A&I Financial Services

Dr. Richard RoselloConsultation:  https://rickyrossello.com/contact/Substack: https://rickyrossello.substack.com/Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner...Read More

 — Dr. Richard RoselloConsultation:  https://rickyrossello.com/contact/Substack: https://rickyrossello.substack.com/Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner...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

Welcome to the ENT! Cyber security expert, Matt Quammen, joins Jeff, Karl and Nate to discuss the best ways small business owners can protect themselves from cyber fraud, theft, id theft, social engineering and more. Learn about some free tools as well as practical ideas. 1. Create a cyber plan 2. Use the plan to...Read More

In this episode, The Expert Network Team delves into the crucial topic of cyber liability and personal cyber exposure, guided by insights from Matt Quammen at Optimize Cyber. Jeff, Karl and Nate with their guest discuss the pressing importance of cyber risk management for both businesses and individuals, emphasizing the need for proactive measures to...Read More

DEI and the future of diversity at work John-Paul Sauer joins the experts to discuss the future of workplace diversity. Diversity, equity and inclusion (DEI) has had a major impact on work and in education for many years. In 2024, however, Harvard lost a key DEI battle in the Supreme Court. Since then, several large...Read More