Financial Advice Podcast

The expert network team podcasts provide financial planning advice of particular interest to successful families and entrepreneurs.

About the Expert Network Team Podcast

Listen to Karl Frank CFP®, Nathan Merrill, attorney, Jeff Krommendyk, insurance expert and the experts who we interview. Scroll down for our most recent podcasts.

For a complete list of podcast archive, visit  www.expertnetworkteam.com

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Listen to the Expert Network Team podcast on your iPhone, Google phone, smart speaker or any other device. Just say, “Hey Siri” or “Hey Alexa” (or whatever) and “play the Expert Network Team podcast.”

Podcasts

21
May

E94: Aging plans with Annalee Kruger 2 of 2

Learn some of the specifics of Annalee’s advice. Take, for example, a driving plan. What if mom and dad cannot drive anymore? Are they even...
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07
May

Aging plans with Annalee Kruger 1 of 2

Nathan Merrill, Karl Frank CFP®The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder,...
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23
Apr

E92: Corporate Transparency Act 2 of 2

Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you...
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09
Apr

Episode 91: Corporate Transparency Act Part 1 of 2

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at...
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12
Dec

Episode 90: Tax Harvesting…Gains and Losses

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and...
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05
Dec

Episode 89: Practical Advice for Coping and Managing Stress

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!–can reduce stress. Drawing on personal experience, as well as all of...
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24
Oct

Episode 88: Family as an Asset Class Part 2

Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an...
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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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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned.

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