Meet The Expert with Elliot Kallen: Recent Episodes
Elliot Kallen
Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
Welcome to Season 3, Episode 8 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Anthony Cassel, Aaron Brown, and William Cook from Keller Williams to reveal their secret to success: a rich network of preferred partners and a deeply consultative approach. From helping clients navigate massive tax obligations to securing deals in a challenging market, they demonstrate the power of collaboration, local connections, and long-term thinking.
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Meet with Elliot: https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/buying-and-selling-real-estate-insights/
Welcome to Season 3, Episode 7 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen and Jenifer Bloodsworth explore the fascinating intersection of psychology and finance. Understanding the two thinking systems in our brains can shed light on why we sometimes make irrational investment decisions. They also cover how to combat common biases and build a resilient portfolio that can withstand market volatility and global risks. The insights gained could be a game-changer for your long-term financial success.
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Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen!
In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of topics, from the importance of life insurance in personal financial planning to its critical role in business continuity and estate planning. Tracy also offers her expert perspective on innovative products like accelerated benefit riders and talks about potential changes in estate taxes.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/life-insurance-for-wealth-protection-and-business-success-2/
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Welcome to Season 3, Episode 5 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges women face in financial planning due to social, cultural, and economic factors. They discuss the impact of longer life expectancy, income gaps, and caregiving responsibilities on women's financial plans. The conversation also covers financial planning across different life phases and the importance of empathy and communication in addressing the needs of diverse clients.
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In this episode, Elliot Kallen brings on Bob DeRochie to discuss the current state of the economy, inflation, interest rates, and investment strategies for both bonds and equities. From playing defense in fixed income to focusing on value and healthcare in equities, this episode provides valuable guidance for investors seeking to make informed decisions in an ever-changing market.
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Welcome to Season 3, Episode 3 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Simeon Hyman to discuss investment opportunities and challenges to consider in 2023. They cover a range of topics related to the current state of the stock market, investing in Bitcoin, opportunities in the energy sector, and the importance of diversification in investment portfolios. Tune in to gain a better understanding of key investment strategies and emerging trends in the market.
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Welcome to Season 3, Episode 2 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Jack Manley, Global Market Strategist from J.P. Morgan, to explore the intersection of cryptocurrency and millennials. Cryptocurrency has gained significant attention in recent years. As digital natives who grew up in a world of rapid technological advancements, millennials have embraced cryptocurrency as a way to take control of their finances, bypass traditional financial institutions, and invest in the future.
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Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Steve Smith to discuss tax planning strategies for high-earners and business owners. Learn more about tax loopholes, regulation changes, and charitable deduction strategies. Press play to do to get ahead of tax planning for 2023 so that you can get the most out of your money.
Book Your Appointment: https://prosperityfinancialgroup.com/book-your-appointment/
Learn More: https://prosperityfinancialgroup.com/services/tax-planning/
Welcome to Season 2, Episode 34 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Shaina Steinberg from A Brighter Day charity to talk about the impact they are making in the world of teen mental health and teen suicide prevention.
A Brighter Day is dedicated to providing educational resources, treatment support, and community events to support struggling parents and teens dealing with depression, anxiety, and stress. Kallen, CEO of Prosperity Financial Group, also shares his charitable donation strategies so you can support your favorite cause.
Meet with Elliot Kallen: https://prosperityfinancialgroup.com/book-your-appointment/
Support A Brighter Day: https://abrighterday.info/make-a-donation-help-a-brighter-day-charity-stop-teen-suicide/
Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/advocate-for-teen-suicide-prevention-with-shaina-steinberg/
Are you in crisis and need to talk? Text BRIGHTER to 741741 to speak with a trained support specialist.
Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!
Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/
In this episode, Elliot Kallen brings on Eric Carpenter to talk about life insurance settlements and how they work as an alternative option to cashing out or letting policies lapse. From policy types and taxes to probate and pricing, here’s everything you need to know to determine if your life insurance policy is a huge asset that you should sell.
Learn More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/
Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/
Start Your Life Insurance Policy Today: https://prosperityfinancialgroup.com/book-your-appointment/
Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Jean-Charles Boisset to talk about the business of making wine. Tune in to learn about different wine varietals, food pairings, Baccarat crystal glasses, and more. Should you be decanting your Champagne? Click play to find out!
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Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/the-business-of-winemaking-with-jean-charles-boisset/
Watch More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/
Welcome to Season 2, Episode 31 of Meet the Expert® with Elliot Kallen!
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In this episode, Elliot Kallen brings on Simeon Hyman from ProShares to discuss how inflation and interest rates currently impact portfolios as well as the future of geopolitical issues in our economy. They share inside knowledge about how investors can hedge against interest rates, take advantage of profitable American companies, and think like a contrarian.
