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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 your side. The Expert Network Team provides a free consultation. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 in the details. Improved automation and reporting are among the benefits, and their technology is AI native. AI Native means that that AI agents can actually become co-workers; agentic workers do the analysis, data mining, and more to help a company leadership make good financial decisions. Till has a unique team with a CFO, controllers, analysts and data engineering as well. And perhaps even more unique, AI agents make hiring expensive, human, on-site experts no longer needed. Till CFO also works with family offices. Each family office has unique needs, including many goals other than what is taught in business school. Making an impact in the work they do, helping family members be joyful, navigating difficult decisions, these are some of the goals of family offices. These metrics are outside traditional financial statements. Every family office is unique. 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. The Expert Network Team provides a free consultation. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 solar power and energy storage to solve this dilemma. Right from the beginning, KJ explains how a parabolic trough creates heat. Then, like the advertisements for Reese’s peanut butter cups, where peanut butter was mixed with chocolate, the other half of the technology comes together. The current product provides industrial grade electricity generation 24 hours a day, powered by the sun, even when the sun does not shine. In this extended length episode, we cover the basics and answer common questions about service, installation, and also provide some technological detail as well. For large data centers and other high energy users, this new technology provides “behind the meter” energy creation. For utilities, it could help to levelize the load on the grid. And, in the future, they will release a retail home version as well. As always, it is good to have an expert on your side.   Our guest: KJ Lee Q3 Power 615-801-0205 [email protected]://q3power.com The Expert Network Team provides a free consultation. Nathan Merrill Legal Expert Goodspeed, Merrill (720) [email protected] www.goodspeedmerrill.com Taylor Smith Attorney Goodspeed, Merrill (720) [email protected] Karl Frank CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) [email protected]   Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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, Nate drafts business models with significant and immediate tax savings. Make sure to stay all the way through the end when Nate discusses some of the cons and shortcomings in addition to all these tax benefits. As always, it is good to have an expert on your side. —  The Expert Network Team provides a free consultation. TODAY’s GUEST and HOST: Nathan Merrill Legal Expert Goodspeed, Merrill (720) [email protected] www.goodspeedmerrill.com Karl Frank CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) [email protected] Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 significant tax breaks. They must be in the business of movie production, but the costs can offset income from any source, making it appealing for business owners with significant income. Make sure to stay all the way through the end when Nate discusses some of the cons and shortcomings in addition to all these tax benefits. As always, it is good to have an expert on your side. —  The Expert Network Team provides a free consultation. TODAY’s GUEST and HOST: Nathan Merrill Legal Expert Goodspeed, Merrill (720) [email protected] www.goodspeedmerrill.com Karl Frank CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) [email protected]   A&I Wealth Management and Geneos Wealth Management, Inc. do not provide tax or legal services. Advanced tax and investment strategies involve risk including the potential loss of principal and may not be suitable for all investors. Past performance does not guarantee future results. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 confidentiality. Learn about the different types of offices and what might best suit your family’s needs. Do you want my own consigliere, like Frank from the Godfather? If you’ve seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways. As always, it is good to have an expert on your side. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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, insurance, trustee work, and therapists too. Learn about some of the key reasons families create family office, namely asset protection and confidentiality. As always, it is good to have an expert on your side.   Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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, coach, scoutmaster, board member, and conservationist. He has extensive expertise and an expansive perspective on life. With an MBA from Stanford and undergraduate degrees in mathematics and psychology, he excels at managing complex projects globally. He is relentlessly positive and believes he can design his own life and others can, too. 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. —  Our Guest: Rand Selig randselig.com Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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, coach, scoutmaster, board member, and conservationist. He has extensive expertise and an expansive perspective on life. With an MBA from Stanford and undergraduate degrees in mathematics and psychology, he excels at managing complex projects globally. He is relentlessly positive and believes he can design his own life and others can, too. 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. —  Our Guest: Rand Selig randselig.com Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 interview 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 and values for high net worth families. Jamie shares practical advice all of us can benefit from. Jamie continues her conversation with Taylor Smith, Goodspeed Merrill, and Jeff Krommendyk. This episode talks about the gifts a recorded story gives the next generation. First, the stories themselves are powerful. Second, the younger generations can be recorded as well; and later on, be able to tell their succeeding generations about their experiences. Everyone, young and old, has the ability to tell a story. And sometimes, just one thing inside the story, is the turning point for someone else–unintentionally improving their lives for good! 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.   Contact our Guest:  Jamie Yuenger  StoryKeep www.StoryKeep.com [email protected] Listen to the Storykeep Podcast:  "Who We Remember" For a free gift from Story Keep, a deck of cards that will help start great family conversations, reach out to any one of us! Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 and values for high net worth families. Jamie shares her journey from studying folklore to founding Storykeep, and her structured discovery and co-creation process.  Jamie says, “a family’s story, is part of their estate.” Explore the power of storytelling in estate planning, family transitions, and making compelling legal documents. One of Jamie’s keys to success is to emphasize the importance of human connection and inclusivity in capturing family stories across generations.  Jamie gives an example of a Japanese American family who never spoke about the elder generation’s WWII internment camp experience–and it opened up the family conversations, providing value in countless ways. 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. Contact our Guest:  Jamie Yuenger  StoryKeep www.StoryKeep.com [email protected] Listen to the Storykeep Podcast:  "Who We Remember" Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 framework for business owners and medical professionals who want to break free and feel their best, and make money while doing so. He is a man of faith, family and purpose. We hope you enjoy the conversation as much as we did, and may be able to move ahead a little further with your own journey. For a free copy of Dr. Singh’s Seven Emotional Traps and How to Break Free, visit: https://profitfrompainchallenge.com/free-pdfAs 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. —  Dr. Alok Singh Psychiatrist, Author and Speaker https://draloksingh.com [email protected] https://www.linkedin.com/in/aloksinghmd https://www.facebook.com/iamdraloksingh Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 two-part conversation, the Expert Network Team welcomes Fletcher Brown from the Business Enterprise Institute (BEI) to explore the intricacies of exit planning for business owners. Joined by Nathan Merrill and Taylor Smith of Goodspeed Merrill, the group dives deep into the emotional, strategic, and financial dimensions of transitioning out of a business. Exit planning isn’t just financial—it’s emotional, strategic, and legacy-driven. 💡 “Owners have a tremendous amount of energy—and they have to put it somewhere.” 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.   Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 two-part conversation, the Expert Network Team welcomes Fletcher Brown from the Business Enterprise Institute (BEI) to explore the intricacies of exit planning for business owners. Joined by Nathan Merrill and Taylor Smith of Goodspeed Merrill, the group dives deep into the emotional, strategic, and financial dimensions of transitioning out of a business. Exit planning isn’t just financial—it’s emotional, strategic, and legacy-driven. 💡 “Owners have a tremendous amount of energy—and they have to put it somewhere.” 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.   Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.

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 “Be-Do-Have-Give” philosophy that drives true transformation. She opens up about her own journey from humble beginnings to becoming the CEO of one of the world’s most successful coaching programs—and how faith played a central role every step of the way. - Learn how to shift from victimhood to empowerment - Why emotions drive action (and how to control them) - The key to growth isn’t perfection—it’s purposeful movement in a committed direction Don’t miss Diana’s final reflections—a prayer answered live on the air. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Taylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008 [email protected] www.goodspeedmerrill.com   Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected] 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.