From Trauma Surgery Dreams to Financial Freedom: Adam Koós’ Journey and Generational Wealth Strategies
The Retirement Fiduciary Podcast
Release Date: 08/14/2025
Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
The Retirement Fiduciary Podcast
Adam Koós sits down with David Morgan—monetary system critic, precious metals analyst, and founder of The Morgan Report—to discuss the fragile state of today’s financial system, what history teaches us about currency and freedom, and why investors should pay close attention to silver and gold. David brings over four decades of market experience and economic insight, helping thousands of investors navigate fiat currency, centralized monetary control, and debt-fueled illusion. From the role of the U.S. dollar in global markets to the growing concern around CBDCs, this episode...
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A New Way to See Money with Carl Richards
The Retirement Fiduciary Podcast
Adam Koós sits down with Carl Richards, author, keynote speaker, and creator of the iconic Sketch Guy column in The New York Times. For more than a decade, Carl has been known for turning complex financial concepts into simple, powerful sketches that spark meaningful conversations. His new book, Your Money: Reimagining Wealth in Simple Sketches, invites us to view money not as spreadsheets and numbers, but as a tool for freedom, clarity, and connection. Together, Adam and Carl explore why money can’t solve all our fears, how retirees can confidently spend the money, and what it...
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Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth
The Retirement Fiduciary Podcast
Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode...
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From Trauma Surgery Dreams to Financial Freedom: Adam Koós’ Journey and Generational Wealth Strategies
The Retirement Fiduciary Podcast
In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations. From the critical differences between a ‘practice’ and a ‘business,’ to why most Americans start planning far too late, this conversation dives deep into...
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Timing the Market vs. Following the Trend: What Actually Works
The Retirement Fiduciary Podcast
In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to help clients protect and grow their wealth. This episode covers everything from election-season uncertainty to the pros and cons of trend following, what most people misunderstand about timing the market, and why building the right portfolio is...
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From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
The Retirement Fiduciary Podcast
In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by...
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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
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...
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Momentum and Volume - The Other Major Factors to Consider When Investing
The Retirement Fiduciary Podcast
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. ...
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Price and Trend - 2 of The Major Factors to Consider When Investing
The Retirement Fiduciary Podcast
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. Examing 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: Subscribe on...
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Making Estate Planning Easier with Dan Baron of Baron Law
The Retirement Fiduciary Podcast
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...
info_outlineIn this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations.
From the critical differences between a ‘practice’ and a ‘business,’ to why most Americans start planning far too late, this conversation dives deep into the strategies, mindsets, and planning essentials that create lasting financial security.
Episode Timestamps:
01:00 – Adam’s origin story - from Cleveland roots to business inspiration
03:00 – Early career dreams in trauma surgery and competitive TaeKwonDo
05:00 – A career-ending injury changes everything
06:00 – The surprising conversation with his father that led to financial advising
07:00 – Launching Libertas Wealth Management Group and building a client family
10:00 – Generational wealth and the difference between practices and scalable businesses
12:00 – Why starting retirement planning at 52 is too late
14:00 – Business exit planning and the power of intangibles
16:00 – Using commercial real estate as a pseudo-pension
20:00 – Social Security realities and the income test
24:00 – Bridging the retirement income gap with multiple income streams
27:00 – Why many business owners never fully retire
31:00 – The compounding effect of starting early
36:00 – Combining time and leverage to build wealth
39:00 – Overcoming fear of failure with trusted guidance
Key Takeaways:
💡 Your career path can pivot unexpectedly - build adaptable skills and a strong network.
💡 Start retirement planning well before age 52; time is your most valuable asset.
💡 Business owners need exit strategies that address both tangible and intangible value drivers.
💡 Owning your business’s real estate can create a reliable retirement income stream.
💡 Social Security benefits can be reduced if you earn above certain thresholds before full retirement age.
💡 Diversify retirement income through a mix of assets, including investments and real estate.
💡 Leverage both time and other people’s money to accelerate wealth building.
💡 A trusted advisor can help remove the fear and uncertainty from financial decisions.
Key Quotes from Adam Koós:
🗣 “I realized trauma surgery wasn’t my path after an injury, so I found another way to change lives.”
🗣 “You’re not just working in your business; you need to be working on your business.”
🗣 “Most people start retirement planning at 52. That’s way too late.”
🗣 “Intangibles often determine your business’s value more than the numbers.”
🗣 “Owning the building your business operates in can become your pseudo-pension.”
🗣 “The earlier you start, the more compounding works in your favor—time beats money.”
Connect with Axel Meierhoefer and The Ideal Investor Show:
Website: www.idealwealthgrower.com
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Connect with Adam Koós and Libertas Wealth Management:
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About Adam Koós:
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®) through 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.