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PODCAST

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/

business investing

All Episodes

25:43

Diving Deep Into Estate Planning With Benjamin Rizzuto

Meet The Expert with Elliot Kallen ·

2024/03/11

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

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20:56

Running Distressed Credit With Duncan Farley

Meet The Expert with Elliot Kallen ·

2024/02/26

Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen!In this episode, we sit down with portfolio managerDuncan FarleyofBlueBay 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

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35:55

Thematic Investing: Future Growth Opportunities With...

Meet The Expert with Elliot Kallen ·

2024/02/12

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 withScott Helfstein, the Head of Thematic Solutions atGlobal X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will

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26:00

Character, Not Perfection: Leadership Lessons And...

Meet The Expert with Elliot Kallen ·

2023/12/11

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

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16:10

Profit Comes First: Cash Flow Mastery For Your Small...

Meet The Expert with Elliot Kallen ·

2023/11/13

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

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27:16

Start, Scale, Step Back: The Business Owner's...

Meet The Expert with Elliot Kallen ·

2023/10/23

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

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33:52

Breakthrough Leadership: Shaping Company Culture -...

Meet The Expert with Elliot Kallen ·

2023/08/28

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:

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29:57

Buying & Selling Real Estate Insights - Meet The...

Meet The Expert with Elliot Kallen ·

2023/08/14

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:

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34:58

The Psychology of Profit: Behavioral Finance & Your...

Meet The Expert with Elliot Kallen ·

2023/07/07

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

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37:18

Life Insurance for Wealth Protection and Business...

Meet The Expert with Elliot Kallen ·

2023/06/22

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

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26:26

Women's Wealth: Insights, Challenges, and Solutions -...

Meet The Expert with Elliot Kallen ·

2023/05/19

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

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23:52

Fixed-Income Strategies for a Changing Market - Meet...

Meet The Expert with Elliot Kallen ·

2023/05/19

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/

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32:27

Navigating The Investment Landscape 2023: Bonds,...

Meet The Expert with Elliot Kallen ·

2023/04/05

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

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26:24

Tax Strategies for High-Earners with Steve Smith -...

Meet The Expert with Elliot Kallen ·

2023/01/17

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:

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26:44

Advocate For Teen Suicide Prevention with Shaina...

Meet The Expert with Elliot Kallen ·

2022/11/16

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

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22:34

Creating Cash with Your Life Insurance Policy - Meet...

Meet The Expert with Elliot Kallen ·

2022/11/08

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

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49:56

The Business of Winemaking with Jean-Charles Boisset...

Meet The Expert with Elliot Kallen ·

2022/10/07

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:

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83:00

Inflation, Interest Rates, & Your Portfolio with...

Meet The Expert with Elliot Kallen ·

2022/08/09

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

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31:25

Bitcoin, Blockchain, & Digital Currency – Meet the...

Meet The Expert with Elliot Kallen ·

2022/07/15

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:

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31:28

CA Property Taxes, Propositions, and Reelection with...

Meet The Expert with Elliot Kallen ·

2022/06/03

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

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99 results

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