Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com en-us © 2023 Meet The Expert with 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/ https://megaphone.imgix.net/podcasts/9ddbff24-d7db-11ee-a212-974640a0582f/image/36c003875a65243f99be3844d377ae4a.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com no episodic 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 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/

]]> Nazanin ​nazanin@podetize.com Protect and Grow Your Business the Smart Way | Jeff Holman Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — helping founders focus on innovation instead of hourly billing. Together, they discuss how entrepreneurs can align legal strategy with business growth, why confidence matters in innovation, and how AI and collaboration are reshaping the legal industry. Wed, 19 Nov 2025 14:00:00 -0000 full Elliot Kallen Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — helping founders focus on innovation instead of hourly billing. Together, they discuss how entrepreneurs can align legal strategy with business growth, why confidence matters in innovation, and how AI and collaboration are reshaping the legal industry. Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — helping founders focus on innovation instead of hourly billing.

Together, they discuss how entrepreneurs can align legal strategy with business growth, why confidence matters in innovation, and how AI and collaboration are reshaping the legal industry.

]]> 1118 no The Reason Healthcare Stocks Are Undervalued | Sean Carroll In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the next wave of medical innovation. From GLP-1 weight-loss drugs to precision oncology, this conversation reveals where science, money, and technology intersect to define the future of healthcare. Wed, 05 Nov 2025 14:00:00 -0000 full Elliot Kallen In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the next wave of medical innovation. From GLP-1 weight-loss drugs to precision oncology, this conversation reveals where science, money, and technology intersect to define the future of healthcare. In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies.

Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the next wave of medical innovation. From GLP-1 weight-loss drugs to precision oncology, this conversation reveals where science, money, and technology intersect to define the future of healthcare.

]]> 2038 no How to Use AI and PR to Scale Your Business | Eric Yaverbaum Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand visibility—and why the smartest founders see PR not as a luxury, but as a growth engine. From learning to ride news cycles to embracing AI as “the great equalizer,” this conversation reveals how small businesses can compete with major brands by mastering modern communication. Wed, 29 Oct 2025 14:00:00 -0000 full Elliot Kallen Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand visibility—and why the smartest founders see PR not as a luxury, but as a growth engine. From learning to ride news cycles to embracing AI as “the great equalizer,” this conversation reveals how small businesses can compete with major brands by mastering modern communication. Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today.

Eric shares how storytelling, digital tools, and authenticity now define brand visibility—and why the smartest founders see PR not as a luxury, but as a growth engine. From learning to ride news cycles to embracing AI as “the great equalizer,” this conversation reveals how small businesses can compete with major brands by mastering modern communication.

]]> 1595 no How Canned Wine is Changing the Industry | Jen & Zach Pelka Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market. Wed, 22 Oct 2025 20:13:00 -0000 full Elliot Kallen Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market. Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market.

]]> 1433 no Turning Fear Into Fuel for Business Growth | John Addison In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way. The discussion covers how entrepreneurs can face uncertainty, control what’s in their power, and keep moving forward when markets or circumstances collapse. From navigating Wall Street takeovers to leading one of the most successful IPOs of 2010, John’s insights offer timeless lessons on resilience, leadership, and building success against the odds. Wed, 01 Oct 2025 15:39:00 -0000 full Elliot Kallen In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way. The discussion covers how entrepreneurs can face uncertainty, control what’s in their power, and keep moving forward when markets or circumstances collapse. From navigating Wall Street takeovers to leading one of the most successful IPOs of 2010, John’s insights offer timeless lessons on resilience, leadership, and building success against the odds. In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way.

The discussion covers how entrepreneurs can face uncertainty, control what’s in their power, and keep moving forward when markets or circumstances collapse. From navigating Wall Street takeovers to leading one of the most successful IPOs of 2010, John’s insights offer timeless lessons on resilience, leadership, and building success against the odds.

]]> 2136 no Disrupting Healthcare with Brain Tech | Katarina Maloney In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceuticals. The conversation goes beyond science to explore what it means to build and lead a company in a resistant marketplace. From raising capital and navigating the healthcare system to scaling partnerships in sports and veteran communities, Katarina offers a unique look at how innovation and entrepreneurship can transform both lives and industries. Wed, 17 Sep 2025 14:50:00 -0000 full Elliot Kallen In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceuticals. The conversation goes beyond science to explore what it means to build and lead a company in a resistant marketplace. From raising capital and navigating the healthcare system to scaling partnerships in sports and veteran communities, Katarina offers a unique look at how innovation and entrepreneurship can transform both lives and industries. In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceuticals.

The conversation goes beyond science to explore what it means to build and lead a company in a resistant marketplace. From raising capital and navigating the healthcare system to scaling partnerships in sports and veteran communities, Katarina offers a unique look at how innovation and entrepreneurship can transform both lives and industries.

]]> 1435 no How Creativity Shapes Business Growth | Andy Zimmerman In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue. Wed, 03 Sep 2025 14:50:00 -0000 full Elliot Kallen In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue. In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue.

]]> 1739 no Concierge Medicine and the Return of Trust | Paul Hiltz What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for models that prioritize time, attention, and real relationships over bureaucracy. Wed, 20 Aug 2025 14:37:00 -0000 full Elliot Kallen What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for models that prioritize time, attention, and real relationships over bureaucracy. What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for models that prioritize time, attention, and real relationships over bureaucracy.


