Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips

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Live events

Client education including lunch and learn

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Upcoming Events

Nov 18, 2026

Think Tank – A&I Reading Recommendations – The Year of Magical Thinking

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Videos

Recordings of events and short videos too

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Are You Running Your Business… or Planning Its Future? #shorts

Keeping the books balanced is essential but is someone helping you look ahead?

In this Fully In-Vested Short, Karl Frank explains the “CFO Effect”: the difference between simply tracking your numbers ...and using them to make smarter decisions for the future.

Whether you’re a business owner or an executive, strategic financial planning can help you move from surviving to thriving.

Learn more about how A&I Wealth Management serves business owners and executives:
https://assetsandincome.com/

#BusinessOwners #FinancialPlanning #BusinessGrowth #WealthManagement #AIWealthManagement

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests

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20
May
Elder Planning
May 20, 2026
Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of...
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05
May
A Virtual Fractional CFO brings big-company expertise to smaller organizations
May 5, 2026
Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at...
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21
Apr
Solar Energy That Works 24 Hours a Day
April 21, 2026
Welcome to the ENT! A new energy technology combines solar energy with energy storage, providing reliable energy and overcoming a major hurdle to renewable energy....
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