A&I Financial Services

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

Karl Frank just completed his 200 hour yoga certification. Although that makes him far from an expert on health, the expert network team share tips and personal stories about how we are staying fit in our fifties, and beyond! Resources mentioned in the podcast include: Good Energy by Casey Means Outlive by Peter Attia Mangala...Read More

For a lot of our small business owners, we’ve got good news: noncompetes are legal again. Today we interview John Sauer, attorney and expert on business law. John and Nate discuss the legal implications of a sudden direction shift legalizing popular agreements employers sign with key employees; and stay for the end when they discuss...Read More

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 discussHow 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...Read More

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...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