]]> 1674 no Rebuilding Workplaces for Working Parents | Alexa Starks Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them. Check more of Alexa's work: https://executivemoms.co/workshops/ Wed, 13 Aug 2025 14:39:00 -0000 full Elliot Kallen Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them. Check more of Alexa's work: https://executivemoms.co/workshops/ Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them.


Check more of Alexa's work: https://executivemoms.co/workshops/

]]> 1693 no Business Succession and M&A Strategies | Norman Kallen Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership. Wed, 06 Aug 2025 22:27:00 -0000 full Elliot Kallen Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership. Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.



]]> 2394 no What are Opportunity Zones? | Steve Kantor Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment. Wed, 30 Jul 2025 22:13:00 -0000 full Elliot Kallen Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment. Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.


]]> 1434 no Secrets to Successful Loyalty Programs | Tom Burgess On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and exciting. Wed, 16 Jul 2025 16:00:00 -0000 full Elliot Kallen On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and exciting. On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and exciting.


]]> 1394 no Tariffs, Treaties, and the U.S. Economy | Julia Hermann The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position themselves for potential opportunities. Wed, 02 Jul 2025 15:40:00 -0000 full Elliot Kallen The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position themselves for potential opportunities. The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position themselves for potential opportunities.


]]> 2269 no Navigating the U.S. Healthcare System | Anthony Mazzarelli Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and practical advice for consumers seeking the best possible outcomes. Wed, 18 Jun 2025 15:30:00 -0000 full Elliot Kallen Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and practical advice for consumers seeking the best possible outcomes. Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and practical advice for consumers seeking the best possible outcomes.


]]> 1972 no Investing in Crypto: The Future of Bitcoin | Mike Reed In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund are investing heavily in this space. Discover the potential benefits of adding digital assets to your investment portfolio and get insights on the future of crypto regulation. Wed, 04 Jun 2025 15:30:00 -0000 full Elliot Kallen In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund are investing heavily in this space. Discover the potential benefits of adding digital assets to your investment portfolio and get insights on the future of crypto regulation. In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund are investing heavily in this space. Discover the potential benefits of adding digital assets to your investment portfolio and get insights on the future of crypto regulation.


]]> 1761 no The Future of Automotive Industry: Tariffs, Electrification, and Affordability | Laura Perrotta In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facing consumers, dealers, and manufacturers in the coming years. Wed, 21 May 2025 17:00:00 -0000 full Elliot Kallen In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facing consumers, dealers, and manufacturers in the coming years. In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facing consumers, dealers, and manufacturers in the coming years.


]]> 1794 no India's $1.2 Trillion Infrastructure Revolution | Kevin Carter Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure. Wed, 07 May 2025 17:00:00 -0000 full Elliot Kallen Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure. Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.

]]> 2246 no Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal growth and development. Wed, 16 Apr 2025 17:00:00 -0000 full Elliot Kallen In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal growth and development. In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal growth and development.

]]> 1262 no He Revolutionized Sports Collectibles | Brandon Steiner Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabilia empire. Wed, 02 Apr 2025 17:00:00 -0000 full Elliot Kallen Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabilia empire. Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabilia empire.

]]> 1674 no Investing in the Future of Healthcare | Michael McNurney In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities. Wed, 19 Mar 2025 17:00:00 -0000 full Elliot Kallen In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities. In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.

]]> 1787 no How Automation is Transforming the Shopping Experience | David Pinn Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores. Wed, 05 Mar 2025 16:00:00 -0000 full Elliot Kallen Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores. Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores.

]]> 1571 no The Coach's Coach: Achieving the Impossible with Robert Hargrove Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and how to navigate the delicate balance between learning and defensive routines. Wed, 19 Feb 2025 17:00:00 -0000 full Elliot Kallen Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and how to navigate the delicate balance between learning and defensive routines. Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and how to navigate the delicate balance between learning and defensive routines.

]]> 1732 no Driving 9X Growth in a 75-Year-Old Company | Steve Blue Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your business, no matter how traditional or "stale" it may seem. Wed, 05 Feb 2025 17:00:00 -0000 full Elliot Kallen Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your business, no matter how traditional or "stale" it may seem. Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your business, no matter how traditional or "stale" it may seem.

]]> 1812 no The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination that led to the success of Wilson Creek Winery. Get inspired by Bill's entrepreneurial spirit and his dedication to creating a unique wine experience for visitors from all walks of life. Wed, 22 Jan 2025 17:00:00 -0000 full Elliot Kallen Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination that led to the success of Wilson Creek Winery. Get inspired by Bill's entrepreneurial spirit and his dedication to creating a unique wine experience for visitors from all walks of life. Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination that led to the success of Wilson Creek Winery. Get inspired by Bill's entrepreneurial spirit and his dedication to creating a unique wine experience for visitors from all walks of life.

]]> 2311 no Mastering Real Estate Cycles | Scott Scherer How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial profits. Plus, find out how you can get involved as an investor. Wed, 08 Jan 2025 17:00:00 -0000 full Elliot Kallen How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial profits. Plus, find out how you can get involved as an investor. How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial profits. Plus, find out how you can get involved as an investor.

]]> 1946 no The $100 Billion Opportunity: Investing in Cannabis Real Estate | Anthony Coniglio Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the current state of the cannabis real estate market. Wed, 18 Dec 2024 17:00:00 -0000 full Elliot Kallen Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the current state of the cannabis real estate market. Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the current state of the cannabis real estate market.

