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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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

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 WealthNathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss some...
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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, how...
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25
Jul

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

Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family. How do...
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13
Jun

Episode 80: 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 facilitating important family conversations about legacy....
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30
May

Episode 79: Facilitating Important Family Conversations (Part 1)

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. As Shawn...
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16
May

Episode 78: Die with Zero: What Will Be Your Legacy?

In Die With Zero, Bill Perkins makes the case that people are saving too much money and not spending enough money to create memories with...
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02
May

Episode 77: Banking Crisis 2023: What Happened and Should We Worry?

When Silicon Valley Bank (SVB) failed, it was dramatic. An “A” rated financial company has never disappeared with a few clicks on a cell phone–until...
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