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On this episode of The Get Ready Before Life Happens Podcast, Tony sits down with Adam Koos, President of Libertas Wealth Management and host of The Retirement Fiduciary Podcast to explore why great financial planning starts with relationships, curiosity, and clarity.

Key Takeaways:

🔹 Ask questions to ensure that you understand. 

🔹 Relationships are at the heart of effective financial planning

🔹 Advisors will succeed in the age of AI by becoming better communicators.

🔹 The financial services industry needs people who are better at communicating

🔹 Developing a plan will help you think about what you need, what you are missing, and will keep you on track

🔹 Decide whether you have the time and interest to do something or if it’s better to outsource

🔹 Consider that advice doesn’t apply to everyone, and that what you read or hear may not be true.

Connect with Adam Koos:

• Website: www.LibertasWealth.com
• Facebook: https://facebook.com/libertaswealth
• Instagram: https://www.instagram.com/libertas.wealth
• Threads: https://www.threads.com/@libertas.wealth
• LinkedIn: https://www.linkedin.com/company/libertas-wealth
• Twitter: https://x.com/LibertasWM
• Tiktok: https://www.tiktok.com/@libertaswealthmanagement
• Youtube: https://www.youtube.com/@libertaswealth
• Email: [email protected]

The Retirement Fiduciary Podcast:

• Podcast Youtube Playlist Link
• Apple Podcasts
• Spotify

Bio: 

Adam Koós, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER TM, one of approximately 2,500 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA), and a Certified Exit Planning Advisor (CEPA) via the Exit Planning Institute.  He’s been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.  Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.