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Financial Planning Resources

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Videos

Recordings of events and short videos too
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Episode #114 Politics & Puerto Rico

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

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
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  • 08
    Apr

    Politics & Puerto Rico

    April 8, 2025
    Dr. Richard RoselloConsultation:  https://rickyrossello.com/contact/Substack: https://rickyrossello.substack.com/Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent...
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  • 25
    Mar

    Longevity and Stem Cell Breakthrough

    March 25, 2025
     — Dr. Richard RoselloConsultation:  https://rickyrossello.com/contact/Substack: https://rickyrossello.substack.com/Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent...
    Read More
  • 11
    Mar

    Dr. Rosello and Stem Cella

    March 11, 2025
    Our guest today is kind of a big deal. Dr. Richard Rosello is the Chief Vision Officer for Regenerative Medicine Institute, a longevity and stem...
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White Papers

Download financial educational documents
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including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

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