]]> 1539 no 300 Million Tires: How Recovered Tire Materials are Transforming Industries | Chris Hare Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consumer goods, discover how these recovered materials are finding new life and transforming industries across the board. Wed, 04 Dec 2024 16:30:00 -0000 full Elliot Kallen Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consumer goods, discover how these recovered materials are finding new life and transforming industries across the board. Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consumer goods, discover how these recovered materials are finding new life and transforming industries across the board.

]]> 1219 no Navigating Economic Dominoes: Inflation, Housing, and Global Markets | Lauren Goodwin Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape. Wed, 20 Nov 2024 16:42:38 -0000 full Elliot Kallen Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape. Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape.

]]> 2264 no Investment in Cannabis Explained with John Mueller Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change. Wed, 06 Nov 2024 16:11:00 -0000 full Elliot Kallen Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change. Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change.

]]> 1605 no Revolutionizing Vegan Cosmetics with Richard Kostick In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of building a business focused on transparency, sustainability, and making a positive impact on the world. Wed, 16 Oct 2024 14:00:00 -0000 full 4 14 Elliot Kallen In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of building a business focused on transparency, sustainability, and making a positive impact on the world. In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of building a business focused on transparency, sustainability, and making a positive impact on the world.

]]> 1767 no Inside a $4 Billion Success Story with Dave Groff Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories. Wed, 02 Oct 2024 21:20:00 -0000 full Elliot Kallen Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories. Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories.

]]> 2050 no The Evolution of Inventory Management: From Spreadsheets to AI with Frank Nardi Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation. Wed, 18 Sep 2024 23:06:00 -0000 full Elliot Kallen Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation. Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation.

]]> 1375 no Leveraging Capital in Nonprofits with Lisette Nieves In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector. Wed, 04 Sep 2024 17:19:00 -0000 full Elliot Kallen In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector. In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector.

]]> 1661 no Maximizing Value In Mergers And Acquisitions With Brian Summe Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today. Read More: (insert link to the episode) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/   Visit Us: https://prosperityfinancialgroup.com/    We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment/  Wed, 21 Aug 2024 07:00:00 -0000 full 4 10 Elliot Kallen Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today. Read More: (insert link to the episode) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/   Visit Us: https://prosperityfinancialgroup.com/    We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment/  Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen!


Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today.


Read More: (insert link to the episode)

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/  

Visit Us: https://prosperityfinancialgroup.com/ 

 

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

 

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

 

Get started: https://prosperityfinancialgroup.com/book-your-appointment/ 

]]> 1232 The $14 Billion Sports Tourism Industry with Jason Clement Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike. Wed, 07 Aug 2024 16:41:00 -0000 full Elliot Kallen Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike. Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike.

]]> 1872 no The Hard Truths of Entrepreneurship with Fred Cary Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more. Wed, 17 Jul 2024 17:39:00 -0000 full Elliot Kallen Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more. Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.

]]> 1738 no Mastering the 6 Key Components of Business Success To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction. Wed, 19 Jun 2024 18:16:00 -0000 full Elliot Kallen To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction. To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction.

]]> 2011 no Building a Billion-Dollar Business with Liz Elting Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth. Wed, 05 Jun 2024 20:56:00 -0000 full Elliot Kallen Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth. Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.

]]> 2235 no Investing In Emerging Markets With Kevin T. Carter Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with this episode, so tune in! Wed, 17 Apr 2024 04:00:00 -0000 full Elliot Kallen Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with this episode, so tune in! Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with this episode, so tune in!

]]> 2370 Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future! Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment Mon, 08 Apr 2024 04:00:00 -0000 full 4 5 Elliot Kallen Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future! Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!


Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future!


Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti


Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment


Visit Us: https://prosperityfinancialgroup.com


We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.


At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.


Get started: https://prosperityfinancialgroup.com/book-your-appointment


]]> 1789 no Diving Deep Into Estate Planning With Benjamin Rizzuto Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!   In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.   Read More: https://prosperityfinancialgroup.com/2024/03/11/diving-deep-into-estate-planning-with-benjamin-rizzuto Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com   We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment Mon, 11 Mar 2024 20:46:00 -0000 full 4 3 Elliot Kallen Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!   In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.   Read More: https://prosperityfinancialgroup.com/2024/03/11/diving-deep-into-estate-planning-with-benjamin-rizzuto Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com   We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!

 

In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.

 

Read More: https://prosperityfinancialgroup.com/2024/03/11/diving-deep-into-estate-planning-with-benjamin-rizzuto

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment

Visit Us: https://prosperityfinancialgroup.com

 

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

 

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

 

Get started: https://prosperityfinancialgroup.com/book-your-appointment


]]> 1543 no Running Distressed Credit With Duncan Farley https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year. Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment Mon, 26 Feb 2024 11:00:00 -0000 full 4 2 Elliot Kallen Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year. Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen!


In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year.


Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment

Visit Us: https://prosperityfinancialgroup.com


We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.


At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.


