Retirement Planning doesn’t always feel exciting.
In this episode of The Retirement Fiduciary Podcast, Adam explains why Investing based on ego, headlines, or the urge to “shoot the lights out” can create the wrong kind of risk, especially as retirement gets closer. The real goal is not chasing excitement. It is building a plan that is steady, understandable, and designed to support your life.
He also explains an important truth: there is risk everywhere. Market risk is only one kind. Inflation, liquidity, Longevity, and behavioral mistakes can all do damage when they are ignored. That is why risk should serve the plan, not the ego.
Listen to the full episode of The Retirement Fiduciary Podcast wherever you get podcasts and www.LibertasWealth.com to learn more.
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Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.
He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.
At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:
Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.
Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…
In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.
Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.
