Category

Podcast

A&I Financial Services

Exit Planning Intake QuestionnaireKarl Frank, CFP, Jeff Krommendyk, and Nathan Merrill discuss exit planning. How can you exit your business in style? Answer these seven questions, and you will be off to a good start. Do you know your exact retirement goals and what it should take, in cash, to reach them? Do you know...
Read More
Karl Frank, CFP answers questions from Nathan Merrill about the economy and brings a positive perspective to the events of the world. We discuss inflation, interest rates, slowing economy, low unemployment, energy costs and more. With a little different perspective, one can see many of the challenges in today’s world as opportunities. In sum, pessimists...
Read More
Karl Frank, CFP listens as Nathan Merrill opens up about some huge challenges he and his company are facing. Business owners of all walks of life face similar challenges, and may benefit from a conversation about: *Circumstances and events that are slowing us down *Catalysts–how big change is often masked as failure. *Management changes, how...
Read More
There is no such thing as “one-size-fits all.” In this lively conversation, we provide some practical tips and tricks to motivate the next gen to succeed! In particular, Jeff offers skills and knowledge from his years as a business coach, some of which include: Challenges and advice finding people Testing, training, standardizing are just the...
Read More
We start with the definitions, where they come into play, then move onto the bigger questions like: How can we help protect ourselves? What are powers of attorney? How can they help? How can we help our aging parents? How do we get things going if our parents never visited with an attorney? What do...
Read More
Special guest Leia Ursery joins Karl Frank, CFP, and Nathan Merrill and provides useful and informative insights into something most of us fear: probate. If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will...
Read More
In this 20 minute episode, we continue our conversations about investments other than equities and bonds: Real estate–and how we can be rewarded and take on concentrated risk. We talk about leverage, as in, do we want more debt? Pros and cons. We talk about recession, but it’s not depressing! We discuss a recent Zoominar...
Read More
In this 20 minute episode, we discuss what we can do: What we can do when we have the jitters. Why we feel skepticism, doubt, and why it seems like things are rigged against us. We talk about Ukraine chaos, or commotion, as Nate calls it. We talk about gold…for goodness sakes! And finally, we...
Read More
In this 20 minute episode, we discuss what we can do about inflation: Reasons we have inflation. Are they just monetary? Are they policy related? How the Federal Reserve can help and likely has not helped, but hindered, inflation over the previous decade. We take a special look at mortgage rates and make a prediction—it...
Read More
In this 20 minute episode, we discuss the absolutes: Inflation is the loss of purchasing power; emotionally and economically affective. Comparison of today’s rates with the past and how that may affect us—in particular, we discuss gasoline prices What types of products are we spending more on, and buying less of. Where are businesses making...
Read More
1 2 3 4 5 6 10