Get started: https://prosperityfinancialgroup.com/book-your-appointment

]]> 1256 no Thematic Investing: Future Growth Opportunities With Scott Helfstein https://prosperityfinancialgroup.com/2024/02/12/thematic-investing-future-growth-opportunities-with-scott-helfstein/ Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!   Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your portfolio-building process. He then discusses the geopolitical landscape, touching on cybersecurity and the ongoing technological race with China. Throughout the episode, Scott offers a nuanced perspective on each theme, providing you with a comprehensive understanding of the investment opportunities within these dynamic sectors.   Read More: (https://prosperityfinancialgroup.com/2024/02/12/thematic-investing-future-growth-opportunities-with-scott-helfstein/) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/   We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment/ Mon, 12 Feb 2024 11:00:00 -0000 full 4 1 Elliot Kallen Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!   Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your portfolio-building process. He then discusses the geopolitical landscape, touching on cybersecurity and the ongoing technological race with China. Throughout the episode, Scott offers a nuanced perspective on each theme, providing you with a comprehensive understanding of the investment opportunities within these dynamic sectors.   Read More: (https://prosperityfinancialgroup.com/2024/02/12/thematic-investing-future-growth-opportunities-with-scott-helfstein/) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/   We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.   At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.   Get started: https://prosperityfinancialgroup.com/book-your-appointment/ Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!

 

Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your portfolio-building process. He then discusses the geopolitical landscape, touching on cybersecurity and the ongoing technological race with China. Throughout the episode, Scott offers a nuanced perspective on each theme, providing you with a comprehensive understanding of the investment opportunities within these dynamic sectors.

 

Read More: (https://prosperityfinancialgroup.com/2024/02/12/thematic-investing-future-growth-opportunities-with-scott-helfstein/)

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/

Visit Us: https://prosperityfinancialgroup.com/

 

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

 

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

 

Get started: https://prosperityfinancialgroup.com/book-your-appointment/

]]> 2155 no Character, Not Perfection: Leadership Lessons And Reflections With Cathy Saunders https://prosperityfinancialgroup.com/podcast/character-not-perfection-leadership-lessons-and-reflections-with-cathy-saunders Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares valuable lessons from leaders like Howard Gardner, emphasizing the importance of reflection, leveraging strengths, continuous learning, storytelling, and the essential reliance on a supportive team. The discussion transcends corporate boundaries, offering practical insights for individuals navigating their daily lives, underscoring the enduring relevance of character and resilience in a world that demands both imperfectly perfect leaders. Tune in for a journey into the heart of leadership, where authenticity and intentional reflection pave the way for impactful change. Read More: https://prosperityfinancialgroup.com/podcast/character-not-perfection-leadership-lessons-and-reflections-with-cathy-saunders Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/ We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment/ Mon, 11 Dec 2023 11:00:00 -0000 full 3 12 Elliot Kallen Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares valuable lessons from leaders like Howard Gardner, emphasizing the importance of reflection, leveraging strengths, continuous learning, storytelling, and the essential reliance on a supportive team. The discussion transcends corporate boundaries, offering practical insights for individuals navigating their daily lives, underscoring the enduring relevance of character and resilience in a world that demands both imperfectly perfect leaders. Tune in for a journey into the heart of leadership, where authenticity and intentional reflection pave the way for impactful change. Read More: https://prosperityfinancialgroup.com/podcast/character-not-perfection-leadership-lessons-and-reflections-with-cathy-saunders Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/ We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment/ Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen!


Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares valuable lessons from leaders like Howard Gardner, emphasizing the importance of reflection, leveraging strengths, continuous learning, storytelling, and the essential reliance on a supportive team. The discussion transcends corporate boundaries, offering practical insights for individuals navigating their daily lives, underscoring the enduring relevance of character and resilience in a world that demands both imperfectly perfect leaders. Tune in for a journey into the heart of leadership, where authenticity and intentional reflection pave the way for impactful change.


Read More: https://prosperityfinancialgroup.com/podcast/character-not-perfection-leadership-lessons-and-reflections-with-cathy-saunders

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/

Visit Us: https://prosperityfinancialgroup.com/


We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.


At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.


Get started: https://prosperityfinancialgroup.com/book-your-appointment/

]]> 1559 no Profit Comes First: Cash Flow Mastery For Your Small Business With Rocky Lalvani https://prosperityfinancialgroup.com/podcast/profit-comes-first-cash-flow-mastery-for-your-small-business-with-rocky-lalvani Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen!    When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episode Rocky Lalvani of Profit Comes First discusses the crucial role of cash flow to small business success. Discover why it's crucial to prioritize understanding your business's financial health, even if numbers have never been your strong suit. Rocky shares valuable insights and practical strategies to help business owners thrive in an ever-changing and challenging financial landscape. If you're a business owner or aspiring entrepreneur, this episode is your gateway to unlocking the secrets of effective cash flow management. Tune in to gain the knowledge and tools you need to secure your business's financial future and turn your passion into lasting prosperity!    Read More: https://prosperityfinancialgroup.com/podcast/profit-comes-first-cash-flow-mastery-for-your-small-business-with-rocky-lalvani/  Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/  Visit Us: https://prosperityfinancialgroup.com/    We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.    At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.    Get started: https://prosperityfinancialgroup.com/book-your-appointment/  Mon, 13 Nov 2023 11:00:00 -0000 full 3 11 Elliot Kallen Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen!    When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episode Rocky Lalvani of Profit Comes First discusses the crucial role of cash flow to small business success. Discover why it's crucial to prioritize understanding your business's financial health, even if numbers have never been your strong suit. Rocky shares valuable insights and practical strategies to help business owners thrive in an ever-changing and challenging financial landscape. If you're a business owner or aspiring entrepreneur, this episode is your gateway to unlocking the secrets of effective cash flow management. Tune in to gain the knowledge and tools you need to secure your business's financial future and turn your passion into lasting prosperity!    Read More: https://prosperityfinancialgroup.com/podcast/profit-comes-first-cash-flow-mastery-for-your-small-business-with-rocky-lalvani/  Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/  Visit Us: https://prosperityfinancialgroup.com/    We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.    At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.    Get started: https://prosperityfinancialgroup.com/book-your-appointment/  Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen! 

