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Financial Planning Podcast<br />

Financial Planning Podcast

Level-Up Your Financial Knowledge with Our Podcasts & Video Series

Navigating the world of wealth management can be confusing. That’s why we created The Retirement Fiduciary Podcast and Video Series, and the Elevate Your Business Podcast to make the complex simple, and to take your financial knowledge to the next level.

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The Retirement Fiduciary Podcast

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable.Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools and strategies she uses to help clients maintain their well-being during these periods. From handling job loss to embracing new opportunities, Suzanne’s insights provide listeners with actionable steps to thrive through life’s inevitable changes.https://www.linkedin.com/in/suzannecampi/  https://www.suzannecampi.com/ Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLkxpdUlXSEtQUW9B
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Momentum and Volume - The Other Major Factors to Consider When Investing - The Retirement Fiduciary
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnlwa0t2VGE1Ujlr
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend.  Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments.  Examining the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions.  Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans. - - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Price and Trend - 2 of The Major Factors to Consider When Investing - The Retirement Fiduciary
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnJDU1laV29MLU04
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice.https://www.baronlawcleveland.com/contact/https://www.linkedin.com/in/dan-baron-55abb326 Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U - - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Making Estate Planning Easier with Dan Baron of Baron Law - The Retirement Fiduciary Podcast
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLmZqX3RUSlNsTFlN
🔍 Wealth, Wills, and Wisdom - Webinar Replay Join Adam Koos, founder of Libertas Wealth Management Group, and special guest attorney Dan Baron of Baron Law, as they dive into critical aspects of estate planning, wealth management, and legal strategies that every individual should know. Whether you’re preparing for retirement or managing wealth, this webinar covers the essentials.In this webinar, we discuss: - Key estate planning strategies to protect your assets - Common legal mistakes to avoid with wills and trusts - Best practices for managing wealth through generations - Real-life case studies and practical legal advice🔗 Visit us at [LibertasWealth.com](https://www.libertaswealth.com) to explore our personalized, fiduciary-driven wealth management services.Connect with us: 📌 **LinkedIn**: [Libertas Wealth LinkedIn](https://www.linkedin.com/company/libertas-wealth-management-group) 📸 **Instagram**: [@LibertasWealth](https://www.instagram.com/libertaswealth)🎙️ **Podcast**: [The Retirement Fiduciary Podcast](https://www.libertaswealth.com/podcasts)🐦 **X (formerly Twitter)**: [@LibertasWealth](https://twitter.com/LibertasWealth)📺 **YouTube**: [Libertas Wealth YouTube Channel](https://www.youtube.com/channel/UCljOiH-EQpZwt5D1cCehcZg)🎶 **TikTok**: https://www.tiktok.com/@theretirementfiduSubscribe for more insights on retirement planning, investing, and business transitions!- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Wealth, Wills, and Wisdom - Libertas Wealth Management Group's Webinar Replay Featuring Dan Baron
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLlRqb0xWOExMaDlB
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/For more information on how to sell your company, and other Business Transition and Exit Planning education head over to: https://www.elevateandexit.comFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @Libertas.Wealth: https://www.instagram.com/libertas.wealth/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
ELECTION SHOCKWAVES: Protect Your Retirement & Find Winning Trends in Stocks, Bonds, Crypto & More!
