All Episodes
The Retirement Fiduciary Podcast — 173 episodes
The Hidden Costs of Annuities (And How to Avoid Them)
The 5 Money Personalities That Shape How You Invest
Wolves of Wall Street, Part 2: How to Spot a Fake Fiduciary
Wolves of Wall Street, Part 1: Financial Advice Red Flags to Watch For
What Your Dad Got Wrong About Money (and What You Should Do Instead)
The Owner Dependency Trap: How to Build a Business That Runs Without You
Insurance Blind Spots, Scam Red Flags, and Financial Readiness
How to Make Sure Your Estate Plan Doesn't Fail: Real Cases, Real Consequences with Kelly Lise Murray
How Business Owners Can Avoid Bad Hires and Build Stronger Teams with William Sprengler
March Madness, Market Trends, and the Real Lesson About Long Shots
Why Most Retirement Plans Fail
How to Spot a Bad Financial Advisor: Red Flags and the "Green Flags" of Great Advice
Beyond Buy-and-Hold: Using Technical Analysis to Manage Risk + Communicate Clearly With Clients (with David Keller, CMT)
The Truth About ESOPs: Liquidity, Taxes, and Company Culture with Kelly Finnell
Following Market Trends Without Letting Emotions Take Over with Sharad Mehta
Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
A New Way to See Money with Carl Richards
Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth
From Trauma Surgery Dreams to Financial Freedom: Adam Koós' Journey and Generational Wealth Strategies
Timing the Market vs. Following the Trend: What Actually Works
From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
Momentum and Volume - The Other Major Factors to Consider When Investing
Price and Trend - 2 of The Major Factors to Consider When Investing
Making Estate Planning Easier with Dan Baron of Baron Law
Daylight - The One Important Thing to Watch When The Market Goes Haywire
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams
Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses
Market Trends To Consider When Investing In An Election Year
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2
Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work
From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters
🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟
Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting
Everything You Need To Know About Required Minimum Distributions (Understanding RMDs)
The Top 10 Financial New Year's Resolutions for 2024
The Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew Doup
Franchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise Consultant
How Relative Rotation Graphs Can Help With Your Investment Strategies
How Do I Know Which Investments to Buy?
Should You Be Buying or Selling Stocks?
Digital Marketing Strategies with Matthew Gartland and Matt Erney
Investing in Non-Food Franchises with Jon Ostenson of FranBridge Consulting
Are Your Investments Stressing You Out?!
Building Wealth Like the Rockefellars with Dan Brookman
How Much TIME Do YOU Have Left? And What Are You Going To Do With it? - The CASH Podcast
Navigating Post-Resignation Realities: A Deep Dive into Business Transformation with Sky Goodwin and Ray Belfrage, Fraxional CXO
Rising Interest Rates and the Changing Mortgage Market with Brandon Caldwell, Senior Mortgage Advisor with Ruoff Mortgage, NMLS#:2014161 OH:MLO 015249.001
How I Built It with Brian Butler, President of Dublin Cleaners and New Albany Cleaners
How I Built It with Mark Fleming, Managing Partner of MEMM Capital
They've Misled You! - How Financial News Negatively Impacts Your Investment Strategy
How I Built It with Corbin Schlatter, Owner of Weed Man Columbus, OH - The CASH Podcast Ep. 117
Is the Market Crash Over?
How I Built It with Tim Rink - Founder of Hearing Testing Inc.
It's 4/20... but is it Time to Invest in Cannabis?!
How I Built It with John Haas, Owner of Haas Painting Company
What March Madness Can Teach Us About Being Better Investors
How I Built It with Perry Maughmer, Founder of Potential Leader Lab
Outperforming the Stock Market!
How I Built It with Ryan Miller - Co-Founder of M2 Marketing
Preparing to Sell Your Business with John Aman of B2BCFO
How I Built It with Jason & Tim Ault - Co-Founders of Coffman Media
Understanding the Santa Claus Rally
Magazines that Predict the Market!
How I Built It with Scott Boles, Owner of Yabo's Tacos
How I Built It with James Tucker, Founder and Owner of The Garage Door Guy
Rare Tips to Avoid Taxes on The Sale of Real Estate - 1031s, DSTs, BDCs, and NT-REITs
How I Built It with Kelly Van Buren, Founder and President of K Studio Dance
Helen Yee, Co-Founder and CFO of the American Institute of Alternative Medicine (AIAM) - How I Built It
Are YOU Biased?! This is How Our Personal Biases Affect Our Investment Decision Making (Ep 99)
Monetizing Your Life's Work with Bob St. Germain of Corporate Finance Associates
How I Built It with Rick McCann, Owner of Mid-Ohio Golf Car and Fisher's Golf Cart
How to Find the Best Sales Talent for your Company with Ken Lazar of Ability Professional Network
How to Invest During a Bear Market
How To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
How I Built It with Tom Hedge Founder / CEO of HR Butler and T.R. Hedge & Associates
Wisdom, Money, and Stories - Derrick Cobb & Drew Paroz Join us from The Wonder Tour Podcast (Ep 92)
Fund Your IRAs as the SALE Continues (Ep 91)
Episode #90 "How To Shop For Colleges"
Episode #89 "War, Invasions, and The Stock Market"
Episode #88 "If Investing is Exciting, You're Dolng It Wrong!"
Episode #87 "The Seasons and The Stock Market"
Episode #86 "What is the Santa Claus Rally?!"
Episode #85 "Avoiding (not Evading!)Taxes!"
Episode #84 "Adam Koós Interviewed by Mark Imperial"
Episode #83 "ROTATE Into Investment Success"
Episode #82 "How to Invest in High-Growth Stocks"
Episode #81 "Tis the Season for Stock Performance"
Episode #80 "A Dream Without a Plan Is Just a Wish!"
