Episode Details

What if your business decisions were as disciplined and intentional as the moves of a seasoned trader?

In this powerful episode of the Business Roundtable Podcast, host David Carr is joined by Adam Koós—Certified Financial Planner™, Chartered Market Technician®, and CEPA (Certified Exit Planning Advisor)—who brings Wall Street wisdom into the boardroom and the entrepreneur’s journey.

Together, they explore:

• How trading principles like pattern recognition, emotional control, and strategic exits apply to business leadership
• Why most business owners fail to prepare for a true “wealth freedom” moment—and how to fix it
• The surprising truth behind “making work optional” and how it unlocks purpose and impact
• How to rebalance your leadership portfolio and avoid crashing your life while scaling your business

Adam Koós doesn’t just help clients build financial independence—he coaches them to think differently about what success and legacy really mean.

🎧 Tune in now to learn how you can defend your wealth, sharpen your leadership, and create a life worth living on your terms.

🧠 Learn more about Adam and Libertas Wealth: https://www.libertaswealth.com
🔗 Connect with Adam on LinkedIn: https://www.linkedin.com/in/adamkoos/


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Connect with Steward Your Business:

• Book a Leadership Clarity Call: https://calendar.stewardyourbusiness.com/cc
• Call: +1 909.404.9865
• Website: https://stewardyourbusiness.com
• LinkedIn: https://www.linkedin.com/in/davidwcarr

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