Expert Network Team

Karl Frank and Nathan Merrill discuss their least favorite words of 2020 in a light-hearted discussion to end this "unprecendented" year. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Karl Frank and Nathan Merrill discuss the key information you need to know about the Roth 401k. Learn why you may want to invest in one today. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

The experts interview Karan Safran, attorney, about the additional risks businesses face during the Covid-19 pandemic. Learn what business owners can and should do about it. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

The experts interview John Sauer about COVID-19 and the changes on employment law and new obligations and risks for employers. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Please join Nathan S. Merrill, Esq., of the law firm Goodspeed & Merrill, as he discussions with Jeff Krommendyk of Security First Insurance Agency the in's and out's of personal insurance coverages, including auto, home, and umbrella insurance policies and the specific uses and applications. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Please join Karl Frank, of A&I Financial, and Nathan Merrill, of the law firm Goodspeed & Merrill, as interview Jeff Krommendyk of Security First Insurance Agency of Denver, Colorado, and discuss how business insurance coverage and risk assessment has been affected by COVID and workforce displacements and accommodations that have resulted from the response to the pandemic. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Join Karl Frank as he discusses with Nathan S. Merrill, Esq., as they go in depth in discussing powers of attorney for financial and medical purposes and important considerations for each. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Join Nathan Merrill as he talks with Karl Frank to look back on one of the most remarkable markets in modern history, the COVID Market. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Join Karl Frank and Nathan Merrill, Esq., as they discuss basic estate planning concepts and their practical application. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.

Join our professionals as they discuss ideas for you to consider given the sweeping changes resulting from COVID 19 and its repercussions, including Captive Insurance, ROTH Conversions, and Insurance Reviews, particularly considering Cyber Security coverage. Expert Network team provides free consultations. Just mention that you

listened to the podcast. 

Nathan Merrill, attorney

Working with affluent families and entrepreneurs in implementing

tax-efficient strategies and wealth preservation

Goodspeed, Merrill

(720) 473-7644

Taylor Smith, attorney

Helping affluent families build their legacy through complex estate

planning

Goodspeed Merrill

(720) 512-2008

www.goodspeedmerrill.com  

Karl Frank

Financial planner helping a small number of successful families grow and

protect their wealth

CERTIFIED FINANCIAL PLANNER™

A&I Wealth Management

(303) 690.5070

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are

provided free of charge solely for use by individuals for personal,

noncommercial uses, and may be downloaded for such uses only, provided

that the content is not edited or modified in any way and provided that

all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject

to and protected by U.S. and international copyright laws and may not be

sold, edited, modified, used to create new works, redistributed or used

for the purpose of promoting, advertising, endorsing or implying a

connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering

webcasts, podcasts, streaming video, or streaming audios and to stop

access to or use of webcasts, podcasts, streaming video, or streaming

audio and any content contained therein A&I shall not be liable for any

loss or damage suffered as a result of, or connected with, the

downloading or use of the webcasts, podcasts, streaming video, or

streaming audios.

- A&I Wealth Management is a registered investment adviser that only

conducts business in jurisdictions where it is properly registered,

or is excluded or exempted from registration requirements.

Registration as an investment adviser is not an endorsement of the

firm by securities regulators and does not mean the adviser has

achieved a specific level of skill or ability. The firm is not

engaged in the practice of law or accounting.

- The information presented is believed to be current. It should not

be viewed as personalized investment advice. All expressions of

opinion reflect the judgment of the presenter on the date of the

podcast and are subject to change. The information presented is not

an offer to buy or sell, or a solicitation of any offer to buy or

sell, any of the securities discussed. You should consult with a

professional adviser before implementing any of the strategies

discussed. Any legal or tax information provided in this podcast is

general in nature. Always consult an attorney or tax professional

regarding your specific legal or tax situation.