Libertas Wealth Management Group, INC.

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Retirement Planning ( libertas.wealth) • Threads, Say more libertas.wealth Retirement Planning libertas.wealth President / PM @ Libertas Wealth. Helping ppl make work Optional. Cleveland Bred, Buckeye Alum, Car Freak, husband, father of 2 cool little men. linktr.ee/FinancialSurgeon 124 followers Follow Mention Threads Replies Media Reposts libertas.wealth TheRetirementFiduciary 5h Your business can survive without you... or it can t. One of those is a retirement plan. The other is a trap. New episode of The Retirement Fiduciary with Adam and Tiffany Helton from Cultivate Advisors dig into founder dependency, profitability, and how to build real enterprise value before you need it. youtu.be/rd-5K… TheRetirementFiduciary #AdamKoos #LibertasWealth #BusinessOwner 1 libertas.wealth 05/21/26 In this episode of The Retirement Fiduciary, Adam talks with Professor Kelly Lise Murray, a wealth dispute attorney who has spent nearly 20 years studying what goes wrong when estate plans fail. She breaks down real cases, real families, real dollar amounts. Find it on Spotify, Apple Podcasts, YouTube, or anywhere you listen to podcasts. YouTube: youtu.be/GxyRJ… Kelly s Website: vettingthehouse.com libertas.wealth retirementplanning 05/04/26 In this episode of The Retirement Fiduciary Podcast, Adam explains why investing based on ego, headlines, or the urge to “shoot the lights out” can create the wrong kind of risk, especially as retirement gets closer. The real goal is building a plan that is

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