Financial Advice Podcast

The expert network team podcasts provide financial planning advice of particular interest to successful families and entrepreneurs.

About the Expert Network Team Podcast

Listen to Karl Frank CFP®, Nathan Merrill, attorney, Jeff Krommendyk, insurance expert and the experts who we interview. Scroll down for our most recent podcasts.

For a complete list of podcast archive, visit  www.expertnetworkteam.com

Subscribe to the Podcast

Listen to the Expert Network Team podcast on your iPhone, Google phone, smart speaker or any other device. Just say, “Hey Siri” or “Hey Alexa” (or whatever) and “play the Expert Network Team podcast.”

Podcasts

12
Sep

Episode 85: Practical Advice on Creating a 5 Generation Legacy Family Part 1

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses...
Read More
29
Aug

Episode 84 – A Family Reunion Can Help Prepare the Heirs

A Family Reunion Can Help Prepare Your HeirsNathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion!...
Read More
15
Aug

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...
Read More
01
Aug

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,...
Read More
25
Jul

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...
Read More
13
Jun

Episode 80: Facilitating Important Family Conversations (Part 2)

Facilitating Important Family Conversations Part 2 Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill continue to interview Shawn Barberis, JD, who is an expert on...
Read More
30
May

Episode 79: Facilitating Important Family Conversations (Part 1)

Facilitating Important Family Conversations (Part 1) Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important...
Read More
16
May

Episode 78: Die with Zero: What Will Be Your Legacy?

In Die With Zero, Bill Perkins makes the case that people are saving too much money and not spending enough money to create memories with...
Read More
02
May

Episode 77: Banking Crisis 2023: What Happened and Should We Worry?

When Silicon Valley Bank (SVB) failed, it was dramatic. An “A” rated financial company has never disappeared with a few clicks on a cell phone–until...
Read More
25
Apr

Episode 76: Insurance Rates are Rising but How Much and for how long?

Karl Frank, CFP and Nathan Merrill quiz our insurance expert, Jeff Krommendyk, about how much insurance rates are rising, why and what can we do...
Read More
1 2 3 4 10

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned.

Posts and comments must refrain from recommending specific investments. The Company will delete comments deemed to be offensive or inappropriate. For further information please see: https://assetsandincome.com/disclosures/