Financial Planner Denver - A&I Wealth Management

Financial planning blog, events, videos, podcasts, and white papers

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Professional financial planning tips

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21
Sep
How to Emotionally Prepare for Selling Your Business
September 21, 2025
07
Sep
7 Market Panics in 25 Years: What History Teaches Us About Resilience
September 7, 2025
17
Aug
The Psychological Side of Business Succession
August 17, 2025

Live events

Client education including lunch and learn

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Upcoming Events

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Videos

Recordings of events and short videos too

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Episode #126: Exit Planning, Legacy Building, and the Power of Process - Part 1

In this two-part episode, the Expert Network Team dives deep into exit planning with Fletcher Brown of BEI and Nathan Merrill & Taylor Smith of Goodspeed Merrill. Learn about the ...7-step exit planning process, how to build a legacy, and the emotional journey of transitioning out of your business. Whether you’re preparing to sell or thinking about life after ownership—this one’s for you.

🔗 Listen now and start planning your next chapter with confidence.
📞 Free consultations available via ENT experts or guests featured.

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

#ExitPlanning #BusinessLegacy #SuccessionPlanning #ENTPodcast #BEI #GoodspeedMerrill #WealthTransfer #BusinessValuation #Entrepreneurship #FinancialPlanning[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests

List all podcasts

14
Oct
Exit Planning, Legacy Building, and the Power of Process – Part 1
October 14, 2025
Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs....
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30
Sep
From Limiting Beliefs to Leadership
September 30, 2025
In this episode, the Expert Network Team sits down with Diana Kokoszka, author of Becoming More, for a heartfelt conversation on mindset, confidence, leadership, and...
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16
Sep
Becoming Better: How Mindset Shapes Success
September 16, 2025
In this episode of the Expert Network Team podcast, we sit down with Diana Kokoszka—former CEO of Keller Williams MAPS Coaching, global speaker, and best-selling...
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White Papers

Download financial educational documents

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including the Wealth and Wellbeing Album

Go Tax Free

Tax saving strategies and timely updates

Current year tax update

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Episode #126: Exit Planning, Legacy Building, and the Power of Process - Part 1

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