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 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 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/
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Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen!

In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of topics, from the importance of life insurance in personal financial planning to its critical role in business continuity and estate planning. Tracy also offers her expert perspective on innovative products like accelerated benefit riders and talks about potential changes in estate taxes.

Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/life-insurance-for-wealth-protection-and-business-success-2/

Meet with Elliot:
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Welcome to Season 3, Episode 5 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges women face in financial planning due to social, cultural, and economic factors. They discuss the impact of longer life expectancy, income gaps, and caregiving responsibilities on women's financial plans. The conversation also covers financial planning across different life phases and the importance of empathy and communication in addressing the needs of diverse clients.

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Book an Appointment: https://prosperityfinancialgroup.com/
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In this episode, Elliot Kallen brings on Bob DeRochie to discuss the current state of the economy, inflation, interest rates, and investment strategies for both bonds and equities. From playing defense in fixed income to focusing on value and healthcare in equities, this episode provides valuable guidance for investors seeking to make informed decisions in an ever-changing market.


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Book an Appointment: https://prosperityfinancialgroup.com/

Welcome to Season 3, Episode 3 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot Kallen brings on Simeon Hyman to discuss investment opportunities and challenges to consider in 2023. They cover a range of topics related to the current state of the stock market, investing in Bitcoin, opportunities in the energy sector, and the importance of diversification in investment portfolios. Tune in to gain a better understanding of key investment strategies and emerging trends in the market.

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Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot Kallen brings on Steve Smith to discuss tax planning strategies for high-earners and business owners.  Learn more about tax loopholes, regulation changes, and charitable deduction strategies. Press play to do to get ahead of tax planning for 2023 so that you can get the most out of your money.

Book Your Appointment: https://prosperityfinancialgroup.com/book-your-appointment/

Learn More: https://prosperityfinancialgroup.com/services/tax-planning/

Welcome to Season 2, Episode 34 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot Kallen brings on Shaina Steinberg from A Brighter Day charity to talk about the impact they are making in the world of teen mental health and teen suicide prevention.

A Brighter Day is dedicated to providing educational resources, treatment support, and community events to support struggling parents and teens dealing with depression, anxiety, and stress. Kallen, CEO of Prosperity Financial Group, also shares his charitable donation strategies so you can support your favorite cause.

Meet with Elliot Kallen: https://prosperityfinancialgroup.com/book-your-appointment/

Support A Brighter Day: https://abrighterday.info/make-a-donation-help-a-brighter-day-charity-stop-teen-suicide/

Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/advocate-for-teen-suicide-prevention-with-shaina-steinberg/

Are you in crisis and need to talk? Text BRIGHTER to 741741 to speak with a trained support specialist.

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.

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/elliotkallen

Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/the-business-of-winemaking-with-jean-charles-boisset/

Watch More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/

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 31  of Meet the Expert® with Elliot Kallen!
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In this episode, Elliot Kallen brings on Simeon Hyman from ProShares to discuss how inflation and interest rates currently impact portfolios as well as the future of geopolitical issues in our economy. They share inside knowledge about how investors can hedge against interest rates, take advantage of profitable American companies, and think like a contrarian. 

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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!
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In this episode, Elliot Kallen brings on Ben McMillan to discuss everything you need to know about digital asset classes, cryptocurrency, blockchain technology, and where it’s going in the world economy. Is it worth it for the average consumer to invest in a decentralized future? Tune in to learn more. 

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

Read More:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/bitcoin-blockchain-and-digital-assets-with-ben-mcmillan/

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 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 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.

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/elliotkallen

Read 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 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/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.

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/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.

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/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.

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/elliotkallen

Read 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 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/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.

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

Welcome to Season 2, Episode 21 of Meet the Expert® with Elliot Kallen!
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pandemic-to-endemic/

In this episode, Elliot Kallen brings on Dr. Bill Lloyd, Health Director at Transamerica, to discuss what we can expect with COVID in the U.S. this winter.

Read more:
https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pandemic-to-endemic/

Work with us ➡️  https://prosperityfinancialgroup.com/
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DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

SHOW LESS

🤝  Meet with Elliot: https://calendly.com/elliotkallen
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Welcome to Season 2, Episode 20 of Meet the Expert® with Elliot Kallen!

Are you looking to enter the 'cryptoverse'? Elliot Kallen brings on Parker Waldron, Partner at SkyBridge Capital, to discuss cryptocurrency as a long-term investment, who should invest in it, and how much to invest.
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➡️  READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/crypto-parker-waldron-skybridge-capital/
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DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

🤝  Meet with Elliot: https://calendly.com/elliotkallen
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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.
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➡️  READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/emma-tookey-t-rowe-price/
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DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

🤝  Meet with Elliot: https://calendly.com/elliotkallen
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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.
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➡️  READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/lawrence-beck-estate-planning/
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DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.