show episodes
 
How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
  continue reading
 
Artwork

1
The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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

1
Hunter Gatherers

Philippe Koo & Teckwyn Lim

Unsubscribe
Unsubscribe
Monthly
 
Discussions about foraging cultures, peoples and practices with anthropologists, researchers, advocates, artists, and hunter gatherers themselves. Hosted by Philippe Koo and Teckwyn Lim.
  continue reading
 
Welcome to the Almaz & G Podcast. A podcast where amazing people and amazing discussions intersect. Join us as we dive into the world of psychedelics, psychology, personal grown, leadership, humour and so much more! Please do us a favor and follow, like, and share this podcast!
  continue reading
 
Why are there nutrition labels required for the food we eat, but not the media we consume? How do you find out if the show you are sponsoring or listening to is saving lives or destroying the fabric of our democracy? The Media Roundtable is back in session for a new season this September but with a fun new twist. We are sharpening our focus to conversations with podcasters and creators about the shows they make and the reasons WHY they make them. The Media Roundtable season two will “unbox” ...
  continue reading
 
Loading …
show series
 
6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
  continue reading
 
“We’re not even talking about the content anymore. It’s either brand-safe or it’s not brand-safe. But what is that actually doing? - Adam Curry, MTV Video Jockey & Host of No AgendaWe like to say our CEO & Founder, Dan Granger, got in on the ground floor of podcasting. However, if there’s anyone his senior in the industry, it’s Adam Curry (MTV Vide…
  continue reading
 
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 …
  continue reading
 
If you missed out on Cannes or if you simply miss Cannes, we have your cure. Dan Granger (CEO & Founder, Oxford Road) jumped in the booth at Spotify’s Podcast Studio at Cannes to talk with Conor McKenna (Partner, LUMA). They channel the excitement and buzz from the festival into a 45-minute rundown packed with insights from their week on the Rivier…
  continue reading
 
“A podcaster is talking to your exact target audience.”- Hala TahaToday, we have a true Ad Infinitum gem! Host Stew Redwine (VP of Creative Services, Oxford Road) covers all things B2B podcast ads with Hala Taha (CEO & Founder, YAP Media) AKA the Princess of Podcasts herself!These two advertising experts reveal their secrets to making B2B podcast a…
  continue reading
 
“When we think of AI, it is a forward and a backward-looking question. ‘What's going to happen?’ We don't know. ‘Have we ever not known before?’ Well, every day of our history, we've not known. So there's the lesson.” - Lindsay Graham (CEO & Founder, Airship)The Media Roundtable is back! This week we’re looking into the present through the lens of …
  continue reading
 
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 dis…
  continue reading
 
6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
  continue reading
 
“Rather than trying to throw brands in at the deep end of the pool, how do we build them a staircase?”Dan Granger (CEO & Founder, Oxford Road)The Media Roundtable is back! This week we’re talking directly with two extremely successful Chief Audio Officers to answer one key question:“What do brands want?”At Podcast Movement Evolutions, Dan Granger (…
  continue reading
 
In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
  continue reading
 
The Media Roundtable is back! This week we’re recapping a whirlwind of a time from the 3rd International Podcast Show in London. If you missed out, we’re here to ease your FOMO (and hopefully inspire you to make the trip next year).Steven Abraham (President, Oxford Road) hosts fellow Oxford Road jetsetters Miranda Romano, (SVP of Media Services, Ox…
  continue reading
 
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 pr…
  continue reading
 
If you get too cute, too kitschy with it, that could turn people off in the wrong way where they actively dislike the brand.” Ray Harkins, Senior Account Executive, WonderyThe world’s only podcast solely dedicated to audio ads is back! Presenting Ad Infinitum Season 2, Episode 4 - "Scary Ads."Context is everything for ads, but what do you do when t…
  continue reading
 
In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
  continue reading
 
You could envisage a future where a run-of-network buy was voiced by the person who's hosting each individual show through the power of AI.”- Giles Martin (EVP, Strategy & Insights, Oxford Road)Chief Audio Officers, rejoice! The Media Roundtable is back, covering this week’s top audio stories and there’s a lot to digest.Dan Granger (CEO & Founder, …
  continue reading
 
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 ch…
  continue reading
 
Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
  continue reading
 
We live in an age where customers are omnipresent. They're everywhere. Your brand needs to be omnipresent, and Sonic Branding is part of that.”Nikhil Arora (Chief Growth Officer, Albert)The Media Roundtable is back! This week we’re giving you all the best insights from our latest Chief Audio Officer event, the CAO Messaging Forum in NYC.Stew Redwin…
  continue reading
 
Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
  continue reading
 
“Media is not math. And anyone who's looking at media from a mathematical perspective is going to end up with the wrong answer and no competitive advantage. Media is human behavior.”Chris Binns, (Chief Strategy Officer, Open X, WPP)The Media Roundtable is back! This week we’re devoting the episode to one question that every Chief Audio Officer shou…
  continue reading
 
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 th…
  continue reading
 
You can say you're compliant, but if there's no auditing, you're judging your own homework.”Neal Lucey (EVP, Strategy & Product, Oxford Road)It’s a brand new episode of the Media Roundtable, and we’re tackling the biggest audio stories of the day: big podcast revenues, platforms too big to quit, and becoming a sports giant.Back on the lead micropho…
  continue reading
 
Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
  continue reading
 
“When we're creating sonic identity systems, [the] people we're dealing with are experts in absolutely everything in their job except this.”Joel Beckerman, Founder of Made MusicThe world’s only podcast solely dedicated to audio ads is back with a new episode! Presenting Ad Infinitum Season 2, Episode 3 - "Branding with your Eyes Closed."Host Stew R…
  continue reading
 
