The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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Adam Koos Podcasts
How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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The Wealth Architect Podcast is the show for people that who want a better life, more success, more money and more freedom through passive income. Don't just take your life to the next level; go 10 levels up! Mark Yegge, Wealth Architect, is a fund manager and lifestyle entrepreneur. He has invested and traded over $14-billion in the markets. He knows finance, success mindset principles, the world economy, and freedom. In this podcast, you will learn the key secrets of investing success, sto ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Welcome to the AJ Osborne Podcast. Twice a month, I’ll sit down with guests or fly solo to share incredible stories, give my take on today’s economy, and show you how to build wealth the right way. We bring high-value guests - solely for the purpose of long-form, high-impact discussions. By working together, we can build a better future for ourselves and our families. Find our video podcast on YouTube: https://www.youtube.com/playlist?list=PLoaCszL7eN9T7EixaJgL49WTLsT-CWLD1
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Christine Caine's Propel Women Life & Leadership Podcast shares faith-fueled stories from leaders all over the globe to help you fulfill your God-given purpose. In each episode, Christine interviews friends from across the world to bring you big laughs along with life and leadership principles in theology, spiritual formation, and missional living. You’ll walk away with practical application to begin living into your purpose in the boardroom, the playroom, and everywhere in between. Download ...
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How do you successfully navigate your evolving career? Career Wanderlust connects with industry leaders to discuss and highlight their best career tips, whether that’s finding and landing a new job or rising within some organizations’ ranks. We highlight unique experiences while sharing pearls of wisdom that could positively impact any listener. https://www.youtube.com/@careerwanderlust
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Why 80% of Businesses Never Sell - Adam Koós on the Grow Your Business and Grow Your Wealth Podcast
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27:39In this special episode share, Adam Koós, joins Gary Heldt as a guest on the Grow Your Business and Grow Your Wealth Podcast for a wide-ranging conversation on fiduciary responsibility, business exit planning, and the hidden risks business owners face when they wait too long to plan. Adam shares his personal journey from pre-med to finance, why he …
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Global Value Cycles, Home-Country Bias & the Discipline Behind 'Good Losses': Part 2 with Meb Faber
38:39
38:39
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38:39In Part 2 of Adam's conversation with Cambria CIO and researcher Meb Faber, they dig into the realities of global investing, why home-country bias hurts more portfolios than advisors realize, and how disciplined rules can turn "losses" into part of a long-term edge. They also discuss value cycles, trend signals, real assets, and why diversification…
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Is Your Firm Built For What 2026 Will Demand?
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45:11It’s been a busy year. Zach Conway and Kelsey McKenna sit down to look back on everything that happened inside Seeds and across the advisory space. They talk about what they learned while growing the team, what surprised them, and what changed as more firms started using the platform. They also look ahead to 2026. Not with predictions meant to soun…
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EP-174 The Value of A Very High Net Worth Community with Tad Fallows
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22:51In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Tad Fallows, co-founder of Long Angle, a private global community for very high-net-worth entrepreneurs and executives. They explore why trust-based, no-solicitation communities matter, how wealthy individuals think differently about risk, investing, and family, and why peer…
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Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
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37:12
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37:12Most people think travel rewards are confusing, time-consuming, or only useful for frequent fliers. But in reality, when you understand how to earn and redeem points strategically, you can turn your normal everyday spending into deeply discounted travel — even at luxury hotels charging $1,500+ a night. In this episode, Adam sits down with Colin Str…
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Ep 96 with Ann Voskamp: Waking Up Your Soul in a Distracted World
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52:23
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52:23Your life isn’t meant to stagnate—it’s meant to overflow with purpose, conviction, and the life of Christ. In this episode, host Christine Caine sits down with author and spiritual formation leader Ann Voskamp for a deeply moving conversation about living “given,” guarding against spiritual drift, cultivating a heart of compassion, and staying anch…
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"Trend Following, Market Volatility, and Portfolio Strategy: Meb Faber's Guide for Financial Advisors"
1:13:24
1:13:24
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1:13:24In this episode, Adam sits down with Cambria CIO and renowned researcher Meb Faber for a candid, high-impact conversation on what advisors consistently misunderstand about markets. They dig into trend following, global diversification, performance chasing, drawdowns, investor behavior, and the uncomfortable truths that shape real-world outcomes for…
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Ep 95 with Rachel Hughes: Beyond Permission: Living Boldly in Your God-Given Authority
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44:53You were created for influence—not by grasping for power, but by walking in the authority God already placed inside you. In this episode, host Christine Caine sits down with Anglican pastor and leader Rachel Hughes for a profound conversation on calling, spiritual warfare, women’s leadership, and learning to partner with the Holy Spirit in everyday…
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The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
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37:00
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37:00If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing. Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Busin…
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Ep 94 with Lysa TerKeurst: Trusting God When the Outcome Still Hurts
