Happy Father's Day! Adam walks through the money lessons a lot of us picked up from our dads and grandfathers. The advice came from a good place and from real experience. The trouble is that the...

Happy Father’s Day! Adam walks through the money lessons a lot of us picked up from our dads and grandfathers. The advice came from a good place and from real experience. The trouble is that the...

Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?" You're a financial advisor and your client just told you their estate plan...

Most business owners will tell you they built their company for freedom. But somewhere along the way, the business stops working without them in it. It becomes something they can't step away from,...

Most people don't think about financial risk until something goes wrong. A policy lapses. A parent sends 00,000 to a scammer. A spouse passes away and no one can find the documents. In this episode...

The worst retirement plans assume life will move in a straight line. In this clip from Why Most Retirement Plans Fail on The Retirement Fiduciary Podcast, Adam explains why that kind of thinking can...

Most families spend years building wealth. Far fewer spend time making sure the legal structures protecting that wealth are actually doing their job. In this episode, Adam Koós,sits down with...

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”...

Hiring is one of the hardest parts of building a successful advisory firm. In this episode of The Retirement Fiduciary, Adam Koós sits down with William Spengler, founder of Frederick Fox, to talk...

In this quarter’s Scouting Report, Adam D. Koós, CFP®, CMT®, CFTe, CEPA - President and Senior Portfolio Manager at Libertas Wealth - walks through the key market trends shaping the second...

In this episode of The Retirement Fiduciary, Adam Koós uses the NCAA tournament to explain a simple but powerful investing lesson: most people are drawn to exciting long shots, but long-term success...

Most people assume retirement success comes down to picking the right investments, earning higher returns, or trying to outperform the market. But that is rarely the deciding factor. In this episode...

Most advisors genuinely want to help. But the industry's compensation structures and "hat switching" can create incentives that unintentionally pull advice away from the client's best interest. In...

Most advisors genuinely want to help. But the industry’s compensation structures and “hat switching” can create incentives that unintentionally pull advice away from the client’s best...

In this episode, Adam Koós sits down with David Keller, CMT (host of Market Misbehavior) for a practical conversation about using technical analysis the way advisors actually need it: to manage...

The “ESOP surge” isn’t a fad; it’s demographic. In Adam's conversation with Kelly Finnell explains that the biggest rise in ESOP activity today isn’t being driven by new tax law changes....

Could your company operate “tax-free” after a liquidity event? Adam sits down with Kelly Finnell to unpack why ESOPs aren’t a “loophole” and how a 100% ESOP-owned S-Corp can gain a real...

Employee Stock Ownership Plans (ESOPs) are often talked about—but rarely understood. For many business owners, they represent one of the most powerful (and misunderstood) succession and liquidity...

Real estate can be a powerful wealth builder…but only when it’s connected to the rest of your financial plan. If you want help determining how real estate fits into your financial plan, visit...

Most businesses sell for less because they dissolve or don't sell soon enough. A strong business isn’t just profitable, it’s sellable. And “sellable” is built years in advance, not when...