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Expert Network Team

Written by: Karl Frank Nathan Merrill Jeff Krommendyk Mike Miller
  • Summary

  • Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
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Episodes
  • Episode 90: Tax Harvesting...Gains and Losses
    Nov 28 2023

    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 great idea you might not have thought about: harvesting the gains of your favorite investments!

    For more information, visit us at www.expertnetworkteam.com or shoot us an email for an initial free discovery meeting, info@expertnetworkteam.com. Happy holidays from the ENT!

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    19 mins
  • Episode 89: Practical Advisor for Coping with and Managing Stress
    Nov 14 2023

    Jeff Krommendyk, Nathan Merrill and Karl Frank discuss practical ways for business owners–and anyone!--can reduce stress. Drawing on personal experience, as well as all of our network, we tell you what we do–and what we would like to do! Keeping it real!

    • Exercise, including practical advice like NOT GOING TO THE GYM
    • Spiritual, including prayer, meditation and mindfulness
    • Community, in all of its ways we do not get isolated
    • Hug therapy, need I say more!

    Other ideas include gratitude, charity, time management, sleep, water, and cold plunging! Remember what is true and take 15 minutes to reduce a little stress.

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    28 mins
  • Episode 88: Family as an Asset Class Part 2
    23 mins

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