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Welcome to Eloma is a podcast for visionaries, entrepreneurs, and business owners who want to become better leaders, people, and pioneers. In this podcast, we explore uncharted territories and share stories of business, life, and leadership with owners, entrepreneurs, and experts. I’m your host, Kiley Peters, serial entrepreneur and Founder and CEO of RAYNE IX, a executive consultancy dedicated to helping service-based women small business owners build stronger business backends and leverage ...
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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 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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The Achievers Show is a daily source of inspiration for us, and we hope for you too. We focus on the most interesting leaders, the exciting do-ers, and the entrepreneurs who challenge our thinking. Each episode is an opportunity to listen in on a natural conversation, a style we find gets you closer to the individual and how they tick. In this format you hear their truer voice, and they generously share more about their own learnings, no matter what they had to go through to get where they a ...
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In this episode of Welcome to Eloma, Kiley Peters, founder of RAYNE IX, talks about reflecting on the lessons she learned from her various jobs throughout her career and how they prepared her for entrepreneurship. She shares 20 jobs she had over nearly 20 years, including babysitting, working at a movie theater, being a preschool swim instructor, s…
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In this interview, I talk with Peter Vermeulen about his hypothesis that context blindness is the primary feature of autism. This is a perspective that I think beautifully explains some of the unusual fears and phobias that autistic individuals and thus significantly enlarges our understanding of autism and anxiety. His most recent book with Kobe V…
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In this interview, I talk with Peter Vermeulen about his hypothesis that context blindness is the primary feature of autism. This is a perspective that I think beautifully explains some of the unusual fears and phobias that autistic individuals and thus significantly enlarges our understanding of autism and anxiety. His most recent book with Kobe V…
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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 chall…
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In this episode of Welcome to Eloma, Stacy Calligan and Faith Hurley, Co-Founders of Pinpoint Collective, a strategic research studio, talk about the importance of leveraging human design and conducting research to inform decision-making and the design process. They debunk common misconceptions about human-centered design, emphasizing the need for …
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If you have had more than one child, it is very hard not to realize how important temperament is when it comes to children. It certainly plays a role in the development of anxiety disorders. In today's episode I talk with Drs Lengua and Gartstein about how we need to take temperament into account in raising our children. It is such an important top…
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If you have had more than one child, it is very hard not to realize how important temperament is when it comes to children. It certainly plays a role in the development of anxiety disorders. In today's episode I talk with Drs Lengua and Gartstein about how we need to take temperament into account in raising our children. It is such an important top…
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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 rol…
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In this episode of Welcome to Eloma, Rebecca Gunter, Peach in Chief of Stoned Fruit, talks about the challenges entrepreneurs face in clearly communicating their brand message. She emphasizes the importance of being authentic and embracing a unique voice in branding and messaging. Rebecca also discusses the concept of a lighthouse brand versus a se…
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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 trimmi…
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Paul DePompo, PsyD, ABPP and Cassandra Moore, LMFT have written Tic'd: a child's guide to defeating tics. Dr DePompo is the founder of the Cogntive Behavioral Therapy Institute of Southern California. Cassandra Moore, LMFT is in private practice specializing in Tourette Disorder, ADHD, mood disorder and and anxiety disorders. They have written a ve…
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Paul DePompo, PsyD, ABPP and Cassandra Moore, LMFT have written Tic'd: a child's guide to defeating tics. Dr DePompo is the founder of the Cogntive Behavioral Therapy Institute of Southern California. Cassandra Moore, LMFT is in private practice specializing in Tourette Disorder, ADHD, mood disorder and and anxiety disorders. They have written a ve…
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In this episode of Welcome to Eloma, Ava Johanna Pendl, Executive Coach and Founder of The Academy of Breath, talks about the importance of regulating the nervous system for entrepreneurs. Kiley and Ava discuss the challenges that entrepreneurs face, such as constant productivity and lack of boundaries, which can lead to burnout and dysregulation. …
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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.…