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLjhhNVRDM09MeVVZ
"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 become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic.Using examples from the past five years, Adam illustrates how Daylight has played a role in guiding investment strategies through periods of market instability. He also discusses why it’s crucial to consider Daylight alongside other financial indicators to get a more balanced view of the market.Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Daylight - The One Important Thing to Watch When The Market Goes Haywire
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLk00bUlWTzBORjBv
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 podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the challenges buyers and homeowners face today, particularly with interest rates more than doubling in recent years, and provides insights into how these changes are reshaping the market.Rachel also explores the topic of refinancing, offering guidance on when it makes sense to refinance a mortgage despite the recent rise in rates. Additionally, she addresses common misconceptions in the market, explaining how a 2-1 Buydown works, and uncovers opportunities that still exist for savvy buyers and sellers. This episode is packed with valuable advice for anyone looking to navigate the complexities of the current real estate landscape.https://www.columbushousetohome.com/  RachelAlley@KW.com Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Overcoming Real Estate Challenges with Rachel Alley, Realtor - The Retirement Fiduciary Podcast
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLmdMVkJKYlZFcDJN
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 upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal role this close-knit community played in inspiring her to establish her coaching business, "Small Town Leadership," which focuses on harnessing the values and lessons from small-town life to achieve professional success.Natalie also delves into her strategies for staying motivated during challenging times, emphasizing the impact of coaching on enhancing her business acumen. She provides insights into the Positive Intelligence program, detailing how it operates and the benefits it offers. The episode concludes with Natalie discussing her recent book engagements and sharing uplifting stories from her readers that have inspired her along the way. This conversation is a treasure trove of wisdom for anyone looking to draw strength from their roots and leverage it for personal and professional growth.https://smalltownleadership.com/https://www.amazon.com/Let-Her-Out-Reclaim-Always/dp/1950710912 Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Unleashing Your True Potential with Natalie Siston, "Let Her Out: Reclaim Who You Have Always Been"
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnlJQmtBNGZtdGdv
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The Elevate Your Business Podcast

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.https://www.linkedin.com/in/josephsofia/ https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Smart Strategies for a Successful Business Exit with Joseph Sofia
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Ljh1c29yZ3JHTFpv
In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career.Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced. Andy also reflects on what he attributes his success to, what he wishes he had done differently, and his vision for the future of his company. This episode is filled with practical advice and inspiring insights for anyone looking to build a business from the ground up.https://singlesource-it.com/ https://www.linkedin.com/in/afruechtnicht/ Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LmZwY2RLNzBZYktz
In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business.Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a business and discusses which exit scenarios make the most sense for different situations. The conversation also covers how buyers view multiples and the steps owners can take to position their business for a higher valuation. Finally, they talk about the importance of a smooth cultural transition to ensure continuity and support for management and staff. https://www.linkedin.com/in/bobstgermain/https://www.cfaw.com/robert-st-germain Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain - Elevate Your Business Podcast
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lk9rcUZUU1JwbDdv
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice.https://www.baronlawcleveland.com/contact/ https://www.linkedin.com/in/dan-baron-55abb326Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Simplifying Estate Planning with Dan Baron of Baron Law
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lk01d1NORVVPSk9n