 

When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episode Rocky Lalvani of Profit Comes First discusses the crucial role of cash flow to small business success. Discover why it's crucial to prioritize understanding your business's financial health, even if numbers have never been your strong suit. Rocky shares valuable insights and practical strategies to help business owners thrive in an ever-changing and challenging financial landscape. If you're a business owner or aspiring entrepreneur, this episode is your gateway to unlocking the secrets of effective cash flow management. Tune in to gain the knowledge and tools you need to secure your business's financial future and turn your passion into lasting prosperity! 

 

Read More: https://prosperityfinancialgroup.com/podcast/profit-comes-first-cash-flow-mastery-for-your-small-business-with-rocky-lalvani/ 

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ 

Visit Us: https://prosperityfinancialgroup.com/ 

 

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. 

 

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. 

 

Get started: https://prosperityfinancialgroup.com/book-your-appointment/ 

]]> 970 no Start, Scale, Step Back: The Business Owner's Transition With Laurie Barkman https://prosperityfinancialgroup.com/podcast/start-scale-step-back-the-business-owners-transition-with-laurie-barkman Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it's an almost impossible undertaking to leave it all behind. In this episode, Elliot Kallen brings on Laurie Barkman, author of The Business Transition Handbook, to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the significance of charitable considerations post-sale. Tune in and learn how to start, scale, and step back! Mon, 23 Oct 2023 07:00:00 -0000 full 3 10 Elliot Kallen Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it's an almost impossible undertaking to leave it all behind. In this episode, Elliot Kallen brings on Laurie Barkman, author of The Business Transition Handbook, to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the significance of charitable considerations post-sale. Tune in and learn how to start, scale, and step back! Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it's an almost impossible undertaking to leave it all behind. In this episode, Elliot Kallen brings on Laurie Barkman, author of The Business Transition Handbook, to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the significance of charitable considerations post-sale. Tune in and learn how to start, scale, and step back!

]]> 1636 no Breakthrough Leadership: Shaping Company Culture - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/podcast/breakthrough-leadership-shaping-company-culture/ Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up your leadership skills? Tune in!Read more: https://prosperityfinancialgroup.com/podcast/breakthrough-leadership-shaping-company-culture/Questions? Contact Us: https://prosperityfinancialgroup.com/book-your-appointment/ Mon, 28 Aug 2023 22:00:00 -0000 full 3 9 Elliot Kallen Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up your leadership skills? Tune in!Read more: https://prosperityfinancialgroup.com/podcast/breakthrough-leadership-shaping-company-culture/Questions? Contact Us: https://prosperityfinancialgroup.com/book-your-appointment/ Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up your leadership skills? Tune in!Read more: https://prosperityfinancialgroup.com/podcast/breakthrough-leadership-shaping-company-culture/Questions? Contact Us: https://prosperityfinancialgroup.com/book-your-appointment/

]]> 2031 no Buying & Selling Real Estate Insights - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/buying-and-selling-real-estate-insights/ 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. Visit Us: https://prosperityfinancialgroup.com/Meet with Elliot: https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/buying-and-selling-real-estate-insights/ Mon, 14 Aug 2023 20:00:00 -0000 full 3 8 Elliot Kallen 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. Visit Us: https://prosperityfinancialgroup.com/Meet with Elliot: https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/buying-and-selling-real-estate-insights/ 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. Visit Us: https://prosperityfinancialgroup.com/Meet with Elliot: https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/buying-and-selling-real-estate-insights/

]]> 1797 no The Psychology of Profit: Behavioral Finance & Your Investment Strategy - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/the-psychology-of-profit-behavioral-finance-your-investment-strategy/ 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment Fri, 07 Jul 2023 17:00:00 -0000 full 3 7 Elliot Kallen 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment

]]> 2098 no Life Insurance for Wealth Protection and Business Success | Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/life-insurance-for-wealth-protection-and-business-success-2/ 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/Meet with Elliot:https://calendly.com/elliotkallen Thu, 22 Jun 2023 22:00:00 -0000 full 3 6 Elliot Kallen 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/Meet with Elliot:https://calendly.com/elliotkallen 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/Meet with Elliot:https://calendly.com/elliotkallen

]]> 2238 no Women's Wealth: Insights, Challenges, and Solutions - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/womens-wealth-insights-challenges-and-solutions/ 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/Read More: https://prosperityfinancialgroup.com/... Fri, 19 May 2023 20:00:00 -0000 full 3 5 Elliot Kallen 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/Read More: https://prosperityfinancialgroup.com/... 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/Read More: https://prosperityfinancialgroup.com/...

]]> 1586 no Fixed-Income Strategies for a Changing Market - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fixed-income-strategies-for-a-changing-market/ 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/ Fri, 19 May 2023 19:00:00 -0000 full 3 4 Elliot Kallen 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/ 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.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/

]]> 1432 no Navigating The Investment Landscape 2023: Bonds, Equities, And Emerging Trends - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/navigating-the-investment-landscape-2023-bonds-equities-and-emerging-trends/ 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.Visit UsBook an AppointmentRead More Wed, 05 Apr 2023 19:00:00 -0000 full 3 3 Elliot Kallen 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.Visit UsBook an AppointmentRead More 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.Visit UsBook an AppointmentRead More

]]> 1947 no Tax Strategies for High-Earners with Steve Smith - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/tax-strategies-for-high-earners/ 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/ Tue, 17 Jan 2023 21:00:00 -0000 full 3 1 Elliot Kallen 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 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/

]]> 1584 no Advocate For Teen Suicide Prevention with Shaina Steinberg - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/advocate-for-teen-suicide-prevention-with-shaina-steinberg/ 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.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. Wed, 16 Nov 2022 21:00:00 -0000 full 2 34 Elliot Kallen 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.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. 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.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.

