Meet The Expert with 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 finan...

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:...

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. Tu...

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...

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...

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...

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 Mor...

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 Ameri...

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 l...

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...

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...

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,...

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 Europea...

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 n...

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 sma...

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 proc...

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...

🤝 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://prosperit...

🤝  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://prosperityfinancial...

🤝  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 indust...

🤝  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/--...

🤝  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://prosperityfinancialgrou...

🤝  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-contr...

🤝  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://pr...

🤝  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...