Meet The Expert with Elliot Kallen
105 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 72 ratingsWelcome 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/
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Episodes
Running Distressed Credit With Duncan Farley
February 26, 2024 11:00 - 20 minutesWelcome 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 o...
Thematic Investing: Future Growth Opportunities With Scott Helfstein
February 12, 2024 11:00 - 35 minutesWelcome 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...
Character, Not Perfection: Leadership Lessons And Reflections With Cathy Saunders
December 11, 2023 11:00 - 25 minutesWelcome 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, storytelli...
Profit Comes First: Cash Flow Mastery For Your Small Business With Rocky Lalvani
November 13, 2023 11:00 - 16 minutesWelcome 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...
Start, Scale, Step Back: The Business Owner's Transition With Laurie Barkman
October 23, 2023 07:00 - 27 minutesStepping 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 transitioni...
Breakthrough Leadership: Shaping Company Culture - Meet The Expert with Elliot Kallen
August 28, 2023 22:00 - 33 minutesWelcome 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-...
Buying & Selling Real Estate Insights - Meet The Expert with Elliot Kallen
August 14, 2023 20:00 - 29 minutesWelcome 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://prosperi...
The Psychology of Profit: Behavioral Finance & Your Investment Strategy - Meet The Expert with Elliot Kallen
July 07, 2023 17:00 - 34 minutesWelcome 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 you...
Life Insurance for Wealth Protection and Business Success | Meet The Expert with Elliot Kallen
June 22, 2023 22:00 - 37 minutesWelcome 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 abo...
Women's Wealth: Insights, Challenges, and Solutions - Meet The Expert with Elliot Kallen
May 19, 2023 20:00 - 26 minutesWelcome 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 addr...
Fixed-Income Strategies for a Changing Market - Meet The Expert with Elliot Kallen
May 19, 2023 19:00 - 23 minutesIn 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/
Navigating The Investment Landscape 2023: Bonds, Equities, And Emerging Trends - Meet The Expert with Elliot Kallen
April 05, 2023 19:00 - 32 minutesWelcome 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 marke...
The Future of Millennial Investing: Crypto and Beyond - Meet The Expert with Elliot Kallen
March 29, 2023 20:00 - 32 minutes - 22.3 MBWelcome to Season 3, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Jack Manley, Global Market Strategist from J.P. Morgan, to explore the intersection of cryptocurrency and millennials. Cryptocurrency has gained significant attention in recent years. As digital natives who grew up in a world of rapid technological advancements, millennials have embraced cryptocurrency as a way to take control of their finances, bypass traditional financial instit...
Tax Strategies for High-Earners with Steve Smith - Meet The Expert with Elliot Kallen
January 17, 2023 21:00 - 26 minutesWelcome 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://prospe...
Advocate For Teen Suicide Prevention with Shaina Steinberg - Meet The Expert with Elliot Kallen
November 16, 2022 21:00 - 26 minutesWelcome 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, als...
Creating Cash with Your Life Insurance Policy - Meet The Expert with Elliot Kallen
November 08, 2022 20:00 - 22 minutesWelcome 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 in...
The Business of Winemaking with Jean-Charles Boisset - Meet the Expert with Elliot Kallen
October 07, 2022 17:00 - 49 minutesWelcome 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-winemaki...
Inflation, Interest Rates, & Your Portfolio with Simeon Hyman - Meet The Expert with Elliot Kallen
August 09, 2022 18:00 - 1 hourWelcome 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 MOREAdviso...
Bitcoin, Blockchain, & Digital Currency – Meet the Expert with Elliot Kallen
July 15, 2022 18:00 - 31 minutesWelcome 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://prosperityfinanc...
CA Property Taxes, Propositions, and Reelection with Gus Kramer - Meet The Expert with Elliot Kallen
June 03, 2022 21:00 - 31 minutesWelcome 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 hi...
From Real Estate to REITs - Meet The Expert with Elliot Kallen
May 31, 2022 22:00 - 50 minutesWelcome 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:ht...
Keys to the Electric Car Industry - Meet The Expert with Elliot Kallen
April 29, 2022 19:00 - 14 minutesWelcome 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 economica...
Geopolitics, Economy, and Crypto with Andrew Opdyke - Meet The Expert with Elliot Kallen
March 28, 2022 21:00 - 28 minutesWelcome 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 a...
UFC Personal Finance Coach Chris Hanna - Meet The Expert with Elliot Kallen
March 14, 2022 21:00 - 45 minutesWelcome 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 enco...
Elevate Your Business with a CFO with Melissa Houston - Meet The Expert with Elliot Kallen
March 11, 2022 19:00 - 16 minutesWelcome 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 ca...
Need to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet The Expert with Elliot Kallen
March 08, 2022 17:00 - 18 minutesWelcome 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://calendl...
Best Selling Amazon Author Adam Torres - Mission Matters | Meet The Expert with Elliot Kallen
February 23, 2022 23:00 - 23 minutesWelcome 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)Mee...
From Pandemic to Endemic with Dr. Bill Lloyd - Meet The Expert with Elliot Kallen
February 02, 2022 18:00 - 34 minutes🤝 Meet with Elliot: https://calendly.com/elliotkallenWelcome 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:/...
Understanding Cryptocurrency with Parker Waldron - S2 - E20 - Meet The Expert with Elliot Kallen
January 27, 2022 00:00 - 28 minutes - 19.5 MB🤝 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, Partner at SkyBridge Capital, to discuss cryptocurrency as a long-term investment, who should invest in it, and how much to invest. -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/crypto-parker-waldron-skybridge-capital/ -----...
