Stick to the Plan with Adam Koós

We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management.      

Listen to hear a difference-making tip on when people make financial plans and when they ought to!

You can learn more about Adam at LibertasWealth.com, Facebook, YouTube, X, and LinkedIn. 

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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.