]]> 1604 no Creating Cash with Your Life Insurance Policy - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/ 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/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. Tue, 08 Nov 2022 20:00:00 -0000 full 2 33 Elliot Kallen 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/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. 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/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.

]]> 1354 no The Business of Winemaking with Jean-Charles Boisset - Meet the Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/the-business-of-winemaking-with-jean-charles-boisset/ 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!Meet with Elliot: https://calendly.com/elliotkallenRead 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/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. Fri, 07 Oct 2022 17:00:00 -0000 full 2 32 Elliot Kallen 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!Meet with Elliot: https://calendly.com/elliotkallenRead 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/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. 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!Meet with Elliot: https://calendly.com/elliotkallenRead 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/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.

]]> 2996 no Inflation, Interest Rates, & Your Portfolio with Simeon Hyman - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/inflation-interest-rates-and-your-portfolio-with-simeon-hyman/ Welcome to Season 2, Episode 31  of Meet the Expert® with Elliot Kallen!WATCH NOWIn 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.  Meet with Elliot: BOOK AN APPOINTMENTLEARN MOREAdvisory 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. Tue, 09 Aug 2022 18:00:00 -0000 full 2 31 Elliot Kallen Welcome to Season 2, Episode 31  of Meet the Expert® with Elliot Kallen!WATCH NOWIn 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.  Meet with Elliot: BOOK AN APPOINTMENTLEARN MOREAdvisory 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. Welcome to Season 2, Episode 31  of Meet the Expert® with Elliot Kallen!WATCH NOWIn 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.  Meet with Elliot: BOOK AN APPOINTMENTLEARN MOREAdvisory 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.

]]> 4980 no Bitcoin, Blockchain, & Digital Currency – Meet the Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/ Welcome to Season 2, Episode 30  of Meet the Expert® with Elliot Kallen!Watch the Full Episode & Read MoreIn 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/elliotkallenRead More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/Watch More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/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. Fri, 15 Jul 2022 18:00:00 -0000 full 2 30 Elliot Kallen Welcome to Season 2, Episode 30  of Meet the Expert® with Elliot Kallen!Watch the Full Episode & Read MoreIn 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/elliotkallenRead More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/Watch More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/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. Welcome to Season 2, Episode 30  of Meet the Expert® with Elliot Kallen!Watch the Full Episode & Read More
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/elliotkallenRead More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/Watch More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/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.

]]> 1885 no CA Property Taxes, Propositions, and Reelection with Gus Kramer - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/blog/season-2-episode-29-gus-kramer/ 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/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. Fri, 03 Jun 2022 21:00:00 -0000 full 2 29 Elliot Kallen 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/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. 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/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.

]]> 1888 no From Real Estate to REITs - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/ 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:https://calendly.com/elliotkallenRead More:https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/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. Tue, 31 May 2022 22:00:00 -0000 full 2 28 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:https://calendly.com/elliotkallenRead More:https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/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. 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:https://calendly.com/elliotkallen
Read More:https://prosperityfinancialgroup.com/blog/season-2-episode-28-from-real-estate-to-reits/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.

]]> 3039 no Keys to the Electric Car Industry - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/ 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:https://calendly.com/elliotkallenRead more:https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/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. Fri, 29 Apr 2022 19:00:00 -0000 full 2 27 Elliot Kallen 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:https://calendly.com/elliotkallenRead more:https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/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. 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:https://calendly.com/elliotkallenRead more:https://prosperityfinancialgroup.com/blog/season-2-episode-27-keys-to-the-electric-car-industry/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.

]]> 864 no Geopolitics, Economy, and Crypto with Andrew Opdyke - 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/ 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:https://calendly.com/elliotkallenAdvisory 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. Mon, 28 Mar 2022 21:00:00 -0000 full 2 26 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 1706 no UFC Personal Finance Coach Chris Hanna - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-25-personal-finance-coaching-chris-hanna/ 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:https://calendly.com/elliotkallenAdvisory 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. Mon, 14 Mar 2022 21:00:00 -0000 full 2 25 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 2704 no Elevate Your Business with a CFO with Melissa Houston - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-24-fractional-cfos-to-female-entrepreneurs/ 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:https://calendly.com/elliotkallenAdvisory 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. Fri, 11 Mar 2022 19:00:00 -0000 full 2 24 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 999 no Need to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet The Expert with Elliot Kallen 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 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. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/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. Tue, 08 Mar 2022 17:00:00 -0000 full 2 23 Elliot Kallen 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. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/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. 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. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/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.

