Podcasts about libertas wealth management group

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.Given studies show:80% of a majority of business owners wealth is the value of their business and,80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).Any increase in profits and the multiple will aid in selling the company.Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.You can see more about and reach Adam at https://www.libertaswealth.com/ and/or https://www.elevateandexit.com/.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.youtube.com/c/JohnAMartinka/videos 425-515-4903

Send us a textDiscover how an aspiring trauma surgeon, Adam Koch, turned a challenging life event into a thriving career as the president and founder of Libertas Wealth Management Group. Adam takes us through his unexpected journey from competitive Taekwondo to becoming a seasoned financial advisor, sharing how technical analysis and relative strength became the cornerstones of his investment strategy. His commitment to shielding clients from poor financial advice makes this episode a must-listen for anyone looking to enhance their financial acumen.Unlock the secrets of effective trading strategies and risk management with Adam's insights into stock chart analysis. Explore how different trading timeframes—from ultra-short-term day trading to long-term investments—can be tailored to suit your financial goals, with a special focus on intermediate-term trading. Learn why having a disciplined approach is crucial for navigating market uncertainties, like election times, and how to avoid common pitfalls that lead to emotional decision-making.Adam also shares his expertise on market trends and asset selection, emphasizing the potential of small-cap stocks and digital assets. He explains how trend-following models and relative strength calculations can guide investment decisions, helping investors to capitalize on emerging opportunities in both digital and traditional markets. From portfolio management strategies to understanding small-cap indexes and tax policies, this episode is packed with actionable insights that will help you confidently navigate the complexities of today's investment landscape.Support the showif you enjoyed the show be sure to check out my info:https://app.wingcard.io/ROB3SA64

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life's transitions. Suzanne shares her expertise on helping clients embrace change, whether it's preparing for retirement, dealing with an unexpected career shift, or simply facing life's uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable. Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools and strategies she uses to help clients maintain their well-being during these periods. From handling job loss to embracing new opportunities, Suzanne's insights provide listeners with actionable steps to thrive through life's inevitable changes.   https://www.linkedin.com/in/suzannecampi/  https://www.suzannecampi.com/    Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO   Subscribe on Spotify: https://spoti.fi/3aTTCse   Subscribe on Google Podcasts: https://bit.ly/3QmGmMU   For more VIDEO podcasts like this one: https://bit.ly/42uevkm  For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples  

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.   Check out the video on YouTube for visuals  Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO   Subscribe on Spotify: https://spoti.fi/3aTTCse   Subscribe on Google Podcasts: https://bit.ly/3QmGmMU   For more VIDEO podcasts like this one: https://bit.ly/42uevkm  For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans.

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend.  Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments.  Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions.    Check out the video on YouTube for visuals  Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO   Subscribe on Spotify: https://spoti.fi/3aTTCse   Subscribe on Google Podcasts: https://bit.ly/3QmGmMU   For more VIDEO podcasts like this one: https://bit.ly/42uevkm  For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans.

In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice. https://www.baronlawcleveland.com/contact/ https://www.linkedin.com/in/dan-baron-55abb326    Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO   Subscribe on Spotify: https://spoti.fi/3aTTCse   Subscribe on Google Podcasts: https://bit.ly/3QmGmMU   For more VIDEO podcasts like this one: https://bit.ly/42uevkm  For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans.

In this episode, Harold sits down with Adam Koos, president of Libertas Wealth Management Group, to discuss how you can retire early with your family on board.  Their conversation will explore different aspects of financial decision-making within marriages. They will also discuss differing risk tolerances and managing emotional responses to market changes. Listen now if you want to have financial peace of mind.  Show Highlights: Do you want to effectively grow your wealth? [02:35] Learn about the key to a successful marriage [09:53] Mapping out a financial plan as a couple [12:39] Learn about Two-Pocket system and its flaws [14:00] Discover the reason for higher divorce rates [19:32] How to succeed in the marathon of retirement planning? [23:34] Find out the need of self-reflection in relationships [28:15] You need to know this about investment portfolios [37:25] Navigating communication and compromise in financial planning  [45:26] 

"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.

“Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós The finer details of this episode:Financial strategies for clients with appreciated propertiesChallenges faced by business owners in managing real estate assets and company structuresTax implications of selling a business and recasting financialsImportance of proactive financial planning and business transition for business owners Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/Connect with Adam here: https://www.linkedin.com/in/adamkoos/Check out Libertas Wealth here: http://www.LibertasWealth.com Timestamps:The introduction (00:00:00)The hosts introduce the podcast and its mission, providing insights on accounting strategies and innovative tools. Adam's career story (00:00:55)Adam shares his unconventional career journey from pre-med to becoming a financial advisor and the founding of Libertas Wealth Management Group. Services provided by Libertas (00:04:45)Adam discusses Libertas' services, including financial planning, retirement planning, exit planning for business owners, and working with working professionals. Financial strategies for clients with appreciated properties (00:07:26)Adam explains the 1031 exchange and passive real estate investing as a solution for clients with appreciated properties who want to avoid active management and taxes. Liquidity and risk management in passive real estate investing (00:13:51)The discussion explores the liquidity and risk management aspects of passive real estate investing, including spreading risk by investing in multiple properties. Impact of COVID-19 on commercial real estate (00:15:39)Adam discusses the potential impact of COVID-19 on commercial real estate, including lease expirations and mortgage debt held at community banks. Elevate your firm with a virtual CFO playbook (00:16:36)An advertisement for a comprehensive online series to create and deliver scalable CFO services. Real estate and business ownership (00:17:18)Discussion on the strategy of keeping the building and retaining an income stream after retirement. Transition planning and exit planning (00:18:00)Clients' experiences in selling their companies, keeping properties, and the process of selling properties. Engagements with business owners (00:18:55)Exploration of the two types of engagements with business owners, focusing on personal and business guidance. 12-step process for business owners (00:19:47)Explanation of the 12-step process to increase the value of the company, decrease time in the business, and increase efficiencies. Risk assessment and advisory work (00:21:34)Discussion on risk assessment, tax planning, and the need for expert assistance in various aspects of business planning. Recasting and tax strategies (00:23:47)Importance of recasting business expenses and tax strategies for business owners preparing to sell. Cash balance plan and retirement strategies (00:26:27)Explanation of cash balance plans, retirement contributions, and tax reduction strategies for business owners. Exit planning and retirement (00:31:05)Discussion on optimizing cash, Roth conversions, and planning for retirement and exit strategies. Procrastination and Lack of Awareness (00:33:17)Consequences of procrastination in business planning and the lack of awareness about the need for owners to start planning now. Running a Good Business (00:35:22)The importance of running a good business and differentiating between a lifestyle business and building an asset. Transition Planning and Business Value (00:36:32)The importance of business transition planning and its impact on the value of the company, providing an analogy for understanding the benefits. Selling a Business and Pitfalls (00:39:46)The speakers discuss the pitfalls of selling a business without proper planning and the impact of disagreements between owners on the selling process. Taking Action and Accountability (00:42:12)The need for taking action, breaking down steps into smaller tasks, and the importance of accountability in business planning. Spreading Awareness and Seeking Expertise (00:44:23)Adam urges CPAs to spread awareness about business planning and transition, emphasizing the role of experts in facilitating the process.

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.  

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

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

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

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

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

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  

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

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

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 new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum.  Adam also looks at the anatomy of a collapse featuring CitiGroup.  Adam also analyzes Relative Comparison charts and why good information isn't always actionable information.  Lastly, Adam looks at removing "time" from your investment strategies and why it is important to use Relative Strength analysis to build a portfolio management strategy.     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).  

As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Traders to Intermediate and Long-Term Traders, Adam is taking a look at the typical timeframes different types of traders typically experience, and shares some tips to consider when planning the timeframe of your future trades.   https://stockcharts.com/    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).

