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Podcast

A&I Financial Services

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 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...
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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 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...
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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 their loved ones. While we are alive, we should do things with the people we love, and help the people we love financially, so that we can enjoy “memory dividends”...
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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 SVB in March, 2023.The experts discuss this fearful and precarious news and put it into perspective. Now we have more uncertainty, and more confidence, at the same time! We are...
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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 about it?What is happening with insurance rates and why?What can we do about it?Hard markets and soft marketsPutting it all into perspective, and some optimism that this might not last...
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Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.What is happening with rates and why?Opportunities for growth and incomeExpected returns and how they matter for advanced tax planningA little bit about mutual funds and taxes and returnsSequence of returnsInflation, interest rates and…What recession? Who...
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Karl Frank, CFP and Jeff Krommendyk, ask Nathan Merrill about how rising interest rates affect advanced financial planning tools that he recommends.What is happening with rates and why?How do various charitable plans affected by rising rates?Which tax and charitable strategies are better today?What about changes in the US Federal Government and how does they affect...
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Karl Frank, CFP and Nathan Merrill discuss the tax law changes that are most likely to affect business owners and other employers. At the end of 2022, Congress passed more than 90 changes to the tax laws and many of these affect employers, especially with retirement plans.Roth-a-mania, many new rules around after-tax retirement plans, most...
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At the end of 2022, Congress passed more than 90 changes to the tax laws. This podcast will cover the biggest changes that affect the largest number of individuals and families. Nathan Merrill tax attorney, interviews Karl Frank, CFP and discuss:New rules around required distributionsIRAs and 401k plan changesTax brackets and deductionsNew benefits for education...
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Karl Frank, Nathan Merrill, and other team members discuss the latest legislation on the various forms of marijuana use and its regulations, the limitations of drug testing, and other things employers need to know about how the legislation can affect their workplace policies.
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