Best Adam Koos Podcasts (2025)

1
Carl Richards on Sketches, Conversations, and the Future of Advice 36:07

Play Pause

5d ago36:07

36:07

Adam Koós welcomes Carl Richards, speaker, author, and creator of the Sketch Guy column in The New York Times. Carl shares the story of how a simple whiteboard sketch changed the trajectory of his career, leading to books, speaking events, and his new release, Your Money: Reimagining Wealth in Simple Sketches. Together, Adam and Carl explore the in…

1
Exit Planning Starts Now: How to Build a Sellable Business Long Before You Sell 46:15

19d ago46:15

46:15

In this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-doo…

1
Investing the Right Way in Today’s World with Adam Koos 44:52

26d ago44:52

44:52

In this episode, we sit down with Adam Kus, President and Portfolio Manager at Libertas Wealth Management Group Inc. Adam shares his inspiring journey from aspiring doctor to leading a successful financial advisory firm. He discusses the lessons learned from guiding clients through market crashes and the importance of resilience in investing. Join …

1
Franchising the Water Well Industry with Jack Clark 29:55

5d ago29:55

29:55

In this episode, we welcome Jack Clark, the founder of 180 Water, who shares his inspiring journey from a small-town ranch to establishing a franchise in the water well industry. Jack discusses his challenges, the importance of mentorship, and how he plans to scale his business to a thousand locations nationwide. Tune in to learn about the unique f…

1
Keith Willis: Turn Career Setbacks Into Launchpads (+ The Long Game Strategy That Gets You More) 34:46

7d ago34:46

34:46

What if the very career setback that feels like your biggest failure is actually the launching pad for your greatest success? Keith Willis, Executive Coach and Leadership Development Expert, reveals how embracing feedback, swallowing your pride, and viewing "failures" as feedback can transform your career trajectory in ways you never imagined. Gues…

1
Jack Clark: Preview 2:17

7d ago2:17

2:17

We welcome Jack Clark, the founder of 180 Water, who shares his inspiring journey from a small-town ranch to establishing a franchise in the water well industry. Jack discusses his challenges, the importance of mentorship, and how he plans to scale his business to a thousand locations nationwide. Tune in to learn about the unique franchise model in…

1
34. The Meeting of the Mind: What I Experienced While Paralyzed 42:14

11d ago42:14

42:14

This is about to get weird. I’m opening up about something that has only been shared in very private circles. As some of you know, years ago, I was comatose and paralyzed for months, unable to move or communicate, stuck in a hospital bed, with only my thoughts. Deep into my paralysis, strange things began to happen—breakthroughs I didn’t know were …

1
Spiritual Awakening and Comeback Story with Kellan Fluckiger 57:04

12d ago57:04

57:04

In this inspiring episode, we welcome Kellan Fluckiger, a remarkable entrepreneur, author, and speaker who shares his extraordinary journey from a life filled with depression and addiction to one of purpose and transformation. Kellan discusses the pivotal moments that changed his life, including a divine intervention and a near-death experience tha…

1
Advisors: Are You Actually Confident In Your 1% Fee? 42:24

12d ago42:24

42:24

Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?” In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna confront one of the industry’s most frustrating rea…

1
Kellan Fluckiger: Preview 4:51

14d ago4:51

4:51

We welcome Kellan Fluckiger, a remarkable entrepreneur, author, and speaker who shares his extraordinary journey from a life filled with depression and addiction to one of purpose and transformation. Kellan discusses the pivotal moments that changed his life, including a divine intervention and a near-death experience that reshaped his perspective …

1
From Startup to Search Fund: Buying and Scaling a Digital Marketing Agency with Grant Hensel 32:57

17d ago32:57

32:57

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Grant Hensel — a seasoned entrepreneur and acquisition professional who transitioned from starting companies to buying and scaling them. Grant shares his journey from founding and exiting Nonprofit Megaphone to launching a self-funded search that led to…