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Welcome to Season 2, Episode 30 of Meet the Expert® with Elliot Kallen!
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In this episode, Elliot Kallen brings on Ben McMillan to discuss everything you need to know about digital asset classes, cryptocurrency, blockchain technology, and where it’s going in the world economy. Is it worth it for the average consumer to invest in a decentralized future? Tune in to learn more.
Meet with Elliot:
https://calendly.com/elliotkallen
Read More:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/
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Welcome to Season 2, Episode 29 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/blog/season-2-episode-29-gus-kramer/
Visit: https://prosperityfinancialgroup.com/
Book an Appointment: https://prosperityfinancialgroup.com/book-your-appointment/
In this episode, Elliot Kallen brings on Gus Kramer, an elected county assessor who has served Contra Costa County for more than 20 years. They discuss property taxes, appraisals, California propositions, and of course – what his reelection means for the people. Tune in to hear why Kramer is about people, not politics.
More episodes: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/
Welcome to Season 2, Episode 28 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/
In this episode, Elliot Kallen brings on Janice Colby, Janice Nugent, and Derrick Beckwith to discuss the housing market, real estate, and real estate investments. Tune in for everything you need to know about the buying and selling process, real estate trends, and how inflation affects your real estate investments.
Meet with Elliot:
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Read More:
https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/
Welcome to Season 2, Episode 27 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/
In this episode, Elliot Kallen brings on Jonathan Bauman to discuss everything you need to know about the electric car industry and sustainable investing. They cover the future of electric batteries and hydrogen in the energy world, the key drivers of the electric car industry, and whether sustainable investing can be economically smart.
Meet with Elliot:
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Read more:
https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/
Welcome to Season 2, Episode 26 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-26-geopolitics-economy-and-crypto-with-andrew-opdyke/
In this episode, Elliot Kallen brings on Andrew Opdyke, a senior economist at First Trust, to discuss everything about our economy. They share insider perspective on how issues in European politics may be affecting the US markets, and then move onto whether Tech, Energy, and Crypto are good investments. Kallen and Opdyke tie it up with expert advice on how long-term investors can avoid fear and reap returns.
Meet with Elliot:
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Welcome to Season 2, Episode 25 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-25-personal-finance-coaching-chris-hanna/
In this episode, Elliot Kallen brings on Chris Hanna, a Financial Coach and Professional Blackjack player, to talk about how the world of personal finance extends from athletes and UFC fighters to novice blackjack players and millennials. A personal believer in investing in yourself, Chris encourages people to take control of their lives and their wealth.
Meet with Elliot:
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Welcome to Season 2, Episode 24 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/
In this episode, Elliot Kallen brings on Melissa Houston, a contributor for Forbes, a CPA, and a Fractional CFO, to discuss how a CFO can elevate your business and increase profits. Focusing on small to medium-sized businesses (SMBs), Elliot and Melissa give you the insider look at why it's called “fractional,” at what point you should be hiring, and how a CFO operates differently from a CPA. Following, Melissa tells us why she is inspired to help female entrepreneurs along with the biases that can hold them back from succeeding.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/
Meet with Elliot:
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Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen!
Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/
In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss makes a 401(k) plan great, key elements to look out for in the process, and what the best fiduciary advisor should be doing for you.
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Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/
Welcome to Season 2, Episode 22 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-22-misson-matters-to-media-marketing-with-adam-torres/
In this episode, Elliot Kallen brings on Adam Torres, a Media Executive at Mission Matters, to discuss media marketing and his newest book series featuring Elliot, Mission Matters: World's Leading Entrepreneurs Reveal Their Top Tips To Success (Business Leaders Vol.5 - Edition 8)
Meet with Elliot:
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Welcome to Season 2, Episode 21 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pandemic-to-endemic/
In this episode, Elliot Kallen brings on Dr. Bill Lloyd, Health Director at Transamerica, to discuss what we can expect with COVID in the U.S. this winter.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pandemic-to-endemic/
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DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
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Welcome to Season 2, Episode 20 of Meet the Expert® with Elliot Kallen!
Are you looking to enter the 'cryptoverse'? Elliot Kallen brings on Parker Waldron, Partner at SkyBridge Capital, to discuss cryptocurrency as a long-term investment, who should invest in it, and how much to invest.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/crypto-parker-waldron-skybridge-capital/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 19 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Emma Tookey, Senior Retirement Sales Executive at T. Rowe Price, to discuss the latest developments in the 401(k) space, the Fiduciary duties of Trustees and Administrators, and what it’s like to be a woman working in a male-dominated industry.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/emma-tookey-t-rowe-price/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 18 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Larry Beck, Estate Planning & Probate Attorney, to discuss estate planning and how to avoid probate in California.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/lawrence-beck-estate-planning/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 17 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Peter Yeung, Wine Business Consultant, to discuss how Peter turned his passion into business, the wine business landscape, and Peter's list of undiscovered winery gems in Napa and Sonoma.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/peter-yeung/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 16 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Eric Petersen, Pension Consultant at Hicks Pension Services, to discuss the 401(k) and Defined Contribution industry.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/defined-benefit-defined-contribution-plans-eric-petersen/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 15 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Jean-Charles Boisset, French vintner and the proprietor of the Boisset Collection, to discuss the wine business, the “proper” way to drink wine, what your favorite wine says about your personality, and more!
