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The Retirement Fiduciary Podcast

Adam D. Koos

Booking Overview

This is a primarily solo-expert financial education show focused on retirement planning, fiduciary advice, investing, taxes, insurance, and estate planning, with occasional interviews featuring specialized business professionals. PR agencies could credibly pitch fee-only fiduciaries, retirement-income specialists, tax and estate-planning experts, and business-exit advisors; booking difficulty is likely low to medium for qualified professionals.

Metrics

Episodes: 174

Frequency: Every two weeks

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

YouTube: 332 subscribers

Contact Information

Publicly listed emails

info@libertaswealth.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Adam D. Koos - Certified Financial Planner professional, Chartered Market Technician, and Certified Exit Planning Advisor at Libertas Wealth.

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Subject-matter expertise in business operations, profit strategy, scaling, exit planning, retirement planning, fiduciary advice, tax planning, or related financial services.
Required Achievements:  
Professional advisory or consulting experience, Experience scaling or transitioning businesses, Specialized expertise in retirement or financial planning

Recent Guest Discussions

Tiffany Helton - Founder Dependency, Business Operations, Profitability, Delegation, Business Transition, And Exit Planning.

Recent Topics

Fiduciary, Retirement, Investing, Tax Planning, Estate Planning

Episodes

Here's the recent few episodes on
The Retirement Fiduciary Podcast
:

What Your Money Actually Buys You in Retirement

October 06, 2026

In this solo episode of The Retirement Fiduciary, Adam Koós, CFP®, CMT, CFTe, CEPA sets the markets, the models, and the planning talk aside for a day and digs into the one resource none of us can buy more of: time. It started with a Thanksgiving morning joke about picking up "more thyme" at the store, and it turned into the presentation he now closes every live event with. Adam walks through the research on how people actually spend their days after they stop working, why television quietly ...

The Hidden Costs of Annuities (And How to Avoid Them)

September 01, 2026

For years, Adam Koós, has been one of the loudest voices calling out annuities for their high commissions, hidden fees, and conflicts of interest, and in this episode, he owns it. He walks through exactly why annuities have earned their reputation, breaking down the commissions, internal costs, and penalties that most people never actually see. But Adam also makes the case that annuities aren't universally bad. He shares real examples of when a guaranteed income benefit can fill a gap in reti...

The 5 Money Personalities That Shape How You Invest

August 18, 2026

A date night conversation about Dr. Gary Chapman's The Five Love Languages got Adam Koós thinking about something he sees every day across more than 300 client families: everyone relates to money a little differently. In this solo episode of The Retirement Fiduciary, Adam borrows the love languages idea and applies it to money, walking through the five "money love languages" that shape how people save, invest, and feel about their financial lives. From the family steward who cares most about ...

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Frequently asked questions

Here's some frequently asked questions for
The Retirement Fiduciary Podcast
:

How do I get in touch with The Retirement Fiduciary Podcast?

The Retirement Fiduciary Podcast is hosted by Adam D. Koos. Its publicly listed email is info@libertaswealth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Retirement Fiduciary Podcast?

The publicly listed email for The Retirement Fiduciary Podcast: info@libertaswealth.com.

How many listeners does The Retirement Fiduciary Podcast have?

Podseeker estimates The Retirement Fiduciary Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Retirement Fiduciary Podcast?

The Retirement Fiduciary Podcast typically books working professionals with real expertise. Typical guest background: Subject-matter expertise in business operations, profit strategy, scaling, exit planning, retirement planning, fiduciary advice, tax planning, or related financial services. Common among recent guests: Professional advisory or consulting experience; Experience scaling or transitioning businesses; Specialized expertise in retirement or financial planning. Recent guests include Tiffany Helton.

How hard is it to get booked on The Retirement Fiduciary Podcast?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Retirement Fiduciary Podcast cover?

Recent episodes cover Fiduciary, Retirement, Investing, Tax Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

info@libertaswealth.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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