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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
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Un uomo felice è un uomo amato dalla donna che desidera. Il nostro obiettivo è quello di rendere l'uomo felice, ma cosa intendiamo per felicità? Noi siamo convinti che per vivere una vita piena e felice si debba necessariamente passare attraverso un rapporto relazionale appagante e ricco di stimoli. L'uomo di oggi ha perso la capacità di sedurre, e quindi di avere al suo fianco la donna che realmente desidera. Sempre più spesso si accontenta e tollera relazioni che non lo soddisfano appieno ...
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For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
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The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of transparency and structure in managing healthcare plans, particularly when it comes to pharmacy benefit managers (PBMs) and rebates. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northl…
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In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…
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Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…
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In this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Em…
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Don Trone is the CEO and one of the Co-founders of 3ethos. Don was the founding CEO of fi360, and filled that role until 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as …
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.lin…
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Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…
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For over 20 years, Shannon and her team at TriStar Pension Consulting have acted as a secret weapon for financial advisors, CPAs, small businesses, and plan sponsors. They are the go-to resource for plan design, fixing broken retirement plans, client presentation support, and high touch customer service. Since starting the firm over two decades ago…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-…
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Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to thei…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: htt…
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Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…
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As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm’s strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients. In this episode, Eric and G…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary. Connect with Eric Dyson: Website: https://90northllc.com/ , https://rfp401kadvisor.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…
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Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people’s problems and gives value by getting people to act on his experti…
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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond t…
  continue reading
 
Spesso si combatte contro i mulini al vento perché non si tiene conto della realtà e soprattutto della natura umana. E’ ragionevole pensare che un senso minore di approvazione dell’uomo da parte del partner e una migliore comunicazione che vada oltre la superficie della donna possa migliorare davvero un rapporto? A scolta la nuova puntata del podca…
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Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on d…
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Stufa delle solite serate piatte? Stufo della solita birra e delle solite chiacchere? Oggi in questo podcast oltre a presentarvi Giuseppe parliamo di come puoi uscire dalla routine della "classica" serata per iniziare a cogliere le tue occasioni seduttive. -Sei vuoi approfondire il discorso: https://www.buzzsprout.com/747947/episodes/13490217 Canal…
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Welcome to the inaugural episode of "The Retirement Fiduciary" with your host, Adam Koos. In this episode, titled "The Top 10 Financial New Year's Resolutions for 2024," Adam delves into key strategies for achieving financial success in the year ahead. From the fundamental importance of saving more money and paying off debt to the critical need for…
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Ti garantiamo 5 match su i migliori siti di dating; Sembra un brutto incubo ma è realtà, questo è il nuovo messaggio della fuffa. Paghi per 5 match garantiti... Ormai la loro incapacità di aiutare gli uomini in ambito relazionale è così conclamata che hanno dovuto necessariamente abbassare il tiro: Oggi puoi pagare 5 match in chat... il che vuol di…
