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Name: 1st Quarter 2025 Market Update with Karl Frank
Start: 2025-04-17
End: 2025-04-17
Location: A&I Wealth Management

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March 4, 2025
Preparing for Tax Season: How to Stay Ahead and Maximize Savings
February 23, 2025
The Pendulum of Emotions: Lessons for Investors
February 16, 2025
The Wealth Wellness Album: Aligning Your Finances with Your Life’s Goals
February 9, 2025
Cybersecurity Essentials: Protecting Your Financial Assets and Family
February 3, 2025
Navigating Wealth with Passion: Stacey Frank’s Vision for A&I Wealth Management

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Video and Podcasts Library

A selection of some of our most recent videos and podcasts. For more, visit the Investment Advice Videos page, Podcasts page or our YouTube channel.

January, 2025 AIWM Market, Investments and Economic Update

Join Karl Frank of A&I Wealth Management for a 4th quarter investment market commentary.

Q4 2024 Market Recap & 2025 Investment Outlook | A&I Wealth Management

The U.S. stock market soared ...in 2024, with the S&P 500 closing the year up 25 percent, marking 57 all-time highs. Tech giants like Nvidia and Broadcom led the charge, while bond markets experienced volatility amid shifting interest rate policies.

In this video, we break down:

The biggest market trends of 2024
AI’s growing impact on investing
Economic outlook for 2025
Key risks, including inflation, interest rates, and policy changes
As we head into 2025, should you stay invested or adjust your portfolio? Watch now for expert insights.

Do not forget to like and subscribe for more market updates.

#Investing #StockMarket #Economy #MarketTrends #Finance #AIMoney #StockMarketNews

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

January, 2025 AIWM Market, Investments and Economic Update

Join Karl Frank of A&I Wealth Management for a 4th quarter investment ...

Expert Network Episode #111 - Optimism and The Role of Government

Is business going to go well in 2025? A question from a listener gets ...

Expert Network Episode #110: Navigating Stress, Setting Boundaries and Finding Balance

Expert Network Episode #110: Navigating Stress, Setting Boundaries and ...

A & I Wealth Management - Our Story

In this video, we introduce A&I Wealth Management, a family-founded ...

Expert Network Episode #109: Five strategies to bust through obstacles

Five strategies to bust through obstacles John Geringer and Misty ...

The Expert Network Team Podcast Episode #108: Geringer ProU - Understand Triple G: God Given Gifts

John Geringer and Misty Bandimere-Jordan coach the expert network ...

The Expert Network Team Episode 107 Cyber Liability for Business

Cyber security expert, Matt Quammen, joins Jeff, Karl and Nate to ...

The Expert Network Team Episode 106 Cyber Liabilities for Individuals

In this episode, The Expert Network Team delves into the crucial topic ...

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 guard against cyber threats. From vulnerabilities in social media, home devices, and vehicles to protecting digital identities and financial security, we explore the many facets of cyber safety. Tune in to learn practical strategies for building robust cyber risk management plans and safeguarding your digital life.

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.

Today’s guest: Matt Quammen, Optimize Cyber
Hosts:

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

2024 Q3 Investment Market Commentary

Karl Frank reviews insights about the current state of the markets. ...

Cyber Security Tips and Tricks

Concerned about the rising threat of cybercrime? This webinar is ...

The Expert Network Episode 105 - DEI and the Future of Diversity At Work

Investment advisory services offered through A & I Financial Services ...

Episode 104 Health Tips from a Yogi with The Expert Network

Karl Frank just completed his 200 hour yoga certification. Although ...

Non Competes Are Legal Again

For a lot of our small business owners, we've got good news: ...

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 the future. Is this a new era in American Law, where judges are kings? Find out their opinions. As always, it is good to have an expert on your side.

00:03 FTC ban on non-compete agreements is struck down by the Ryan Court
00:10 Chevron deference
14:30 Marbury vs. Madison
18:00 an ever-expanding government, is this era coming to a close?
21:00 cold comfort…now appointed judges have “power of kings”
25:00 litigation is going to explode

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

— Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

Helping Adulting Children Out of the House

Welcome to the ENT! Jeff Krommendyk and Karl Frank discuss the ...

