Season 3
Character, Not Perfection: Leadership Lessons And Reflections With Ca…
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 throu…
Profit Comes First: Cash Flow Mastery For Your Small Business With Ro…
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. The...
Start, Scale, Step Back: The Business Owner's Transition With Laurie …
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 beh...
Breakthrough Leadership: Shaping Company Culture - Meet The Expert wi…
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...
Buying & Selling Real Estate Insights - Meet The Expert with Elliot K…
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 netwo...
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...
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...
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...
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...
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 ...
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...