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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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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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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Welcome to The Graham Norton Book Club where each week Graham talks to a top author, hears from a famous voice behind a brilliant audiobook, gets the best book recommends from his stellar co-presenters, Alex Clark and Sara Collins, weighs up the pros and cons of the book of the week with his passionate band of book clubbers and finds out what’s hot and what’s hotter in the book charts. If you like books, you’ll love this. Come and join the club.
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Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
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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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Ishi Robinson tells Graham about her debut, coming-of-age in Jamaica story, Sweetness in the Skin and how it caused a publishing bidding war, while suave Great British Sewing Bee judge, Patrick Grant, explains why we need fewer clothes. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not…
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Graham talks to Torrey Peters about her smash hit story of love, parenthood and trans life-choices, Detransition Baby and to Helen Lederer about her wry memoir, Not That I’m Bitter. Plus reading recommends, chart updates and, of course, our Clubbers deciding whether they’re going to play nicely or throw their toys out of the cot. See Privacy Policy…
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Preparing Your Business for Exit with Carrie Kerpen
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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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How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2
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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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Mastering Financial Metrics and Team Building with Jody Grunden
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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…
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In the first of a brand-new series, Graham and the Clubbers are on the hunt for a serial killer with top crime writer MW Craven’s The Puppet Show, while best-seller Marian Keyes lets us in on My Favourite Mistake. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
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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…
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The Graham Norton Book Club (Series 6) - Trailer
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Welcome to The Graham Norton Book Club where each week Graham talks to a top author, hears from a famous voice behind a brilliant audiobook and gets the best book recommends from his stellar co-presenters, Alex Clark and Sara Collins. He also weighs up the pros and cons of the book of the week with his passionate band of book clubbers and finds out…
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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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Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing
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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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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
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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…
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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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Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work
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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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Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
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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…
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Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
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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…
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Leading Consciously with Ana Maria Moreno
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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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From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show
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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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Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
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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…
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Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters
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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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Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
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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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🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟
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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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Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD
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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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Defining Success for Yourself with Kiley Peters
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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 "DNA 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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Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting
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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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Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
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35:04
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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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Healing Trauma to Move Forward with Corban David Jenai
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42:40
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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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Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
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23:33
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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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Elevating All Voices Through Effective Storytelling with Tyshun Wardlaw
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34:38
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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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Everything You Need To Know About Required Minimum Distributions (Understanding RMDs)
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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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The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup
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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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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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The Top 10 Financial New Year's Resolutions for 2024
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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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Welcome to The Elevate Your Business Podcast!
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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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Cultivating Stamina and Resilience with Steven Pivnik
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29:54
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Entrepreneurship is like an endurance sport, requiring not just skill but also grit and unwavering perseverance. In this episode, Kiley Peters is joined by Steven Pivnik, an entrepreneur, Ironman athlete and freshly-minted author. Together, they dive into the valuable lessons Steven shares from his entrepreneurial and endurance sport experiences. O…
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Increasing Self-Awareness in Leadership with Zovig Garboushian
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Feeling like you've stumbled into leadership? Wishing for a way to lead with more confidence and less stress? In this episode of Welcome To Eloma, host Kiley Peters is joined by Zovig Garbushian, the founder of Boldness Ablaze Coaching. With a wealth of experience spanning over 25 years in brand marketing, organizational effectiveness, and leadersh…
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"Your intellect is your greatest asset," asserts Erin Austin. Erin is a strategic lawyer and consultant who uses her 25+ years of practicing law, including roles as COO and general counsel at large and small IP-driven companies, to help businesses protect and leverage their expertise. Erin and Kiley Peters discuss intellectual property (IP) protect…
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The Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew Doup
38:58
38:58
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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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Danish poet, Olga Ravn, reveals the strange beginnings of her satirical workplace novel, The Employees, and the Clubbers disagree on its performance review. Plus, the darling diva of Strictly Come Dancing, Johannes Radebe, tells Graham about finally writing his own story in JoJo: Finally Home. Alex Clark gets experimental, and we take our last jog …
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Goal Setting for the New Year with Kiley Peters
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As 2023 draws to a close, join Kiley Peters in this episode of Welcome to Eloma, where she delves into the essential practice of year-end reflection and setting goals for the future. Kiley shares the "DNA of success" framework from RAYNE IX, an innovative approach to defining and achieving personal success in alignment with business objectives. Thi…
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Franchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise Consultant
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47:17
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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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Ep 9: Aravind Adiga and Katherine Parkinson
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Aravind Adiga tells Graham the story behind his Booker prize-winning (and Netflix hit-inspiring) The White Tiger, while The IT Crowd’s Katherine Parkinson tells all about voicing Jilly Cooper’s latest blockbuster, Tackle! Plus Sara Collins chooses books that stir things up and we check out what’s moving and shaking in the charts. See Privacy Policy…
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Kiley Reid tells Graham about writing her Booker long-listed debut novel, Such a Fun Age, and former Conservative Party leadership candidate and The Rest is Politics co-host, Rory Stewart talks us through his Politics on the Edge. The Clubbers express some strong opinions, Alex goes a bit Downton Abbey and we get the inside track on what’s tearing …
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Building a community is tough. It's not easy, and anyone who tells you otherwise is lying. But here's the thing, communities have the power to change lives. This episode of Welcome to Eloma features host Kiley Peters in conversation with Deb Schell, a seasoned community strategist and co-founder of Community Consultants Collective. Delving into her…
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How Relative Rotation Graphs Can Help With Your Investment Strategies
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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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Ep 7: Nana Kwame Adjei-Brenyah and Arnold Schwarzenegger
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Graham talks to Nana Kwame Adjei-Brenyah about his searing take-down of the US carceral system, Chain-Gang All-Stars. Our Clubbers deliver their verdict, Sara Collins does time with prison novels, and none other than Hollywood superstar, Arnold Schwarzenegger, tells us about his seven tools for life in Be Useful. All this plus chart news and other …
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UK Women’s Prize for Fiction winner, Kamila Shamsie, talks to Graham about her hit title, Best of Friends - and everyone’s favourite classicist, Mary Beard, lifts the lid on the more eccentric side of being Emperor of Rome. Alex Clark is all about the slightly naughty doorstoppers, from Lace to The Thorn Birds, and we get a sneak peek into the book…
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Leveraging the Power of Scarcity with Mindy Weinstein
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Discover the power of scarcity and how it can transform your business in this captivating episode of Welcome to Eloma. Kylie Peters is in discussion with guest Mindy Weinstein, founder and CEO of Market Mindset and author of "The Power of Scarcity: Leveraging Urgency and Demand to Influence Customer Decisions". Mindy, a marketing expert and psychol…
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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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Ep 5: Terry Pratchett and Nicola Coughlan
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Our book is Terry Pratchett’s tale of mail, Going Postal, and his biographer and assistant, Rob Wilkins, tells Graham about helping this master of fantasy create his magic. Derry Girls and Bridgerton star Nicola Coughlan talks about her knack for audiobooks and Sara Collins looks at the state of the nation. All this and Clubber debate, chart favour…
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