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

10
May

Episode 57: Alternatives to Investing in Equity Markets in 2022 Part 2 of 2

In this 20 minute episode, we continue our conversations about investments other than equities and bonds: Real estate–and how we can be rewarded and take...
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04
May

Episode 56: Alternatives to Investing in Equity Markets in 2022 Part 1

In this 20 minute episode, we discuss what we can do: What we can do when we have the jitters. Why we feel skepticism, doubt,...
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20
Apr

Episode 55: Inflation in 2022 Part 2 of 2

In this 20 minute episode, we discuss what we can do about inflation: Reasons we have inflation. Are they just monetary? Are they policy related?...
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05
Apr

Episode 54: Inflation in 2022 Part 1 of 2

In this 20 minute episode, we discuss the absolutes: Inflation is the loss of purchasing power; emotionally and economically affective. Comparison of today’s rates with...
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29
Mar

Episode 53: End of Life Planning with Advanced Medical Directives and Living Wills

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...
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22
Mar

Episode 52: Panic at the Office Part 2 of 2

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,...
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15
Mar

Episode 51: Panic at the Office Part 1 of 2

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...
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08
Mar

Episode 50: Business Owners Get Off the Treadmill Part 2

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...
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22
Feb

Episode 49: Business Owners Get Off The Treadmill

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...
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15
Feb

Episode 48: Not a New Normal, but Better in 2022!

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...
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