All Episodes
Expert Network Team — 139 episodes
Elder Planning
A Virtual Fractional CFO brings big-company expertise to smaller organizations
Solar Energy That Works 24 Hours a Day
The Tax Strategy Behind Solar Investments
Lights, Camera, Tax Strategy
Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 2
Episode 133: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 1
Building A Life That Works And Lasts - Part 2
Building A Life That Works And Lasts - Part 1
Preserving Your Legacy: The Power of Family Storytelling - Part 2
Preserving Your Legacy: The Power of Family Storytelling - Part 1
From Pain to Purpose: A Conversation with Dr. Alok Singh
Exit Planning, Legacy Building, and the Power of Process - Part 2
Exit Planning, Legacy Building, and the Power of Process - Part 1
From Limiting Beliefs to Leadership
Becoming Better: How Mindset Shapes Success
What it really takes to sell your business
Business Exit Planning: Key Questions Every Owner Must Ask
AI, Jobs, and the Truth About Today’s Labor Market
SSRI For Everyone Including Pensioners
Conversation With Chad Harmon
Charitable Giving: A Gratitude State Of Mind
Charity With Purpose
Trumps' Economy: What Does It Mean For You?
Big Changes In Washington DC and the Effects On Our Investments
Politics & Puerto Rico
Longevity and Stem Cell Breakthrough
Dr. Rosello and Stem Cells
Optimism and Role of Government
Navigating Stress Setting Boundaries
Geringer 5 Strategies To Break Through Obstacles
Geringer Pro U Coaching
Cyber Liabilities for Business
Cyber Liabilities for Individuals
DEI and the Future At Work
Health Tips From A Yogi
Non Competes Are Legal Again
Helping Adulting Children Out of the House
Timeless Legal and Financial Planning Q&A
100 Episodes of Expert Team Advice in Retrospective
Almost All In on Political Civility and Why Delaware May be Dangerous
Feds Make Noncompetes Illegal
Artificial Intelligence, we are almost all in
Almost All In
It’s Important for Old Guys to Dream Too
E94: Aging plans with Annalee Kruger 2 of 2
Aging plans with Annalee Kruger 1 of 2
E92: Corporate Transparency Act 2 of 2
Episode 91: Corporate Transparency Act Part 1 of 2
Episode 90: Tax Harvesting...Gains and Losses
Episode 89: Practical Advisor for Coping with and Managing Stress
Episode 88: Family as an Asset Class Part 2
Episode 87: Family as an Asset Class Part 1
Episode 86: Practical Advice on Creating a 5 Generation Family Legacy Part 2
Episode 85: Practical Advice on Creating a 5 Generation Legacy Family Part 1
Episode 84 - A Family Reunion Can Help Prepare the Heirs
Episode 83 - A Good Inheritor of Wealth
Episode 82 - Wealth as a Disruptor
Episode 81: What is a Family of Affinity and How Does it Affect my Estate Plan?
Episode 80: Facilitating Important Family Conversations (Part 2)
Episode 79: Facilitating Important Family Conversations (Part 1)
Episode 78: Die with Zero: What Will Be Your Legacy?
Episode 77: Banking Crisis 2023: What Happened and Should We Worry?
Episode 76: Insurance Rates are Rising but How Much and for how long?
