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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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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.
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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 ...
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Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
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The New Cold War podcast by Edward Lucas gives authoritative and up-to-date commentary and perspective on the European security crisis, and its implications for the United States. Formerly a senior editor at The Economist, the world’s foremost newsweekly, Lucas is now a senior vice-president at the Center for European Policy Analysis (CEPA). He writes a weekly column in the London Times. Lucas has been writing and broadcasting about the region for the BBC, NPR and other outlets since the mid ...
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Chemical Watch News and Insight Podcast

Chemical Watch News and Insight by Enhesa

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Stay up to date with some of the biggest regulatory and chemical management stories from the last 30 days. Every month Chemical Watch News & Insight journalists will explain the background and significance of some of our key stories, giving you additional context and insight into the regulatory and chemical management developments affecting you, your team and your organisation.
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Retire Once Show

Johnathan Rankin

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The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they wi ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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The Ignite Your Business® Podcast presented by GREENCREST is a resource for business owners, entrepreneurs, CEOs and other central Ohio business leaders to exchange ideas and learn from interviews with other highly respected business professionals. The subject matter includes an in-depth look at a multitude of business topics, including leadership, management, marketing and company culture. Join us and Ignite Your Business℠!
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This week's Chemical Watch News & Insight podcast takes a deep dive into a recent ruling from the US Court of Appeals for the Fifth Circuit in the case of Inhance Technologies v US EPA. In this episode, North America managing editor Kelly Franklin and senior editor Terry Hyland discuss the history and potentially broad implications of the court's c…
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Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…
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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 …
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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…
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What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…
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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…
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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…
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Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…
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This week's Chemical Watch News & Insight podcast dives into some of the latest developments out of the European Commission, Taiwan and the US EPA. In this episode, senior correspondent for Europe Clelia Oziel discusses action behind the scenes as the European Commission debates the REACH revision, polymer registration, essential use of chemicals a…
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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…
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Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…
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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 …
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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…
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Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…
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Welcome to the second of three special editions focused on our 2024 Global Outlook series of articles produced by the Chemical Watch News & Insight team. In this episode, North America managing editor Kelly Franklin and Europe managing editor Leigh Stringer join senior editor Terry Hyland to discuss the outlook this year for TSCA in the US and chem…
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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…
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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…
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The Chemical Watch News & Insight podcast is back! Welcome to the first of three special editions focused on our 2024 Global Outlook series of articles produced by the Chemical Watch News & Insight team. In this episode, North America desk editor Julia John, transport and storage managing editor Peter Mackay, and Europe managing editor Leigh String…
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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…
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Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Ac…
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Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is …
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Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model. If you’d like to watch the video version and …
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The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and s…
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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 fro…
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Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital, with your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let’s spend some time casting the mind back to some of the amazing guests who’ve graced this show and the…
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Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing. Visit us at: Bsalesgroup.com DesignMySale.com…
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Is your business using its tools and resources to build strong corporate athletes that add value to your business? In our latest Ignite Your Business® Podcast episode, Laura Cooke, founder and CEO of Positive Foundry, explains why business owners should think of their employees as athletes in need of the proper training and development, and how the…
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In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale. Visit us at: Bsalesgroup.com DesignMySale.comBy Rick J. Krebs, M&A Advisor, CPA and CEPA
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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 pass…
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Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling …
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This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them. I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list. Meetings with buyers shoul…
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Let’s be honest…many of us spend hours a day on our phones and computers! For B2B companies, this presents an opportunity to create a digital marketing plan that is engaging, informative and attracts new customers. In our latest Ignite Your Business® Podcast episode, GREENCREST CEO and chief strategy officer Kelly Borth reveals the 5 digital market…
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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 Rotati…
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Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients. Join us as we discuss the following topics: Komson’s first…
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I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott share…
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Today’s recorded interview is with Angela McCaffrey, a mortgage and liability advisor with NEO Home Loans, who is passionate about consumer education on homeownership. During our conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home. If y…
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How can business leaders incorporate diversity, equity and inclusion into the moral fabric of their organization? Find out in this Ignite Your Business® Podcast episode, where featured guest Courtnee Carrigan, founder and CEO of Raising the Bar Performance Group, sheds insight into the importance and value of DEI initiatives in the workplace: https…
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The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation. In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business. Visit us at: Bsalesgroup.com DesignMySale.com…
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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 …
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In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Sarin A. Barsoumian, CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies. Join us as we discuss the following topics: Sarin’s journey to starting her own practice Leveraging a fractional CIO as an independent ad…
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In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples. Visit us…
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If you plan to maximize the selling price of your business when you sell, Exit Planning is a must. In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell. Scott Snider is President of the Exit Planning Institute (EPI). EPI o…
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In an increasingly digital world rife with cybersecurity threats and online scams, how can businesses establish online credibility? Find out in our latest Ignite Your Business® Podcast episode, where GREENCREST CEO and chief strategy officer Kelly Borth discusses best practices to build online trust and gain the confidence of customers. https://gre…
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Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including…
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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 Tra…
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In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm. Join us as we discuss the following topics: Monetizing intuition and how it plays into volatility The concept of investment vertebrae in d…
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As a business owner considering the sale of your business you should be thinking ahead about the tax ramifications of a sale. About 10 years ago I was selling a trucking company and I won't repeat the words that came out of the mouth of the owner when he found out that Uncle Sam was going to take over $6 M of his hard-earned money. I met Eric Veve …
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Many business owners fall into the trap of equating profit with value. In this Ignite Your Business® Podcast episode, Tom Jordan, MSFS, CEPA, CVBA of Exodus Complink, explains why this way of thinking puts your company at risk and can lead to challenges when it’s time to sell: https://greencrest.com/ignite-your-business-podcast/…
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In this episode we cover an important and often overlooked topic of Working Capital and how it relates to the important IRS filing of forms 8594 (regular Asset Sale) or 8883 (with a Section 338(h)10 election). We may be "geeking out" a bit here as we delve into these two important aspects of every transaction over $1.5 M, but these are things that …
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