**Plan NOW to Sell for MORE! - Monetizing Your Life’s Work***Featuring Bob St. Germain, Managing Director & Principal at Corporate Finance Associates*In this webinar, Bob St. Germain, an experienced leader in mergers, acquisitions, and corporate finance, shares invaluable insights into how business owners can successfully plan their exit and maximize the value of their life's work. Whether you're years away from selling or just starting to think about it, Bob covers everything from essential exit strategies to key drivers of business valuation.Key Topics Covered: - Why Exit Planning is Essential: Learn why less than 50% of business owners have an exit plan and the risks of not preparing in advance.- Exit Strategy Options: From selling to partners, family, or employees (ESOP), to third-party sales (M&A, LBO, recapitalization), Bob breaks down the pros and cons of each approach.- Valuation Insights: Understand how business value is calculated using EBITDA multiples and what factors can drive higher valuations.- Preparing for Sale: Explore the critical steps you need to take today to ensure your business is attractive to potential buyers.- Maximizing Your Sale: Discover how hiring M&A advisors can lead to significantly higher acquisition premiums and why early planning is key to getting the most out of your sale.Learn from Real-World Experience: Bob brings a wealth of experience, having worked on major mergers and acquisitions, including transactions worth $2.2 billion and $470 million. He shares real-life examples of successful exits and provides practical tips for business owners looking to sell for more.---**Connect with Bob St. Germain**: LinkedIn: [Bob St. Germain's LinkedIn](https://www.linkedin.com/in/bob-stgermain/) Corporate Finance Associates: [www.cfaw.com/columbus](https://www.cfaw.com/columbus)---If you enjoyed this webinar, be sure to subscribe to our channel for more expert advice on exit planning and business growth strategies.Also, visit [ElevateAndExit.com](https://www.elevateandexit.com) for future event invitations, including our upcoming webinar:**"Profitable Goodbyes: A Master Class in Exiting Your Business" with Joseph Sofia on November 21st.**---This structure should work well for summarizing the webinar’s value, showcasing Bob’s expertise, and providing useful links for further engagement. Let me know if you'd like any tweaks!- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Get "EXIT PLANNING" Out of Your Vocabulary! Plan NOW to sell for MORE Later! Webinar Replay
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lmt5N0NGTHl6UnRz
- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
"Unlocking Talent" - Proven Strategies to Hire and Attract Top Talent - WEBINAR REPLAY
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LkdKbk1mTVd2X1dr
In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationships with business owners across the country.The conversation also delves into their extensive experience in helping companies hire top talent. They discuss effective strategies for structuring job postings and what truly attracts high-quality candidates. Robb and Chuck highlight the underestimated importance of social media in recruiting and why dedicating time to it is essential. They also cover common mistakes to avoid in the hiring process and offer practical advice on how to stand out in a competitive job market. Whether you're a business owner or a hiring manager, this episode provides valuable tips on attracting and securing the best talent for your team.https://peerless-search.com/https://www.linkedin.com/in/robb-christensonhttps://www.linkedin.com/in/chucknauman/ Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LktnQ3h6bDR1dXNr
In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth.Adam and John delve into key financial strategies, including the difference between traditional budgeting and budgeting for growth, as well as the importance of cash forecasting. They also discuss common ways businesses unknowingly sabotage their own profits and how to avoid these pitfalls. The conversation extends to the biggest market risks that can be insured against and the surprising number of business owners who are operating without clear goals, effectively on "cruise control." This episode is packed with actionable insights for business owners looking to refine their financial strategies and boost profitability.Check out the Webinar, CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman: https://youtu.be/tAIPZBh0wTg Connect with John: https://www.b2bcfo.com/john-aman/  JohnAman@B2BCFO.com Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LlRWRzN3eS1Wc0tn
Enjoy this webinar replay on the intricacies of 1031 exchanges and Delaware Statutory Trusts (DSTs).In this insightful educational session, Adam Koos and Greg Smith (IPX 1031) unravel how 1031 exchanges and DSTs can significantly benefit real estate investors. They discuss how these tools help investors minimize tax liabilities when selling real estate and reinvest those savings into new ventures, effectively maximizing profits and securing financial futures.Throughout their conversation, Adam and Greg detail the processes and advantages of 1031 exchanges and DSTs. They explain how these strategies can generate tax-free income and facilitate wealth transfer through real estate exchanges, making them invaluable for both seasoned investors and those new to real estate investment.Whether you're looking to optimize your real estate investments or exploring new avenues for financial growth, this webinar offers practical insights and actionable strategies that can elevate your investment game. Don't miss out on learning how to leverage these powerful tools to your advantage!- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Real Estate & Tax Avoidance! How to Use 1031s and DSTs to Avoid Capital Gains Tax - REPLAY
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LmJ0VkpiR1lBZFQ0
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The Retirement Fiduciary Podcast
