Financial Advice Podcast

Listen to Karl Frank CFP®, Nathan Merrill, attorney, Jeff Krommendyk, insurance expert and Mike Miller CPA discuss advanced financial planning topics of particular interest to business owners.

Podcasts

11
Jan

Marshall Fire in Boulder and How All of Us Can Protect Ourselves in the Future

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...
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07
Dec

Episode 44: Current State of the Markets with Cameron Morgan

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...
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30
Nov

Episode 43: Two Ways to Get Free Money from Colorado to Pay for College and Other Hacks

Special guest Cameron Morgan joins Karl Frank, CFP, Jeff Krommendyk, Mike Miller, CPA and Nathan Merrill and gain a couple of great ideas to save...
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23
Nov

Episode 43: Real Estate for Retirement Income

Real Estate for Retirement Income Liner Notes Join Karl Frank, CFP as he interviews Mike Miller, CPA and Nathan Merrill to talk about a very...
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16
Nov

Episode 42: Retirement Income Primer

Retirement Income Primer Join Mike Miller, CPA, Karl Frank, CFP and Nathan Merrill, attorney as they discuss retirement income. In today’s podcast, Nathan and Mike...
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09
Nov

Episode 41: What’s the Right Amount of Insurance for You?

Jeff Krommendyk discusses the right way to purchase insurance to protect your assets. With over 20 years of experience, Jeff makes it easy to understand...
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02
Nov

Episode 40: What You Need to Know About Different Types of Retirement Accounts

Join Nathan Merrill, attorney, Mike Miller CPA and Karl Frank CFP as they lay out the fundamentals about retirement accounts. Learn the different ways that...
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26
Oct

Introduction to Charitable Giving Rules and Good Ideas

Join Karl Frank CFP, Mike Miller CPA and Nathan Merrill, attorney, as they discuss charitable giving in a language all of us can understand. Learn...
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19
Oct

How Doctors and Dentists Can Best Use Leverage

Shelly Doan, a banker with Keywest Bank, specializes in lending to doctor and dentist practices. Shelly brings her decades of experience, and degree in entrepreneurship,...
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12
Oct

Why Doctors and Dentists Should be Very Afraid of Cyber Threats

“Be very afraid,” says Shelly Doan, a banker with Keywest Bank. Shelly brings her decades of experience, and experience working with doctors and dentists, to...
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