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45:10When life falls apart, can you still trust God to make things right? In this episode, host Christine Caine sits down with Lysa TerKeurst for an honest conversation about trusting God through heartbreak, betrayal, and unanswered questions. Lysa shares what she’s learned about walking through pain without becoming bitter, finding peace in the mystery…
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EP-173 - Digital Real Estate With Tyler Vinson
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26:55In this episode of the Wealth Architect Podcast, Mark sits down with Tyler Vinson, CEO of RE Tokens, to explore how real estate tokenization is transforming access, liquidity, and opportunity in the property market. Tyler breaks down how digital ownership, blockchain-based securities, and secondary-market trading are opening the door for both seaso…
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36. How I Predict the Outcome of (Almost) Every Investment I Buy (4M Framework)
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36:27I have a framework that tells me which investments (and businesses) have the highest odds of succeeding. I’ve used this framework to build multiple $10M+ businesses and own a $100M+ real estate portfolio. I didn’t do this all by luck, and it isn’t because I’m a genius. It’s all because of this simple framework that anyone can use, with any budget, …
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How I Built This: From Sicily to Serial Entrepreneurship - The George Sortino Story
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50:22In this How I Built This episode of The Elevate Your Business Podcast, Adam sits down with George Sortino — a Sicilian-born, American-made entrepreneur who built hotels, restaurants, bowling alleys, sports books, barbershops, and entertainment centers across Northern Ohio. From arriving in the U.S. at age seven, to buying his first hotel with no mo…
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Ep 93 with Mimi Chan: Called to Corporate: Bringing the Kingdom into Big Business
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37:35
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37:35You don’t have to be in ministry to live on mission. In this episode, host Christine Caine sits down with Mimi Chan, a senior leader at Amazon and the co-founder of Christians at Amazon, to talk about what it means to carry your faith into the workplace with courage, integrity, and excellence. Mimi shares how she’s seen God move in the corporate wo…
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When’s the Last Time You Audited Your Portfolio Construction Process?
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33:51Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and w…
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Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
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37:54Adam Koós sits down with David Morgan—monetary system critic, precious metals analyst, and founder of The Morgan Report—to discuss the fragile state of today's financial system, what history teaches us about currency and freedom, and why investors should pay close attention to silver and gold. David brings over four decades of market experience and…
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Ep 92 with Lina Nielsen: Building the Church When the World Moves On
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35:34Faith doesn’t need fame—it needs faithfulness. In this episode, host Christine Caine sits down with Swedish pastor and author Lina Nielsen for an honest conversation about staying steadfast in a world that’s moved on from church. From leading in one of the most secular nations on earth to raising daughters who love Jesus, Lina shares how she’s kept…
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35. The Great Stock Divergence: Why Prices Aren’t Matching Reality
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12:33This looks a lot like the Dot-com bubble. Stock prices are hitting record highs, but their valuations are starting to diverge from reality. Americans are scared they’ll miss out on the rise of AI, so they’re pouring cash into the market in record amounts. Meanwhile, price-to-earnings ratios are inching nearer to Dot-com bubble levels. How close are…
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Ep 91 with Katia Adams: Faith Over Formula: When Obedience Feels Irrational
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49:29
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49:29Sometimes God’s direction doesn’t make sense—until it does. In this episode, host Christine Caine sits down with pastor and church planter Katia Adams to talk about how obedience can lead to multiplication, even when it feels like loss. From Boston to Cape Town, Katia shares how God uprooted her plans, expanded her influence, and met her family’s e…
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Do Your Clients Think You're As Empathetic As You Think You Are?
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48:16Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews…
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Carl Richards on Sketches, Conversations, and the Future of Advice
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36:07Adam 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…
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Ep 90 with Michelle Mayorquin: Choosing Faith When Life Breaks Your Heart
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32:22
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32:22Joy isn’t the absence of pain—it’s the presence of God. In this episode, host Christine Caine talks with pastor and leader Michelle Mayorquin about walking through unimaginable loss while raising a family, leading a growing church, and choosing joy in the midst of it all. Michelle shares how God met her in grief, sustained her with supernatural joy…
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Keith Willis: Turn Career Setbacks Into Launchpads (+ The Long Game Strategy That Gets You More)
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34:46What 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…
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34. The Meeting of the Mind: What I Experienced While Paralyzed
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42:14
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42:14This 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 …
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Ep 89 with Joyce Koo Dalrymple: You Are Not Disqualified – You Are Called
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47:41
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47:41You are not disqualified. In this episode, host Christine Caine sits down with author, journalist and advocate Joyce Koo Dalrymple for a powerful conversation about redemption, calling, and discovering purpose on the other side of pain. Joyce shares her journey from feeling unqualified to becoming an adoptive mom, ministry leader, and voice of hope…
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Advisors: Are You Actually Confident In Your 1% Fee?