Episode 75: How Rising Interest Rates affect Investment Plans
Episode 74: How Rising Interest Rates affect Advanced Financial Plans
Episode 73: 2023 Tax Law Changes for Business Owners and Other Employers
Episode 72: 2023 Tax Law Changes for Individuals and Families
Episode 71: Marijuana Use And The Workplace: What Employers Need To Know
Episode 70: How Accountants (and Other Professionals) Can Make More Money and Spend Less Time Working, Part 2
Episode 69: How Accountants (and Other Professionals) Can Make More Money and Spend Less Time Working, Part 1
Episode 68: Lifetime Learning for Business Owners
Episode 67: Reasons for Optimism in a Recession
Episode 66: Dangers of Payroll (and Payroll Taxes) for Employers
Episode 65: How an Employer Can Enforce a Non-Compete Agreement in Colorado
Episode 64: Colorado upends Non-compete Agreements, what Colorado Employers Need to Know
Episode 63: 7 Key questions to ask if you are going to exit your business
Episode 62: Economic Headwinds in 2022
Episode 61: Headwinds: How to Face Big Challenges with Nathan Merrill
Episode 60: Managing Millenials: Advice from the Advice-Givers
Episode 59: End-of-life Guardianship and Conservatorship with Leia Ursery
Episode 58: Probate: When to Avoid Probate and When to Just Take an Estate to Probate
Episode 57: Alternatives to Investing in Equity Markets in 2022 Part 2 of 2
Episode 56: Alternatives to Investing in Equity Markets in 2022 Part 1
Episode 55: Inflation in 2022 Part 2 of 2
Episode 54: Inflation in 2022 Part 1 of 2
Episode 53: End of Life Planning with Advanced Medical Directives and Living Wills
Episode 52: Panic at the Office Part 2 of 2
Episode 51: Panic at the Office Part 1 of 2
Episode 50: Business Owners Get Off the Treadmill Part 2
Episode 49: Business Owners Get Off The Treadmill
Episode 48: Not a New Normal, but Better in 2022!
Episode 47: Retirement Income Planning: How You Can Make Withdrawals from Your Investment Accounts in Retirement
Episode 46: Making a Career Change, Advice from Francois Giguere, CFP(R)
Episode 45: Marshall Fire in Boulder and How All of Us Can Protect Ourselves in the Future
Episode 44: Current State of the Markets with Cameron Morgan
Episode 43: Two Ways to Get Free Money from Colorado to Pay for College and Other Hacks
Episode 43: Real Estate for Retirement Income
Episode 42: Retirement Income Primer
Episode 41: What's the Right Amount of Insurance for You?
Episode 40: What You Need to Know About Different Types of Retirement Accounts
Episode 39: Introduction to Charitable Giving Rules and Good Ideas
Episode 38: How Doctors and Dentists Can Best Use Leverage
Episode 37: Why Doctors and Dentists Should be Very Afraid of Cyber Threats
Episode 36: How You May be Affected by the Tax Proposal called “American Families”
Episode 35: More Advanced Planning with Mike Miller CPA and Nathan Merrill, Attorney, Part 2
Episode 34: Advanced Planning with Mike Miller CPA and Nathan Merrill, Attorney, Part 1
Episode 33: Books of Interest to the Expert Team
Episode 32: Company Culture in Covid pt. 2
Episode 31: Asset Protection
Episode 30: Qualified Charitable Distributions
Episode 29: Company Culture During the Covid Era-Say What?
Episode 28: Biden's Big Estate Tax Plan- How Do You Anticipate and Plan for These Changes?
Episode 27: Biden's Big Tax Plan Changes-How Do They Affect You?
Episode 26: So You Have Intellectual Property, Now What?
Episode 25: Introduction to Intellectual Property
Episode 24: Paying for College Part 2 of 2
Episode 23: Paying for College Part 1 of 2
Episode 22: Captive Insurance Part 2
Episode 21: Captive Insurance Part 1
Episode 20: Pivoting in the Pandemic-Creating New Opportunities with Mike Miller, CPA
Episode 19: What Really Makes a Strong Balance Sheet?
Episode 18: Protecting Yourself Against Unemployment Fraud
Episode 17: Concentrated Equity Strategies Part 2 of 2
Episode 16: Concentrated Equity Strategies 1 of 2
Episode 15: ESOP Planning for Business Owners
Episode 14: Consolidated Appropriations Act of 2021
Episode 13: Business Entity Structure
Episode 12: Technology risks facing business owners in the Covid-19 pandemic part two
Episode 11: Least Favorite Words from 2020
Episode 10: Roth 401k and Why You May Want One Today
Episode 9: Technology risks facing business owners in the Covid-19 pandemic
Episode 8: COVID-19 and Employment Law
Episode 7: Personal Insurance Auto-Home-Umbrella Explained
Episode 5: How COVID Impacts Business Insurance Risks
Episode 4: Power of Attorney Readiness and Comprehension
Episode 3: 2020 COVID Market in Hindsight - 6 months that changed everything
Episode 2: Intro to Basic Estate Planning Concepts
Episode 1: Top Financial Move for the Covid 19 Era