1
A New Way to See Money with Carl Richards 25:56

19d ago25:56

25:56

Adam Koós sits down with Carl Richards, author, keynote speaker, and creator of the iconic Sketch Guy column in The New York Times. For more than a decade, Carl has been known for turning complex financial concepts into simple, powerful sketches that spark meaningful conversations. His new book, Your Money: Reimagining Wealth in Simple Sketches, in…

1
Transactional Vs Relationship-Based Business Builder with Josh Lyons 48:55

19d ago48:55

48:55

This episode welcomes Josh Leon, a serial entrepreneur and relationship development expert. Josh shares his journey from aspiring pastor to successful business owner, emphasizing the importance of building authentic relationships over transactional interactions. We explore how a relational approach fosters deeper connections and leads to greater su…

1
Josh Lyons: Preview 4:28

21d ago4:28

4:28

Josh Leon, a serial entrepreneur and relationship development expert. Josh shares his journey from aspiring pastor to successful business owner, emphasizing the importance of building authentic relationships over transactional interactions. We explore how a relational approach fosters deeper connections and leads to greater success in business. Tun…

1
From Tech to Business Ownership: An Acquisition Journey with Anica John 40:53

24d ago40:53

40:53

In this episode of the M&A Launchpad Podcast, host Casey Minshew talks with Anica John, who shares her inspiring path from the tech industry to acquiring a book printing business. Anica opens up about leaving the corporate world, the lessons learned during the acquisition process, and how family support has been a driving force in her success. She …

1
33. This One Thing Will Make or Break a Commercial Real Estate Deal w/Kevin Bupp 42:34

25d ago42:34

42:34

There’s one thing that separates a “good” commercial real estate deal from the rest—and you have complete control over it. Get it right, and your returns are much closer to being locked in. Get it wrong, and you could have a cash-draining property on your hands. Kevin Bupp, 20+ year investing veteran and mobile home park and parking lot expert, is …

1
Where Humanity Meets Expertise: The True Foundation of Advisor Value 44:06

26d ago44:06

44:06

What does it really take to be a great financial advisor today? Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves. In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations. …

1
EP 172 -The 5Fs and Income Education with Barry Dyke 31:29

27d ago31:29

31:29

In this episode, Mark Yegge sits down with Barry James Dyke, president of Castle Asset Management and author of The Pirates of Manhattan and The Retirement Ruse. They dive into the truth about retirement income, why America is struggling with financial security, and what you can do to build real, lasting wealth. 📘 Learn more about Barry and his wor…

1
Adam Koos: Preview 3:41

28d ago3:41

3:41

1
Journey to Independent Sponsorship with Cory Sandrock 50:27

1M ago50:27

50:27

In this episode of the M&A Launchpad Podcast, host Casey Minshew interviews Cory Sandrock, Managing Partner of Pareto & Company. Cory shares his unique journey from theater to private equity, highlighting the nuances of independent sponsorship versus search funds and the critical role of teamwork in successful deal-making. He dives into lessons fro…

1
Saving Money and Time with Reverse Mortgages with Kevin Guttman 42:33

1M ago42:33

42:33

In this enlightening episode, we welcome Kevin Gutman, a senior mortgage broker and reverse mortgage specialist with over 21 years of experience in the industry. Kevin shares his journey from a nonprofit career to the mortgage sector, emphasizing the importance of understanding home financing options for seniors. He provides valuable insights on co…

1
Kevin Guttman: Preview 3:50

1M ago3:50

3:50

Kevin Gutman, a senior mortgage broker and reverse mortgage specialist with over 21 years of experience in the industry. Kevin shares his journey from a nonprofit career to the mortgage sector, emphasizing the importance of understanding home financing options for seniors. He provides valuable insights on common mortgage pitfalls, the advantages of…

1
Unlocking Capital with Sale Leasebacks with Bryan Huber 41:54

1M ago41:54

41:54

In this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Bryan Huber, Partner at SAB Capital, to explore the intricacies of sale leasebacks in the context of business acquisitions. Bryan breaks down how these transactions work, why they’re such a powerful tool for freeing up capital, and how they can improve business valuations. T…