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42:24
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42:24Are 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…
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A New Way to See Money with Carl Richards
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25:56Adam 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…
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Exit Planning Starts Now: How to Build a Sellable Business Long Before You Sell
46:15
46:15
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46:15In 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…
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Ep 88 with Lisa Bevere: Building a Legacy of Faith When the Pressure is High
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53:03Leadership will stretch you—but it doesn’t have to break you. In this episode, host Christine Caine sits down with powerhouse author and leader Lisa Bevere for a raw and hope-filled conversation about resilience, identity, and longevity in leadership. Lisa opens up about decades of ministry – the highs, heartbreaks, and hard-won wisdom – that shape…
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33. This One Thing Will Make or Break a Commercial Real Estate Deal w/Kevin Bupp
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42:34There’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 …
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Ep 87 with Kim Thomas: Everyday Evangelism: Living Like Jesus at Work
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29:39
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29:39Your workplace isn’t separate from your calling—it’s part of it. In this episode, host Christine Caine talks with corporate leader and author Kim Thomas about what it looks like to live on mission in the marketplace. From her powerful “backyard with God” moment to leading a team of 50 people with purpose and integrity and writing her debut book, Th…
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Where Humanity Meets Expertise: The True Foundation of Advisor Value
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44:06
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44:06What 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. …
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EP 172 -The 5Fs and Income Education with Barry Dyke
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31:29In 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…
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Special Episode from Christine Caine: What the Olive Tree Taught Me About Faith and Flourishing
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17:32Flourishing isn’t about perfect conditions—it’s about deep roots. In this episode, host Christine Caine takes you behind the heart of her Bible Study, Flourishing, born out of her travels to olive farms around the world and years of studying every mention of olive trees in Scripture. You’ll discover what it means to be grafted into God’s family, to…
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32. How to Start Your Own Business (and Replace Your Salary) with George Mortimer
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1:00:33Want 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…
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Decoding Market Psychology with David Keller
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56:15
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56:15Adam 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…
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Ep 86 with Pastor Alex Seeley: Why Interruptions are Invitations and Living in Step With the Spirit
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41:35Sometimes God’s plan feels like an interruption—but it’s actually an invitation. In this episode, host Christine Caine talks with pastor and author Alex Seeley about what it really looks like to surrender your own timeline for God’s. Alex shares her journey church planting in Nashville, the cost and joy of obedience, and why living fully awake to t…
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Are Financial Advisors Really Ready for AI?
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41:50At 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…
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31. The Fed Just Reset the Economic “Cycle”
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39:06The 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…
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Building Wealth: Christine's Journey from Zero to Seven Figures
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40:44In 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…
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Ep 85 with Dr. Joy Qualls: How Joy and Gratitude Impact Your Leadership
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42:52
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42:52True joy isn’t found in a perfect life—it’s forged in the valleys, refined in the storms, and anchored in the unchanging character of God. In this episode, host Christine Caine and Professor and Associate Dean in the Division of Communication at Biola University Dr. Joy Qualls unpack what it means to cultivate joy as a spiritual discipline, a leade…
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30. Why the Masses Miss Every Wealth-Building Opportunity
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43:27If 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…
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Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth
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39:04Adam 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…
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Ep 84 with Holly Wagner: Letting Go, Leaning In, and Leading Well
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41:02
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41:02Resilience isn’t built in comfort—it’s formed in the fire. In this episode, host Christine Caine sits down with her longtime friend and pastor, Holly Wagner, for a deeply personal and hope-filled conversation on longevity in leadership, lasting friendships, and staying true to your calling through every season. From pioneering ministry in Los Angel…
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The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP®
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42:26From 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 …
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Ep 83 with Hosanna Wong: The Power of Proximity: Staying Close to God and People
42:47
42:47
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42:47Obedience doesn’t always look like we expect. In this episode, host Christine Caine sits down with pastor, spoken word artist, and evangelist Hosanna Wong for a candid conversation on identity, calling, and choosing the quiet power of faithfulness. Hosanna opens up about her journey from underground poetry slams to global ministry and why she’s now…
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The Hidden Fuel Behind Explosive Practice Growth
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35:29In 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…
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Special Episode: Q&A with Christine Caine on Rhythms, Reverence, and the Realities of Leadership
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13:29If you’ve ever wrestled with fear, purpose, or how to live boldly for Jesus—this one’s for you. In this episode, host Christine Caine answers questions from listeners around the world. From overcoming stage fright to establishing spiritual rhythms and seeing your workplace as your mission field, Christine shares from her personal journey with vulne…
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EP-171 - An Ethical Approach to Investing with Adam Koós
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21:37This 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…
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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
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41:52Is 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…
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