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

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.

Check out the video on YouTube for visuals

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

Subscribe on Apple Podcasts: 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/42uevkm

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

For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

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

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 @AdamDKoos https://bit.ly/4aoPI3U

--- 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.

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions.

Check out the video on YouTube for visuals

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

Subscribe on Apple Podcasts: 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/42uevkm

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

For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

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

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 @AdamDKoos https://bit.ly/4aoPI3U

--- 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.