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Building Wealth Like the Rockefellars with Dan Brookman

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Manage episode 376324464 series 1037117
Contenu fourni par The Retirement Fiduciary, Adam D. Koós, and CEPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Retirement Fiduciary, Adam D. Koós, and CEPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY works, and what strategies to implement. While it isn't all simple, you can learn the first 3 steps to get this set up and working for your family. https://www.stolly.com/

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on iTunes: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/3OagYrw

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- 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 (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

151 episodes

Artwork
iconPartager
 
Manage episode 376324464 series 1037117
Contenu fourni par The Retirement Fiduciary, Adam D. Koós, and CEPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Retirement Fiduciary, Adam D. Koós, and CEPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on "how to build generational wealth by purchasing life insurance," but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY works, and what strategies to implement. While it isn't all simple, you can learn the first 3 steps to get this set up and working for your family. https://www.stolly.com/

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on iTunes: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/3OagYrw

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- 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 (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

151 episodes

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