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Danielle Dick, PhD is the distinguished Commonwealth Professor of Psychology and Human and Molecular Genetics at Virgina Commonwealth University. She is an internationally recognized expert on genetic and environmental influences on human behavior. In this interview, we talk about her book The Child Code. In this book, she provides a interesting re…
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Danielle Dick, PhD is the distinguished Commonwealth Professor of Psychology and Human and Molecular Genetics at Virgina Commonwealth University. She is an internationally recognized expert on genetic and environmental influences on human behavior. In this interview, we talk about her book The Child Code. In this book, she provides a interesting re…
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In this episode of Welcome to Eloma, Chelsea Ransom-Cooper, Chief Financial Planning Officer of Zenith Wealth Partners, talks about how entrepreneurs can build wealth within their businesses and outside of their businesses. Kiley and Chelsea explore the potholes that women founders often fall into when it comes to navigating wealth creation, such a…
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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 …
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Dr Sherryse Corrow is a professor of psychology at Bethel University in St Paul University, Minnesota. She is talking with me today about her research into face-blindness or Prosopagnosia. Developmental Prosopagnosia is a condition that has been estimated to effect 1 in 50 with very profound implications for those with this condition. Quite simply,…
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Dr Sherryse Corrow is a professor of psychology at Bethel University in St Paul University, Minnesota. She is talking with me today about her research into face-blindness or Prosopagnosia. Developmental Prosopagnosia is a condition that has been estimated to effect 1 in 50 with very profound implications for those with this condition. Quite simply,…
  continue reading
 
In this episode of Welcome to Eloma, Carrie Kerpen, Former CEO and Founder of Likeable, talks about the process of preparing a business for exit and successfully negotiating an eight-figure sale. Kiley and Carrie emphasize the importance of building a business with the end in mind and creating scalable, repeatable processes. Carrie shares her exper…
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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…
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Kiley Hanish, OTD, PMH-C is a neurodivergent occupational therapist specializing in mental health during the perinatal period which includes pregnancy, postpartum and perinatal loss. She has coauthored "Descriptive Study of the Sensory Experiences of Autistic Mothers as Occupational Beings". Recognizing that the majority of autistic individuals exp…
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Kiley Hanish, OTD, PMH-C is a neurodivergent occupational therapist specializing in mental health during the perinatal period which includes pregnancy, postpartum and perinatal loss. She has coauthored "Descriptive Study of the Sensory Experiences of Autistic Mothers as Occupational Beings". Recognizing that the majority of autistic individuals exp…
  continue reading
 
In this episode of Welcome to Eloma, Julian Reeve, CEO of Perfect Equilibrium Inc, talks about burnout, the causes, and prevention strategies. Julian shares his personal experience of burnout after working as the Musical Director for the Broadway show, Hamilton, and then taking over 25 Broadway shows around the world as a Music Director, and how it…
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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…
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“Nothing is ever as complicated as we make it,” says Gill Moakes of life and entrepreneurship. The award-winning ICF certified business coach and podcast host discusses the power of taking calculated risks in business. Gill explains how trusting oneself and making bold decisions can drive both business and personal growth. She highlights the specif…
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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…
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Jonathan Dalton, PhD is a licensed psychologist who is the founder and director of the Center for Anxiety and Behavioral Change in Rockville, MD. He specializes in the treatment of anxiety disorders in children and adolescents. He is a sought after speaker and passionate advocate of public education concerning mental health issues. In this podcast,…
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Jonathan Dalton, PhD is a licensed psychologist who is the founder and director of the Center for Anxiety and Behavioral Change in Rockville, MD. He specializes in the treatment of anxiety disorders in children and adolescents. He is a sought after speaker and passionate advocate of public education concerning mental health issues. In this podcast,…
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“Being a conscious leader makes smart business sense,” asserts Ana Maria Moreno, CEO and founder of Copal. Copal is a business coaching practice that incorporates inner energetic work to help entrepreneurs elevate their business and personal lives. Ana Maria has an impressive background, including an Ivy League degree, an MBA from Oxford, and leade…
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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…
