Financial Advice Podcast

About the Expert Network Team Podcast

The expert network team podcasts give you financial planning advice. Listen to Karl Frank CFP®, Nathan Merrill, attorney, Jeff Krommendyk, insurance expert and Mike Miller CPA and the experts who we interview. The most recent podcasts appear here.

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Expertnetworkteam.com

Visit the Expert Network Team website for all of the podcast episodes.

Latest Podcast Episodes

The latest Expert Network Team podcasts are listed below. For a complete list of podcast archive, visit  www.expertnetworkteam.com

Wealth Management Team

Podcasts

12
Dec

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...
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05
Dec

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...
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24
Oct

Episode 88: Family as an Asset Class Part 2

Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an...
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26
Sep

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

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses...
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12
Sep

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

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses...
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29
Aug

Episode 84 – A Family Reunion Can Help Prepare the Heirs

A Family Reunion Can Help Prepare Your HeirsNathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion!...
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15
Aug

Episode 83 – A Good Inheritor of Wealth

A Good Inheritor of Wealth Nathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss...
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01
Aug

Episode 82 – Wealth as a Disruptor

Wealth is a Disruptor  Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad! First principles,...
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25
Jul

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

What is a Family of Affinity? Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to...
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13
Jun

Episode 80: Facilitating Important Family Conversations (Part 2)

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...
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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned.

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