Adam welcomes Matthew Gartland, Founder of SPI Media, and Matt Erney, Founder of Social Firm to the podcast to discuss the importance of digital marketing strategies and it's ever-changing landscape.  Matthew and Matt share more about Artificial Intelligence, and some different ways people are using AI to market and grow their business.  The guys look at the difference between building an audience versus building a community, and the different benefits of each.  What are the benefits of trying all of these marketing strategies together?  And how will AI disrupt current tactics and methods for marketing initiatives?  Listen now to The Cash Podcast to learn more!   https://socialfirm.com/  https://www.smartpassiveincome.com/    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).

Adam welcomes Jon Ostenson of FranBridge Consulting to discuss the ins and outs of investing in non-food franchises! Jon shares more about how he accidentally found himself in this sector, and why specifically he decided on the non-food side of franchise investment.  As Founder and CEO of FranBridge, Jon has had many entrepreneurs approach him about finding the best fit for their investment goals and has helped guide them through the process of deciding what will work best for them... and what are the most popular non-food franchises to work with?  Listen now to learn all that and more on The CASH Podcast!    https://franbridgeconsulting.com/  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 is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen now to learn more about how planning for retirement is a lot like building a house, and how long-term perspective can often result in a stress-free retirement.   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).

Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice.  A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true?  Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY works, and what strategies to implement.   While it isn't all simple, you can learn the first 3 steps to get this set up and working for your family.   https://www.stolly.com/  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).

On this solo episode of The CASH Podcast, Adam is getting away from the financials and looking at one of the important things to us all... Time.  How much time do you have left?  And how are you going to make good use of that time?  This episode is a segment from Adam's "Health, Wealth, and Aging" presentation that he started to do at live events a few years back, and looks at how little time we actually have.  Adam talks about what our money buys us and how to better focus our time in a way that is powerful and produces real, material changes in your life.  Learn more about why the solutions are often perceived as the hard part, and why planning for retirement is like training for a marathon, and the data breaking down how retirees actively spend their time.     For the visuals, be sure to check out this episode on YouTube: https://youtu.be/H-TK2VrX0TY    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).

Adam welcomes Sky Goodwin and Ray Belfrage, Managing Principals of Fraxional CXO to chat about the many changes they're helping business owners navigate since The Great Resignation. Sky and Ray are both Lean Six Sigma Black Belts and experts in process improvement.  With their combined experience in Senior Leadership, Executive Consulting, and Business Analytics the duo has launched Fraxional CXO to help business leaders understand the concepts of believing, understanding and executing on their business goals.  Sky and Ray talk about the problems with salary and compensation since The Great Resignation and how that relates to employee retention.  They also share more about important key performance indicators they track, the importance of accountability at every level of an organization, and how to communicate expectations while still giving employees what they want.  Lastly, Sky and Ray tell Adam about the importance of exit interviews and how often the reason why you suspect somebody is leaving is not always reality!   https://www.fraxionalcxo.com/    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).

Adam welcomes  Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage to discuss rising interest rates and the changing mortgage market for residential purchases.  Brandon shares more about certain changes to regulation that make it more expensive for a qualified borrow to get a mortgage and more affordable for a less qualified borrower.  Brandon also talks more about loan level price adjustments and how they work during the mortgage process.  Given the prominence of new construction deals happening in the market Brandon explains those products and how they are trickier than you may anticipate.  Adam and Brandon also discuss some of the lesser utilized yet still viable products in today's market including Bank Statement Loans, No Doc Loans, and DSCRs.  Lastly, Brandon shares his advice to those who think they should wait until mortgage interest rates decline.   Email Brandon: B.Caldwell@ruoff.com  https://www.ruoff.com/BrandonCaldwell    Brandon Caldwell Senior Mortgage Advisor  Ruoff Mortgage, NMLS ID: 141868 NMLS#:2014161 OH:MLO 015249.001   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).

Adam welcomes Brian Butler, of President of Dublin Cleaners and New Albany Cleaners for another installment of the How I Built It Series.  Brian shares more about how he watched his parents rebuild his grandparents' struggling drycleaning business in the early 1980s as he worked along side them as a young boy.  Though Brian went out of his way to distance himself from the laundry and drycleaning industries once he hit his teenage years, he describes how he fell backwards into helping operate and eventually own the business 20 years ago.  While Brian was successful in turning the business around, he continued to grow by opening a second location in New Albany Cleaners.  Brian also talks more about the precipitous drop of 82% to his business during COVID, the fast adjustments he had to make, and how their business is fairing today almost 4 years later. https://www.dublincleaners.com/  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).

Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21. He recently founded Arena Technology Solutions with agroup of entrepreneurs that have started, scaled, and exited businessescombined with technology partners to offer solutions to middle marketcompanies and corporate innovation groups at largecompanies. MEMMCapital is his holding company that acquires and invests in established,operating businesses and he isalso a Co-Founder of TalentShare, a companythat connects collegiate athletes with the parents of youth athletes forcoaching and lessons through a marketplace and app. Adam and Mark chat about how Mark became an accidental serial entrepreneur after finding a niche and strong network in being a notary for real estate closings.  Mark shares how he built Signature Closers, including the risk to simply salary himself at $40k per year (with a young family at home) in order to continue to grow his business.  After partnering with an amazing Chief Technology Officer, Mark and his team built their business to over 62,000 signings per month, but still considered their accountability to their clients as one of their biggest assets, despite the number of deals in their queue. Adam and Mark also talk about transitioning out of the business and knowing when it was time to sell.         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 Adam delves into the deceptive practices of the financial and political news media, revealing how too much news consumption can manipulate and scare individuals into making poor financial decisions. Join Adam as he takes you on a journey through the historical market panics of the past few decades, starting from the infamous Y2K scare to SARS, Swine Flu, the China Stock Market Crash, and the recent COVID pandemic. By analyzing these pivotal moments, Adam uncovers the truth about their actual impact on the market as a whole. Adam looks further into the media's tactic of speculating on bad news, often prompting panic selling, and discouraging potential investors from participating in the market. Discover how these fear-based tactics have influenced your outlook on selling and investing, and learn how to break free from their grip. Adam wraps up the episode on a positive note, sharing uplifting news and highlighting the enduring resilience and positive trends within the markets. It's time to reclaim your financial independence and gain a fresh perspective on market volatility. Check out the YouTube at this timestamp to see the chart reference: https://youtu.be/uXuDVtMKaFQ?t=1800  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).

Adam welcomes Corbin Schlatter, Owner of Weed Man Columbus for another episode in the "How I Built It" series. Corbin talks about how he found himself in lawn care initially, and how he and his wife Audrey built their business to a point where they could sell the business in order to focus on building a successful Weed Man franchise in Central Ohio.   After relocating from Defiance, OH to the Columbus area with 4 children under the age of 6 and zero customers Corbin and Audrey had a tall order before them in order to make their business work.  Thankfully the married couple knew the business and knew how to do the work in order to attract and retain customers for their Weed Man franchise quickly.  Listen now to learn more about the struggles they faced as young business owners with young children including an unfortunate incident product adopted for their services nearly ended their business and cost it's parent company $1 billion in damages and what ultimately saved the company. If you're an entrepreneur looking for inspiration and insight into building a successful business, this is an episode you don't want to miss. Don't forget to rate our show 5 stars and subscribe so you never miss an episode of The Cash Podcast.   https://columbus-north.weedman.com/    Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw   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, host Adam Koos delves into the intriguing question, "Is the Market Crash Over?" By examining historical market crashes from the 1950s to the 2000s, Adam provides valuable insights into their durations and impacts. Adam introduces a key indicator - the crossing of the 13-week average below the 34-week average - and explores its potential implications for the market. Understanding this relationship can offer crucial insights for investors. Additionally, Adam explores various data indicators that can serve as useful signals for identifying opportune moments to invest. By identifying these indicators, listeners can gain a wiser perspective on when to consider investment decisions.   Don't forget to rate our show 5 stars and subscribe so you never miss an episode of The Cash Podcast. Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw   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).

