Expert Network Team

著者: Karl Frank Nathan Merrill Jeff Krommendyk Mike Miller
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  • Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
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Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
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  • Geringer Pro U Coaching
    2024/12/17

    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 maintaining focus on personal motivations. The conversation also emphasizes the value of coaching and practical ways to overcome obstacles.

    As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

    Featuring:
    John Geringer and Misty Bandimere-Jordan
    Practice Abundant Life
    linkedin.com/in/john-h-geringer-5720782
    Phone (720) 955-6210
    mindy@practiceabundantlife.com

    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
    nmerrill@goodspeedmerrill.com
    www.goodspeedmerrill.com

    Jeff Krommendyk, Insurance Expert
    Working with business owners and successful families in transferring risk
    One Digital Insurance Agency
    (303) 730-2327
    jeff.krommendyk@onedigital.com

    Karl Frank
    Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    karl@assetsandincome.com

    Webcasts, Podcasts, Streaming Video, Streaming Audio

    A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

    All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

    A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

    • A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
    • The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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    35 分
  • Cyber Liabilities for Business
    2024/12/03
    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 2. Use the plan to inform what you do daily and 3. Purchase cyber insurance, just in case. Matt shows us how to do more with less, perform a rapid security audit, and get the best bang for the buck. As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting. As always, it is good to have an expert on your side. — Today’s guest: Matt Quammen Optimize Cyber 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 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com Webcasts, Podcasts, Streaming Video, Streaming Audio A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted. All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I. A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios. - A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. - The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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    28 分
  • Cyber Liabilities for Individuals
    2024/11/19

    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
    nmerrill@goodspeedmerrill.com
    www.goodspeedmerrill.com

    Jeff Krommendyk, Insurance Expert
    Working with business owners and successful families in transferring risk
    One Digital Insurance Agency
    (303) 730-2327
    jeff.krommendyk@onedigital.com

    Karl Frank
    Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
    CERTIFIED FINANCIAL PLANNER™
    A&I Wealth Management
    (303) 690.5070
    karl@assetsandincome.com

    Webcasts, Podcasts, Streaming Video, Streaming Audio

    A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.

    All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.

    A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.

    • A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
    • The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.
    続きを読む 一部表示
    28 分

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