Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.
- What is happening with rates and why?
- Opportunities for growth and income
- Expected returns and how they matter for advanced tax planning
- A little bit about mutual funds and taxes and returns
- Sequence of returns
- Inflation, interest rates and…
- What recession? Who said we were having a recession anyway?
In all seriousness, we discuss timely and timeless topics that may help put perspective on the craziness of our modern world.
For more information about these topics, check out all our podcasts on Apple Podcasts, Spotify, or wherever you get your podcasts. Also, visit the podcast website at
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
[email protected]
www.goodspeedmerrill.com
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]