The Elevate Your Business Podcast

The Retirement Fiduciary Podcast

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable.Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools and strategies she uses to help clients maintain their well-being during these periods. From handling job loss to embracing new opportunities, Suzanne’s insights provide listeners with actionable steps to thrive through life’s inevitable changes.https://www.linkedin.com/in/suzannecampi/  https://www.suzannecampi.com/ Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLkxpdUlXSEtQUW9B
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Momentum and Volume - The Other Major Factors to Consider When Investing - The Retirement Fiduciary
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnlwa0t2VGE1Ujlr
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend.  Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments.  Examining the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions.  Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans. - - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Price and Trend - 2 of The Major Factors to Consider When Investing - The Retirement Fiduciary
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnJDU1laV29MLU04
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice.https://www.baronlawcleveland.com/contact/https://www.linkedin.com/in/dan-baron-55abb326 Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U - - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Making Estate Planning Easier with Dan Baron of Baron Law - The Retirement Fiduciary Podcast
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLmZqX3RUSlNsTFlN
🔍 Wealth, Wills, and Wisdom - Webinar Replay Join Adam Koos, founder of Libertas Wealth Management Group, and special guest attorney Dan Baron of Baron Law, as they dive into critical aspects of estate planning, wealth management, and legal strategies that every individual should know. Whether you’re preparing for retirement or managing wealth, this webinar covers the essentials.In this webinar, we discuss: - Key estate planning strategies to protect your assets - Common legal mistakes to avoid with wills and trusts - Best practices for managing wealth through generations - Real-life case studies and practical legal advice🔗 Visit us at [LibertasWealth.com](https://www.libertaswealth.com) to explore our personalized, fiduciary-driven wealth management services.Connect with us: 📌 **LinkedIn**: [Libertas Wealth LinkedIn](https://www.linkedin.com/company/libertas-wealth-management-group) 📸 **Instagram**: [@LibertasWealth](https://www.instagram.com/libertaswealth)🎙️ **Podcast**: [The Retirement Fiduciary Podcast](https://www.libertaswealth.com/podcasts)🐦 **X (formerly Twitter)**: [@LibertasWealth](https://twitter.com/LibertasWealth)📺 **YouTube**: [Libertas Wealth YouTube Channel](https://www.youtube.com/channel/UCljOiH-EQpZwt5D1cCehcZg)🎶 **TikTok**: https://www.tiktok.com/@theretirementfiduSubscribe for more insights on retirement planning, investing, and business transitions!- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Wealth, Wills, and Wisdom - Libertas Wealth Management Group's Webinar Replay Featuring Dan Baron
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLlRqb0xWOExMaDlB
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/the-cash-podcasts-and-videos…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on iTunes!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-financial-management-videosCheck out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/publications-wealth-managementClick below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/For more information on how to sell your company, and other Business Transition and Exit Planning education head over to: https://www.elevateandexit.comFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoosOr follow Adam on Instagram @Libertas.Wealth: https://www.instagram.com/libertas.wealth/Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 ---Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.*******The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
ELECTION SHOCKWAVES: Protect Your Retirement & Find Winning Trends in Stocks, Bonds, Crypto & More!
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLjhhNVRDM09MeVVZ
"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 become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic.Using examples from the past five years, Adam illustrates how Daylight has played a role in guiding investment strategies through periods of market instability. He also discusses why it’s crucial to consider Daylight alongside other financial indicators to get a more balanced view of the market.Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Daylight - The One Important Thing to Watch When The Market Goes Haywire
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLk00bUlWTzBORjBv
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 podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the challenges buyers and homeowners face today, particularly with interest rates more than doubling in recent years, and provides insights into how these changes are reshaping the market.Rachel also explores the topic of refinancing, offering guidance on when it makes sense to refinance a mortgage despite the recent rise in rates. Additionally, she addresses common misconceptions in the market, explaining how a 2-1 Buydown works, and uncovers opportunities that still exist for savvy buyers and sellers. This episode is packed with valuable advice for anyone looking to navigate the complexities of the current real estate landscape.https://www.columbushousetohome.com/  RachelAlley@KW.com Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Overcoming Real Estate Challenges with Rachel Alley, Realtor - The Retirement Fiduciary Podcast
