Expert Network Team

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...

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 o...

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 t...

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 c...

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 c...

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 he...

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...

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...

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 transitioni...

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 transitioni...

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 em...

In this episode of the Expert Network Team podcast, we sit down with Diana Kokoszka—former CEO of Keller Williams MAPS Coaching, global speaker, and best-selling author of Becoming More. Diana shares powerful stories from her coaching legacy and dives deep into the science of mindset, transformation, and leadership. 

She discusses: 
• The difference between liberating and limiting mindsets 
• How language can shape or sabotage success 
• The science behind brain rewiring, including the Reticular Activating System 
• How leaders can reprogram their thinking and environments to build generational impact 
• Why “I can’t” was a banned phrase in her h...

In this episode of the Expert Network Team podcast, we’re joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. 

Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today’s M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. 

You’ll learn: 
- What investment bankers really do 

In this episode of the Expert Network Team Podcast, we sit down with Geoff S. Eliason of SDR Ventures to unpack the current state of mergers & acquisitions, private equity, and the challenges facing business owners—especially baby boomers looking to exit.

We cover:

Whether you’re a founder thinking...

Welcome to the ENT!

Is Artificial Intelligence creating a tight labor market? 

Recent headlines say AI will create massive layoffs and portends terrible things for the workforce. However, Meta just announced $100 million signing bonuses and annual salaries of a similar range–so which is it? A tight market with incredible demand or a soft labor market where employers have their pick?

Nate Merrill and Karl Frank describe their recent company experiences, which are dissimilar. They offer practical advice for business owners, and job seekers, in the rising world of AI work.

As...

In Episode 121, Jeff Krommendyk, insurance expert with One Digital Insurance Agency and co-host of the Expert Network Team, recounts the eight-day, 85-mile Tuscan stretch of the ancient Via Francigena he and his wife Leslie recently hiked with a small discipleship cohort—a journey that blended rigorous daily walking with deep prayer, marriage-focused vision-casting, and community. The pilgrimage became a transformative marriage retreat, giving the couple clarity about merging their complementary callings—his executive and spiritual coaching passions with her talent for curating immersive experiences—into future retreats that nourish body, soul, and spirit. Jeff describes how time in nature, shared...

Social Security Retirement Income has some good news–no kidding–and we invite expert Chad Harmon to discuss the details. Previously, public pensioners like government employees, schoolteachers, police officers, firefighters and more, received either no Social Security Retirment Income or had their benefits severely reduced. Now, they can earn more. Learn who this affects, how much it affects them, and how you or someone you love could benefit.

2.5 to 3 million may benefit from SSRI improvements. Who will benefit the most? What might you be able to do to take advantage of these additional benefits? And check in at t...

Welcome to the ENT!

Join this conversation with financial advisor, Chad Harmon, partner with A&I Wealth Management. Learn about what it takes to be successful in business, a few personal stories, and a great introduction to a key person in the A&I team. Learn about the culture here, and how the firm we attract talented young talent. What are the key values that determine the goals? How can our listeners deliver this in their own firms? Future workforce, learn about what we see in the future for the industry, the profession, the markets and more...

The world needs more impactful, local charitable giving, says Nathan Merrill. Giving without an expectation of anything in return, this is the subject today. And this act provides more benefits than many people think. We discuss the physiological effects of service, and how this helps the mind and the body. Think about how to help people within your circle, including the people you work with. You may be able to help people in ways you had never imagined. Nate and Karl discuss three ways of giving, by showing up, by delivering the high-level skills that made you wealthy, and...

Welcome to the ENT!

Embrace a little more gratitude, give a little more to the causes you are passionate about, with Nathan Merrill and Karl Frank. A lot of charitable planning centers around tax planning--if I give this, then I will save that in taxes. But rather than thinking of it as a quid pro quo, Nathan encourages us to come back to a higher level. "Detached or disinterested generosity," and the other legal definitions of charitable giving, is a good way to begin. And to whom do I want to make a gift? For many business...

Buying a home is harder than ever before. Young people are waiting longer and longer. What does that mean for our economy? Wage growth is being outpaced by housing costs, so where are we really? Oh by the way, cars and healthcare and other costs are expensive too! The data is skewed by Covid, so what is really going on? Are the next generation potential homebuyers really all that worse off or are they culturally different, with different values? And what is going on with DOGE—does government spending cuts hurt the economy? What are the states doing? What are th...

Our guest is Jack Janasiewicz, portfolio manager at Natixis Investments. For his contact information, reach out to an expert team member.

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 planning
Goodspeed Merrill
(720) 512-2008

tsmith@goodspeedmerrill.com

www.goodspeedmerrill.com  

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. 

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 buil...

— 

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. 

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
Helpi...

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. 

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
He...

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 smaller than it has been, or less intrusive, then you might naturally feel more optimistic than a person who feels differently. The experts discuss regulations, productivity, technology...

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 times. 

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. 

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 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 fi...

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 practical ways to overcome obstacles.

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...

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 how to do more with less, perform a rapid security audit, and get the best bang for the buck. As a quick reminder, the Expert Network Team provides free consultations. We would...

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 planning
Goodspeed Merrill
(720) 512-2008

tsmith@goodspeedmerrill.com

www.goodspeedmerrill.com  

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
je...

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 wondering about the future of diversity at work. Learn: Origins of DEI, intentions and legal future Implications for compliance and employee training Race, and other protected classes, cannot be used for hiring or promotion ...

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 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...

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 kings? Find out their opinions. As always, it is good to have an expert on your side. 00:03 FTC ban on non-compete agreements is struck down by the Ryan Court 00:10 Chevron deference 14:30 Marbury...

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 tips? What do you do about insurance, including property and auto insurance? What about the young adult who leaves college and gets a place...

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:

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 guardianship and conservatorship. 

Books of interest, episode 33, and least favorite words, episode 11, are favorites. 

Company culture, episodes 29 and 32, particularly managing the next generation of workers, episode 60.

We love the 80’s! Epis...

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, hosted Donald Trump into their home and had some insights. So that led two of our experts, Nate and Jeff, to engage in a civil discourse with our guest, Chris Schmidt, about politics. They challenge all our listeners...

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 former employees from competing with them. John Sauer, expert attorney at Goodspeed and Merrill, gives it about a 10 percent chance of not being overturned in court. But employers need to know what is happening now, before the court cases...

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 businesses. And learn why we are confident. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorney Working with affluent families and e...