Financial Advice Podcast - A&I Financial Services

Podcasts

Nov

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

November 30, 2021

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...

Nov

Episode 43: Real Estate for Retirement Income

November 23, 2021

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...

Nov

Episode 42: Retirement Income Primer

November 16, 2021

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...

Nov

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

November 9, 2021

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...

Nov

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

November 2, 2021

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...

Oct

Introduction to Charitable Giving Rules and Good Ideas

October 26, 2021

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...

Oct

How Doctors and Dentists Can Best Use Leverage

October 19, 2021

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,...

Oct

Why Doctors and Dentists Should be Very Afraid of Cyber Threats

October 12, 2021

“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...

Oct

How You May be Affected by the Tax Proposal called “American Families”

October 5, 2021

Join all four members of the Expert Team: Nathan Merrill, Karl Frank CFP, Mike Miller CPA and Jeff Krommendyk. We discuss the recent tax plan...

Sep

More Advanced Planning with Mike Miller CPA and Nathan Merrill, Attorney, Part 2

September 28, 2021

Mike Miller CPA and Nathan Merrill, attorney with Goodspeed and Merrill, dive into even more advanced financial planning topics. Learn about small business rules, taxation,...