1
32. How to Start Your Own Business (and Replace Your Salary) with George Mortimer 1:00:33

1M ago1:00:33

1:00:33

Want to start a business and begin working for yourself? This is how you do it. You don’t need to (and actually should not) invent a product or create a new type of service or technology. You can work for yourself simply by doing what you do right now at your job or what you’re interested in. Becoming your own boss enables you to earn more money, l…

1
Decoding Market Psychology with David Keller 56:15

1M ago56:15

56:15

Adam Koós sits down with David Keller, CMT - President and Chief Strategist at Sierra Alpha Research, former Director of Research at Fidelity, and host of Market Misbehavior. David's unique background in music and psychology led him into technical analysis, where he's spent decades helping advisors and portfolio managers understand market cycles, m…

1
From Istanbul to Wall Street with Isilay Cabuk 44:22

1M ago44:22

44:22

In this episode, we are joined by Isilay Cabuk, an inspiring executive leader and personal growth coach. Isilay shares her remarkable journey from being a nurse practitioner in Istanbul to navigating the fast-paced world of Wall Street and ultimately finding her passion in coaching. We explore her challenges along the way, her insights on overcomin…

1
Are Financial Advisors Really Ready for AI? 41:50

1M ago41:50

41:50

At this year’s Future Proof Festival, one theme stole the spotlight: AI. Everywhere you turned, someone was pitching an AI-driven solution. But what is all this efficiency really serving? Because no matter how powerful the tech, it can’t replace the fundamentals of delivering clarity, confidence, and genuine value to clients. In this episode, we ta…

1
Isilay Cabuk: Preview 4:32

1M ago4:32

4:32

In this episode, we are joined by Isilay Cabuk, an inspiring executive leader and personal growth coach. Isilay shares her remarkable journey from being a nurse practitioner in Istanbul to navigating the fast-paced world of Wall Street and ultimately finding her passion in coaching. We explore her challenges along the way, her insights on overcomin…

1
31. The Fed Just Reset the Economic “Cycle” 39:06

1M ago39:06

39:06

The long-awaited Fed announcement is here. After the recent Fed meeting, where we got more clarity on rate cuts, the economic “cycle” seems to have been just reset. This will have significant consequences for the economy and prime specific industries for a resurgence. If you own any of these assets or work in any of these sectors, you could be ridi…

1
Digital Assets & Business Valuation with Paige Wiese 35:59

2M ago35:59

35:59

In this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marke…

1
Building Wealth: Christine's Journey from Zero to Seven Figures 40:44

2M ago40:44

40:44

In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn't just about climbing the corporate ladder, how she built a business aligned with her v…

1
Understanding Cryptocurrency Tax Filing with Janna Scott 42:37

2M ago42:37

42:37

In this episode, we welcome Janna Scott, the visionary founder of Defy Tax, a pioneering platform that simplifies cryptocurrency tax reporting. Janna shares her journey from Germany to the U.S., highlighting her commitment to improving the accuracy and reliability of crypto tax solutions. With insights from her extensive research and collaboration …

1
Janna Scott: Preview 5:05

2M ago5:05

5:05

In this episode, we welcome Janna Scott, the visionary founder of Defy Tax, a pioneering platform that simplifies cryptocurrency tax reporting. Janna shares her journey from Germany to the U.S., highlighting her commitment to improving the accuracy and reliability of crypto tax solutions. You can hear the full episode on Thursday, September 18th…

1
From 13 Franchises to Freedom: Kristie Shifflette on Scaling & Exiting with Success 44:33

2M ago44:33

44:33

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Kristie Shifflette, who shares her inspiring journey from corporate America to becoming a successful franchisee with Orange Theory Fitness. Kristie dives into the challenges and triumphs of scaling her business to 13 locations, her experience navigating priva…

1
30. Why the Masses Miss Every Wealth-Building Opportunity 43:27

2M ago43:27

43:27

If you can’t fix this, you’ll never be wealthy. The 99% move like a herd, and the masses scream in fear, duck for cover, and sell in lockstep during every major recession, crash, and recovery. This is why most Americans (or people on Earth, for that matter) will never be wealthy. By letting their fear take over during times of opportunity and their…

