Expert Network Team

Dr. Richard Rosello Consultation:  https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ RMI link:   https://rmi.life/rossello Social media: @ricardorossello  Website: rickyrossello.com Expert Network team provides free consultations. Just mention that you listened to the podcast.&n...

  —  Dr. Richard Rosello Consultation:  https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/ RMI link:   https://rmi.life/rossello Social media: @ricardorossello  Website: rickyrossello.com Expert Network team provides free consultations. Just mention that you listened to the podca...

Dr. Richard Rosello Consultation:  https://rickyrossello.com/contact/ Substack: https://rickyrossello.substack.com/ Book: https://rickyrossello.com/the-book/ Longevity: https://rickyrossello.com/longevity/  RMI link:   https://rmi.life/rossello Social media: @ricardorossello  Website: rickyrossello.com Expert Network team provides free consultations. Just mention that you listened to the podcast.&...

Is business going to go well in 2025? A question from a listener gets the guys talking about reasons for optimism in 2025. Whether you are elated, despondent or in the middle, 2025 is sure to bring changes to the Federal government. What does that mean for small business owners? Nate boils it down to a different question: what do you think is the role of government? If you think it should be small...

Welcome to the Expert Network Team! 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...

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 or...

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 p...

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...

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 Taylor Smith, attorney Helping affluent families build their legacy through complex estate plan...

DEI and the future of diversity at work John-Paul Sauer joins the experts to discuss the future of workplace diversity. Diversity, equity and inclusion (DEI) has had a major impact on work and in education for many years. In 2024, however, Harvard lost a key DEI battle in the Supreme Court. Since then, several large employers have significantly cut back on their DEI programs. Now, employers are wo...

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 qui...

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 are k...

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 tip...

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 min: Inher...

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 and...

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 haven,...

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 their...

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 own b...

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 number...

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 little...

Learn some of the specifics of Annalee’s advice. Take, for example, a driving plan. What if mom and dad cannot drive anymore? Are they even safe to drive? Learn about some of the things to do to make a home senior safe. Learn about technologies that can help our elderly loved ones. Learn about ways to keep our bodies and brains healthy. Also hear some real-life stories of things gone wrong. The Ex...

Nathan Merrill, Karl Frank CFP® The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast pro...

Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective...

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of...

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits you the most. After that, Karl and Nate flip the topic on its head and give you what could be a grea...