Meet The Expert with 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 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 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 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/

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!

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/Book an Appointment

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 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/...

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/

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 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/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 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 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 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/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.