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Eccoci con un nuova puntata. Oggi tocchiamo un tasto dolente: l'uomo vicino ai quarant'anni. Molto spesso è un uomo che non prova la felicità di un rapporto con una donna da molto tempo. Negli anni non è stato certamente fermo: Palestra, uscite, "eventi di latino americano..." ma niente. Il motivo è semplice: Ha sempre guardato nella direzione sbag…
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Rieccoci in questo nuovo 2024 con una nuova puntata. Oggi il nostro Francesco ci spiega nel dettaglio come mettere alla prova una donna! Canale Youtube: https://www.youtube.com/channel/UCBL_Prx4bJh7JD3L6KhM9PQ Pagine Facebook: https://www.facebook.com/profile.php?id=100094160490385 Gruppo Facebook: https://www.facebook.com/groups/447126588662591 Ri…
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Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones! What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON. But how are Qualified Opportunity Zones determined and which investors can benefit most fro…
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Dentro di te, nel profondo, c’è un uomo che ogni donna vorrebbe incontrare, ma a tenerlo nascosto potrebbero essere dubbi, timori o paure che ti impediscono di esprimere il tuo vero potenziale e comunicarlo con successo alla donna che desideri. Oppure, a impedirti di conquistare la tua donna ideale potrebbero essere degli errori nel gestire l’appro…
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In this episode of The CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her pass…
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Qui il link per prenotare il proprio posto al webinar di Martedì 19 dicembre alle ore 21:00 --> https://beloved.education/iscriviti-al-mio-webinar/ In questa nuova e avvincente puntata del nostro podcast, affronteremo un tema universale e spesso complesso: "Prenderti la donna che desideri". Riconosciamo che le donne attraenti possono suscitare in n…
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For this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies. One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends. But how do Relative Rotati…
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Se sei stanco di essere single e desideri trovare la felicità nelle relazioni, questa puntata è dedicata a te! Esploriamo insieme strategie pratiche e consigli su come superare la solitudine e creare connessioni significative. Dall'approccio al primo appuntamento alla costruzione di relazioni durature, affronteremo gli ostacoli comuni che impedisco…
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Benvenuti al nuovo episodio di "Beloved" con Francesco Ranieri! Preparati a immergerti nell'essenza dell'uomo vincente, scoprendo il segreto che fa la differenza: un tocco di consapevolezza. In questa puntata avvincente, esploreremo insieme il potere della consapevolezza e come può trasformare la tua vita. Non perderti questa conversazione che potr…
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In this new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum. Adam also looks at the anatomy of a collapse featuring CitiGroup. Adam also analyzes Relative Comparison charts and why good …
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Benvenuti ad una nuova puntata del nostro podcast dedicato alle relazioni uomo donna. In questa puntata affronteremo un argomento interessantissimo. Ci sono varie motivazioni del perché tu sia ancora single. Scoprile ascoltando questo podcast. Ps. Prenota una consulenza gratuita: https://beloved.education/prenota-una-consulenza/ Qui puoi trovare il…
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In questa puntata, affronteremo uno dei temi più comuni e delicati nelle relazioni: Come superare il rifiuto. Quante volte ti sei sentito bloccato dalla paura di ricevere un "due di picche" da una donna o da una ragazza? Questo timore può ostacolare il tuo percorso verso relazioni felici e appaganti. In questo episodio, esploreremo le radici di que…
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As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Tra…
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Eccoci ad una nuova puntata del nostro podcast dedicato al mondo della seduzione e felicità maschile. Oggi parliamo di una donna che ho conosciuto e di come un suo messaggio può diventare una lezione per tutti noi! Richiedi una consulenza gratuita: https://beloved.education/prenota-una-consulenza-gratuita/ Enrta nel nostro gruppo Facebook clicca qu…
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In questa emozionante puntata, esploriamo le dinamiche delle relazioni tra uomini e donne, concentrando l'attenzione sul modo in cui ciascun genere comunica, si esprime e vive l'amore. Le differenze di comunicazione tra uomini e donne possono portare a malintesi, conflitti e tensioni nelle relazioni, ma possono anche arricchire l'esperienza amorosa…
