"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets...

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...

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...

  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...

  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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...