Episodes
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Elder Planning
Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of us need to make as we age: Living at home Plan B, living somewhere else Health Money Medicare End of life planning Legacy As always, it is good to have an expert on...
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A Virtual Fractional CFO brings big-company expertise to smaller organizations
Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at much lower costs. With a clear process, Till CFO makes it easy for company leadership to make strategic decisions and have confidence…
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Solar Energy That Works 24 Hours a Day
Welcome to the ENT! A new energy technology combines solar energy with energy storage, providing reliable energy and overcoming a major hurdle to renewable energy. Solar power is abundant, but only works when the sun shines. Our guest, KJ Lee from Q3 Power, explains how his company combines both...
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The Tax Strategy Behind Solar Investments
Welcome to the ENT! What are some of the tax benefits of renewable energy businesses used by some of the most successful families? Nathan Merrill is an expert at creating tax equity. In this episode, Nate teaches us about renewable energy, in particular solar and storage. Using the US Tax Code,...
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Lights, Camera, Tax Strategy
Welcome to the ENT! What are some of the tax benefits of motion picture product used by some of the most successful families? Nathan Merrill is an expert at creating tax equity. In this episode, Nate teaches us about movies. In the US Tax Code, Section 181, a movie producer is afforded…
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Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 2
Welcome to the ENT! What are some of the keys to the most successful family office? Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and...
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Episode 133: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 1
Do I want a family office? Learn what successful families do to simplify their financial lives. You can create a virtual family office, a multi-family office or your own private family office. Learn about the benefits, including having experts in tax, legal, investment, philanthropy, governance,...
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Building A Life That Works And Lasts - Part 2
Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl Frank as we interview Rand Selig, author of Thriving: How to Create a Happier, Healthier and More Prosperous Life. Learn about running a business, a family, and our own personal journey. Rand is an accomplished entrepreneur…
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Building A Life That Works And Lasts - Part 1
Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl Frank as we interview Rand Selig, author of Thriving: How to Create a Happier, Healthier and More Prosperous Life. Learn about running a business, a family, and our own personal journey. Rand is an accomplished entrepreneur…
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Preserving Your Legacy: The Power of Family Storytelling - Part 2
Welcome to the ENT! How can you make sure that your children, and grandchildren, know the stories that lead to your family’s success? Family history, recorded in video, audio or written formats, can make an immeasurable impact in the lives of our loved ones. Taylor Smith and Jeff Krommendyk...
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Preserving Your Legacy: The Power of Family Storytelling - Part 1
Family history, recorded in video, audio or written formats, can make an immeasurable impact in the lives of our loved ones. Taylor Smith interviews Jamie Younger, founder and CEO of Storykeep, to discuss her company's work in creating bespoke films and audio-based media to capture family history...
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From Pain to Purpose: A Conversation with Dr. Alok Singh
Dr. Alok Singh is our guest in this episode of the Expert Network Team. Beginning with a touching, personal story about growing up in difficult circumstances, Alok takes us on a journey of how we can profit from pain. The author of the book, Profit from Pain, and public speaker provides a…
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Exit Planning, Legacy Building, and the Power of Process - Part 2
Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack: ✅ The 7-step exit planning process ✅ Insider vs. outsider transitions ✅ Building business value & legacy ✅ Emotional readiness for life after ownership 🔍 Episode Overview In this…
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Exit Planning, Legacy Building, and the Power of Process - Part 1
Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack: ✅ The 7-step exit planning process ✅ Insider vs. outsider transitions ✅ Building business value & legacy ✅ Emotional readiness for life after ownership 🔍 Episode Overview In this…
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From Limiting Beliefs to Leadership
In this episode, the Expert Network Team sits down with Diana Kokoszka, author of Becoming More, for a heartfelt conversation on mindset, confidence, leadership, and faith. Diana shares wisdom on how language shapes our identity, how to overcome limiting beliefs, and the powerful…
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Becoming Better: How Mindset Shapes Success
In this episode of the Expert Network Team podcast, we sit down with Diana Kokoszka—former CEO of Keller Williams MAPS Coaching, global speaker, and best-selling author of Becoming More. Diana shares powerful stories from her coaching legacy and dives deep into the science of mindset,...
