Jun 2, 2026
Most business owners will tell you they built their company for freedom. But somewhere along the way, the business stops working without them in it. It becomes something they can't step away from, can't sell, and can't scale past their own bandwidth.
In this episode of The Retirement Fiduciary, Adam Koos, sits down with...
May 19, 2026
Most people don’t think about financial risk until something goes wrong. A policy lapses. A parent sends 00,000 to a scammer. A spouse passes away and no one can find the documents. In this episode of The Retirement Fiduciary, Adam Koós, sits down with Tony Steuer, financial readiness advocate, award-winning...
How to Make Sure Your Estate Plan Doesn’t Fail: Real Cases, Real Consequences with Kelly Lise Murray
May 5, 2026
Most families spend years building wealth. Far fewer spend time making sure the legal structures protecting that wealth are actually doing their job. In this episode, Adam Koós,sits down with Professor Kelly Lise Murray, a lawyer, mediator, and legal scholar who spent nearly two decades at Vanderbilt University before...
Apr 21, 2026
Hiring is one of the hardest parts of building a successful advisory firm. In this episode of The Retirement Fiduciary, Adam Koós sits down with William Spengler, founder of Frederick Fox, to talk about what actually leads to better hiring outcomes, stronger teams, and healthier long-term growth.
Will shares what...
Apr 7, 2026
In this episode of The Retirement Fiduciary, Adam Koós uses the NCAA tournament to explain a simple but powerful investing lesson: most people are drawn to exciting long shots, but long-term success usually comes from sticking with the strongest probabilities.
That is true in tournament brackets, and it is just as true...