The Ethics of Financial Advising: Transparency, Strategy, and Smart Investing with Adam Koós

About Adam Koós: Adam Koós is a seasoned financial advisor who began his career just 10 days before 9/11, navigating some of the most challenging market crashes in history. With a strong foundation in financial planning and market strategies, Adam is committed to educating clients and empowering them with knowledge. His ethical approach to wealth management is deeply influenced by his father’s principles of integrity and transparency. Beyond advising, Adam is a passionate speaker, writer, and educator, offering financial planning workshops to help individuals make informed financial decisions.
In this episode, Shawn and Adam Koós discuss:

• The importance of ethics and transparency in financial advising
• Strategies for wealth preservation and managing retirement income
• How market downturns impact investment strategies and withdrawal rates
• The psychological aspects of financial decision-making and emotional investing
• Business exit planning and why entrepreneurs need to prepare years in advance
• The role of education in debunking financial myths and misinformation

“I think that education is the root of everything we do because what people need these days. It's not like the old days, where they want to be sold something or sold an investment in that. They want solutions based advice, and I think that people want to be educated.” - Adam Koós Connect with Adam Koós:  Email: [e-mail] Website: https://www.libertaswealth.com/ LinkedIn: https://www.linkedin.com/in/adamkoos/ X (Twitter): https://x.com/AdamKoos 
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement
Contact Shawn:WebsiteYouTubeLinkedInInstagramFacebook

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Adam Koos is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Libertas Wealth Management Group, Inc. is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25