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 statement.
Tony shares tips on how you can avoid falling for the most common scams out there today. Including how AI is now being used to build highly personalized scams using your real name, reservation numbers, and even cloned Family members’ voices, and what you can do to avoid falling for it.
Full episode is available now on Apple, Spotify, YouTube, or wherever you get your podcasts.
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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.
