A&I Financial Services

Special guest Cameron Morgan joins Karl Frank, CFP, Jeff Krommendyk, Mike Miller, CPA and Nathan Merrill and gain useful and informative insights into today’s investment markets.Is it a good time to be investing in equities when the SP500 is at an all-time high?How much of the market’s rise is driven by the US Federal Reserve?...Read More

Special guest Cameron Morgan joins Karl Frank, CFP, Jeff Krommendyk, Mike Miller, CPA and Nathan Merrill and gain a couple of great ideas to save money, or just plain old get free money, to pay for college. Colorado families lose the unlimited State income tax deduction for contributions to 529 plans in 2021. However, there...Read More

Real estate can provide retirement income and tax advantages. Learn about the advantages and disadvantages from a CPA, attorney and CFP pro.Read More

Retirement Income Primer Join Mike Miller, CPA, Karl Frank, CFP and Nathan Merrill, attorney as they discuss retirement income. In today’s podcast, Nathan and Mike ask Karl questions about how to turn your retirement assets into retirement income. Some of the questions Karl answers include: Should I invest using a 401k or a Roth and...Read More

Jeff Krommendyk discusses the right way to purchase insurance to protect your assets. With over 20 years of experience, Jeff makes it easy to understand what you do and do not want to buy. He reveals some risks that you might not know you have and ways to cover them. He discusses some of the...Read More

Join Nathan Merrill, attorney, Mike Miller CPA and Karl Frank CFP as they lay out the fundamentals about retirement accounts. Learn the different ways that the money can be invested. Learn the different taxes, tax benefits. Learn why a retirement account eliminates the worry over capital gains tax. Learn the lingo and the law. In...Read More

Join Karl Frank CFP, Mike Miller CPA and Nathan Merrill, attorney, as they discuss charitable giving in a language all of us can understand. Learn about giving to people and giving to charities. Learn about the tax advantages and the estate tax advantages. Learn some practical advice about non-cash contributions. Learn how to maximize what...Read More

Shelly Doan, a banker with Keywest Bank, specializes in lending to doctor and dentist practices. Shelly brings her decades of experience, and degree in entrepreneurship, to the podcast. Doctors who want to get loans need to get a few things right with their financials. Learn where the value of the practice actually lies. Learn how...Read More

“Be very afraid,” says Shelly Doan, a banker with Keywest Bank. Shelly brings her decades of experience, and experience working with doctors and dentists, to the podcast. She discusses cyber security and tells the story of a particularly vicious crime. Learn how easy it is to be fooled by criminals and some ways to fight...Read More

Mike Miller CPA and Nathan Merrill, attorney with Goodspeed and Merrill, dive into even more advanced financial planning topics. Learn about small business rules, taxation, and asset protection strategies.Read More