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Adam welcomes Matthew Gartland, Founder of SPI Media, and Matt Erney, Founder of Social Firm to the podcast to discuss the importance of digital marketing strategies and it's ever-changing landscape. Matthew and Matt share more about Artificial Intelligence, and some different ways people are using AI to market and grow their business. The guys loo…
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Nella nostra ultima puntata, esploriamo un tema cruciale per il successo nelle relazioni: come non prendere le cose troppo personalmente. Gli uomini spesso si trovano di fronte a situazioni che mettono a dura prova la loro calma e la loro sicurezza, sia nelle relazioni personali che professionali. In questo episodio, ti offriremo strategie pratiche…
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Benvenuti a una nuova entusiasmante puntata del nostro podcast sulla seduzione maschile! In questo episodio, esploreremo un concetto fondamentale che riguarda il mondo delle relazioni e della seduzione: "L'Importanza del Provarci con le Donne." Molte volte, gli uomini possono sentirsi intimiditi o insicuri quando si tratta di avvicinarsi a una donn…
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Adam welcomes Jon Ostenson of FranBridge Consulting to discuss the ins and outs of investing in non-food franchises! Jon shares more about how he accidentally found himself in this sector, and why specifically he decided on the non-food side of franchise investment. As Founder and CEO of FranBridge, Jon has had many entrepreneurs approach him about…
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Qui il link per entrare nel gruppo privato https://www.facebook.com/groups/447126588662591 Nella nostra ultima puntata, ci immergeremo nell'animo degli uomini e nelle loro ricerche di felicità attraverso le relazioni umane. Spesso, la mancanza di soddisfazione e un senso di vuoto possono essere attribuiti alle relazioni tossiche o alla loro assenza…
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Benvenuti alla nuova puntata del nostro podcast sulla felicità relazionale maschile! Oggi, nel nostro episodio intitolato "Scopri come rendere le tue serate da piatte a seduttive - parte 2", scoprirete come rendere le vostre serate più interessanti e coinvolgenti. Non importa se siete single alla ricerca di nuovi incontri o impegnati in una relazio…
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In this episode of The CASH Podcast, Adam is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen n…
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Oggi parliamo di noi e dunque di Beloved, ecco qual è la nostra idea di seduzione. 𝗠𝗲𝘁𝘁𝗲𝗿𝗲 𝗹'𝘂𝗼𝗺𝗼 𝗻𝗲𝗹𝗹𝗮 𝗰𝗼𝗻𝗱𝗶𝘇𝗶𝗼𝗻𝗲 𝗱𝗶 𝘀𝗲𝗻𝘁𝗶𝗿𝘀𝗶 𝗮𝘀𝘀𝗼𝗹𝘂𝘁𝗮𝗺𝗲𝗻𝘁𝗲 𝗮 𝘀𝘂𝗼 𝗮𝗴𝗶𝗼 𝗰𝗼𝗻 𝗹𝗲 𝗱𝗼𝗻𝗻𝗲 𝗰𝗵𝗲 𝗹𝗼 𝗮𝘁𝘁𝗿𝗮𝗴𝗴𝗼𝗻𝗼, 𝗰𝗼𝗻𝗱𝗶𝘇𝗶𝗼𝗻𝗲 𝗳𝗼𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗲 𝗽𝗲𝗿 𝗶𝗹 𝗿𝗮𝗴𝗴𝗶𝘂𝗻𝗴𝗶𝗺𝗲𝗻𝘁𝗼 𝗱𝗲𝗹𝗹𝗮 𝗳𝗲𝗹𝗶𝗰𝗶𝘁𝗮̀ 𝗿𝗲𝗹𝗮𝘇𝗶𝗼𝗻𝗮𝗹𝗲. Ascolta questo podcast e scrivici, potremmo essere la tua soluzione che stai tanto cercando…
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Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY wo…
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Benvenuti a un nuovo episodio del nostro podcast dedicato agli uomini che desiderano raggiungere la felicità relazionale. Nell'episodio odierno, esploreremo un tema fondamentale per costruire relazioni sane e appaganti: "Come evitare di idealizzare il proprio partner." Spesso, nelle relazioni, tendiamo a creare immagini idealizzate dei nostri partn…
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Benvenuti a una nuova, entusiasmante puntata del nostro podcast dedicato alla felicità relazionale dell'uomo! Nell'episodio odierno, intitolato "Come Rendere le Tue Serate da Piatte a Seduttive", esploreremo le strategie e i segreti per trasformare le serate noiose in avventure affascinanti. Sappiamo quanto possa essere frustrante affrontare serate…
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On this solo episode of The CASH Podcast, Adam is getting away from the financials and looking at one of the important things to us all... Time. How much time do you have left? And how are you going to make good use of that time? This episode is a segment from Adam's "Health, Wealth, and Aging" presentation that he started to do at live events a fe…
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Benvenuti al podcast dedicato a uno degli errori comuni nelle relazioni: "Riconoscere la Realtà: Come Evitare di Idealizzare le Donne". In questa serie, esploreremo come spesso tendiamo a costruire idealizzazioni irrealistiche delle donne nelle nostre vite e come questo possa influenzare negativamente le relazioni. Se siete pronti a superare le asp…
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