Client Access

Help Center

+1 303-690-5070

Client Access

View my Account

Choose one:

Axos Advisor Services

Or view all accounts

View my Financial Plan

Your financial plan

Help Center

Click here for self-help

Or click here to chat now

Watch a brief video that quickly explains how to get the most out of Client Access.

Latest News from A&I

Read All Blog posts

Upcoming Events

April 2024

Apr 24 2024

My End of Life with Kim Callinan

A&I Wealth Management

No event found!

Video Library

A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

Episode 91: Corporate Transparency Act Part 1 of 2

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the ...CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:
Charlston “Chase” De Grood
(720) 531-4031
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

Episode 91: Corporate Transparency Act Part 1 of 2

Episode 91: Corporate Transparency Act Part 1 of 2

Sweeping new laws affect every business owner of nearly every size ...

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the ...CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.

The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Today’s guest:
Charlston “Chase” De Grood
(720) 531-4031
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

Investing in Artificial Intelligence by Baron Funds Ashim Mehra, March 2024

Investing in Artificial Intelligence by Baron Funds Ashim Mehra, March 2024

Baron Funds Ashim Mehra teaches us about artificial intelligence and ...

Aging Plans by Annalee Kruger

Aging Plans by Annalee Kruger

Learn how to avoid a tragedy by putting together your aging plan. ...

2023 Q4 Market Insights: Stocks, Bond Returns, Financial Researches & 2024 Investment Opportunities

2023 Q4 Market Insights: Stocks, Bond Returns, Financial Researches & 2024 Investment Opportunities

Our research partners at iMGP and Athena Invest provide Karl Frank ...

Investing in election years, a guide for investors

Investing in election years, a guide for investors

Learn the answers to common questions about investing during election ...

Automatic Investment Contributions Advantages

Automatic Investment Contributions Advantages

Learn a couple of big advantages about making your investment ...

Episode 90: Tax Harvesting...Gains and Losses

Episode 90: Tax Harvesting...Gains and Losses

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax ...

Episode 89: Practical Advisor for Coping with and Managing Stress

Episode 89: Practical Advisor for Coping with and Managing Stress

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways ...

A&I Investment Update Q3 2023

A&I Investment Update Q3 2023

Investment advisory services offered through A&I Wealth Management, a ...

The 3 Plans We Need: Aging Plan, End-of-Life Plan, & Estate Plan. Retirement Planning by Karl Frank

The 3 Plans We Need: Aging Plan, End-of-Life Plan, & Estate Plan. Retirement Planning by Karl Frank

Vanessa Johnston, Karl Frank CFP and Stacey Frank discuss and laugh ...

Episode 88: Family as an Asset Class Part 2

Episode 88: Family as an Asset Class Part 2

Expert Network team provides free consultations. Just mention that you ...

Expert Network Team on Stress Management

Expert Network Team on Stress Management

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways ...

Understanding Retirees Healthcare Costs

Understanding Retirees Healthcare Costs

Learn about the different costs of healthcare in retirement. Get help ...

Episode 87: Family as an Asset Class Part 1

Episode 87: Family as an Asset Class Part 1

Expert Network team provides free consultations. Just mention that you ...

Episode 86: Practical Advice on Creating a 5 Generation Family Legacy Part 2

Episode 86: Practical Advice on Creating a 5 Generation Family Legacy Part 2

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe ...

Medicare: Unlocking Medicare in 2023 09 07

Medicare: Unlocking Medicare in 2023 09 07

Learn about Medicare, and which plan is right for you. Avoid the ...

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

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

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe ...

Episode 84 - A Family Reunion Can Help Prepare the Heirs

Episode 84 - A Family Reunion Can Help Prepare the Heirs

A Family Reunion Can Help Prepare Your Heirs Nathan Merrill ...

A Family Reunion Can Help Prepare Your Heirs

Nathan Merrill (https://www.goodspeedmerrill.com/) and Karl Frank, CFP (https://www.assetsandincome.com/) talk about a fun way to help prepare the heirs–the family reunion! Here ...are a handful of fun and practical ideas to turn an event that has been the butt of many jokes, and funny movies, and turn it into something that could be impactful. Plus, it could prepare the heirs by giving them the stories and sharing the legacy of your family.

• First, ask why? Why do we have a family reunion?
• Get the buy-in from younger generations. Everyone needs to bring something to the reunion to make it work.
• Story-time.
• Fun events.
• Symbols can be a big part of legacy; and they could be as small as a cuff-link!
• Consider a book; here is a way that everyone can contribute something they want to remember.
• Make sure everyone is invited and feels safe.
• Bring in the spouse’s stories too!

Sometimes the elder generations are saddled with putting on this event. The younger generations have a lot at stake. Importantly, the expert team offers a free discovery meeting. Contact any one of us at

http://www.expertnetworkteam.com (http://www.expertnetworkteam.com)

or email

[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

Episode 83 - A Good Inheritor of Wealth

Episode 83 - A Good Inheritor of Wealth

A Good Inheritor of Wealth Nathan Merrill ...

