HeyJaredThe Retirement Fiduciary Podcast
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 1, 2026
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- Earliest in this view
- Jul 21, 2026
Latest episodes
The Hidden Costs of Annuities (And How to Avoid Them) (opens the original)
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For years, Adam Koós, has been one of the loudest voices calling out annuities for their high commissions, hidden fees, and conflicts of interest, and in this episode, he owns it. He walks through exactly why annuities have earned their reputation, breaking down the commissions, internal costs, and penalties that most people never actually see. But Adam also makes the case that annuities aren't universally bad. He shares real examples of when a guaranteed income benefit can fill a gap in retirem
The 5 Money Personalities That Shape How You Invest (opens the original)
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A date night conversation about Dr. Gary Chapman's The Five Love Languages got Adam Koós thinking about something he sees every day across more than 300 client families: everyone relates to money a little differently. In this solo episode of The Retirement Fiduciary, Adam borrows the love languages idea and applies it to money, walking through the five "money love languages" that shape how people save, invest, and feel about their financial lives. From the family steward who cares most about pro
Wolves of Wall Street, Part 2: How to Spot a Fake Fiduciary (opens the original)
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In part two of the Wolves of Wall Street series on The Retirement Fiduciary, Adam Koós keeps pulling back the curtain on the parts of the financial world most people never get to see. This time he walks through the tactics that can make someone look like a trustworthy advisor on the surface while something very different is going on underneath. From insurance agents who set up nearly empty advisory firms just to call themselves fiduciaries, to attorneys quietly selling annuities on the side, to
Wolves of Wall Street, Part 1: Financial Advice Red Flags to Watch For (opens the original)
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In this episode of The Retirement Fiduciary, Adam Koós pulls back the curtain on the parts of the financial world most people never see. This one started with a client request. Go find the bad advice floating around out there and shine a light on it. So Adam does exactly that. He walks through the conflicts of interest, sales tricks, and flat out scams that quietly cost everyday investors real money, and he keeps the whole thing in plain English so you can catch the warning signs early. This is
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