A&I Financial Services

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits...Read More

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!Read More

Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an asset. We can diversify our money, as well as everything that means the most to us.Read More

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...Read More

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...Read More

A Family Reunion Can Help Prepare Your HeirsNathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion! Here are a handful of fun and practical ideas to turn an event that has been the butt of many jokes, and funny movies, and turn it into something that...Read More

A Good Inheritor of Wealth Nathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss some practical and fun actions we can take to help the next generations become the best versions of themselves they can be.Like training your kids to be good at golf,...Read More

Wealth is a Disruptor  Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad! First principles, how is money a disruptor? Help define the benefactor’s goalsThink about it from the inheritor’s sideNow think about it four generations out, what will they value? Likely not the money…Hear a...Read More

What is a Family of Affinity? Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family. How do you transfer significant money to people who may or may not be part of your biological family?Learn how a “relational family” and a “family...Read More

Facilitating Important Family Conversations Part 2 Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill continue to interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. Legacy is often discussed but rarely acted upon. Shawn shares some of the history of legacy conversations:How Shawn got into the business, and created...Read More