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The Retirement Fiduciary Podcast

Feb 17, 2026

In this episode, Adam Koós sits down with David Keller, CMT (host of Market Misbehavior) for a practical conversation about using technical analysis the way advisors actually need it: to manage risk, stay disciplined, and help clients understand what’s happening without jargon.

You’ll hear how Adam’s...


Feb 3, 2026

Employee Stock Ownership Plans (ESOPs) are often talked about—but rarely understood. For many business owners, they represent one of the most powerful (and misunderstood) succession and liquidity strategies available today.

In this episode, Adam sits down with Kelly Finnell, one of the nation’s foremost ESOP...