Ez$ Podcasthosted By Zak Leedom, Cfp®

In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - both business owners and individuals - build and protect wealth across generations. From the critical differences between a ‘practice’ and a ‘business,’ to why most Americans start planning far too late, this conversation dives deep into the strategies, mindsets, and planning essentials that create lasting financial security. Episode Timestamps: 01:00 – Adam’s origin story - from Cleveland roots to business inspiration 03:00 – Early career dreams in trauma surgery and competitive TaeKwonDo 05:00 – A career-ending injury changes everything 06:00 – The surprising conversation with his father that led to financial advising 07:00 – Launching Libertas Wealth Mana