]]> 1113 no Best Selling Amazon Author Adam Torres - Mission Matters | 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/ 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:https://calendly.com/elliotkallenAdvisory 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. Wed, 23 Feb 2022 23:00:00 -0000 full 2 22 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 1387 no From Pandemic to Endemic with Dr. Bill Lloyd - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pandemic-to-endemic/ 🤝 Meet with Elliot: https://calendly.com/elliotkallenWelcome 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/Work with us ➡️  https://prosperityfinancialgroup.com/————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. SHOW LESS Wed, 02 Feb 2022 18:00:00 -0000 full 2 21 Elliot Kallen 🤝 Meet with Elliot: https://calendly.com/elliotkallenWelcome 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/Work with us ➡️  https://prosperityfinancialgroup.com/————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. SHOW LESS 🤝 Meet with Elliot: https://calendly.com/elliotkallenWelcome 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/Work with us ➡️  https://prosperityfinancialgroup.com/————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.

SHOW LESS


]]> 2079 no Understanding Cryptocurrency with Parker Waldron - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/crypto-parker-waldron-skybridge-capital/ 🤝  Meet with Elliot: https://calendly.com/elliotkallen--------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. Thu, 27 Jan 2022 00:00:00 -0000 full 2 20 Elliot Kallen 🤝  Meet with Elliot: https://calendly.com/elliotkallen--------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 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.

]]> 1700 no CARES Act: What Employers Need to Know with Emma Tookey - Meet the Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/emma-tookey-t-rowe-price/ 🤝  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. Wed, 01 Dec 2021 22:00:00 -0000 full 2 19 Elliot Kallen 🤝  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 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.

]]> 1240 no Estate Planning & Living Trusts with Lawrence Beck - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/lawrence-beck-estate-planning/ 🤝  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. Tue, 16 Nov 2021 18:00:00 -0000 full 2 18 Elliot Kallen 🤝  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 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.

]]> 1429 no Beyond Winemaking with Peter Yeung - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/peter-yeung/ 🤝  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. Mon, 08 Nov 2021 17:00:00 -0000 full 2 17 Elliot Kallen 🤝  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 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.

]]> 1124 no Defined Benefit & Defined Contribution Plans with Eric Petersen - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/defined-benefit-defined-contribution-plans-eric-petersen/ 🤝  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. Tue, 02 Nov 2021 19:00:00 -0000 full 2 16 Elliot Kallen 🤝  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 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.

]]> 1349 no Building a Wine Empire with Jean-Charles Boisset - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/jean-charles-boisset/ 🤝  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. SHOW LESS Wed, 27 Oct 2021 19:00:00 -0000 full 2 15 Elliot Kallen 🤝  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. SHOW LESS 🤝  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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]]> 1235 no Understanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/mark-eitelgeorge-comyns-smith-mccleary-deaver/ 🤝  Meet with Elliot: https://calendly.com/elliotkallen--------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. Fri, 22 Oct 2021 17:00:00 -0000 full 2 14 Elliot Kallen 🤝  Meet with Elliot: https://calendly.com/elliotkallen--------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 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.

]]> 1091 no Becoming A Values-Driven Leader with MaryBeth Hyland - 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/ 🤝  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. SHOW LESS Wed, 29 Sep 2021 22:00:00 -0000 full 2 13 Elliot Kallen 🤝  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. SHOW LESS 🤝  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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]]> 1758 no Building Leadership Platforms - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ 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/Meet with Elliot:https://calendly.com/elliotkallenAdvisory 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. Fri, 18 Jun 2021 16:00:00 -0000 full 2 12 Elliot Kallen 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/Meet with Elliot:https://calendly.com/elliotkallenAdvisory 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. 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/Meet with Elliot:https://calendly.com/elliotkallenAdvisory 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.

]]> 1344 no Post-Pandemic Economy - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/chief-economist-market-outlook/ 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:https://calendly.com/elliotkallenAdvisory 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. Fri, 04 Jun 2021 16:00:00 -0000 full 2 11 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 2054 no The Art and Business of Plastic Surgery - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/art-business-plastic-surgery/ 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:https://calendly.com/elliotkallenAdvisory 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. Wed, 26 May 2021 19:00:00 -0000 full 2 10 Elliot Kallen 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:https://calendly.com/elliotkallenAdvisory 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. 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 1195 no Be Prepared, Be Empowered (Women's Empowerment) - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/be-prepared-be-empowered-womens-financial-empowerment/ 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 statisticsBased 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 womenBut 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:https://calendly.com/elliotkallenAdvisory 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. Fri, 21 May 2021 16:00:00 -0000 full 2 9 Elliot Kallen 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 statisticsBased 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 womenBut 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:https://calendly.com/elliotkallenAdvisory 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. 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 statisticsBased 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 womenBut 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:https://calendly.com/elliotkallenAdvisory 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.

]]> 2890 no 2021 Real Estate Trends - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/2021-real-estate-trends/ 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 Wed, 05 May 2021 21:00:00 -0000 full 2 8 Elliot Kallen 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 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

]]> 1279 no Investing in Alternative Energy - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-7-alternative-energy/ 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:https://calendly.com/elliotkallen Wed, 21 Apr 2021 19:00:00 -0000 full 2 7 Elliot Kallen 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: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:https://calendly.com/elliotkallen

]]> 1454 no Art as a Business - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-6-art-business/ 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/ Meet with Elliot Kallen:https://calendly.com/elliotkallen Fri, 16 Apr 2021 18:00:00 -0000 full 2 6 Elliot Kallen 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/ Meet with Elliot Kallen:https://calendly.com/elliotkallen 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/

Meet with Elliot Kallen:https://calendly.com/elliotkallen

]]> 1308 no Ins & Outs of Life Insurance - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-5-life-insurance/  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/Meet with Elliot Kallenhttps://calendly.com/elliotkallenAdvisory 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.​ Fri, 09 Apr 2021 18:00:00 -0000 full 2 5 Elliot Kallen  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/Meet with Elliot Kallenhttps://calendly.com/elliotkallenAdvisory 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.​  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/Meet with Elliot Kallenhttps://calendly.com/elliotkallenAdvisory 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.​

]]> 1430 no Megatrend Investing with BlackRock - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/megatrends-blackrock/ Meet with Elliot Kallen:https://calendly.com/elliotkallen​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/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. Mon, 05 Apr 2021 17:00:00 -0000 full 2 4 Elliot Kallen Meet with Elliot Kallen:https://calendly.com/elliotkallen​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/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 Kallen:https://calendly.com/elliotkallen​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/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.

