Category

Podcast

A&I Financial Services

Jeff Krommendyk, Karl Frank, CFP and Nathan Merrill dive into a conversation about death and come out feeling inspired. No, really. Start with the legal documents. Move into the soft stuff which is WAY more important anyway. Provide some links and recommendations for practical planning and conversation starters. Learn the three fundamentals of an AMD...
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Jeff Krommendyk, Karl Frank, CFP and Nathan Merrill are still experiencing panic at the office. Or rather, with all the heightened tensions around the world, we are noticing that we, our team members, our partners, clients, vendors are on edge. In the second of a two part series, we are getting real and provide practical...
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In this two part series, we are going to discuss ways to reduce the stress and increase the happiness of our team. Recognize the causes of heightened emotion. Self-assessment–you cannot lead if you cannot heal yourself. Pay special attention to the media you consume. Identify the sources of stress are usually news, social media and...
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We don’t want imagine a retirement like our parents’ retirement. Their employer said something like, “give us the best 40 years of your life and we will give you what is left over.” Is there something better? We don’t “remove ourselves from service” like we “retire” an old piece of equipment. No, instead we want...
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Business Owners Get Off the Treadmill Karl Frank, CFP, Jeff Krommendyk, and Nathan Merrill get together and talk about getting burnt out making money. Is there some way we can work less hard and still make a living? Am I ready to retire? Can we re-imagine retirement? What about a way to build a business...
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Karl Frank, CFP and Nathan Merrill discuss the state of small business at the beginning of 2022. The biggest trend of our time is Covid 19 and what will happen next? Will this be a pivot year–when we return to something more normal? Discuss the statistics around Covid 19 and how, in the macro scheme,...
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Retirement Income Planning: How You Can Make Withdrawals from Your Investment Accounts in Retirement Special guest Francois Giguere joins Karl Frank, CFP and Nathan Merrill to discuss the way that A&I Financial Services helps their clients set up a safe way to set up a steady retirement income from investment accounts.   Many people cannot...
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Special guest Francois Giguere joins Nathan Merrill, Karl Frank, CFP, Jeff Krommendyk, and Mike Miller, CPA to discuss an important and timely topic: how to make a career change. Francois is the former General Manager of the Colorado Avalanche. During his more than twenty year career, he helped move the franchise from Canada to Colorado,...
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Jeff Krommendyk, our home and auto insurance expert, teaches Karl Frank, CFP and Nathan Merrill about the Marshall Fire. Jeff has clients among the more than 1,000 homeowners who were devastated by the fires near Boulder at the end of 2021. Learn: What happens to the homeowners whose home were underinsured? Or who had no...
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Special guest Cameron Morgan joins Karl Frank, CFP, Jeff Krommendyk, Mike Miller, CPA and Nathan Merrill and gain useful and informative insights into today’s investment markets.Is it a good time to be investing in equities when the SP500 is at an all-time high?How much of the market’s rise is driven by the US Federal Reserve?...
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