Видео 182
Просмотров 6 585

2:53

Expert Network Episode #109: Five strategies to bust through obstacles

22:42

The Expert Network Team Podcast Episode #108: Geringer ProU - Understand Triple G: God Given Gifts

35:11

The Expert Network Team Episode 107 Cyber Liability for Business

27:55

The Expert Network Team Episode 106 Cyber Liabilities for Individuals

27:45

2024 Q3 Investment Market Commentary

38:58

Expert Network Episode #110: Navigating Stress, Setting Boundaries and Finding Balance

Expert Network Episode #110: Navigating Stress, Setting Boundaries and Finding Balance
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 themselves. But a few practical and actionable ideas can make all the difference, especially in stressful times.
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

Видео

2:53

A & I Wealth Management - Our Story

Просмотров 1914 дней назад

In this video, we introduce A&I Wealth Management, a family-founded firm dedicated to transforming your hard-earned assets into a lifetime of income. Our story begins in 1986 with Art and Inga, who built the foundation of A&I. Today, the next generation continues to lead the charge with a deep commitment to financial planning and a focus on helping clients achieve their dreams. We’re not just a...

Expert Network Episode #109: Five strategies to bust through obstacles

22:42

Expert Network Episode #109: Five strategies to bust through obstacles

Просмотров 3121 день назад

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 Expert Network Team provides free consultations. We would love the opportunity to be of service to you ...

The Expert Network Team Podcast Episode #108: Geringer ProU - Understand Triple G: God Given Gifts

35:11

The Expert Network Team Podcast Episode #108: Geringer ProU - Understand Triple G: God Given Gifts

Просмотров 14Месяц назад

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 an...

The Expert Network Team Episode 107 Cyber Liability for Business

27:55

The Expert Network Team Episode 107 Cyber Liability for Business

Просмотров 37Месяц назад

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 w...

The Expert Network Team Episode 106 Cyber Liabilities for Individuals

27:45

The Expert Network Team Episode 106 Cyber Liabilities for Individuals

Просмотров 292 месяца назад

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 vulnerabil...

38:58

2024 Q3 Investment Market Commentary

Просмотров 332 месяца 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...

1:13:55

Cyber Security Tips and Tricks

Просмотров 272 месяца 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

34:11

The Expert Network Episode 105 - DEI and the Future of Diversity At Work

Просмотров 382 месяца 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

25:42

Episode 104 Health Tips from a Yogi with The Expert Network

Просмотров 163 месяца 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 ...

37:39

Non Competes Are Legal Again

Просмотров 344 месяца 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

24:28

Helping Adulting Children Out of the House

Просмотров 44 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

33:29

Timeless Legal and Financial Planning Q&A

Просмотров 84 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

36:07

100 Episodes of Expert Team Advice in Retrospective

Просмотров 35 месяцев 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 ...

22:55

2024 Q2 market economic commentary

Просмотров 425 месяцев 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.