]]> 1678 no Navigating The Bond Market - Meet The Expert with Elliot Kallen Meet with Elliot Kallen:https://calendly.com/elliotkallenWelcome 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. Read more:https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/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. Fri, 26 Mar 2021 17:00:00 -0000 full 2 3 Elliot Kallen Meet with Elliot Kallen:https://calendly.com/elliotkallenWelcome 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. Read more:https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/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 Kallen:https://calendly.com/elliotkallenWelcome 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. Read more:https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/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.

]]> 1069 no FinTech, Blockchain & Bitcoin - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/ 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/Meet with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Fri, 19 Mar 2021 16:00:00 -0000 full 2 2 Elliot Kallen 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/Meet with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/Meet with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 1682 no COVID-19 Vaccine (Update) Mar, 2021 - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/covid-19-vaccine-update/ 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/covid-19-vaccine-update/Meet with Elliot:https://calendly.com/elliotkallenAdvisory 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. Fri, 12 Mar 2021 17:00:00 -0000 full 2 1 Elliot Kallen 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/covid-19-vaccine-update/Meet with Elliot:https://calendly.com/elliotkallenAdvisory 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. 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.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/covid-19-vaccine-update/Meet with Elliot:https://calendly.com/elliotkallen
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.

]]> 1787 no Volatility & Income - S1 - E6 - Meet The Expert with Elliot Kallen Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenJeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income". Visit Our Website:https://prosperityfinancialgroup.comAdvisory 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. Fri, 11 Sep 2020 22:00:00 -0000 full 1 6 Elliot Kallen Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenJeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income". Visit Our Website:https://prosperityfinancialgroup.comAdvisory 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. Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenJeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income". Visit Our Website:https://prosperityfinancialgroup.comAdvisory 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.

]]> 979 no Singing Telegram Cabaret - S1 - E3 - Meet The Expert with Elliot Kallen https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/ 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.Set An Appointment With Elliot:https://calendly.com/elliotkallenVisit Our Website:https://prosperityfinancialgroup.com/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. Mon, 31 Aug 2020 16:00:00 -0000 full 1 3 Elliot Kallen 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.Set An Appointment With Elliot:https://calendly.com/elliotkallenVisit Our Website:https://prosperityfinancialgroup.com/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. 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.Set An Appointment With Elliot:https://calendly.com/elliotkallenVisit Our Website:https://prosperityfinancialgroup.com/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.

]]> 779 no Savvy Women Make Smart Investors - S1 - E8 - Meet The Expert with Elliot Kallen Susan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.Visit Our Website:https://prosperityfinancialgroup.com/Set An Appointment With Elliot:https://calendly.com/elliotkallenAdvisory 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. Wed, 05 Aug 2020 21:00:00 -0000 full 1 8 Elliot Kallen Susan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.Visit Our Website:https://prosperityfinancialgroup.com/Set An Appointment With Elliot:https://calendly.com/elliotkallenAdvisory 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. Susan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.Visit Our Website:https://prosperityfinancialgroup.com/Set An Appointment With Elliot:https://calendly.com/elliotkallenAdvisory 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.

]]> 2332 no Estate Planning and Dress for Success - S1 - E12 - Meet The Expert with Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Wed, 22 Jul 2020 21:00:00 -0000 full 1 12 Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 3616 no Investing and Decision Making - S1 - E11 - Meet The Expert with Elliot Kallen 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).Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Thu, 02 Jul 2020 19:00:00 -0000 full 1 11 Elliot Kallen 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).Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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).Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 3853 no Investing and The Mortgage Market - S1 - E10 - Meet The Expert with Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Wed, 01 Jul 2020 20:00:00 -0000 full 1 10 Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 4253 no Social Security and Wallstreet - S1 - E9 - Meet The Expert with Elliot Kallen 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.Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Fri, 19 Jun 2020 18:00:00 -0000 full 1 9 Elliot Kallen 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.Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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.Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 3812 no Cybersecurity and Global Market Rebound - S1- E7 - Meet The Expert with Elliot Kallen 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. Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Fri, 05 Jun 2020 17:00:00 -0000 full 1 7 Elliot Kallen 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. Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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.

Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 3537 no The Markets and Your Family - S1 - E5 - Meet The Expert with Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Tue, 26 May 2020 17:00:00 -0000 full 1 5 Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 2827 no Health Care Costs in Retirement - S1 - E4 - Meet The Expert with Elliot Kallen Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Tue, 26 May 2020 16:00:00 -0000 full 1 4 Elliot Kallen Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.

]]> 2972 no Market and Health Update - S1 - E2 - Meet The Expert with Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. Fri, 22 May 2020 15:00:00 -0000 full 1 2 Elliot Kallen 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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. 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".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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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