
Trading Leadership: What Financial Markets Teach Us About Business, Freedom, and Exit Strategy
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About this listen
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
🎧 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/
Become a supporter of this podcast: https://www.spreaker.com/podcast/business-roundtable--6049255/support.
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