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/jean-charles-boisset/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
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Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen!
Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors.
As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications, as well as the opposite — plans that are missing these key items, and that consequently expose the Plan Sponsor and Fiduciaries to potential litigation and corrective actions by the Department of Labor (DOL) and Internal Revenue Service (IRS). If you are a CEO, CFO, or HR Director, or HR Manager, this episode is full of great insights and tips to keep you out of the DOL’s and IRS’ crosshairs.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/mark-eitelgeorge-comyns-smith-mccleary-deaver/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
🤝 Meet with Elliot: https://calendly.com/elliotkallen
Welcome to Season 2, Episode 13 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/
Elliot Kallen brings on MaryBeth Hyland of SparkVision to discuss the importance of a values-driven corporate culture, how to determine your company values, and how to live those values on a daily basis.
➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/
DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
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Welcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/
Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/
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Welcome to Season 2, Episode 11 of Meet the Expert with Elliot Kallen®!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/chief-economist-market-outlook/
Elliot Kallen and Lara Rhame discuss the federal deficit crisis, the current macroeconomic, policy and financial trends, and what Baby Boomers need to do to secure their retirement.
Learn More:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/chief-economist-market-outlook/
Meet with Elliot:
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Welcome to Season 2, Episode 10 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/art-business-plastic-surgery/
In the pursuit of a better outward appearance, many of us are reaching out to surgeons to nip and tuck the parts of ourselves we don't like.
Interest in plastic surgery is at an all-time high as plastic surgeons and dermatologists report seeing record numbers of patients since the start of COVID-19.
Dr. Elliott Lavey is a Board-Certified Plastic and Reconstructive Surgeon, and one of the top Plastic Surgeons in Northern California, and he is answering all of Elliot Kallen's questions - even the dodgier ones!
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/art-business-plastic-surgery/
Meet with Elliot Kallen:
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Welcome to Season 2, Episode 9 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/be-prepared-be-empowered-womens-financial-empowerment/
In this episode, Elliot Kallen brings on Leslie Geller, Attorney at American Funds, to discuss how women can arm themselves with the knowledge and perspective they need to understand and take control of their financial lives.
Women and wealth: the statistics
Based on the data, all women should expect to be solely responsible for their financial well-being at some point in their lifetimes:
- On average, women are expected to live for 5 years longer than men
- About half of first marriages end in divorce
- The median age of widowhood is 59 years
- Women spend an average of 10+ years alone after the death of a spouse
- 69 percent of divorces are initiated by women
But married women are not preparing themselves for this event.
Although they often handle the day-to-day family finances, like paying bills and budgeting, the majority of married women defer to their spouses on matters of financial planning and investing.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/be-prepared-be-empowered-womens-financial-empowerment/
Meet with Elliot Kallen:
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Welcome to Meet The Expert with Elliot Kallen - Season 2, Episode 8.
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/2021-real-estate-trends/
The market is booming in a way we’ve never seen before.
Home prices have reached record new highs, and homes are flying off the shelves.
In this episode, Elliot Kallen brings on Larry Hertz and John Kay to discuss the housing market in the Bay Area and beyond.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/2021-real-estate-trends/
Meet with Elliot Kallen:
https://calendly.com/elliotkallen
Welcome to Season 2, Episode 7 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-7-alternative-energy/
We’re seeing a global transition toward renewable, green, and clean energy. A friendly political climate could accelerate the deployment and scale of clean energy industries in 2021 and beyond.
In this episode, Elliot Kallen brings on Andrew Hull of First Trust to discuss the future of clean energy industries.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-7-alternative-energy/
Meet with Elliot Kallen:
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Welcome to Season 2, Episode 6 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-6-art-business/
In this episode, Elliot Kallen brings on Jennifer Perlmutter of Perlmutter Galleries to discuss the business of art.
Art is a luxury market. As with most luxury businesses, the first requirement for starting and running a successful art business is passion.
Specifically, you need to have a strong passion to connect clients to artists and artwork that they love. As a gallery owner, you need to understand how to build stories around your products, and how to balance and nurture the artists that work under you.
Growing up, Jennifer watched her parents run restaurants—and because restaurants are an all-consuming, 24/7 business, she wasn’t a stranger to the amount of energy that it would take to ramp up an art gallery.
