Expert Network Team

Expert Network Team

By Jeff Krommendyk, Mike Miller, Karl Frank, Nathan MerrillBusinessEntrepreneurshipManagement
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Expert Network Team episodes

  • 100 Episodes of Expert Team Advice in Retrospective

    In the 100th episode of the Expert Network Team Podcast, Nathan Merrill, Jeff Krommendyk and Karl Frank reflect upon some of their favorite podcasts, lessons learned from each other, and deliver the messages they feel business owners and successful people need to hear.

    Some technical episodes include episode 1: estate planning essentials, episodes 58 and 59: When to take an estate into probate and guardianship and conservatorship. 

    Books of interest, episode 33, and least favorite words, episode 11, are favorites. 

    Company culture, episodes 29 and 32, particularly managing the next generation of workers, episode 60.

    We love the 80’s! Episodes beginning with the 80’s include good inheritor of wealth, wealth is a disruptor, and many discussions about more than just maximizing money and reducing taxes. Overall discussions of meaning, purpose, and transferring to our loved ones more than just money are the best podcasts, in the our opinion. 

    And so that is a trend we will continue. Constancy, says Nate, requires change. One incredible differentiating benefit we each bring to each of our clients is the Expert Network Team and additional resources of each other’s teams, says Jeff. And Karl says, we want to make a significant impact in the lives of people who are making an impact, and want to make an even bigger impact in the future.

    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
    [email protected]

    Taylor Smith, attorney
    Helping affluent families build their legacy through complex estate planning
    Goodspeed Merrill
    (720) 512-2008

    [email protected]

    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
    [email protected]

    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.

    37 min
  • Almost All In on Political Civility and Why Delaware May be Dangerous
    Almost All In on Political Civility and Why Delaware May be Dangerous
    Recorded June 19, 2024
    Podcast All In Episode 183 is the subject our experts engage in today. All In is a popular podcast run by four successful tech executives in Silicon Valley; some of them are politically progressive, some of them conservatives. The Silicon Valley guys, in a traditionally liberal progressive political haven, hosted Donald Trump into their home and had some insights. So that led two of our experts, Nate and Jeff, to engage in a civil discourse with our guest, Chris Schmidt, about politics. They challenge all our listeners to get to know the candidates beyond the posturing and the messages that pummel us with negativity.
    Also on the docket, the lawyers discussed the importance of jurisdiction for business owners. Tesla is a prime example of what can go wrong. Learn some of the drama going on and what you may want to discuss with your own expert team. Finally, the economy is looking pretty good…or is it? The experts deliver their opinions and what they are hearing from their clients.
    —
    The Expert Network Team provides a free consultation.
    Our guest today:
    Chris Schmidt
    Lawyer
    Goodspeed, Merrill
    (720) 473-7644
    www.goodspeedmerrill.com
    Nathan Merrill
    Lawyer and Legal Expert
    Goodspeed, Merrill
    (720) 473-7644
    www.goodspeedmerrill.com
    Jeff Krommendyk
    Insurance Agent and Expert
    One Digital Insurance Agency
    (303) 730-2327
    Karl Frank
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    [email protected] 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.
    37 min
  • Feds Make Noncompetes Illegal
    Importantly, since the date of recording, a Supreme Court ruling may invalidate the entire "non-compete" argument entirely as executive branch over-reach. Make sure to talk with your attorney or one of our experts for up-to-date information!
    Are noncompete agreements now Federally illegal?
    A recent law has been issued by the Federal Government that makes it impossible for employers to limit their former employees from competing with them. John Sauer, expert attorney at Goodspeed and Merrill, gives it about a 10 percent chance of not being overturned in court. But employers need to know what is happening now, before the court cases go through. And in today’s world, who knows what is really going to happen?
    As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.
    As always, it is good to have an expert on your side. 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.
    47 min
  • Artificial Intelligence, we are almost all in
    Today the experts talk artificial intelligence. We are making it real.
    In the All In Podcast number 179, the guys discuss topics that affect all of us. We are on the verge of remarkable achievements that are on the cusp of breaking through. And, as small business owners ourselves, we are most interested in making it real. Learn some creative ideas we have about how we may implement AI in our own businesses. And learn why we are confident.
    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.
    34 min
  • Almost All In
    Today the experts talk back to the guys in the All In podcast. All In is one of the most popular podcasts in America The four hosts are each successful big, technology business founders, funders, and executives in California. Our perspective is from the POV of small business owners in Colorado, and we think a lot more people think more like we do. Decide for yourself.
    In the All In Podcast number 175, they discuss topics that affect small business owners. First on the docket, a tax increase which is being ignored by many people but could hurt a lot of companies, particularly small technology companies. Next, we give our take on the firings of 28 Google employees who are protesting their employer’s involvement with Israel. Are they just entitled and naive? Nate takes us on a tour of Mideast history and we take issue with one of the points made in All In, which is that maybe Gaza is to Israel as the 1960’s and 70’s Vietnam War was to the USA. We respectfully disagree.
    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.
    31 min
  • It’s Important for Old Guys to Dream Too
    The experts discuss the importance of dreams. We are all of a similar age, in a similar life stage, which is to say, not young anymore! We open up and share dreams about what we want to do now. As adults, we do safe things. Having put aside, delayed, dropped or otherwise ignored our dreams for decades while we raised children and built businesses gave us an opportunity today. Now we have a little more time, talent and financial assets to achieve even more than what we used to dream about. But in some ways, we are afraid. Why? What next? What next! It’s an exciting and fun conversation we are having now. 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.
    34 min
  • E94: Aging plans with Annalee Kruger 2 of 2

