Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios

Money Talk with Yu, hosted by Jerry Yu

Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time!

About Adam Koos:

Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a deep sense of ambition and compassion, setting the stage for his lifelong commitment to making a meaningful impact in the lives of others. From meeting his wife at The Ohio State University to raising two sons, Adam's journey reflects a steadfast dedication to family and community.

Professionally, Adam has navigated through turbulent financial climates with resilience and skill, earning esteemed credentials such as CERTIFIED FINANCIAL PLANNERTM, Chartered Market Technician (CMT), and Certified Exit Planning Advisor (CEPA). His local and national recognition as a trusted adviser underscores his ability to assist clients in optimizing their businesses and retirement planning. Through prolific writing, speaking engagements, and community education efforts, Adam demonstrates a commitment to empowering others with financial knowledge and guidance, enriching lives beyond the realm of finance.

On today’s Fortify Your Financial Kingdom, Adam and Jerry discuss how to:

• Gain insights from Adam Koos on financial expertise and learn how to apply it to your own situation.
• Explore the benefits of becoming a Certified Exit Planning Advisor (CEPA) and how it can enhance your financial expertise.
• Uncover the success principles used by financial planning firms to achieve their goals and how to apply them in your own career.

Key Takeaways:

• Work-Life Balance Strategies

Adam Koos emphasizes the importance of work-life balance for maintaining overall well-being. He recommends setting boundaries between professional and personal life, prioritizing family time, and actively scheduling downtime.

• Risk Management Prioritization

Risk management is at the heart of Adam's financial planning strategies. By prioritizing defense before profit, he aims to navigate market fluctuations effectively, mitigating potential losses.

“I think it comes down to time management and time blocking and using technology to your advantage.

—Adam Koos

Contact Adam:

Website: https://www.libertaswealth.com/

LinkedIn: https://www.linkedin.com/in/adamkoos/

Twitter (X): https://twitter.com/adamkoos

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: [phone]

Cell: [phone]

Email: [e-mail]

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.