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Yshai Boussi, LPC is a licensed professional counselor who works with teens and families. Polyvagal theory developed by Steven Porges is a perspective that many clinicians have found very useful. Yshai Boussi has presented this theory in very practical terms that can help parents become more attuned to their teenager and remain more connected to th…
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Yshai Boussi, LPC is a licensed professional counselor who works with teens and families. Polyvagal theory developed by Steven Porges is a perspective that many clinicians have found very useful. Yshai Boussi has presented this theory in very practical terms that can help parents become more attuned to their teenager and remain more connected to th…
  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…
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Lenore Skenazy is the author of Free-Range Kids: How Parents and Teachers Can Let Go and Let Grow and is President of Let Grow, a nonprofit organization dedicated to promoting play and independence in children and adolesecence. Ms Skenazy created quite a sensation after her article "Why I Let My 9-Year-Old Ride the Subway Alone" and got labeled "Am…
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Lenore Skenazy is the author of Free-Range Kids: How Parents and Teachers Can Let Go and Let Grow and is President of Let Grow, a nonprofit organization dedicated to promoting play and independence in children and adolesecence. Ms Skenazy created quite a sensation after her article "Why I Let My 9-Year-Old Ride the Subway Alone" and got labeled "Am…
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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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Looking to redefine success on your own terms? Host Kiley Peters dives into the concept of personal success and shares what she calls the "D&A of Success" framework. Drawing on her experiences with Brainchild Studios, her digital marketing agency, and the founding of RAYNE IX, Kiley guides listeners toward understanding that pursuing someone else's…
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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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How does trauma shape the journey of an entrepreneur? In this episode, Kiley Peters sits down with Corban David Jenai to tackle this complex question. Corban, a serial entrepreneur, speaker, writer, and the leader of HopeGuide, brings his personal and professional experiences to the forefront of the discussion. Corban defines trauma not simply as e…
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Linda K. Murphy is a speech language pathologist who has written two books, Declarative Language Handbook and Co-Regulation Handbook. I found her books wonderful in clarifying how language can either turn the volume up or down on anxiety. Imperative language, those questions or comments that demand a response can create stress or anxiety. In contra…
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Linda K. Murphy is a speech language pathologist who has written two books, Declarative Language Handbook and Co-Regulation Handbook. I found her books wonderful in clarifying how language can either turn the volume up or down on anxiety. Imperative language, those questions or comments that demand a response can create stress or anxiety. In contra…
  continue reading
 
Ready to transform your entrepreneurial journey through storytelling? Join host Kiley Peters as she sits down with Tyshun Wardlaw, owner of Wardlaw Production, to explore how storytelling can elevate your business. Discover the keys to effective storytelling: innovation, audience understanding, and authenticity. Tyshun debunks common storytelling m…
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Regine Galanti, PhD has just published Parenting Anxious Kids: Understanding Anxiety in Children by Age and Stage. She is the author of several other books aimed at helping children with anxiety such as Anxiety Relief for Teens. She is the founder of Long Island Behavioral Psychology and can be found at https://www.longislandbehavioral.com/team In …
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Regine Galanti, PhD has just published Parenting Anxious Kids: Understanding Anxiety in Children by Age and Stage. She is the author of several other books aimed at helping children with anxiety such as Anxiety Relief for Teens. She is the founder of Long Island Behavioral Psychology and can be found at https://www.longislandbehavioral.com/team In …
  continue reading
 
Dr Jame Gregory is a clinical psychologist and researcher based at the University of Oxford. She has written with Adeel Ahmod a very helpful book on Misophonia that clinicians, those with misophonia and significant others will truly benefit by. She helps clarify why misophonia often gets attached to a significant person and details a program of the…
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Dr Jame Gregory is a clinical psychologist and researcher based at the University of Oxford. She has written with Adeel Ahmod a very helpful book on Misophonia that clinicians, those with misophonia and significant others will truly benefit by. She helps clarify why misophonia often gets attached to a significant person and details a program of the…
  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…
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Do you want to empower your team to take ownership, innovate, and lead with impact? In this thought-provoking episode of Welcome to Eloma, host Kiley Peters delves deep into the concept of building intrapreneurs within organizations – individuals who not only embrace an ownership mindset but also thrive on taking calculated risks, fostering innovat…
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