Trading Leadership: What Financial Markets Teach Us About Business, Freedom, and Exit Strategy episode artwork

EPISODE · Jun 26, 2025 · 36 MIN

Trading Leadership: What Financial Markets Teach Us About Business, Freedom, and Exit Strategy

from Business Roundtable · host David W. Carr

What if your business decisions were as disciplined and intentional as the moves of a seasoned trader?In this powerful episode of the Business Roundtable Podcast, host David Carr is joined by Adam Koós—Certified Financial Planner™, Chartered Market Technician®, and CEPA (Certified Exit Planning Advisor)—who brings Wall Street wisdom into the boardroom and the entrepreneur’s journey.Together, they explore:How trading principles like pattern recognition, emotional control, and strategic exits apply to business leadershipWhy most business owners fail to prepare for a true “wealth freedom” moment—and how to fix itThe surprising truth behind “making work optional” and how it unlocks purpose and impactHow to rebalance your leadership portfolio and avoid crashing your life while scaling your businessAdam Koós doesn’t just help clients build financial independence—he coaches them to think differently about what success and legacy really mean.🎧 Tune in now to learn how you can defend your wealth, sharpen your leadership, and create a life worth living on your terms.🧠 Learn more about Adam and Libertas Wealth: https://www.libertaswealth.com🔗 Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/Become a supporter of this podcast: https://www.spreaker.com/podcast/business-roundtable--6049255/support.Connect with Steward Your Business:Book a Leadership Clarity Call: https://calendar.stewardyourbusiness.com/ccCall: +1 909.404.9865Website: https://stewardyourbusiness.comLinkedIn: https://www.linkedin.com/in/davidwcarrWatch more episodes  and subscribe on YouTube:https://www.youtube.com/@steward_your_business

What if your business decisions were as disciplined and intentional as the moves of a seasoned trader?In this powerful episode of the Business Roundtable Podcast, host David Carr is joined by Adam Koós—Certified Financial Planner™, Chartered Market Technician®, and CEPA (Certified Exit Planning Advisor)—who brings Wall Street wisdom into the boardroom and the entrepreneur’s journey.Together, they explore:How trading principles like pattern recognition, emotional control, and strategic exits apply to business leadershipWhy most business owners fail to prepare for a true “wealth freedom” moment—and how to fix itThe surprising truth behind “making work optional” and how it unlocks purpose and impactHow to rebalance your leadership portfolio and avoid crashing your life while scaling your businessAdam Koós doesn’t just help clients build financial independence—he coaches them to think differently about what success and legacy really mean.🎧 Tune in now to learn how you can defend your wealth, sharpen your leadership, and create a life worth living on your terms.🧠 Learn more about Adam and Libertas Wealth: https://www.libertaswealth.com🔗 Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/Become a supporter of this podcast: https://www.spreaker.com/podcast/business-roundtable--6049255/support.Connect with Steward Your Business:Book a Leadership Clarity Call: https://calendar.stewardyourbusiness.com/ccCall: +1 909.404.9865Website: https://stewardyourbusiness.comLinkedIn: https://www.linkedin.com/in/davidwcarrWatch more episodes  and subscribe on YouTube:https://www.youtube.com/@steward_your_business

NOW PLAYING

Trading Leadership: What Financial Markets Teach Us About Business, Freedom, and Exit Strategy

0:00 36:52

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! LIGHTS, CAMERA, SMILE! Creatives Club Media Lights, Camera, Smile, is a podcast for anyone with a dream to share something with the world, out of the overflow of themselves - be it their mind, their heart, their personalities, and much more. Each of us are alive in this moment in time, with an innate ability to have ideas and create various things to benefit both ourselves and the people around us for a reason, and here, you will find the encouragement, the inspiration, and the motivation to do just that. Hosted by Cicily, founder of Creatives Club, she dives into various topics surrounding creativity and business. Exploring entrepreneurship for creatives in a corporate reality, sharing tips and tricks in a media centered company, answering questions regarding what a creative actually is are just a few of the things discussed on this podcast. Be encouraged to create for yourself as Cicily gets vulnerable by pivoting the camera to herself for the first time.To submit questions for Cicily to answer, or have her address certain t Solving for Change MOBIA Technology Innovations Solving for Change welcomes business and technology leaders to share stories of bold business transformation within complex organizations. In an era when technology and markets are changing around businesses, the key to staying competitive is to evolve in response to those changes.  MOBIA’s Mike Reeves and Marc LeBlanc investigate business transformation, deconstructing the challenges, ambitions, and market disruptions that drive companies to embark on transformation journeys, and exploring their unique approaches to achieving meaningful outcomes.  What sparks leaders to pursue business transformation? How do they overcome the challenges along the way? What are the keys to creating enduring change?  Through in-depth conversations with business and technology leaders, Mike and Marc answer these questions and explore how businesses evolve by pulling four key transformation levers: people, process, technology, and culture. The Lee Olsen Show Lee Olsen CJF I want to help you improve all areas of your life by 3 types of podcasts!👉Blood, Sweat & Blessings-Interviews of normal people that have achieved BIG things!👉Series!!! For Love of the Horse- Brad Jackman DVM & Lee Olsen CJF, how to help your horse!👉Business Tips- Proven Life Changing Business Strategies with Lee Olsen

Frequently Asked Questions

How long is this episode of Business Roundtable?

This episode is 36 minutes long.

When was this Business Roundtable episode published?

This episode was published on June 26, 2025.

What is this episode about?

What if your business decisions were as disciplined and intentional as the moves of a seasoned trader?In this powerful episode of the Business Roundtable Podcast, host David Carr is joined by Adam Koós—Certified Financial Planner™, Chartered Market...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Business Roundtable episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!