Welcome to Meet The Expert with Elliot Kallen!

Episodes

July 7, 2023

The Psychology of Profit: Behavioral Finance & Your Investment Strate…

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 syste...

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June 22, 2023

Life Insurance for Wealth Protection and Business Success | Meet The …

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 s...

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May 19, 2023

Women's Wealth: Insights, Challenges, and Solutions - Meet The Expert…

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 ec...

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May 19, 2023

Fixed-Income Strategies for a Changing Market - Meet The Expert with …

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 focu...

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April 5, 2023

Navigating The Investment Landscape 2023: Bonds, Equities, And Emergi…

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 ...

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Jan. 17, 2023

Tax Strategies for High-Earners with Steve Smith - Meet The Expert wi…

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 loophol...

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Nov. 16, 2022

Advocate For Teen Suicide Prevention with Shaina Steinberg - Meet The…

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...

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Nov. 8, 2022

Creating Cash with Your Life Insurance Policy - Meet The Expert with …

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 ...

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Oct. 7, 2022

The Business of Winemaking with Jean-Charles Boisset - Meet the Exper…

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, ...

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Aug. 9, 2022

Inflation, Interest Rates, & Your Portfolio with Simeon Hyman - Meet …

Welcome to Season 2, Episode 31 of Meet the Expert® with Elliot Kallen! WATCH NOW In this episode, Elliot Kallen brings on Simeon Hyman from ProShares to discuss how inflation and interest rates currently impact portfolios a...

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July 15, 2022

Bitcoin, Blockchain, & Digital Currency – Meet the Expert with Elliot…

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 clas...

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June 3, 2022

CA Property Taxes, Propositions, and Reelection with Gus Kramer - Mee…

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://prosper...

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May 31, 2022

From Real Estate to REITs - Meet The Expert with 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 N...

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April 29, 2022

Keys to the Electric Car Industry - Meet The Expert with 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 Bauma...

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March 28, 2022

Geopolitics, Economy, and Crypto with Andrew Opdyke - Meet The Expert…

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 ep...

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March 14, 2022

UFC Personal Finance Coach Chris Hanna - Meet The Expert with Elliot …

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, Elli...

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March 11, 2022

Elevate Your Business with a CFO with Melissa Houston - Meet The Expe…

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, Ell...

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March 8, 2022

Need to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet…

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/ ...

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Feb. 23, 2022

Best Selling Amazon Author Adam Torres - Mission Matters | Meet The E…

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 e...

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Feb. 2, 2022

From Pandemic to Endemic with Dr. Bill Lloyd - Meet The Expert with E…

🤝 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 thi...

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Jan. 26, 2022

Understanding Cryptocurrency with Parker Waldron - Meet The Expert wi…

🤝 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, Partne...

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Dec. 1, 2021

CARES Act: What Employers Need to Know with Emma Tookey - Meet the Ex…

🤝 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, t...

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Nov. 16, 2021

Estate Planning & Living Trusts with Lawrence Beck - Meet The Expert …

🤝 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 ...

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Nov. 8, 2021

Beyond Winemaking with Peter Yeung - Meet The Expert with Elliot Kall…

🤝 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...

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