The CASH Podcast

How to Invest During a Bear Market

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 [https://www.youtube.com/watch?v=7Xos5NnaTpo&t=265s] Libertas Wealth:https://bit.ly/3HpmN2o [https://bit.ly/3HpmN2o] Subscribe on iTunes:https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify:https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts:https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one: https://bit.ly/3OagYrw [https://bit.ly/3OagYrw] For more AUDIO podcasts:https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates:https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates:https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES:https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon:https://bit.ly/3QobpIy [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).

How To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration

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 [TByrd@salesxceleration.com] 609-577-4090 https://salesxceleration.com/ [https://salesxceleration.com/] Libertas Wealth:https://bit.ly/3HpmN2o [https://bit.ly/3HpmN2o] Subscribe on iTunes:https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify:https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts:https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one:https://bit.ly/3zzUblj [https://bit.ly/3zzUblj] For more AUDIO podcasts:https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates:https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates:https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES:https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon:https://bit.ly/3QobpIy [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).

How I Built It with Tom Hedge Founder / CEO of HR Butler and T.R. Hedge & Associates

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: - 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 [https://bit.ly/3HpmN2o] Subscribe on iTunes: https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify: https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts: https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one: https://bit.ly/3zzUblj [https://bit.ly/3zzUblj] For more AUDIO podcasts: https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES: https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy [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).

Wisdom, Money, and Stories - Derrick Cobb & Drew Paroz Join us from The Wonder Tour Podcast (Ep 92)

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/ [https://www.wondertourpodcast.com/] Libertas Wealth: https://bit.ly/3HpmN2o [https://bit.ly/3HpmN2o] Subscribe on iTunes: https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify: https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts: https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one: https://bit.ly/3zzUblj [https://bit.ly/3zzUblj] For more AUDIO podcasts: https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES: https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy [https://bit.ly/3QobpIy] 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. Libertas Wealth: https://bit.ly/3HpmN2o [https://bit.ly/3HpmN2o] Subscribe on iTunes: https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify: https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts: https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one: https://bit.ly/3zzUblj [https://bit.ly/3zzUblj] For more AUDIO podcasts: https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES: https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy [https://bit.ly/3QobpIy] ******* 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).

Fund Your IRAs as the SALE Continues (Ep 91)

Fund Your IRAs as the SALE Continues by Adam D. Koós, CFP®, CMT®, CEPA Libertas Wealth: https://bit.ly/3HpmN2o [https://bit.ly/3HpmN2o] Subscribe on iTunes: https://apple.co/3NQHjeO [https://apple.co/3NQHjeO] Subscribe on Spotify: https://spoti.fi/3aTTCse [https://spoti.fi/3aTTCse] Subscribe on Google Podcasts: https://bit.ly/3QmGmMU [https://bit.ly/3QmGmMU] For more VIDEO podcasts like this one: https://bit.ly/3zzUblj [https://bit.ly/3zzUblj] For more AUDIO podcasts: https://bit.ly/3QiApRe [https://bit.ly/3QiApRe] For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u [https://bit.ly/3O8Yo3u] To READ articles with commentary and Stock Market Updates: https://bit.ly/3mHrMCj [https://bit.ly/3mHrMCj] For general financial educational ARTICLES: https://bit.ly/3aP0Ldn [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 [https://bit.ly/3tzccwk] Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy [https://bit.ly/3QobpIy] Or follow Adam on Instagram @FinancialSurgeon:https://bit.ly/3QobpIy [https://bit.ly/3QobpIy]