In fact, she was an artist before she was a gallery owner.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-6-art-business/
Learn about Hard Assets:
https://prosperityfinancialgroup.com/blog/hard-assets/
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Welcome to Season 2, Episode 5 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-5-life-insurance/
Insurance is a means of protection from financial loss.
We all hold policies of all types, from auto insurance, to fire insurance, and even identity theft insurance. Without it, you could be bankrupted by any number of worst-case scenarios: a car accident, house fire, or a nasty cyberattack.
But for something so essential to our financial well-being, insurance is a complicated—and sometimes uncomfortable—topic. This is especially true when it comes to life insurance!
Read More:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-5-life-insurance/
Learn About Life Insurance:
https://prosperityfinancialgroup.com/products/life-insurance/
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Welcome to Season 2, Episode 4 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/megatrends-blackrock/
Most major economies are undergoing massive shifts in their demographic profiles. Resource scarcity and climate change are coming under greater scrutiny. Rapid urbanization is pulling in significant investments and changing consumer behavior, especially in high-growth emerging economies. Simultaneously, the increasing ubiquity of technology is redefining business models and creating widespread disruption.
These forces, also known as megatrends, are giving rise to a new set of powerful investment themes.
Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/megatrends-blackrock/
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Welcome to Season 2, Episode 3 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/
A well-managed bond portfolio can help retirees generate attractive returns while also managing volatility and mitigating risks. Elliot Kallen brings on Nick Henry, Portfolio Manager at Invesco to discuss the role of municipal bonds in your bond portfolio.
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https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/
Welcome to Season 2, Episode 2 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Jay Jacobs, Head of Research & Strategy at Global X ETFs, to discuss the world of FinTech, cryptocurrency, and blockchain.
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https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/
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Welcome to Season 2, Episode 1 of Meet the Expert® with Elliot Kallen!
After a year of COVID-19, America is ready for the next normal. Elliot Kallen brings on Dr. Bill Lloyd, Health Director at Transamerica, to discuss Transamerica's Wealth + Health initiative, the domestic COVID-19 vaccine outlook, and whether you should be worried about coronavirus mutations.
Dr. Bill is a board-certified surgeon and pathologist that serves as Health Director for Transamerica Advanced Markets. He is an award-winning medical educator and prolific author. Dr. Lloyd has extensive experience in health communications, online content development, and medical broadcasting.
At Transamerica, Dr. Lloyd leads the Wealth + Health initiative through expert content creation and live presentations to financial professionals, as well as to the public.
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https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/covid-19-vaccine-update/
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Jeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income".
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Local Business woman Leslie O' Brien CEO of her own Singing Telegram Cabaret talks with Elliot about bringing joy during the times of Covid-19.
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Susan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.
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Corrine Christensen - Personal Sylist and Partner (J. Hillburn Menswear) will be discussing "Dress For Success In Today's Zoom World" and Craig Judson - Managing Shareholder (Bold, Polisner, Maddow, Nelson & Judson, APC) will be discussing "Estate Planning In Today's Epidemic Era".
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Margaret Dorn, Senior Director (S&P Dow Jones Indices) will be discussing "Environmental and Politically Correct Investing". Joseph Norton, CIMA, Senior Regional Director (Virtus Investment Partners).
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Robert Scott, Senior Mortgage Advisor (Finance of America) will be discussing an "Update on The Mortgage Market" and Metin Akyol, Ph. D., CFA, Data Scientist (Zacks Investment Management) will be discussing "The Consequences of Behavioral Biases".
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Craig Kirkpatrick - Managing Partner (Orinda Asset Management) will be discussing Main St. vs Wallstreet. Jennifer Taboada - Vice President (BlackRock) will be discussing Social Security: Everything you need to know.
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Ronald Muhammad (VP, Business Practices - Goldman Sachs) will be discussing Cybersecurity. Brian Nash (VP & Regional Director - Goldman Sachs) will be discussing a Global Market Rebound.
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Brendan Coyne (Vice President - JP Morgan Asset Management) will be giving a "Market Update". Bob Fields (Managing Director - Global Fixed Income, Currency & Commodities) will be discussing "Navigating the Rebound". Patrick Gallegher (Client Advisor - Neuberger Berman) will be explaining the "Family Love Letter Program".
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Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know".
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Campbell Judge (Regional Director at Fidelity Investments) will be covering a "Market Update with New Opportunities". Joe Almon (Vice President, Sector & ETF Strategist at Fidelity Investments) will be discussing "Profiting in the Health Care Sector" & Dr. Bill Lloyd MD, FACS (Health Director , Advance Markets at Transamerica) will be covering "Staying Healthy While The Economy Opens Up".
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