A comprehensive financial planning and investment management firm located in Columbus, Ohio.
Financial and Retirement Planning for Successful Career Professionals Looking for Authentic, Fiduciary-driven Advice.
07/23/2026
“There are no fees” is a myth. There's always a cost somewhere.
A true fee only fiduciary gets paid the same no matter where your money is invested. No commissions. No product to push.
That structure is where a lot of conflicts of interest simply disappear. Adam explains how it works and why it matters. In the latest episode of The Retirement Fiduciary, listen now - https://youtu.be/BhSbBu1uqcM?si=i2UERgMCpPsZ9_Zh.
07/06/2026
Halfway through 2026 📈 Adam breaks down where the markets stand right now, the dollar, stocks, bonds, gold, and what he's keeping an eye on for the rest of the year. Watch the Halftime Update below 👇
https://youtu.be/zAWxDIOXehY?si=f3AoGyr6E1VL_tKp
2026 Halftime Update Halftime Update 2026: Stocks Consolidate Near Highs, Dollar Strengt...
Did your dad ever tell you that cash is king?
For his era, with pensions and savings accounts that actually paid interest, that made sense. The catch today is inflation. Money sitting safely in the bank can quietly lose a big chunk of its buying power over a 20 or 30 year retirement.
Safe is not the same as risk-free. Playing it too safe is still a risk.
We help families plan for that, not react to it.
Listen to the Father's Day episode of The Retirement Fiduciary - https://youtu.be/CfPtjfWMFJ4?si=ExSJSOYjYWsl3eVh
A lot of us inherited a fear of the stock market.
Maybe Dad or Grandpa lost money in 1987, or the dot-com bust, or 2008. That scar became a story, and the story became the family’s whole money philosophy.
Over the long run, the market has been the most reliable wealth-building engine we have.
The real danger is a portfolio with no plan for the down years.
That is exactly where a fiduciary earns their keep.
Listen to Adam talk about What Your Dad Got Wrong About Money and what you should do instead - https://youtu.be/CfPtjfWMFJ4?si=ExSJSOYjYWsl3eVh
07/01/2026
The stock market isn’t the risk. A portfolio with no plan is.
Your dad was a “figure it out” guy. It served him well for most of life.
Retirement is different. The 5 to 10 years around it, things like Social Security timing, Medicare, tax brackets, and required withdrawals, carry consequences that compound.
Some you cannot undo.
Retirement doesn’t reward improvising the way the rest of life does.
Getting these decisions right the first time matters.
Listen to Adam cover all of it on this episode of The Retirement Fiduciary - https://youtu.be/CfPtjfWMFJ4?si=ExSJSOYjYWsl3eVh
06/30/2026
🗞️ Adam featured in Market Watch article: Gold is on the verge of a ‘death cross’ that could surprisingly foreshadow gains
Read full article and Adam's take here: https://www.marketwatch.com/story/gold-is-on-the-verge-of-a-death-cross-that-could-surprisingly-foreshadow-gains-2605e99d?st=8qtpFB&reflink=desktopwebshare_permalink
Gold is on the verge of a ‘death cross’ that could surprisingly foreshadow gains Here’s what 45 years of data on death crosses in gold can tell us about the path ahead.
In the latest episode of The Retirement Fiduciary, Adam sits down with Tony Steuer, financial readiness advocate and award-winning author, to talk about the risks that don't show up on a portfolio statement.
Tony shares tips on how you can avoid falling for the most common scams out there today. Including how AI is now being used to build highly personalized scams using your real name, reservation numbers, and even cloned family members' voices, and what you can do to avoid falling for it.
Full episode is available now on Apple, Spotify, YouTube, or wherever you get your podcasts.
YouTube Link: https://www.youtube.com/watch?v=BoaBCodDVnQ&feature=youtu.be
06/29/2026
Most people don't think about financial risk until something goes wrong.
A policy lapses.
A parent wires $100,000 to a scammer.
A spouse passes and nobody can find the documents.
In this week's episode of The Retirement Fiduciary, Adam sits down with Tony Steuer, a financial readiness advocate with 30+ years in insurance and financial literacy.
They get into:
Why cash value life insurance is almost never what it's sold as
What an in-force illustration is (and why you need one every few years)
How AI is making scams more personal and harder to spot
This one hits close to home. Listen now on Apple, Spotify, YouTube or wherever you get your podcasts.
Somewhere along the way, "grind 60-70 hours a week" became a badge of honor.
But here's the irony Tiffany Helton points out. Most of us became entrepreneurs for freedom. And when we finally get it, we don't even know what to do with ourselves.
This is a quick gut check for anyone still wearing the busy as proof they're doing it right.
Catch the episode here - https://youtu.be/rd-5KmEQlzs?si=o2HqH7vT4RVXfc6x
06/23/2026
Here's a number worth sitting with. 80% of businesses never sell.
They just dissolve.
And most of the owners who couldn't sell had one thing in common. Their business was too dependent on them to be worth buying.
This episode of The Retirement Fiduciary, Adam sits down with Tiffany Helton of Cultivate Advisors dig into founder dependency, profitability, and how to build real enterprise value before you need it.
Worth a listen if you own a business and care about what it's actually worth. https://youtu.be/rd-5KmEQlzs?si=o2HqH7vT4RVXfc6x
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