Financial Planning Resources

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

Periscope blog

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

October

2025

3rd Quarter 2025 Market Update with Karl Frank

A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112

Videos

Recordings of events and short videos too

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Episode #125: From Limiting Beliefs to Leadership

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 faith.

Diana shares wisdom on how ...language shapes our identity, how to overcome limiting beliefs, and the powerful “Be-Do-Have-Give” philosophy that drives true transformation. She opens up about her own journey from humble beginnings to becoming the CEO of one of the world’s most successful coaching programs—and how faith played a central role every step of the way.

- Learn how to shift from victimhood to empowerment
- Why emotions drive action (and how to control them)
- The key to growth isn’t perfection—it’s purposeful movement in a committed direction

Don’t miss Diana’s final reflections—a prayer answered live on the air.

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

Taylor Smith, attorney
Helping affluent families build their legacy through complex estate planning
Goodspeed Merrill
(720) 512-2008
tsmith@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.

#MindsetMatters #DianaKokoska #LeadershipPodcast #ExpertNetworkTeam #CoachingSuccess #BecomingBetter #JohnMaxwellLeadership #BusinessMindset #PersonalGrowth #NeuroscienceAndSuccess[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests

List all podcasts

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...
Read More
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...
Read More
10
Sep
What it really takes to sell your business
September 10, 2025
In this episode of the Expert Network Team podcast, we’re joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of...
Read More

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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