1
Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth 39:04

2M ago39:04

39:04

Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help cl…

1
Prepping for Success, Stock Market & Crypto Trading with Anmol Singh 43:57

2M ago43:57

43:57

In this episode, we welcome Anmol Singh, founder of Live Traders and author of "Prepping for Success." Anmol shares his incredible journey from a shy college student in London to a successful trader in New York City. He discusses the emotional challenges of trading, the importance of discipline, and how to create a successful trading plan. Anmol al…

1
The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP® 42:26

2M ago42:26

42:26

From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision. In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building …

1
Anmol Singh: Preview 2:22

2M ago2:22

2:22

In this episode, we welcome Anmol Singh, founder of Live Traders and author of "Prepping for Success." Anmol shares his incredible journey from a shy college student in London to a successful trader in New York City. He discusses the emotional challenges of trading, the importance of discipline, and how to create a successful trading plan. Anmol al…

1
Building Exit-Ready Businesses with Jason Kruger 38:22

2M ago38:22

38:22

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition. This conversation digs into the fundamentals …

1
How AI will Revolutionize the world and Business with Kham Inthirath 43:49

2M ago43:49

43:49

In this episode, we welcome Kham Inthirath, a visionary leader in AI and business transformation. With over two decades of experience in marketing and consulting, Kham shares his remarkable journey from being a first-generation immigrant to a successful CEO. Discover how he is revolutionizing content creation through AI, reducing production time dr…

1
Kham Inthirath: Preview 1:17

2M ago1:17

1:17

In this episode, we welcome Kham Inthirath, a visionary leader in AI and business transformation. With over two decades of experience in marketing and consulting, Kham shares his remarkable journey from being a first-generation immigrant to a successful CEO. Discover how he is revolutionizing content creation through AI, reducing production time dr…

1
Why 80% of Businesses Fail to Sell | Exit Planning Tips with Adam Koos 40:25

2M ago40:25

40:25

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company. From the emotional side of …

1
The Hidden Fuel Behind Explosive Practice Growth 35:29

2M ago35:29

35:29

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm's AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…

1
Everything Money with Paul Gabrail 43:13

2M ago43:13

43:13

In this episode, we are joined by Paul Gabriel, a seasoned investor and the host of Everything Money. He shares his remarkable journey from a young boy in Iraq to a successful entrepreneur in the United States. Paul discusses his value investing strategy, the importance of diversifying investments across stocks, real estate, and business developmen…

1
EP-171 - An Ethical Approach to Investing with Adam Koós 21:37

2M ago21:37

21:37

This week, we explore what it really means to invest with integrity. Adam Koos and I dive into how ethics and discipline play a critical role in building long-term wealth, why trust matters more than ever in today's markets, and practical ways investors can align their money with their values without sacrificing returns. To reach Adam: | ElevateAnd…

1
From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP® 41:52

2M ago41:52

41:52

Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…

1
Paul Gabrail: Preview 2:15

2M ago2:15

2:15

In this episode, we are joined by Paul Gabriel, a seasoned investor and the host of Everything Money. He shares his remarkable journey from a young boy in Iraq to a successful entrepreneur in the United States. Paul discusses his value investing strategy, the importance of diversifying investments across stocks, real estate, and business developmen…

1
Courageous Conversations, Conquering Fear, Career Breakdowns, and Lessons from the Baseball Field from Public Relations Executive Adam Cormier 39:31

2M ago39:31

39:31

What if the secret to PR success wasn't found in a boardroom, but on a baseball diamond? Adam Cormier, a seasoned PR executive with over 15 years of strategic communications experience, reveals how a teenage lesson about "keeping an even keel" became his compass for navigating everything from crisis communications to career transitions. Could the m…

1
Six Acquisitions in Three Years with Ryan Sullivan 42:23

2M ago42:23

42:23

In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, lever…