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  • Helping Adulting Children Out of the House
    2024/09/10

    Welcome to the ENT!

    Jeff Krommendyk and Karl Frank discuss the emotional and practical sides of helping an adulting child move out of the house. Speaking from experience, the dads discuss

    How do you help a young adult move into an apartment when he is not motivated to go to a traditional four-year college? And also, helping a young adult make the leap to a college dorm, what are some practical tips? What do you do about insurance, including property and auto insurance? What about the young adult who leaves college and gets a place of their own? Jeff and Karl are looking forward to both being empty nesters, with successful young adult children. This brief podcast may help propel your family to the next stage!

    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.

    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
    nmerrill@goodspeedmerrill.com
    www.goodspeedmerrill.com

    Jeff Krommendyk, Insurance Expert
    Working with business owners and successful families in transferring risk
    One Digital Insurance Agency
    (303) 730-2327
    jeff.krommendyk@onedigital.com

    Karl Frank
    Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    karl@assetsandincome.com

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    24 分
  • Timeless Legal and Financial Planning Q&A
    2024/08/27

    Nathan Merrill, attorney with Goodspeed Merrill, answers a series of common questions that Karl Frank, at A&I Wealth Management, receives on a regular basis. These include:

    • 8 min: Inherited a home in a trust, can I use the step-up in basis? Can I use the $250k exemption from taxes?
    • 12 min: Planning for modern families, in particular gay couples, and inheritance. Should I use a trust?
    • 15 min: Inheriting IRAs and Roth IRAs in trust? Pros and cons? Karl has a significant "con"--the paperwork it creates for the financial advisor and non-spouse inheritor!
    • 20 min: Owning real estate in different states when you die, any advice to simplify all this?
    • 25 min: Gifting more than the gifting limit, but well below the lifetime gifting limit. Should I just file a gift tax return every year (no!) or should I do some other kind of planning (yes!)?

    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.

    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
    nmerrill@goodspeedmerrill.com
    www.goodspeedmerrill.com

    Jeff Krommendyk, Insurance Expert
    Working with business owners and successful families in transferring risk
    One Digital Insurance Agency
    (303) 730-2327
    jeff.krommendyk@onedigital.com

    Karl Frank
    Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    karl@assetsandincome.com

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    33 分
  • 100 Episodes of Expert Team Advice in Retrospective
    2024/08/13

    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
    nmerrill@goodspeedmerrill.com
    www.goodspeedmerrill.com

    Jeff Krommendyk, Insurance Expert
    Working with business owners and successful families in transferring risk
    One Digital Insurance Agency
    (303) 730-2327
    jeff.krommendyk@onedigital.com

    Karl Frank
    Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    karl@assetsandincome.com

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    36 分
  • Almost All In on Political Civility and Why Delaware May be Dangerous
    2024/07/30
    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 cschmidt@goodspeedmerrill.com www.goodspeedmerrill.com Nathan Merrill Lawyer and Legal Expert Goodspeed, Merrill (720) 473-7644 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk Insurance Agent and Expert One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.comExpert 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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com
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    36 分
  • Feds Make Noncompetes Illegal
    2024/07/16
    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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com
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    47 分
  • Artificial Intelligence, we are almost all in
    2024/07/02
    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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com
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    33 分
  • Almost All In
    2024/06/18
    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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com
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    31 分
  • It’s Important for Old Guys to Dream Too
    2024/06/04
    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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com
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    33 分