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...
Mar 17, 2026
Most people assume retirement success comes down to picking the right investments, earning higher returns, or trying to outperform the market. But that is rarely the deciding factor.
In this episode of The Retirement Fiduciary, Adam Koós explains why most retirement plans fail and what truly drives long-term success....
Mar 3, 2026
Most advisors genuinely want to help. But the industry’s compensation structures and “hat switching” can create incentives that unintentionally pull advice away from the client’s best interest. In this episode, Adam Koós breaks down the most common red flags that show up in sales-driven advice, especially when...