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 discuss

How ...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 a young adult make the leap to a college dorm, what are some practical tips? What do you do about insurance, including property and auto insurance? What about the young adult who leaves college and gets a place of their own? Jeff and Karl are looking forward to both being empty nesters, with successful young adult children. This brief podcast may help propel your family to the next stage!

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com (mailto:nmerrill@goodspeedmerrill.com)
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com (mailto:jeff.krommendyk@onedigital.com)

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com (mailto:karl@assetsandincome.com)

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
• The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.[+] Show More

Timeless Legal and Financial Planning Q&A

Nathan Merrill, attorney with Goodspeed Merrill, answers a series of ...

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 gay couples, and inheritance. Should I use a trust?
• 15 min: Inheriting IRAs and Roth IRAs in trust? Pros and cons? Karl has a significant "con"--the paperwork it creates for the financial advisor and non-spouse inheritor!
• 20 min: Owning real estate in different states when you die, any advice to simplify all this?
• 25 min: Gifting more than the gifting limit, but well below the lifetime gifting limit. Should I just file a gift tax return every year (no!) or should I do some other kind of planning (yes!)?

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com (mailto:nmerrill@goodspeedmerrill.com)
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com (mailto:jeff.krommendyk@onedigital.com)

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com (mailto:karl@assetsandincome.com)

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
• The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.[+] Show More

100 Episodes of Expert Team Advice in Retrospective

In the 100th episode of the Expert Network Team Podcast, Nathan ...

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: When to take an estate into probate and guardianship and conservatorship.

Books of interest, episode 33, and least favorite words, episode 11, are favorites.

Company culture, episodes 29 and 32, particularly managing the next generation of workers, episode 60.

We love the 80’s! Episodes beginning with the 80’s include good inheritor of wealth, wealth is a disruptor, and many discussions about more than just maximizing money and reducing taxes. Overall discussions of meaning, purpose, and transferring to our loved ones more than just money are the best podcasts, in the our opinion.

And so that is a trend we will continue. Constancy, says Nate, requires change. One incredible differentiating benefit we each bring to each of our clients is the Expert Network Team and additional resources of each other’s teams, says Jeff. And Karl says, we want to make a significant impact in the lives of people who are making an impact, and want to make an even bigger impact in the future.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com (mailto:nmerrill@goodspeedmerrill.com)
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com (mailto:jeff.krommendyk@onedigital.com)

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com (mailto:karl@assetsandincome.com)

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
• The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.[+] Show More

2024 Q2 market economic commentary

Are we entering a recession? How will this affect your financial ...

Almost All In on Political Civility and Why Delaware May be Dangerous

Almost All In on Political Civility and Why Delaware May be Dangerous ...

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 Silicon Valley guys, in a traditionally liberal progressive political haven, hosted Donald Trump into their home and had some insights. So that led two of our experts, Nate and Jeff, to engage in a civil discourse with our guest, Chris Schmidt, about politics. They challenge all our listeners to get to know the candidates beyond the posturing and the messages that pummel us with negativity.

Also on the docket, the lawyers discussed the importance of jurisdiction for business owners. Tesla is a prime example of what can go wrong. Learn some of the drama going on and what you may want to discuss with your own expert team. Finally, the economy is looking pretty good…or is it? The experts deliver their opinions and what they are hearing from their clients.

—
The Expert Network Team provides a free consultation.

Our guest today:

Chris Schmidt
Lawyer
Goodspeed, Merrill
(720) 473-7644
cschmidt@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Nathan Merrill
Lawyer and Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk
Insurance Agent and Expert
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.comExpert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

Feds Make Noncompetes Illegal

Importantly, since the date of recording, a Supreme Court ruling may ...

Importantly, since the date of recording, a Supreme Court ruling may invalidate the entire "non-compete" argument entirely as executive branch over-reach. Make sure to talk with your attorney or one ...of our experts for up-to-date information!

Are noncompete agreements now Federally illegal?

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 and Merrill, gives it about a 10 percent chance of not being overturned in court. But employers need to know what is happening now, before the court cases go through. And in today’s world, who knows what is really going to happen?

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

Artificial Intelligence, we are almost all in

Today the experts talk artificial intelligence. We are making it real. ...

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 it real. Learn some creative ideas we have about how we may implement AI in our own businesses. And learn why we are confident.
Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
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that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

Almost All In

Today the experts talk back to the guys in the All In podcast. All In ...

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 lot more people think more like we do. Decide for yourself.

