Ez$ Podcasthosted By Zak Leedom, Cfp®

"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch   Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is diving in to the data and assessing what it could mean for the last week of the year.  With 2022 turning out to be the worst year in the history of 60/40 portfolios, this is worth taking a look at.    Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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/3PHXHzo    For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u    Fo

Today, Adam is taking a look at magazine covers throughout the decades that predicted doom and gloom for the economy, and how wrong they ended up being. In an attempt to keep you hooked on their television program or print, the media likes to leverage fear mongering, shock value, and worst case scenarios.  Learn more about how wrong certain magazines were and how timing can often contribute to bad predictions. Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     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/3PHXHzo    For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u    For general financial educational ARTICLES: https://bit.ly/3aP0Ldn    For more Real-Time Updates on the Economy and State of the Markets Fo

Adam welcomes his longtime friend Scott Boles, Certified Executive Chef and Owner of Yabo's Tacos in Ohio. Scott got his start in the culinary world as a young boy making dessert for his family while his mother cooked dinner. Before long, Scott found himself working his way up in some of the finest restaurants in Boston and developing his style and instincts both in back and in front of the house. From working 108 hour work weeks to opening fine dining restaurants for Disney Executives, Scott preaches not to follow your dreams without a plan.    Now back in Ohio and having developed Yabo's Tacos and it's 3 locations over the last decade, Scott shares more about getting ready to franchise his business and the importance of focusing on his core employees.  Check out Yabo's Tacos: https://myyabos.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 V

Adam welcomes James Tucker, Founder and Owner of The Garage Door Guy. The Garage Door Guy has more than 500 5-star online reviews, and is certainly an indicator of the burning desire James has to build a legacy for his family through his work.  Learn more about how working side jobs with Uncle over 15 years ago has led James to a life of entrepreneurship, including developing his own own line of garage door products.    Learn more about: - The adjustment to learning how to delegate tasks instead of doing everything youself - Finding the right people and training them to do the job the right way - Overcoming long days and missed time with family - What James attributes his success to and advice to those trying to get "unstuck" in their business   Learn more about The Garage Door Guy: https://www.thegaragedoorguyoh.com/  Follow James on Instagram: https://www.instagram.com/the_garage_door_guyoh/    Libertas Wealth: https://bit.ly/3HpmN2o    Subscribe on iTunes:  https://apple.co/3NQHjeO    Subscribe on Spotify

Adam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more.  Including:  - Passive income without "The Terrible T's" - The difference between active investors and passive investors - 1031 Exchanges and how they work - The importance of working with a qualified intermediary  - What is a DST?    Learn more about Rachel: https://bit.ly/3TR7W6w  Email Rachel: Rachel@MilleniumREGroup.com  Learn more about Greg: https://bit.ly/3NhHKj3  Email Greg: Greg.Smith@ipx1031.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/3OagYrw    For more AUDIO podcasts: https://b

Adam welcomes longtime friend and business owner Kelly Van Buren, Founder and President of K Dance Studio in Upper Arlington, Ohio. Kelly shares more about how dance helped her grow out of being a shy child and helped her develop confidence in herself both on and off the stage. Being fortunate enough to blend her passion for dance with her work as a teacher, Kelly has been operating her studio now for well over a decade.  Learn more about: - The early days of owning a dance studio and the many hats you have to wear as a business owner - Balancing your business with starting your own family - The importance of relinquishing control and the power of delegating - The unique situation of hiring dance instructions - Some unexpected positives Kelly found during Covid    Find out more about K Studio Dance: https://www.kstudiodance.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://

Adam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant.   While becoming a Licensed Massage Therapist and founding AIAM 1990, Helen also had great success as a martial artist. A third-degree black belt in Taekwondo, Helen competed nationally and internationally, and is a two-time National gold medalist, and was selected as an alternate for the 1988 US Olympic Team. She competed on the U.S. Taekwondo team in 1990, earning a silver medal in the 1st Women’s World Cup Taekwondo in Madrid, Spain. Learn more about her martial arts training has impacted her perspective on her business and her life, including things like: - What ignited her entrepreneurial fire - The transition to becoming a business owner and the challenges she face getting started - The best and worst parts

In this episode, Adam runs through ever major cognitive and emotional bias that can detrimentally affect your decision making when managing your retirement portfolio. He also discusses which biases can be fixed (and how to fix them), as well as those that CANNOT be fixed, no matter how hard you try (and what to do about it). 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/3PHXHzo    For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u    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 C

Adam welcome Bob St. Germain, Managing Director & Principal in Corporate Finance Associates (CFA) running their Columbus, OH office. Bob chats with Adam about the outlook of the merger and acquisition market, and more about his work connecting  owners looking to sell with quality buyers.  Learn more about:  - What prospective buyers for a company may look like and identifying who those potential buyers are - The importance of having an exit strategy before you sell your business - Investment Bankers role in the process of selling a business - A larger look at the perfect team to help you sell For more information on working with Corporate Finance Associates, please visit https://www.cfaw.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/3OagYrw    For more AUDIO podcasts: https://bit.ly/3PHXHzo 

In this special 2-part episode, Adam chats with Rick McCann, owner of Mid-Ohio Golf Car and Fisher’s Golf Cart. Having had a long history of success as an executive in the corporate world, Rick found himself the victim of a layoff in 2018 and took the opportunity to get into a business he was always interested in... Golf carts. 4 years later, Rick's company operates as a golf car master distributor and dealer in central and southern Ohio, serving everything from golf courses and commercial customers… to the every-day average family who wants to own a golf cart at home via their retail side of the business   Learn more about:   - The transition from corporate life to owning a business - The necessity of having your spouse onboard for your professional transition - Adjusting to a new business for a year and then experiencing 2020 - What he might look for in a new employee - Balancing work and family - How supply chain issues have impacted his business - The worst part of being a business owner   Libertas Wealth

Adam welcomes Ken Lazar, Principle and Director of Ability Professional Network to discuss a pressing topic for many companies - recruiting quality sales talent. With unemployment at such a low rate and even lower among sales professionals, Ken gives an in-depth look at what companies need to know when looking for their next perfect candidate. Including: - Understanding the candidate search - Questions around compensation - The importance of developing relationships with passive candidates - Best questions to ask in a job interview - Do job boards work?   Contact Ability Professional Network When by Dan Pink The Power of Regret by Dan Pink   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/3PHXHzo    For educational VI

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 an

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 artic

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    Subscribe on iTunes:  https://apple.co/3NQHjeO    Subscribe on Spotify: https://spoti.fi/3aT

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/id10299

Fund Your IRAs as the SALE Continues by Adam D. Koós, CFP®, CMT®, CEPA

An interview with Laura Cobb, College Planning Consultant with Estrela Consulting in Central Ohio

Episode #89 "War, Invasions, and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #88 "If Investing is Exciting, You're Dolng It Wrong!" by Adam D. Koós, CFP®, CMT®, CEPA

Episode #87 "The Seasons and The Stock Market" by Adam D. Koós, CFP®, CMT®, CEPA