A&I Financial Services

Welcome to the ENT!Embrace a little more gratitude, give a little more to the causes you are passionate about, with Nathan Merrill and Karl Frank. A lot of charitable planning centers around tax planning–if I give this, then I will save that in taxes. But rather than thinking of it as a quid pro quo,...Read More

Buying a home is harder than ever before. Young people are waiting longer and longer. What does that mean for our economy? Wage growth is being outpaced by housing costs, so where are we really? Oh by the way, cars and healthcare and other costs are expensive too! The data is skewed by Covid, so...Read More

Our guest is Jack Janasiewicz, portfolio manager at Natixis Investments. For his contact information, reach out to an expert team member.  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)...Read More

Dr. Richard Rosello is the former governor of Puerto Rico. In this episode, Ricky shares some stories about leading Puerto Rico through 2 terrible hurricanes, negotiating with President Trump, a terrible political scandal and surviving the death threats that ensued. Great stories from a good person, caught up in a series of dramatic life events....Read More

In this episode, Dr. Rosello dives into some of the details about what can lead to longer lives, with longer healthspans. He offers explanations of stem cell treatments, explains how it works in Costa Rica and the USA. He concludes with a handful of great practical tips all of us can follow, regardless of our...Read More

Our guest today is kind of a big deal. Dr. Richard Rosello is the Chief Vision Officer for Regenerative Medicine Institute, a longevity and stem cell research institute and clinic. He has a PhD from University of Michigan and undergrad from MIT. He is the former governor of Puerto Rico. He is passionate about holistic...Read More

Is business going to go well in 2025? A question from a listener gets the guys talking about reasons for optimism in 2025. Whether you are elated, despondent or in the middle, 2025 is sure to bring changes to the Federal government. What does that mean for small business owners?Nate boils it down to a...Read More

Welcome to the Expert Network Team!Nathan Merrill shares with Karl Frank how he is struggling to set up professional boundaries. The two discuss solutions and practical ideas to help each other. Men rarely share their feelings with others, and sometimes do not even know what they are feeling themselves. But a few practical and actionable...Read More

Five strategies to bust through obstacles with John Geringer and Misty Bandimere-Jordan coach The Expert Network Team. Understand your Triple G: God Given Gifts. Get your focus. Know your “Why?”. Think big–bigger than you think. Set goals, write them down, and take action. As a quick reminder, the Expert Network Team provides free consultations. We...Read More

John Geringer and Misty Bandimere-Jordan coach the expert network team. Understand your Triple G: God Given Gifts. We discuss strategies for advisors to achieve their goals efficiently. We explore the importance of understanding and leveraging one’s unique abilities, setting ambitious goals, and maintaining focus on personal motivations. The conversation also emphasizes the value of coaching...Read More