- Видео 177
- Просмотров 6 295
A&I Wealth Management LLC
США
Добавлен 8 авг 2016
A team of financial advisors that grow your wealth, protect your hard work and let you choose how you want to be taxed.
A&I Wealth Management is a fee-based investment advisor & fiduciary in Englewood, Colorado operating since 1986. We offer comprehensive financial planning, retirement planning, investment advice IRA and 401(k) management, wealth management & life insurance to a small number of successful families and business owners. A&I is a fiduciary. We promise to put your financial interests ahead of our own. Our Certified Financial Planner team has 100 years of combined experience. Our CFP practitioners use an advanced financial planning process to listen and to know your values, goals, relationships & more. Grow and protect your investments.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Wealth Management LLC, registered investment advisor.
#wealthmanagement #financialplanning
A&I Wealth Management is a fee-based investment advisor & fiduciary in Englewood, Colorado operating since 1986. We offer comprehensive financial planning, retirement planning, investment advice IRA and 401(k) management, wealth management & life insurance to a small number of successful families and business owners. A&I is a fiduciary. We promise to put your financial interests ahead of our own. Our Certified Financial Planner team has 100 years of combined experience. Our CFP practitioners use an advanced financial planning process to listen and to know your values, goals, relationships & more. Grow and protect your investments.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Wealth Management LLC, registered investment advisor.
#wealthmanagement #financialplanning
The Expert Network Team Episode 106 Cyber Liabilities for Individuals
In this episode, The Expert Network Team delves into the crucial topic of cyber liability and personal cyber exposure, guided by insights from Matt Quammen at Optimize Cyber. Jeff, Karl and Nate with their guest discuss the pressing importance of cyber risk management for both businesses and individuals, emphasizing the need for proactive measures to guard against cyber threats. From vulnerabilities in social media, home devices, and vehicles to protecting digital identities and financial security, we explore the many facets of cyber safety. Tune in to learn practical strategies for building robust cyber risk management plans and safeguarding your digital life.
As a quick reminder, the Exp...
As a quick reminder, the Exp...
Просмотров: 7
Видео
2024 Q3 Investment Market Commentary
Просмотров 2116 часов назад
Karl Frank reviews insights about the current state of the markets. The Q3 2024 commentary highlights market resilience amid volatility. The S&P 500 rose 5.9%, with defensive sectors like utilities leading gains. International stocks outperformed, and emerging markets were boosted by China’s stimulus. Bonds saw positive returns as Treasury yields dropped. The Fed cut rates by 0.5%, aiming for e...
Cyber Security Tips and Tricks
Просмотров 19День назад
Concerned about the rising threat of cybercrime? This webinar is packed with practical advice to help you safeguard your personal information and avoid becoming a victim of fraud. In this video, you'll learn: How to deter cyber thieves: Discover simple strategies to make yourself a less appealing target. How to identify potential threats: Recognize red flags and suspicious activity before it's ...
The Expert Network Episode 105 - DEI and the Future of Diversity At Work
Просмотров 2514 дней назад
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
Episode 104 Health Tips from a Yogi with The Expert Network
Просмотров 1528 дней назад
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 Outlive by Peter Attia Mangala Yoga, Telluride, Colorado where Karl got his yoga certification As a ...
Non Competes Are Legal Again
Просмотров 34Месяц назад
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; and stay for the end when they discuss the future. Is this a new era in American Law, where judges ar...
Helping Adulting Children Out of the House
Просмотров 42 месяца назад
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 four-year college? And also, helping a young adult make the leap to a college dorm, what are some practical ...
Timeless Legal and Financial Planning Q&A
Просмотров 82 месяца назад
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: Planning for modern families, in particular gay couples, and inheritance. Should I use a trust? • 15 m...
100 Episodes of Expert Team Advice in Retrospective
Просмотров 33 месяца назад
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 include episode 1: estate planning essentials, episodes 58 and 59: When to take an estate into probate ...
2024 Q2 market economic commentary
Просмотров 423 месяца назад
Are we entering a recession? How will this affect your financial plans? What is going on with the investment markets? Learn about the investment forecasts from A&I Wealth Management research teams. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
Almost All In on Political Civility and Why Delaware May be Dangerous
Просмотров 93 месяца назад
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 of them conservatives. The Silicon Valley guys, in a traditionally liberal progressive political hav...
Feds Make Noncompetes Illegal
Просмотров 54 месяца назад
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 recent law has been issued by the Federal Government that makes it impossible for employers to limit the...
Artificial Intelligence, we are almost all in
Просмотров 34 месяца назад
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 interested in making it real. Learn some creative ideas we have about how we may implement AI in our ow...
Almost All In
Просмотров 65 месяцев назад
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, and we think a lot more people think more like we do. Decide for yourself. In the All In Podcast numb...
It’s Important for Old Guys to Dream Too
Просмотров 35 месяцев назад
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 decades while we raised children and built businesses gave us an opportunity today. Now we have a litt...
E94: Aging plans with Annalee Kruger 2 of 2
Просмотров 65 месяцев назад
E94: Aging plans with Annalee Kruger 2 of 2
2024 05 investment market update AI Wealth Management
Просмотров 675 месяцев назад
2024 05 investment market update AI Wealth Management
Aging plans with Annalee Kruger 1 of 2
Просмотров 116 месяцев назад
Aging plans with Annalee Kruger 1 of 2
2024 04 End of Life Planning Kim Callinan
Просмотров 636 месяцев назад
2024 04 End of Life Planning Kim Callinan
E92: Corporate Transparency Act 2 of 2
Просмотров 56 месяцев назад
E92: Corporate Transparency Act 2 of 2
Artificial Intellingence, Semiconductors and Investment opportunities from Sands Capital
Просмотров 1067 месяцев назад
Artificial Intellingence, Semiconductors and Investment opportunities from Sands Capital
Episode 91: Corporate Transparency Act Part 1 of 2
Просмотров 67 месяцев назад
Episode 91: Corporate Transparency Act Part 1 of 2
Investing in Artificial Intelligence by Baron Funds Ashim Mehra, March 2024
Просмотров 577 месяцев назад
Investing in Artificial Intelligence by Baron Funds Ashim Mehra, March 2024
2023 Q4 Market Insights: Stocks, Bond Returns, Financial Researches & 2024 Investment Opportunities
Просмотров 659 месяцев назад
2023 Q4 Market Insights: Stocks, Bond Returns, Financial Researches & 2024 Investment Opportunities
Investing in election years, a guide for investors
Просмотров 949 месяцев назад
Investing in election years, a guide for investors
Automatic Investment Contributions Advantages
Просмотров 1710 месяцев назад
Automatic Investment Contributions Advantages
Episode 90: Tax Harvesting...Gains and Losses
7 месяцев назад
Episode 90: Tax Harvesting...Gains and Losses
Episode 89: Practical Advisor for Coping with and Managing Stress
7 месяцев назад
Episode 89: Practical Advisor for Coping with and Managing Stress