The Retirement Fiduciary Podcast

Dec 12 2024 151 ep. 33 mins
The Retirement Fiduciary Podcast artwork

Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.

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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi

Dec 12 2024 34 mins  
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 adop

Momentum and Volume - The Other Major Factors to Consider When Investing

Nov 28 2024 36 mins  
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 inves

Price and Trend - 2 of The Major Factors to Consider When Investing

Nov 14 2024 23 mins  
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 mark

Making Estate Planning Easier with Dan Baron of Baron Law

Oct 31 2024 42 mins  
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

Daylight - The One Important Thing to Watch When The Market Goes Haywire

Sep 19 2024 20 mins  
"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 fluctuat

Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams

Aug 22 2024 27 mins  
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 t

Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"

Aug 08 2024 40 mins  
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

Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses

Jul 25 2024 12 mins  
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

Market Trends To Consider When Investing In An Election Year

Jul 11 2024 15 mins  
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 historica

Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes

Jun 27 2024 30 mins  
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 investo