The CA$H Podcast: Recent Episodes
Adam D. Koós, CFP®, CMT®, CEPA
The CA$H Podcast is aimed at educating Business Owners, Entrepreneurs, and Executives on how to get smarter and more knowledgeable when it comes to their finances, as well as their retirement planning and investment management. We want to teach people how to live wealthier, more educated, successful, happier lives!
The podcast focuses on topics including, but not limited to:
-How to Make Work "Optional"
-Earning Money and Putting it to Work!
-Personal Interviews with thought leaders, CEO's, and executives
-Interviews with legendary money managers, investors, and traders
-How to Buy or Sell a Business
-Retirement and Estate Planning
-Investment Management Education
We DO take questions via email---so if you'd like to hear a topic or have an inquiry, we'll entertain anything as long as it pertains to money, finance, and isn't offensive or inappropriate.
Thanks for listening & be sure to SUBSCRIBE!
Why are human beings such terrible investors? And why do they make such emotional decisions during a bear market? Adam is taking a look at at the major stock market dips back to 1950, and how long it took for the eventual rebound. How can you think about dips in the market as an opportunity for you to invest? And are we closer to the beginning of this bear market or are we nearing the end?
Check out Adam's 2022 Q2 Report here
Libertas Wealth: https://bit.ly/3HpmN2o
Subscribe on iTunes: 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/3OagYrw
For more AUDIO podcasts: https://bit.ly/3QiApRe
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u
To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn
For 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 @FinancialSurgeon: https://bit.ly/3QobpIy
--- 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).
Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world.
Learn more about:
-
The things Tim looks for when evalutating sales teams
-
The impact of an ineffective sales manager
-
Secrets of addressing the shortfalls of a sales teams
-
Trends business owners need to be aware of when considering the growth of their company
Contact Tim Byrd
TByrd@salesxceleration.com
609-577-4090
https://salesxceleration.com/
Libertas Wealth: https://bit.ly/3HpmN2o
Subscribe on iTunes: 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/3zzUblj
For more AUDIO podcasts: https://bit.ly/3QiApRe
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u
To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn
For 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 @FinancialSurgeon: https://bit.ly/3QobpIy
--- 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).
In a new series of discussions, Adam is picking the brains of successful entrepreneurs to learn more about how they've built their businesses from the ground up. These episodes look at fascinating tales of struggle and success and examine the key insights and thought processes of exceptionally successful entrepreneurs.
Adam chats with Tom Hedge, Owner and President of HR Butler, one of the largest family-owned payroll and benefits companies in central Ohio. Listen now to hear how this farmboy from Athens, OH got his start selling pianos and how pivoting at the right moment several times throughout his career moved him toward starting HR Butler.
Learn more about:
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The cost of inflation on doing business
-
The greatest challenge of owning a business
-
Employee Retention Tax Credit
-
Work life balance when building a business
-
Best and worst times running an HR Company
Libertas Wealth: https://bit.ly/3HpmN2o
Subscribe on iTunes: 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/3zzUblj
For more AUDIO podcasts: https://bit.ly/3QiApRe
For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u
To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj
For general financial educational ARTICLES: https://bit.ly/3aP0Ldn
For 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 @FinancialSurgeon: https://bit.ly/3QobpIy
--- 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).
For this special episode of The Cash Podcast, Adam D. Koós, CFP®, CMT®, CEPA welcomes Derrick Cobb and Drew Peroz of WonderTour, a podcast helping their listeners become better leaders by traveling through fantastic worlds and inspiring lore.
This conversation covers many topics around the intersections of leadership development, financial planning and the lessons we take away from modern pop culture such as The Office, Star Wars, and Marvel Cinematic Universe movies.
Learn more about:
- Long-term thinkers vs short-term thinkers in investing
- What is your destiny?
- The lessons in The Prince Paper Company episode of The Office
- Noticing and understanding your biases
- Biases we have in trying to predict future markets
- The connection between Self-Development and Financial Mindset
Check out the Wonder Tour podcast: https://www.wondertourpodcast.com/
financialplanning #thecashpodcast #wondertour
To subscribe on iTunes: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148
For more VIDEO podcasts like this one: https://libertaswealth.com/education/the-cash-podcast-videos/
For more AUDIO podcasts: https://libertaswealth.com/category/thecashpodcast/
For educational VIDEOS and Stock Market Updates: https://libertaswealth.com/education/videos/
To READ articles with commentary and Stock Market Updates: https://libertaswealth.com/category/commentary/
For general financial educational ARTICLES: https://libertaswealth.com/category/articles/
For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos
Or follow Adam on Instagram @FinancialSurgeon: https://www.instagram.com/financialsurgeon/
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).
