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 until you understand.

🔹 Relationships are at the heart of effective financial planning

🔹 In the age of AI, advisors will succeed by being great communicators

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

🔹 Developing a plan will help you think about 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.

💭 Tony’s Take: Curiosity strengthens relationships, and relationships strengthen plans.

 🎥 Watch this episode below: 

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🎧 Listen to the podcast below or on your favorite podcast app.

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: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v
• Apple Podcasts: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148
• Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85  (Apple Podcasts)  

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.