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 definiti…
  continue reading
 
The Media Roundtable is back, and we’re tackling all the nuances of one of the thorniest, most misunderstood, and most rewarding parts of audio advertising: B2B.This deep dive was inspired by the excellent recent report by Pierre Bouvard (Chief Insights Officer, Cumulus Media | Westwood One) on reaching B2B decision-makers through audio.“You can't …
  continue reading
 
In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
  continue reading
 
“It's really about consistently showing people you care and just relentlessly reinforcing that the product or service you provide is getting better too.”Jason Calacanis, Entrepreneur and PodcasterIn this episode of the Media Roundtable, we’re bringing you a very special fireside chat direct from our recent Chief Audio Officer event in SF.Oxford Roa…
  continue reading
 
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 Subscr…
  continue reading
 
CAOs, did you miss out on Podcast Movement Evolutions? We have the cure for your FOMO right here–an all-new Industry Edition of the Media Roundtable recapping the biggest moments and distilling days of insights into bite-sized chunks with no travel.Dan Granger (Oxford Road founder and CEO) is back on the host microphone, joined by fellow attendees …
  continue reading
 
AI translation seems all the rage, but it’s so yesterday. At Oxford Road, we're on to bigger and better things. In partnership with GoLocalise, we’re able to offer this week’s Media Roundtable podcast in your native tongue, whatever that may be. While everyone else is hyping up translating podcasts into foreign languages, we're breaking boundaries …
  continue reading
 
Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…
  continue reading
 
C.A.Os you are in luck–we have a new Industry Edition of the Media Roundtable for you and it will not disappoint.Dan Granger (Oxford Road founder and CEO) is hosting again, joined by fellow agents of influence Kristen Duenas, (Associate Media Director, Oxford Road), Giles Martin, (EVP of Strategy & Insights, Oxford Road), and Ricardo Martinez, (VP …
  continue reading
 
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, brid…
  continue reading
 
The world’s only podcast solely dedicated to audio ads is back with a new episode! Presenting Ad Infinitum Season 2, Episode 2 - "Hosts are People Too."Host Stew Redwine (Oxford Road’s VP of Creative Services) discusses the importance of advertisers keeping in mind the hosts' humanity on the other end of those talking points they’re sending over. H…
  continue reading
 
Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…
  continue reading
 
If you're looking for them to make a great impression with your ad, first, you need to make a great impression on the host.”- Dan Granger (Oxford Road founder and CEO)Chief Audio Officers, it’s time for an all-new Industry Edition of the Media Roundtable.Dan Granger (Oxford Road founder and CEO) is back on the host microphone, joined by fellow agen…
  continue reading
 
“[What’s] fascinating about podcasts… is the idea of intimacy that it creates because people so often listen to podcasts while they're doing something else… and so then you become this friend in their ear.” - Joanna Robinson, Podcaster, AuthorIt’s a brand new episode of the Media Roundtable, and for all our Chief Audio Officers, today we’re focusin…
  continue reading
 
Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …
  continue reading
 
“If you are an advertiser who tried podcasting in the last two years, and it wasn't all that you ever dreamed it would be, it might be time to revisit it soon... because the performance has gotten better.” Pete Birsinger, CEO & Founder of PodscribeIt’s a brand new episode of the Media Roundtable, and we’re going DEEP on data with Podscribe’s Q4 202…
  continue reading
 
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 d…
  continue reading
 
“Either do the hard work of finding words that work hard, or use words that make hard work for everyone else.”Mark Pollard, Author of “Strategy is Your Words” The world’s only podcast solely dedicated to audio ads is back with a new season! Presenting Ad Infinitum Season 2, Episode 1 - "Sound Strategy."Host Stew Redwine (Oxford Road’s VP of Creativ…
  continue reading
 
Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…
  continue reading
 
“I trusted what [the press] were telling me for the most part… and then social media comes along and says ‘Not so fast democracy!’ and it really just pulls everybody into their corners to never emerge.” Evan Shapiro, Media Cartographer, CEO of ESHAP In this episode of the Media Roundtable, we’re blowing things up and getting back to our roots–talki…
  continue reading
 
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…
  continue reading
 
How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Busines…
  continue reading
 
“You get to a size where there’s a lot more downside in taking on a risk of switching partners than upside.”- Dan Granger, Oxford Road founder and CEOAttention Chief Audio Officers! We’re back with a very special episode of the Media Roundtable.Dan Granger (Oxford Road founder and CEO) is hosting, joined by audio heavyweight Bryan Barletta, (Partne…
  continue reading
 
Chief Audio Officers, welcome back to another raucous episode of the Media Roundtable! Dan Granger (Oxford Road founder and CEO) is back to host, joined by fellow agents of influence Kristen Duenas (Associate Media Director, Oxford Road), Stew Redwine (VP of Creative Services, Oxford Road), and everyone’s favorite radio futurologist, James Cridland…
  continue reading
 
“[Sonic strategy] is the blending of sound science with sound art in order to help us make sound decisions.” Steve Keller, Sonic Strategy Director, SXM Media’s Studio ResonateAd Infitium, the world’s only podcast solely dedicated to audio ads is back with a very special Season 1 Finale. Presenting Episode 7 - "It's All in the Execution."Host Stew R…
  continue reading
 
We're chasing something that's easier to transact, but not nearly as valuable as what they could be selling.”Dan Granger, Oxford Road founder and CEOChief Audio Officers, the Media Roundtable’s back with a roundup of all the industry news you need to know–up this week, preserving and celebrating audio’s quirks.On the host microphone again is Oxford…
  continue reading
 
Loading …

Quick Reference Guide