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The post The CA$H Podcast #91 – “Fund Your IRAs as the SALE Continues” appeared first on Libertas Wealth Management Group, Inc.
An interview with Laura Cobb, College Planning Consultant with Estrela Consulting in Central Ohio.
The post The CA$H Podcast #90 – “How to Shop for Colleges-Tips for Zeroing in on Cost” appeared first on Libertas Wealth Management Group, Inc.
An interview with Laura Cobb, College Planning Consultant with Estrela Consulting in Central Ohio
The post The CA$H Podcast #89 – “War, Invasions, and The Stock Market” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #88 – “If Investing is Exciting, You’re Doing it Wrong!” appeared first on Libertas Wealth Management Group, Inc.
Episode #88 "If Investing is Exciting, You're Dolng It Wrong!" by Adam D. Koós, CFP®, CMT®, CEPA
The post The CA$H Podcast #87 – “The Seasons and The Stock Market” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #86 – “What is the Santa Claus Rally?!” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #85 – “Avoiding (not Evading!) Taxes! appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #84 – “Adam Koós Interviewed by Mark Imperial” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #83 – “ROTATE Into Investment Success” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #82 – “How to Invest in High-Growth Stocks” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #81 – “Tis the Season for Stock Performance!” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #80 = “A Dream–Without a Plan–is Just a Wish” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #79 – “THE Biggest Social Security ‘Raise’ in Decades!” appeared first on Libertas Wealth Management Group, Inc.
Episode #79 "THE Biggest Social Security 'Raise' in Decades!" by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Josh Kinzel on Medicare!
The post The CA$H Podcast #78 – “How to Enroll in Medicare–the EASY Way!” appeared first on Libertas Wealth Management Group, Inc.
The post The CA$H Podcast #77 – “Remembering 9/11 – What Were YOU Doing When the WTC Was Attacked?” appeared first on Libertas Wealth Management Group, Inc.
Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked" by Adam D. Koós, CFP®, CMT®, CEPA
The post The CA$H Podcast #76 – “Why Annuities Suck! …and When They Might Actually Make Sense!” appeared first on Libertas Wealth Management Group, Inc.
Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!" by Adam D. Koós, CFP®, CMT®, CEPA
The post The CA$H Podcast #75 – “Avoid Brain Trash-Become a Better Investor!” appeared first on Libertas Wealth Management Group, Inc.
Episode #75 "Avoid Brain Trash-Become a Better Investor!" by Adam D. Koós, CFP®, CMT®, CEPA
The post The CA$H Podcast #74 – “Forget About Your Dollars & Cents-Focus on the %’s!!” appeared first on Libertas Wealth Management Group, Inc.
Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #72 "Using Virtual Reality with Retirement Savings" by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio
An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio
An interview with Dan Brookman, Life, Disability, and LTC Expert at Stolly Insurance Group in Central Ohio
Episode #66 "The Four 'Financial People' You Need to Know About" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #65 "The Rise & Fall of Tech Stocks and Crypto" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #64 "Is it Time for a Stock Market Correction?" by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Amber Gilsdorf, College Planning Consultant at Estrela Consulting in Central Ohio
Episode #61 "Retirement is a Marathon, Not s Sprint!" by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Kristen Mazzucco, Account Liaison at Heartland Home Health Care & Hospice in Central Ohio
Episode #55 "How to Make an Extra $100,000 by Retirement" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #48 "How to Build a Winning Investment Strategy" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #44 "How to Deal With Stock Market Turbulence" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #33 "How to Save Money AND Taxes (for Business Owners)" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?" by Adam D. Koós, CFP®, CMT®, CEPA
Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety" by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Jeanna McElroy, aging specialist and owner of Senior Support Services, LLC
Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update by Adam D. Koós, CFP®, CMT®, CEPA
An interview with Elizabeth Blount McCormick, President of Uniglobe Travel Designers in Central Ohio
An interview with top-notch Mom, Donna Koós, on homeschooling during the Covid-19 pandemic
An interview with someone on the front lines as it pertains to the business world, Trent Dunlap of HR Butler
Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense" by Adam D. Koós, CFP®, CMT®, CEPA