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Innhold levert av The Retirement Fiduciary, Adam D. Koós, and CEPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Retirement Fiduciary, Adam D. Koós, and CEPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work

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Manage episode 418560545 series 1037117
Innhold levert av The Retirement Fiduciary, Adam D. Koós, and CEPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Retirement Fiduciary, Adam D. Koós, and CEPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common challenges individuals and families face when navigating these intricate processes. From organizing legal documents to preparing for the future, Zuckerman sheds light on the transformative impact his platform has had on both his own life and the lives of his clients across the nation.

Tune in as Adam Koos and Adam Zuckerman delve into the importance of proactive planning, the significance of streamlining complex tasks, and the profound benefits of embracing innovative solutions in the realm of estate management. Don't miss this insightful conversation on how "Buried In Work" is revolutionizing the way people approach end-of-life planning and ensuring peace of mind for generations to come.

https://buriedinwork.com/team

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 plan

  continue reading

141 episoder

Artwork
iconDel
 
Manage episode 418560545 series 1037117
Innhold levert av The Retirement Fiduciary, Adam D. Koós, and CEPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Retirement Fiduciary, Adam D. Koós, and CEPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common challenges individuals and families face when navigating these intricate processes. From organizing legal documents to preparing for the future, Zuckerman sheds light on the transformative impact his platform has had on both his own life and the lives of his clients across the nation.

Tune in as Adam Koos and Adam Zuckerman delve into the importance of proactive planning, the significance of streamlining complex tasks, and the profound benefits of embracing innovative solutions in the realm of estate management. Don't miss this insightful conversation on how "Buried In Work" is revolutionizing the way people approach end-of-life planning and ensuring peace of mind for generations to come.

https://buriedinwork.com/team

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 plan

  continue reading

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