Dec 12, 2024
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable.
Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her background in psychology, coaching, and fitness, she explains the holistic tools and strategies she uses to help clients maintain their well-being during these periods. From handling job loss to embracing new opportunities, Suzanne’s insights provide listeners with actionable steps to thrive through life’s inevitable changes.
https://www.linkedin.com/in/suzannecampi/
https://www.suzannecampi.com/
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--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one
of only 2,600+ Chartered Market Technicians (CMT) worldwide, as
well as a Certified Financial Technician (CFTe®) thru the
International Federation of Technical Analysts (IFTA). He’s been
named by Columbus Business First as one of their 20 People to Know
in Finance, was a recipient of the Forty Under 40 award, is ranked
by Investopedia as one of America’s top 100 Most Influential
Advisers, and is the winner of the coveted Better Business Bureau
Torch Award for Ethical Enterprising. Adam serves his clients as
the president and portfolio manager at Libertas Wealth Management
Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm,
located in Columbus, Ohio.
******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples
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.