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Network Team Podcast – Financial Insights & Tips

August 15, 2023

Episode 83 – A Good Inheritor of Wealth

A Good Inheritor of Wealth Nathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss some practical and fun actions we can take to help the next generations become the best versions of themselves they can be.Like training your kids to be good at golf,...

Child sitting on father's shoulders, representing family financial planning or future security

August 8, 2023

Should I Name My Trust as Beneficiary of my IRA

Many people ask, should I name my trust as beneficiary of my IRA? The answer is, it depends. Read this Periscope for a quick summary and click the link to learn more details, and to understand the IRS rules around inheriting an IRA*. Advantages of Trust as Beneficiary One big advantage of the trust as...

August 1, 2023

Episode 82 – Wealth as a Disruptor

Wealth is a Disruptor Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad! First principles, how is money a disruptor? Help define the benefactor’s goalsThink about it from the inheritor’s sideNow think about it four generations out, what will they value? Likely not the money…Hear a...

July 28, 2023

International Investing: Simple but Not Easy! Part 2

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Learn a little more about why we are optimistic about international investing today. Andrew Goodwin from Oldfield Partners spoke...

Seniors reviewing financial paperwork with a wealth advisor.

July 25, 2023

International Investing: Simple but Not Easy!

On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Read this Periscope to watch the recording movie and learn a little more about why we are optimistic about...

July 25, 2023

Episode 81: What is a Family of Affinity and How Does it Affect my Estate Plan?

What is a Family of Affinity? Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family. How do you transfer significant money to people who may or may not be part of your biological family?Learn how a “relational family” and a “family...

Crypto trends, interest rates, and 2022 investment highlights

July 18, 2023

Periscope: What Happens When Someone Inherits an IRA?

Many people inherit an Individual Retirement Account (IRA). However, inheriting an IRA is not as easy as inheriting money outright. Read this Periscope to learn more about the IRS rules around inheriting an IRA*. And keep your eyes open for other Periscopes on what happens when someone inherits a spouse’s IRA. Advantages of an Inherited...

Satisfied senior couple signing paperwork for Assets and Income services.

July 12, 2023

Should I Choose to Inherit my Spouse’s IRA or Make it My Own IRA?

Inheriting a spouse’s IRA gives you a few more options than otherwise. Read on to get an overview, click the links to read more details, and talk with your financial planner! Spouse’s Choice A surviving spouse may choose to make the inherited IRA their own. Only a spouse, and no other person, can make the...

July 12, 2023

What Happens When I Inherit my Spouse’s IRA

When a spouse passes away and leaves an IRA to the surviving spouse, they also leave a spouse with a choice: Should they make the IRA their own IRA or should they maintain separate IRAs? Read this Periscope to learn more, and then discuss these questions with your financial planner. Make the Inherited IRA...