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLmdMVkJKYlZFcDJN
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 upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal role this close-knit community played in inspiring her to establish her coaching business, "Small Town Leadership," which focuses on harnessing the values and lessons from small-town life to achieve professional success.Natalie also delves into her strategies for staying motivated during challenging times, emphasizing the impact of coaching on enhancing her business acumen. She provides insights into the Positive Intelligence program, detailing how it operates and the benefits it offers. The episode concludes with Natalie discussing her recent book engagements and sharing uplifting stories from her readers that have inspired her along the way. This conversation is a treasure trove of wisdom for anyone looking to draw strength from their roots and leverage it for personal and professional growth.https://smalltownleadership.com/https://www.amazon.com/Let-Her-Out-Reclaim-Always/dp/1950710912 Libertas Wealth: https://bit.ly/3HpmN2o  Subscribe on Apple Podcasts:  https://apple.co/3NQHjeO  Subscribe on Spotify: https://spoti.fi/3aTTCse  Subscribe on Google Podcasts: https://bit.ly/3QmGmMU  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo  For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.- - - - Libertas Wealth Management Group, Inc. 5003 Horizons Dr., Suite 200 Columbus, OH 43220 (614) 543-1350 www.LibertasWealth.com info@LibertasWealth.com
Unleashing Your True Potential with Natalie Siston, "Let Her Out: Reclaim Who You Have Always Been"
YouTube Video VVVXNDdLeWthWEZKSno4bF9OS3RiMjZBLnlJQmtBNGZtdGdv
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The Elevate Your Business Podcast

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.https://www.linkedin.com/in/josephsofia/ https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Smart Strategies for a Successful Business Exit with Joseph Sofia
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Ljh1c29yZ3JHTFpv
In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career.Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced. Andy also reflects on what he attributes his success to, what he wishes he had done differently, and his vision for the future of his company. This episode is filled with practical advice and inspiring insights for anyone looking to build a business from the ground up.https://singlesource-it.com/ https://www.linkedin.com/in/afruechtnicht/ Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LmZwY2RLNzBZYktz
In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business.Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a business and discusses which exit scenarios make the most sense for different situations. The conversation also covers how buyers view multiples and the steps owners can take to position their business for a higher valuation. Finally, they talk about the importance of a smooth cultural transition to ensure continuity and support for management and staff. https://www.linkedin.com/in/bobstgermain/https://www.cfaw.com/robert-st-germain Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain - Elevate Your Business Podcast
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lk9rcUZUU1JwbDdv
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice.https://www.baronlawcleveland.com/contact/ https://www.linkedin.com/in/dan-baron-55abb326Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Simplifying Estate Planning with Dan Baron of Baron Law
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lk01d1NORVVPSk9n
**Plan NOW to Sell for MORE! - Monetizing Your Life’s Work***Featuring Bob St. Germain, Managing Director & Principal at Corporate Finance Associates*In this webinar, Bob St. Germain, an experienced leader in mergers, acquisitions, and corporate finance, shares invaluable insights into how business owners can successfully plan their exit and maximize the value of their life's work. Whether you're years away from selling or just starting to think about it, Bob covers everything from essential exit strategies to key drivers of business valuation.Key Topics Covered: - Why Exit Planning is Essential: Learn why less than 50% of business owners have an exit plan and the risks of not preparing in advance.- Exit Strategy Options: From selling to partners, family, or employees (ESOP), to third-party sales (M&A, LBO, recapitalization), Bob breaks down the pros and cons of each approach.- Valuation Insights: Understand how business value is calculated using EBITDA multiples and what factors can drive higher valuations.- Preparing for Sale: Explore the critical steps you need to take today to ensure your business is attractive to potential buyers.