A&I Financial Services

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...Read More

We are excited to celebrate a significant milestone—our 100th podcast episode! This incredible achievement wouldn’t have been possible without the support of our dedicated listeners. In this special episode, The Expert Network team, including Karl Frank, CFP, of A&I Wealth Management, reflects on our favorite podcasts and the invaluable lessons learned and shared with our...Read More

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:...Read More

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...Read More

Are non-compete agreements now Federally illegal? NOTE: There has been an update to this podcast, where non-competes are reinstated as enforceable. CLICK TO LISTEN 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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More