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What it really takes to sell your business
In this episode of the Expert Network Team podcast, we’re joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how...
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Business Exit Planning: Key Questions Every Owner Must Ask
In this episode of the Expert Network Team Podcast, we sit down with Geoff S. Eliason of SDR Ventures to unpack the current state of mergers & acquisitions, private equity, and the challenges facing business owners—especially baby boomers looking to exit. We cover: The $2 trillion wave of...
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AI, Jobs, and the Truth About Today’s Labor Market
Welcome to the ENT! Is Artificial Intelligence creating a tight labor market? Recent headlines say AI will create massive layoffs and portends terrible things for the workforce. However, Meta just announced $100 million signing bonuses and annual salaries of a similar range–so which is it? A…
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SSRI For Everyone Including Pensioners
Social Security Retirement Income has some good news–no kidding–and we invite expert Chad Harmon to discuss the details. Previously, public pensioners like government employees, schoolteachers, police officers, firefighters and more, received either no Social Security Retirment Income or had…
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Conversation With Chad Harmon
Welcome to the ENT! Join this conversation with financial advisor, Chad Harmon, partner with A&I Wealth Management. Learn about what it takes to be successful in business, a few personal stories, and a great introduction to a key person in the A&I team. Learn about the culture here, and how the...
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Charitable Giving: A Gratitude State Of Mind
The world needs more impactful, local charitable giving, says Nathan Merrill. Giving without an expectation of anything in return, this is the subject today. And this act provides more benefits than many people think. We discuss the physiological effects of service, and how this helps the mind…
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Charity With Purpose
Welcome to the ENT! Embrace a little more gratitude, give a little more to the causes you are passionate about, with Nathan Merrill and Karl Frank. A lot of charitable planning centers around tax planning--if I give this, then I will save that in taxes. But rather than thinking of it as a quid…
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Trumps' Economy: What Does It Mean For You?
Buying a home is harder than ever before. Young people are waiting longer and longer. What does that mean for our economy? Wage growth is being outpaced by housing costs, so where are we really? Oh by the way, cars and healthcare and other costs are expensive too! The data is skewed by Covid, so...
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Big Changes In Washington DC and the Effects On Our Investments
Our guest is Jack Janasiewicz, portfolio manager at Natixis Investments. For his contact information, reach out to an expert team member. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorney Working with affluent families and...
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Politics & Puerto Rico
Dr. Richard Rosello Consultation: https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ RMI link: https://rmi.life/rossello Social media: @ricardorossello Website…
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Longevity and Stem Cell Breakthrough
— Dr. Richard Rosello Consultation: https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ RMI link: https://rmi.life/rossello Social media: @ricardorossello Website:...
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Dr. Rosello and Stem Cells
Dr. Richard Rosello Consultation: https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ RMI link: https://rmi.life/rossello Social media: @ricardorossello Website…
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Optimism and Role of Government
Is business going to go well in 2025? A question from a listener gets the guys talking about reasons for optimism in 2025. Whether you are elated, despondent or in the middle, 2025 is sure to bring changes to the Federal government. What does that mean for small business owners? Nate boils it…
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Navigating Stress Setting Boundaries
Welcome to the Expert Network Team! Nathan Merrill shares with Karl Frank how he is struggling to set up professional boundaries. The two discuss solutions and practical ideas to help each other. Men rarely share their feelings with others, and sometimes do not even know what they are feeling...
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Geringer 5 Strategies To Break Through Obstacles
Five strategies to bust through obstacles John Geringer and Misty Bandimere-Jordan coach the expert network team. Understand your Triple G: God Given Gifts. Get your focus. Know your “Why?”. Think big–bigger than you think. Set goals, write them down, and take action. As a quick reminder, the...
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Geringer Pro U Coaching
John Geringer and Misty Bandimere-Jordan coach the expert network team. Understand your Triple G: God Given Gifts. We discuss strategies for advisors to achieve their goals efficiently. We explore the importance of understanding and leveraging one's unique abilities, setting ambitious goals, and...
