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The Retirement Fiduciary Podcast

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.

185 episodes
Most Recent Episodes

Halftime Update 2026: Stocks Consolidate Near Highs, Dollar Strength, Bonds Struggle & Crypto Weakness In this Halftime Update 2026, Adam Koós reviews key market trends and risk signals. The...

A lot of us inherited a fear of the stock market. Maybe Dad or Grandpa lost money in 1987, or the dot-com bust, or 2008. That scar became a story, and the story became the family’s whole money...

In the latest episode of The Retirement Fiduciary, Adam sits down with Tony Steuer, financial readiness advocate and award-winning author, to talk about the risks that don't show up on a portfolio...

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...

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...

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....