, Sunil has shared his expertise at several international life sciences forums on emerging topics such as mHealth, clinical data sciences, and AI/ML. He is an active contributor to analyst and advisory briefings. Sunil holds M.Tech and B.Tech  degrees in Computer Science from Dortmund University, Germany.   YOUR HOST: JASMEET SAWHNEY    Jasmeet Sawhney is a life sciences industry executive, marketing leader, and serial entrepreneur with deep roots in technology and data analytics. He is currently the global head of marketing at Axtria. Jasmeet has over 20 years of experience in the life sciences domain and has helped build and scale three successful companies. He has received several company and individual awards, including Inc 500, Deloitte Fast 500, Crain's NY Fast 50, NJBiz Fast 50, Business of the Year, SmartCEO Future 50, Top CMO, Forty Under 40, and many more.   Jasmeet Sawhney - LinkedIn Axtria on LinkedIn Sunil Agarwal - LinkedIn  

Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones!  What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON.  But how are Qualified Opportunity Zones determined and which investors can benefit most from them?  Listen now to learn more.     Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on iTunes:  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/3OagYrw   For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  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 @FinancialSurgeon: https://bit.ly/3QobpIy   --- 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 CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her passion for this industry. Listeners gain valuable insights as Kim delves into the crucial considerations for selecting the right franchise to align with their investment goals, shedding light on the traits that successful franchise owners commonly possess. Kim also shares her thoughts about the franchisee's early years, offering practical advice on approaching the initial stages of franchise ownership. The episode becomes a comprehensive guide as Kim generously shares her expertise on the financial aspects, including initial investments, ongoing costs, and potential profits. Whether you're a seasoned entrepreneur or considering your first franchise operation, Kim's candid advice serves as a compass for those entering the dynamic world of franchising.   https://thedalycoach.com/ https://www.youtube.com/@thedalycoach    Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on iTunes:  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/3OagYrw   For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  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 @FinancialSurgeon: https://bit.ly/3QobpIy   --- 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).

For this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies.  One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends.  But how do Relative Rotation Graphs work? Adam works through the RRGs 4 different quadrants, what they tell, and how 30 stocks on the Dow look versus looking at the Dow using a Relative Rotation Graphs.    Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on iTunes:  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/3OagYrw   For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  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 @FinancialSurgeon: https://bit.ly/3QobpIy   --- 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, we welcome Mark Hirschfeld of Maronda Homes to talk about the increasing digitization of the builder market. We learn how the new home industry can embrace digital adoption in order to grow, and the ways that the pandemic, the rise of AI, and other economic shifts are revolutionizing this industry towards the use of technology.Mark R. Hirschfeld is the Director of Digital Marketing at Maronda Homes, a family-owned new home construction company that's been building for 50 years in markets all over PA, OH, FL, KY, GA, AL, and VA. Apart from overseeing and developing digital marketing media strategies for Maronda Homes and its sister brand Focus Homes, Mark also oversees the Online Concierge team; Mark led the development of the new immersive Maronda Homes website in 2021; launched the Maronda Homes 50th-anniversary marketing campaign; and was selected to ProBuilder Media's Forty Under 40 in 2022.Some themes we cover in this episode:How some industries have been resistant to digitization, and how it's necessary to move into that realmThe J-curve of digital adoptionHow the pandemic has shifted the way home builders are utilizing technologyMaking sure you can speak on who's in your database and who your buyer isThe role of AI in sales, and how those who use AI will be more qualified than those who don'tHow agent-led campaigns can offer insight into the communities we operate inRemembering the actual transformational value of what we're selling: homes for peopleAnd don't miss this week's Peer Learning Question of the Week, where Mark dives into what sales associate marketing efforts we should focus on in Q4 to drive sales for the end of the year.Connect with Mark: https://www.linkedin.com/in/markrhirschfeld/Connect with New Home Star: https://www.newhomestar.com

In the upcoming episode of "What Gives," our host Erin Satzger, CEO of the Northern Cincinnati Foundation, engages in a dynamic conversation with Tony Munafo, CEO of Prolink. Recently recognized in the 2018 Forty Under 40 Class by Cincinnati Business Courier, Tony is not only a business leader but also a community influencer, making a significant impact both professionally and socially.

