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Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals

Release Date: 11/13/2025

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...

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...

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...

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...

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...

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...

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...

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. ...

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...

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...

More Episodes

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 offers a sobering, yet empowering look at what lies ahead—and what smart investors can do to prepare.

Whether you’re new to alternative assets or looking to protect your retirement from the unknowns of modern monetary policy, this conversation is essential listening.

⏱️ Episode Timestamps:

00:00 – Welcome and guest introduction
02:00 – David’s background and evolution as a monetary system critic
05:00 – The moment the system started to unravel
08:00 – Why “freedom” is the first casualty of central banking
11:00 – The truth about fiat currency and what’s propping up the system
14:00 – CBDCs: Convenience or control?
18:00 – Gold and silver: investing vs. insuring your wealth
22:00 – What elites fear most about independent money systems
25:00 – Economic illusion vs. financial reality
29:00 – What comes after the dollar loses dominance
33:00 – Silver Sunrise and the push for honest money
36:00 – How to prepare for what’s next
39:00 – Final thoughts and where to learn more

🔑 Key Takeaways:

Precious metals aren’t just investments—they’re stores of value when fiat systems fail
Central bank digital currencies (CBDCs) could become tools of control
Understanding monetary history is critical to protecting your freedom and wealth
Silver and gold offer stability in a world built on financial illusions
Investors need to think critically, avoid noise, and build portfolios rooted in real value

🗣️ Key Quotes from David Morgan:

“The greatest risk to your wealth—and your freedom—is the failing financial system.”
“Gold and silver don’t default. They don’t rely on promises.”
“We’re already in the middle of The Great Reset—it’s not coming, it’s here.”
“CBDCs give unprecedented control to centralized powers. That should concern every investor.”
“If you understand history, you know where this story goes. Precious metals have always been the exit.”

👤 Connect with David Morgan:

Website: www.themorganreport.com

LinkedIn: linkedin.com/in/thedavidmorgan

Twitter/X: @SilverGuru22

Facebook: The Morgan Report

YouTube: @SilverGuru

Substack: The Morgan Report on Substack

Book: The Silver Manifesto

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