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

03
Aug

Episode 33: Books of Interest to the Expert Team

Nathan Merrill and Karl Frank CFP discuss some books they have read that have made an out-size impact on their business and personal lives. With...
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27
Jul

Episode 32: Company Culture in Covid pt. 2

In the second of the two-part podcast, Karl Frank and Nathan Merrill discuss practical ideas for keeping a company together when we are physically kept...
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22
Jun

Episode 31: Asset Protection

Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to...
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15
Jun

Episode 30: Qualified Charitable Distributions

In this brief but informative podcast, Karl Frank, CFP, Mike Miller, CPA and Nathan Merrill, JD, discuss the QCD: Qualified Charitable Distribution. Learn the benefits...
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01
Jun

Episode 29: Company Culture During the Covid Era-Say What?

Karl Frank CFP® interview Nathan Merrill and Jeff Krommendyk about how to build and strengthen company culture during the Covid-19 era. Before Covid—BC—culture was one...
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25
May

Episode 28: Biden’s Big Estate Tax Plan- How Do You Anticipate and Plan for These Changes?

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed estate tax plan changes. We describe what the President proposed and what this means for Americans....
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18
May

Episode 27: Biden’s Big Tax Plan Changes-How Do They Affect You?

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and...
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11
May

Episode 26: So You Have Intellectual Property, Now What?

So you have intellectual property, what do you do now? Learn the steps to get your property protected. Learn how to keep your property protected....
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04
May

Episode 25: Introduction to Intellectual Property

Lauren Cammarata Snow, attorney with Goodspeed and Merrill, teaches the experts about intellectual property. Learn the two types of IP and the differences between hard...
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23
Mar

Episode 24: Paying for College Part 2 of 2

You might run in front of a bus for your kids but have no clue how you are going to pay for college. Want to...
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