Ashish Thakur, a strategy and technology executive at Axtria, joins the podcast this week. Ashish has a proven track record of fostering business growth through insightful data utilization for his clients. We'll dive into the concept he terms the "Journey of Data" and use real-life examples to illustrate how this approach can effectively transform struggling businesses into thriving ones. Furthermore, we'll delve into the signal-to-noise ratio, discerning the value of data and distinguishing between meaningful and irrelevant information. Join us for an insightful exploration of the Journey of Data and its practical applications in business.   IN THIS EPISODE: [2:40] Ashish explains what the “Journey of Data” means for a specific business or organization [5:04] Ashish describes how one can decide and identify relevant data sets to use  [6:38] There is a difference in the quality and the usability of these data sets  [8:30] Ashish gives an example of a signal-to-noise ratio [11:44] Ashish supplies an example of the various stages: the start, the evolution, the growth and the conclusion of the journey of data  [17:27] Jasmeet inquires about how Ashish helps his customers  [20:59] Ashish discusses some key takeaways    KEY TAKEAWAYS It's important to recognize and vet the critical business objectives you want to achieve and operationalize the drivers and how they will be deployed. It's essential to acknowledge the signal or signals to track and the appropriate KPIs, which would help you measure this. KPI is not the governing factor. Interpretation of the KPI is the governing factor. The key determinant in keeping our true north aligned is giving the correct information to the right audience at the appropriate business life cycle as it progresses.   BIOGRAPHY: Ashish Thakur Ashish Thakur is a seasoned strategy and technology executive with a track record of incubating business units, building products and platforms, and establishing critical processes to grow businesses efficiently.  Over and over again, Ashish has redefined what it means to bring delight to customers. He has successfully turned around dysfunctional business charters and applied a non-linear scale to drive growth. He can do this by leveraging 25 years of cross-functional and multi-country experience across business and technology within the Pharma and Healthcare space. At Axtria, Ashish leads the BI Reporting & Visualization competency center. He owns the charter to make processed data impactfully rendered to deliver meaningful insights to the full spectrum of executives and stakeholders. Ashish holds a Bachelor in Engineering from Delhi College of Engineering and an MBA from IIM Ahmedabad. YOUR HOST: JASMEET SAWHNEY  Jasmeet Sawhney is a life sciences industry executive, marketing leader, and serial entrepreneur with deep roots in technology and data analytics. He is currently the global head of marketing at Axtria. Jasmeet has over 20 years of experience in the life sciences domain and has helped build and scale three successful companies. He has received several company and individual awards, including Inc 500, Deloitte Fast 500, Crain's NY Fast 50, NJBiz Fast 50, Business of the Year, SmartCEO Future 50, Top CMO, Forty Under 40, and many more. Jasmeet Sawhney - LinkedIn Axtria on LinkedIn Ashish Thakur - LinkedIn  

Are you an intrapreneur or a rainmaker? Both are critical to help companies grow and thrive, and in this episode of Brand the Change, GPARENCY CEO, successful entrepreneur, and disruptor Ira Zlotowitz provides a detailed look into how he has built his company on a winning formula of employee attributes. He also outlines the skills you can bring to work that employers value most, and how taking risk and trying new ideas is critical for corporate and professional success. About Ira Zlotowitz Founder & CEO at GPARENCY | Membership-Based Commercial Mortgage Brokerage - Placing Deals For $4K | Thought Leader | Proud Father He founded GPARENCY in November 2021 with a simple mission: to change the way CRE funding is done and create more opportunities for others. Since then, he has gained national attention for his revolutionary pricing model and reputation for closing complex deals. He's changing the game and empowering borrowers to cut the commissions and get the world's best closers to run their deals for a max of $11K up front or ¼ point at closing. In addition to providing innovative solutions for CRE debt, he's passionate about helping connect those seeking equity with those looking for investment opportunities! If you have a deal that needs equity or are looking for properties to invest in for as little as $25K, send him a DM so he can introduce you. Since the age of 21, he has earned a number of accolades, including: Youngest President of any Top 10 mortgage brokerage Crain's youngest “Forty Under 40” honoree Mastermind behind Meridian's rise from $300M to $2B+ Founder and growth driver of Eastern Union to $5B He loves helping commercial real estate owners complete their capital stack and discovering new ways to give back, improve, and challenge the status quo. RESOURCES Gparency website: https://www.gparency.com The Innovation Economy Website: https://www.innovationeconomy.show Sign up for The Agile Brand newsletter here: https://agilebrandguide.com/ Get the latest news and updates on LinkedIn here: https://www.linkedin.com/showcase/innovationeconomy/ Listen to our other podcast, The Agile Brand with Greg Kihlström: https://www.theagilebrand.show The Innovation Economy podcast is brought to you by Arlington Economic Development: https://www.arlingtoneconomicdevelopment.com The Innovation Economy is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op.