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Cyber Liabilities for Business
Welcome to the ENT! Cyber security expert, Matt Quammen, joins Jeff, Karl and Nate to discuss the best ways small business owners can protect themselves from cyber fraud, theft, id theft, social engineering and more. Learn about some free tools as well as practical ideas. 1. Create a cyber plan…
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Cyber Liabilities for Individuals
Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorney Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation Goodspeed, Merrill (720) 473-7644…
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DEI and the Future At Work
DEI and the future of diversity at work John-Paul Sauer joins the experts to discuss the future of workplace diversity. Diversity, equity and inclusion (DEI) has had a major impact on work and in education for many years. In 2024, however, Harvard lost a key DEI battle in the Supreme Court. Since...
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Health Tips From A Yogi
Karl Frank just completed his 200 hour yoga certification. Although that makes him far from an expert on health, the expert network team share tips and personal stories about how we are staying fit in our fifties, and beyond! Resources mentioned in the podcast include: Good Energy by Casey Means...
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Non Competes Are Legal Again
For a lot of our small business owners, we've got good news: noncompetes are legal again. Today we interview John Sauer, attorney and expert on business law. John and Nate discuss the legal implications of a sudden direction shift legalizing popular agreements employers sign with key employees…
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Helping Adulting Children Out of the House
Welcome to the ENT! Jeff Krommendyk and Karl Frank discuss the emotional and practical sides of helping an adulting child move out of the house. Speaking from experience, the dads discuss How do you help a young adult move into an apartment when he is not motivated to go to a traditional…
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Timeless Legal and Financial Planning Q&A
Nathan Merrill, attorney with Goodspeed Merrill, answers a series of common questions that Karl Frank, at A&I Wealth Management, receives on a regular basis. These include: 8 min: Inherited a home in a trust, can I use the step-up in basis? Can I use the $250k exemption from taxes? 12 min…
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100 Episodes of Expert Team Advice in Retrospective
In the 100th episode of the Expert Network Team Podcast, Nathan Merrill, Jeff Krommendyk and Karl Frank reflect upon some of their favorite podcasts, lessons learned from each other, and deliver the messages they feel business owners and successful people need to hear. Some technical episodes...
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Almost All In on Political Civility and Why Delaware May be Dangerous
Almost All In on Political Civility and Why Delaware May be Dangerous Recorded June 19, 2024 Podcast All In Episode 183 is the subject our experts engage in today. All In is a popular podcast run by four successful tech executives in Silicon Valley; some of them are politically progressive, some…
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Feds Make Noncompetes Illegal
Importantly, since the date of recording, a Supreme Court ruling may invalidate the entire "non-compete" argument entirely as executive branch over-reach. Make sure to talk with your attorney or one of our experts for up-to-date information! Are noncompete agreements now Federally illegal? A…
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Artificial Intelligence, we are almost all in
Today the experts talk artificial intelligence. We are making it real. In the All In Podcast number 179, the guys discuss topics that affect all of us. We are on the verge of remarkable achievements that are on the cusp of breaking through. And, as small business owners ourselves, we are most...
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Almost All In
Today the experts talk back to the guys in the All In podcast. All In is one of the most popular podcasts in America The four hosts are each successful big, technology business founders, funders, and executives in California. Our perspective is from the POV of small business owners in Colorado…
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It’s Important for Old Guys to Dream Too
The experts discuss the importance of dreams. We are all of a similar age, in a similar life stage, which is to say, not young anymore! We open up and share dreams about what we want to do now. As adults, we do safe things. Having put aside, delayed, dropped or otherwise ignored our dreams for...
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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 safe to drive? Learn about some of the things to do to make a home senior safe. Learn about technologies that can help our elderly loved ones. Learn about…
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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, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not...
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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 can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one...
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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 Goodspeed and Merrill, about the CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to...
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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 how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this…
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About this show
Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
Hosted by
Jeff Krommendyk, Mike Miller, Karl Frank, Nathan Merrill
Categories