    Learn some of the specifics of Annalee’s advice. Take, for example, a driving plan. What if mom and dad cannot drive anymore? Are they even safe to drive? Learn about some of the things to do to make a home senior safe. Learn about technologies that can help our elderly loved ones. Learn about ways to keep our bodies and brains healthy. Also hear some real-life stories of things gone wrong.

    The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

    Expert Network team provides free consultations. Just mention that you listened to the podcast.

    Today’s guest:

    Annlee Kruger
    1-800-741-0302
    [email protected]
    https://www.linkedin.com/in/annaleekruger
    www.carerightinc.com

    Facebook: @carerightincorp https://www.facebook.com/carerightincorp

    Instagram: @carerightinc https://www.instagram.com/carerightinc/

    LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/

    YouTube: @caregivercrisis  https://www.youtube.com/@caregivercrisis

    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
    [email protected]

    Taylor Smith, attorney
    Helping affluent families build their legacy through complex estate planning
    Goodspeed Merrill
    (720) 512-2008

    [email protected]

    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
    [email protected]

    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.

    38 min
  • Aging plans with Annalee Kruger 1 of 2

    Nathan Merrill, Karl Frank CFP®

    The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.

    The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

    Expert Network team provides free consultations. Just mention that you listened to the podcast. 

    Today’s guest:

    Annlee Kruger
    1-800-741-0302
    https://www.linkedin.com/in/annaleekruger
    [email protected]
    www.carerightinc.com

    Facebook: @carerightincorp https://www.facebook.com/carerightincorp

    Instagram: @carerightinc https://www.instagram.com/carerightinc/

    LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/

    YouTube: @caregivercrisis  https://www.youtube.com/@caregivercrisis

     

    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
    [email protected]

    Taylor Smith, attorney
    Helping affluent families build their legacy through complex estate planning
    Goodspeed Merrill
    (720) 512-2008

    [email protected]

    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
    [email protected]

    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.

    31 min
  • E92: Corporate Transparency Act 2 of 2

    Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective and make it real.

    The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

    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
    [email protected]

    Taylor Smith, attorney
    Helping affluent families build their legacy through complex estate planning
    Goodspeed Merrill
    (720) 512-2008

    [email protected]

    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
    [email protected]

    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.

    32 min
  • Episode 91: Corporate Transparency Act Part 1 of 2

    Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.

    The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

    Expert Network team provides free consultations. Just mention that you listened to the podcast. 

    Today’s guest:
    Charlston “Chase” De Grood
    (720) 531-4031 
    [email protected]

    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
    [email protected]

    Taylor Smith, attorney
    Helping affluent families build their legacy through complex estate planning
    Goodspeed Merrill
    (720) 512-2008

    [email protected]

    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
    [email protected]

    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.

    36 min

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