In the All In Podcast number 175, they discuss topics that affect small business owners. First on the docket, a tax increase which is being ignored by many people but could hurt a lot of companies, particularly small technology companies. Next, we give our take on the firings of 28 Google employees who are protesting their employer’s involvement with Israel. Are they just entitled and naive? Nate takes us on a tour of Mideast history and we take issue with one of the points made in All In, which is that maybe Gaza is to Israel as the 1960’s and 70’s Vietnam War was to the USA. We respectfully disagree.
Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

It’s Important for Old Guys to Dream Too

The experts discuss the importance of dreams. We are all of a similar ...

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 for decades while we raised children and built businesses gave us an opportunity today. Now we have a little more time, talent and financial assets to achieve even more than what we used to dream about. But in some ways, we are afraid. Why? What next? What next! It’s an exciting and fun conversation we are having now.Expert Network team provides free consultations. Just mention that you
listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are
provided free of charge solely for use by individuals for personal,
noncommercial uses, and may be downloaded for such uses only, provided
that the content is not edited or modified in any way and provided that
all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject
to and protected by U.S. and international copyright laws and may not be
sold, edited, modified, used to create new works, redistributed or used
for the purpose of promoting, advertising, endorsing or implying a
connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering
webcasts, podcasts, streaming video, or streaming audios and to stop
access to or use of webcasts, podcasts, streaming video, or streaming
audio and any content contained therein A&I shall not be liable for any
loss or damage suffered as a result of, or connected with, the
downloading or use of the webcasts, podcasts, streaming video, or
streaming audios.

- A&I Wealth Management is a registered investment adviser that only
conducts business in jurisdictions where it is properly registered,
or is excluded or exempted from registration requirements.
Registration as an investment adviser is not an endorsement of the
firm by securities regulators and does not mean the adviser has
achieved a specific level of skill or ability. The firm is not
engaged in the practice of law or accounting.
- The information presented is believed to be current. It should not
be viewed as personalized investment advice. All expressions of
opinion reflect the judgment of the presenter on the date of the
podcast and are subject to change. The information presented is not
an offer to buy or sell, or a solicitation of any offer to buy or
sell, any of the securities discussed. You should consult with a
professional adviser before implementing any of the strategies
discussed. Any legal or tax information provided in this podcast is
general in nature. Always consult an attorney or tax professional
regarding your specific legal or tax situation.[+] Show More

E94: Aging plans with Annalee Kruger 2 of 2

Learn some of the specifics of Annalee’s advice. Take, for example, a ...

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 to keep our bodies and brains healthy. Also hear some real-life stories of things gone wrong.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:

Annlee Kruger
1-800-741-0302
WeCare@CareRightInc.com
https://www.linkedin.com/in/annaleekruger
http://www.carerightinc.com (http://www.carerightinc.com)

Facebook: @carerightincorp https://www.facebook.com/carerightincorp

Instagram: @carerightinc https://www.instagram.com/carerightinc/

LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/

YouTube: @caregivercrisis (https://www.youtube.com/@caregivercrisis) https://www.youtube.com/@caregivercrisis

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com (mailto:nmerrill@goodspeedmerrill.com)
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com (mailto:jeff.krommendyk@onedigital.com)

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com (mailto:karl@assetsandincome.com)

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
• The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.[+] Show More

2024 05 investment market update AI Wealth Management

Investment advisory services offered through A & I Financial Services ...

Aging plans with Annalee Kruger 1 of 2

Nathan Merrill, Karl Frank CFP® The majority of families who hire ...

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 able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:

Annlee Kruger
1-800-741-0302
https://www.linkedin.com/in/annaleekruger
wecare@carerightinc.com (mailto:wecare@carerightinc.com)
http://www.carerightinc.com (http://www.carerightinc.com)

Facebook: @carerightincorp https://www.facebook.com/carerightincorp

Instagram: @carerightinc https://www.instagram.com/carerightinc/

LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/

YouTube: @caregivercrisis (https://www.youtube.com/@caregivercrisis) https://www.youtube.com/@caregivercrisis

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com (mailto:nmerrill@goodspeedmerrill.com)
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com (mailto:jeff.krommendyk@onedigital.com)

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com (mailto:karl@assetsandincome.com)

Webcasts, Podcasts, Streaming Video, Streaming Audio

A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

• A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
• The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.[+] Show More

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