A Good Inheritor of Wealth

Nathan Merrill (https://www.goodspeedmerrill.com/) and Karl Frank, CFP (https://www.assetsandincome.com/) 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, do you want them to start learning to play golf when young or old? Young!
• Similarly, do you want to prepare your heirs for their inheritance when they are young or old? Young!
• Financial education is important.
• Values, stories, ethics–these are more important than financial education to prepare your heirs.
• Think about the items, the symbols, in your family. Learn how to turn them into a catalyst for creating a multi-generational legacy.
• Native peoples have oral traditions that we can learn from.
• Learn how to help the future generations you will never meet, and help them understand your ancestors’ stories as well.

In this podcast, we discuss previous podcasts about estate planning. Make sure to listen to them! Importantly, the expert team offers a free discovery meeting. Contact any one of us at

http://www.expertnetworkteam.com (http://www.expertnetworkteam.com)

or email

[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

2023 Quarter 2 Investment Market Update with Karl Frank and Chad Harmon

Karl Frank and Chad Harmon discuss the investment research team's ...

Episode 82 - Wealth as a Disruptor

Episode 82 - Wealth as a Disruptor

Wealth is a Disruptor Nathan Merrill ...

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

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

Karl Frank, CFP (https://www.assetsandincome.com/) and Nathan Merrill ...

International Investing with Andrew Goodwin from Oldfield Partners

International Investing with Andrew Goodwin from Oldfield Partners

Investment advisory services offered through A&I Wealth Management a ...

Episode 80: Facilitating Important Family Conversations (Part 2)

Episode 80: Facilitating Important Family Conversations (Part 2)

Karl Frank, CFP (https://www.assetsandincome.com/) , Jeff Krommendyk ...

Karl Frank, CFP (https://www.assetsandincome.com/) , Jeff Krommendyk (https://www.securityfirstia.com/staff/name/jeff-krommendyk/) and Nathan Merrill (https://www.goodspeedmerrill.com/) continue to interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about ...legacy. Legacy is often discussed but rarely acted upon. Shawn shares some of the history of legacy conversations:

• How Shawn got into the business, and created the technology and processes.
• What the process looks like for new clients. This includes 30 minutes of homework for each and every family member, each and every month, for the first six months.
• The research on families who have successfully transferred the financial and non financial assets over generations.

Shawn shares practical advice and offers a way to facilitate communications about the topics that are most important to many people. What does this money mean? What stories do you want to share? What are the values?

By creating a shared values list, Shawn’s team helps families create a family values mission statement. And make sure to listen to the end of the podcast when we discuss how Shawn can help disinterested, intimidated (bored?) new generations get interested, involved and feel like they are making a difference. He also offers advice about how to get an older patriarch who wants to maintain control involved, and willing to be vulnerable.

Learn more about Shawn and his company, More than Money 360, at his website, www.morethanmoney360.com (http://www.morethanmoney360.com) , or email him at [email protected] (mailto:[email protected]) . Make sure to schedule a free discovery meeting, here: https://www.assetsandincome.com/our-process-our-promise/

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

Episode 79: Facilitating Important Family Conversations (Part 1)

Episode 79: Facilitating Important Family Conversations (Part 1)

Karl Frank, CFP (https://www.assetsandincome.com/) , Jeff Krommendyk ...

Karl Frank, CFP (https://www.assetsandincome.com/) , Jeff Krommendyk (https://www.securityfirstia.com/staff/name/jeff-krommendyk/) and Nathan Merrill (https://www.goodspeedmerrill.com/) interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. As ...Shawn says, legacy is often discussed but rarely acted upon. Shawn shares:

• How legacy is not quantitative, it is not measured in dollars. A legacy is qualitative. Shawn shares what he means by this and how he helps people find meaning.
• Why everyone, even the young people in a family, deserve a seat at the table during a family conversation about legacy.
• Everything goes wrong when the family goes wrong, the money, the businesses, health and wealth. All of it depends upon transparent conversations.

Shawn and his team have developed processes and technology to make conversations productive and families feel confident and safe. He says there are three stages to the financial legacy, first you have to make it. Then you have to prepare the money for the family. These are where many people stop–this is the traditional estate plan for a financially successful family. But a wealthy family, says Shawn, takes the next step: prepare the family for the money.

Learn more about Shawn and his company, More than Money 360, at his website, http://www.morethanmoney360.com (http://www.morethanmoney360.com) or email him at

[email protected] (mailto:[email protected]) . Make sure to schedule a free discovery meeting, here: https://www.assetsandincome.com/our-process-our-promise/

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
[email protected] (mailto:[email protected])
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
[email protected] (mailto:[email protected])

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
[email protected] (mailto:[email protected])

[+] Show More

Latest Podcasts

Listen to all Podcasts

April 9, 2024
Episode 91: Corporate Transparency Act Part 1 of 2
Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at...
Read More
December 12, 2023
Episode 90: Tax Harvesting…Gains and Losses
Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and...
Read More
December 5, 2023
Episode 89: Practical Advice for Coping and Managing Stress
Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of...
Read More

Second Opinion Service

We offer a free second opinion service for your friends, family and colleagues. When someone you ask about asks you for help, consider sending them a few links in an email. These are popular:

Our Process, Our Promise

Click here to Download all Questions to ask a Financial Planner

For more information on how to select a financial planner that best meets your unique needs, call us at 303-690-5070, or chat now!