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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 us as we explore Adam's unique investment strategies and insights on achieving financial freedom in today's unpredictable economy.

Chapters:

(06:34) Learning resilience early on was crucial in business success

(10:52) There will be another crash, another big crash

(16:34) When it comes to investing, people have strong preferences

(20:39) The biggest lesson learned regarding portfolio management

(23:53) How should smart investors view the crash

(26:46) I would not invest in digital assets without some trend following component

(29:55) You should first focus on saving for your future

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Adam Koos bio:

Adam started his career in 2001, just 10 days before the World Trade Center was attacked, and he is one of approximately 2,500 active Chartered Market Technicians® (CMT®) worldwide. He is also a CERTIFIED FINANCIAL PLANNER professional, a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts, and a Certified Exit Planning Advisor (CEPA).

Adam has been named one of Central Ohio's "20 People to Know in Finance"​ by Business First. Financial Advisor Magazine honored him as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management. Investopedia named him one of the Top-100 Most Influential Financial Advisors in the U.S., and he was also interviewed and featured on the cover of Proactive Advisor Magazine with a focus on his trademarked Defense First® portfolio management strategy.

Adam is an accomplished columnist, has made several guest appearances on WBNS 10TV, and is a former contributor for MarketWatch.com's "Trading Deck." You can also find him in The Wall Street Journal, Forbes, U.S. News & World Report, Yahoo! Finance, and he is a regular contributor at Seeking Alpha.

Adam's company (Libertas Wealth Management Group) has been named to Columbus Business First's Top Fiduciary Financial Planning Firms every year since 2014, he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 6-time winner of Columbus CEO Magazine’s “Best of Business” awards (winning “Best Private Wealth Management Firm"​), and he is most proud to have been honored by the Better Business Bureau, winning their coveted "Torch Award for Ethics and Trust."​

Born in Northeastern Ohio, Adam moved to Columbus to attend college at The Ohio State University. After graduating, he married his best friend, Donna, in 2003, and they have two sons, Karston & Kamden. When he’s not being the best father and husband he can be, he plays sand volleyball on Thursday nights, enjoys a cocktail or a glass of wine by the fire outside in his backyard, or spends downtime with his family and closest friends. Finally, Adam is a Cleveland Browns season ticket holder, an avid Buckeye Football fan, and has attended more than 140 games since 1995.

Connect with Adam:

https://www.libertaswealth.com

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307 episodes