Adam D. Koós, Founder and President of Libertas Wealth Management, joins the show and delves into the significance of fiduciary responsibility in financial planning. They discuss the benefits of fee-only advisors and the necessity of transparency and ethical behavior. The conversation also explores the evolving role of CPAs, the importance of collaboration with financial advisors, and strategies for managing highly appreciated assets. The episode emphasizes the need for proactive relationship-building and holistic financial planning.