- Maximizing Your Sale: Discover how hiring M&A advisors can lead to significantly higher acquisition premiums and why early planning is key to getting the most out of your sale.Learn from Real-World Experience: Bob brings a wealth of experience, having worked on major mergers and acquisitions, including transactions worth $2.2 billion and $470 million. He shares real-life examples of successful exits and provides practical tips for business owners looking to sell for more.---**Connect with Bob St. Germain**: LinkedIn: [Bob St. Germain's LinkedIn](https://www.linkedin.com/in/bob-stgermain/) Corporate Finance Associates: [www.cfaw.com/columbus](https://www.cfaw.com/columbus)---If you enjoyed this webinar, be sure to subscribe to our channel for more expert advice on exit planning and business growth strategies.Also, visit [ElevateAndExit.com](https://www.elevateandexit.com) for future event invitations, including our upcoming webinar:**"Profitable Goodbyes: A Master Class in Exiting Your Business" with Joseph Sofia on November 21st.**---This structure should work well for summarizing the webinar’s value, showcasing Bob’s expertise, and providing useful links for further engagement. Let me know if you'd like any tweaks!- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Get "EXIT PLANNING" Out of Your Vocabulary! Plan NOW to sell for MORE Later! Webinar Replay
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3Lmt5N0NGTHl6UnRz
- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
"Unlocking Talent" - Proven Strategies to Hire and Attract Top Talent - WEBINAR REPLAY
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LkdKbk1mTVd2X1dr
In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationships with business owners across the country.The conversation also delves into their extensive experience in helping companies hire top talent. They discuss effective strategies for structuring job postings and what truly attracts high-quality candidates. Robb and Chuck highlight the underestimated importance of social media in recruiting and why dedicating time to it is essential. They also cover common mistakes to avoid in the hiring process and offer practical advice on how to stand out in a competitive job market. Whether you're a business owner or a hiring manager, this episode provides valuable tips on attracting and securing the best talent for your team.https://peerless-search.com/https://www.linkedin.com/in/robb-christensonhttps://www.linkedin.com/in/chucknauman/ Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
YouTube Video VVVwa0hsdk9qQmpSY0VwQzcxNW1veWN3LktnQ3h6bDR1dXNr
In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth.Adam and John delve into key financial strategies, including the difference between traditional budgeting and budgeting for growth, as well as the importance of cash forecasting. They also discuss common ways businesses unknowingly sabotage their own profits and how to avoid these pitfalls. The conversation extends to the biggest market risks that can be insured against and the surprising number of business owners who are operating without clear goals, effectively on "cruise control." This episode is packed with actionable insights for business owners looking to refine their financial strategies and boost profitability.Check out the Webinar, CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman: https://youtu.be/tAIPZBh0wTg Connect with John: https://www.b2bcfo.com/john-aman/  JohnAman@B2BCFO.com Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR Elevate and Exit: https://bit.ly/3xwKDsU Libertas Wealth: https://bit.ly/3HpmN2o For more VIDEO podcasts like this one: https://bit.ly/42uevkmFor more AUDIO podcasts: https://bit.ly/3PHXHzoFor educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yRFor general financial educational ARTICLES: https://bit.ly/3VyJbzPFor more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
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Enjoy this webinar replay on the intricacies of 1031 exchanges and Delaware Statutory Trusts (DSTs).In this insightful educational session, Adam Koos and Greg Smith (IPX 1031) unravel how 1031 exchanges and DSTs can significantly benefit real estate investors. They discuss how these tools help investors minimize tax liabilities when selling real estate and reinvest those savings into new ventures, effectively maximizing profits and securing financial futures.Throughout their conversation, Adam and Greg detail the processes and advantages of 1031 exchanges and DSTs. They explain how these strategies can generate tax-free income and facilitate wealth transfer through real estate exchanges, making them invaluable for both seasoned investors and those new to real estate investment.Whether you're looking to optimize your real estate investments or exploring new avenues for financial growth, this webinar offers practical insights and actionable strategies that can elevate your investment game. Don't miss out on learning how to leverage these powerful tools to your advantage!- - - - To take our Free Business Valuation Quiz, visit www.ElevateAndExit.comFor more educational articles, screencasts, and other free tips, head over to www.ElevateAndExit.com and sign up to be the first to know, whenever content is released!For more information on retirement planning and wealth management, visit www.LibertasWealth.com.ELEVATE and Exit www.ElevateAndExit.com 5003 Horizons Dr., Suite 200 Columbus, Ohio 43220 info@ElevateAndExit.com
Real Estate & Tax Avoidance! How to Use 1031s and DSTs to Avoid Capital Gains Tax - REPLAY
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