Episode #79 "THE Biggest Social Security 'Raise' in Decades!"
Episode #78 "How to Enroll in Medicare-the EASY Way!"
Episode #77 "Remember 9/11--What Were YOU Doing When the WTC Was Attacked"
Episode #76 "Why Annuities Suck!...and When They Might Actually Make Sense!"
Episode #75 "Avoid Brain Trash-Become a Better Investor!"
Episode #74 "Forget About Your Dollars and Cents-Focus on the %'s!!"
Episode #73 "Does Dividend Investing Work? The REAL Truths and Myths About Blue Chip Stocks"
Episode #72 "Using Virtual Reality with Retirement Savings"
Episode #71 "What is YOUR Money 'Love Language'?!"
Episode #70 "Don't Miss Out On These Tax Credits!"
Episode #69 "Part 3 of 3...Is Long-Term Care Insurance for You?"
Episode #68 "Part 2 of 3...An Education on Disability Insurance"
Episode #67 "Part 1 of 3...What You NEED to Know About Life Insurance"
Episode #66 "The Four 'Financial People' You Need to Know About"
Episode #65 "The Rise & Fall of Tech Stocks and Crypto"
Episode #64 "Is it Time for a Stock Market Correction?"
Episode #63 "Sell in May...and Go Away?!"
Episode #62 "FREE Money for College and Picking the Right Career, College or University"
Episode #61 "Retirement is a Marathon, Not s Sprint!"
Episode #60 "Stocks, Bonds, and Sector Rotation"
Episode #59 "Hospice and Home Health Care-It's NOT What You Think!"
Episode #58 "Anniversary of the COVID Lock-Down"
Episode #57 "March Madness vs. The Stock Market"
Episode #56 "Welcome to my Nerdy Research Room"
Episode #55 "How to Make an Extra $100,000 by Retirement"
Episode #54 "The Bond Market is DROWNING!...and the Stock Market is Jumping in After Them!"
Episode #53 "You Need to Diversify Your Bonds"
Episode #52 "Surviving Separation! Financial Tips & Planning Before, During, and After a Divorce"
Episode #51 "Own Company Stock in Your 401k? How To Save THOUSANDS in Taxes!"
Episode #50 "Reddit Flash Mobs & Game Stop Profits"
Episode #49 "How to Reduce Your Tax Bill in 2021 (and Beyond)!"
Episode #48 "How to Build a Winning Investment Strategy"
Episode #47 "Divorce!...and the Co-Parenting Code"
Episode #46 "Reflecting Back on 2020"
Episode #45 "How to Get Your House (and Home Office) Organized for Good!"
Episode #44 "How to Deal With Stock Market Turbulence"
Episode #43 "Adam's 9 Things to Do During Thanksgiving and the Holidays"
Episode #42 "COVID vs The Stock Market"
Episode #41 "Building Your Family History Legacy"
Episode #40 "Election Day Stock Market Update!"
Episode #39 "One Week Until THE ELECTION"
Episode #38 "All Eyes on the Election"
Episode #37 "Start BEFORE You Quit-From Small Town to Silicon Valley to Business Ownership"
Episode #36 "How to Get 'Creative' and Take Advantage of Mortgage Rates Today!"
Episode #35 "Searching for a Job? Do's, Don'ts, and Tips to Land Your Next Career"
Episode #34 "Should I BUY or RENT a Home?"
Episode #33 "How to Save Money AND Taxes (for Business Owners)"
Episode #32 "Is the Stock Market Topping Out Again?"
Episode #31 "Partisan Politics, Social Injustice, and COVID-19 Employment and the Law"
Episode #30 "Should I Refinance My Mortgage?"
Episode #29 "Stress-Testing Your 401(k)"
Episode #28 "Managing Risk"
Episode #27 "Cutting Thru the Confusion on Tactical vs. Strategic Investing-What's the Difference?"
Episode #26 "Shred Your Statements! How to Reduce Stock Market Driven Stress and Anxiety"
Episode #25 "COVID Resurgence"
Episode #24 "Aging Independently"
Episode #23 "Stuck in the MIddle"
Episode #22 "COVID Resurgence, Robin Hood & Fiscal Stimulus"
Episode #21 "Coronavirus vs. Trump & The Fed"-a Stock Market Update
Episode #20 "Mixed Signals, A Stock Market Update"
Episode #19 "What to Do If You've Been Laid Off Due to Covid-19"
Episode #18 "Is it Safe to Travel?-How to Enjoy a Vacation Amid the Pandemic"
Episode #17 "How to Buy (or SELL!) Your Home in a Virtual World"
Episode #16 "How to AVOID Prince & Michael Jackson's Financial & Estate Planning Mistakes"
Episode #15 "Being a Mom During the Pandemic"
Episode #14 "COVID-19 and Your BANK!"
Episode #13 "COVID-19 Impact on Commercial Real Estate"
Episode #12 "COVID-19 Business Update with Trent Dunlap"
Episode #11 "COVID-19 Update & Re-Launch of Libertas Wealth Podcast"
Episode #10 "Financial Fitness for Year End"
Episode #9 "Thinking Counter-Intuitively"
Episode #8 "Top 5 Frequently Asked Questions"
Episode #7 "What's Really Important to You?"
Episode #6 "Hope is Not a Strategy"
Episode #5 "Aiming High & Thinking Long Term"
Episode #4 "Getting Financial Advice Online Doesn't Always Make the Most Sense"
Episode #3 "Stocks Look Weak, At Best"
Episode #2 "The Time to Buy"
Episode #1 "Domestic Stocks Still Lead the Way"