Financial Advice Podcast - A&I Wealth Management

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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Latest Podcast Episodes

The latest Expert Network Team podcasts are listed below. For a complete list of podcast archive, visit www.expertnetworkteam.com

Podcasts

Sep

Episode 86: Practical Advice on Creating a 5 Generation Family Legacy Part 2

September 26, 2023

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...

Sep

Episode 85: Practical Advice on Creating a 5 Generation Legacy Family Part 1

September 12, 2023

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...

Aug

Episode 84 – A Family Reunion Can Help Prepare the Heirs

August 29, 2023

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!...

Aug

Episode 83 – A Good Inheritor of Wealth

August 15, 2023

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...

Aug

Episode 82 – Wealth as a Disruptor

August 1, 2023

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...

Jul

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

July 25, 2023

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...

Jun

Episode 80: Facilitating Important Family Conversations (Part 2)

June 13, 2023

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....

May

Episode 79: Facilitating Important Family Conversations (Part 1)

May 30, 2023

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...

May

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

May 16, 2023

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...

May

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

May 2, 2023

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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