Adam welcomes Tim Rink, Founder of HTI Inc. for another episode in the "How I Built It" series.   Tim's passion for audiology and hearing loss was sparked by a loud car he had as a young man. He talks about how this experience led him on his path to learning more about hearing loss and audiology, and eventually led him to start his own company. We dive into how OSHA adopting the "Hearing Conservation" approach opened up new opportunities for HTI, and how Tim set up a mobile hearing testing business.  Eventually, Tim found that information management was a key to success for his business.   Tim also shares his decision to sell a piece of his business early on, and why it paid off for him in the end. If you're an entrepreneur looking for inspiration and insight into building a successful business, this is an episode you don't want to miss. Don't forget to rate our show 5 stars and subscribe so you never miss an episode of The Cash Podcast. Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw   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).

Adam has been hearing all about the "weed stonks" as his kids call it... So given the 4/20 holiday happening this week, Adam is briefly going over the state of the market as it pertains to cannabis stocks.  With so many large dips from cannabis stock highs in 2020 and 2021, should you invest in cannabis or avoid it all together?  Listen now to learn more!  Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw   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).

Adam welcomes his friend John Haas, Owner and Operator of Haas Painting Company in Dublin, Ohio for another installment of the "How I Built It" series.  John shares more about what led him down the path to starting his own business, and what steps he took to make it a reality (not realizing he accidentally started taking those steps in high school).  Now coming up on ten years as a business owner, John and Adam talk more about what helped John to become successful.  From how long it took him to feel like he was able to breathe again financially, to initial struggles with delegation, and his one piece of advice for aspiring business owners, this deep dive into business building is not one to miss!   https://haaspaintingcompany.com/   Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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).

On this episode of The CASH Podcast, Adam is getting all caught up in the March Madness. Preparing to win is what a makes a good basketball team (and a good investor), but what can our March Madness picks tell us about our investment philosophy?  While you can't approach investing (or your bracket) with a discount philosophy, the odds of picking the perfect bracket or investment strategy is nearly impossible.  Listen now to learn more about why the top seeded teams tend to be the safest picks, and if you should even pay attention to bracket busters or Cinderella teams!         Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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).

Adam welcomes Perry Maughmer, Founder of Rentless Leadership and Potential Leader Lab to discuss the idea of what entrepreneurs should be looking for when considering a succession partner.  Perry has helped numerous business leaders transform their approach to managing and growing their businesses with practices and principles nurtured through his professional relationships and peer advisory group.  From learning to be more collaborative and letting your employees drive your business to the question "what could I do that would cause you to quit?" Perry shares more about becoming a more successful, happy leader.   https://www.potentialleaderlab.com/   Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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).

Welcome to The CASH Podcast with Adam Koos! In this episode, we're talking about one of the most important questions in investing: how to outperform the stock market. Adam shares his insights on how to avoid home country bias, invest in international stocks, and why the pendulum may swing back towards overseas markets. First up, Adam takes a closer look at home country bias in the stock market. He discusses how countries tend to invest more heavily in their own stock indexes, and the implications of this for investors. He also breaks down the domestic equity allocation % of total equity, and why it's important to be aware of this figure when investing in the stock market. Next, Adam discusses when the good times to own international stocks are, and what the differences are between international stock indexes and the United States stock index. He delves into the reasons why US markets have outperformed overseas markets for the last 15 years, and why this trend may be about to change. Finally, Adam shares his top tips for avoiding home country bias, including diversifying your portfolio and keeping an eye on the global market. He also offers insights into how to identify the best international stocks to invest in, and why doing so could be a game-changer for your portfolio. Thanks for tuning into this episode of The CASH Podcast with Adam Koos. Be sure to subscribe to the show and leave a review on your favorite podcast platform. And remember, the key to outperforming the stock market is to stay informed, stay diversified, and never stop learning. Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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).  

Adam welcomes Ryan Miller, Co-Founderr of M2 Marketing, a company in the space of website design, content management and graphic design.  After a successful football with Ohio State University, culminating in a Rose Bowl win in 1997, Ryan found himself in a unique position as a radio host and broadcast personality.  However, always wanting more, Ryan reenrolled in the Ohio State to pursue an MBA in an effort to build his own business.  While still attending college, Ryan and fellow OSU alumni Megan McCabe, launched M2 Marketing and have been building ever since.  Hear more about Ryan's journey of transitioning from a successful athlete, to media personality, to marketing mogul.  Contact Ryan:  https://m2marketing.com/    Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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).