Understanding Cryptocurrency with Parker Waldron - Meet The Expert with Elliot Kallen
January 27, 2022 00:00 - 28 minutes🤝 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, Partner at SkyBridge Capital, to discuss cryptocurrency as a long-term investment, who should invest in it, and how much to invest.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/crypto-parker-waldron-skybridge-capital/--------DISCL...
Meet the Expert with Elliot Kallen - CARES Act: What Employers Need to Know with Emma Tookey
December 01, 2021 22:00 - 20 minutes - 14.3 MB🤝 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, 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. -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-...
CARES Act: What Employers Need to Know with Emma Tookey - Meet the Expert with Elliot Kallen
December 01, 2021 22:00 - 20 minutes🤝 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, 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.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/...
Estate Planning & Living Trusts with Lawrence Beck - Meet The Expert with Elliot Kallen
November 16, 2021 18:00 - 23 minutes🤝 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 planning and how to avoid probate in California.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/lawrence-beck-estate-planning/--------DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independe...
Meet The Expert with Elliot Kallen - Estate Planning & Living Trusts with Lawrence Beck
November 16, 2021 18:00 - 23 minutes - 16.4 MB🤝 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 planning and how to avoid probate in California. -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/lawrence-beck-estate-planning/ -------- DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an ...
Meet The Expert with Elliot Kallen - Beyond Winemaking with Peter Yeung
November 08, 2021 17:00 - 18 minutes - 12.9 MB🤝 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 his passion into business, the wine business landscape, and Peter's list of undiscovered winery gems in Napa and Sonoma. -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/peter-yeung/ -------- DISCLOSURE: Advisory Service...
Beyond Winemaking with Peter Yeung - Meet The Expert with Elliot Kallen
November 08, 2021 17:00 - 18 minutes🤝 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 his passion into business, the wine business landscape, and Peter's list of undiscovered winery gems in Napa and Sonoma.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/peter-yeung/--------DISCLOSURE: Advisory Services offered...
Defined Benefit & Defined Contribution Plans with Eric Petersen - Meet The Expert with Elliot Kallen
November 02, 2021 19:00 - 22 minutes🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 16 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Eric Petersen, Pension Consultant at Hicks Pension Services, to discuss the 401(k) and Defined Contribution industry.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/defined-benefit-defined-contribution-plans-eric-petersen/--------DISCLOSURE: Advisory Services offered through Prosperity Finan...
Meet The Expert with Elliot Kallen - Defined Benefit & Defined Contribution Plans with Eric Petersen
November 02, 2021 19:00 - 22 minutes - 15.5 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 16 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Eric Petersen, Pension Consultant at Hicks Pension Services, to discuss the 401(k) and Defined Contribution industry. -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/defined-benefit-defined-contribution-plans-eric-petersen/ -------- DISCLOSURE: Advisory Services offered through Prosper...
Building a Wine Empire with Jean-Charles Boisset - Meet The Expert with Elliot Kallen
October 27, 2021 19:00 - 20 minutes🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 15 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Jean-Charles Boisset, French vintner and the proprietor of the Boisset Collection, to discuss the wine business, the “proper” way to drink wine, what your favorite wine says about your personality, and more! --------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/jean-charles-boisset/--------DISCLOS...
Meet The Expert with Elliot Kallen - Building a Wine Empire with Jean-Charles Boisset
October 27, 2021 19:00 - 20 minutes - 14.2 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 15 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Jean-Charles Boisset, French vintner and the proprietor of the Boisset Collection, to discuss the wine business, the “proper” way to drink wine, what your favorite wine says about your personality, and more! -------- ➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/jean-charles-boisset/ -------...
Understanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen
October 22, 2021 17:00 - 18 minutes🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors. As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications, as wel...
Understanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen
October 22, 2021 17:00 - 18 minutes - 12.5 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors. As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications,...
Meet The Expert with Elliot Kallen - Understanding 401(k) Audits with Mark Eitelgeorge
October 22, 2021 17:00 - 18 minutes - 12.5 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors. As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications,...
Becoming A Values-Driven Leader with MaryBeth Hyland - S2 - E13 - Meet The Expert with Elliot Kallen
September 29, 2021 22:00 - 29 minutes - 20.2 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 13 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/ Elliot Kallen brings on MaryBeth Hyland of SparkVision to discuss the importance of a values-driven corporate culture, how to determine your company values, and how to live those values on a daily basis. -------- ...
Becoming A Values-Driven Leader with MaryBeth Hyland - Meet The Expert with Elliot Kallen
September 29, 2021 22:00 - 29 minutes🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 13 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/Elliot Kallen brings on MaryBeth Hyland of SparkVision to discuss the importance of a values-driven corporate culture, how to determine your company values, and how to live those values on a daily basis.--------➡️ READ...
Meet The Expert with Elliot Kallen - S2 - E13 - Becoming A Values-Driven Leader with MaryBeth Hyland
September 29, 2021 22:00 - 29 minutes - 20.2 MB🤝 Meet with Elliot: https://calendly.com/elliotkallen -------- Welcome to Season 2, Episode 13 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/ Elliot Kallen brings on MaryBeth Hyland of SparkVision to discuss the importance of a values-driven corporate culture, how to determine your company values, and how to live those values on a daily basis. -------- ...
Building Leadership Platforms - Meet The Expert with Elliot Kallen
June 18, 2021 16:00 - 22 minutesWelcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling. Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/Meet with Elliot:https://calendly.com/elliotkallenAdvisory Servi...
Meet The Expert with Elliot Kallen - S2 - E12 - Building Leadership Platforms
June 18, 2021 16:00 - 22 minutes - 15.4 MBWelcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling. Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Meet with Elliot: https://calendly.com/elliotkallen
Building Leadership Platforms - S2 - E12 - Meet The Expert with Elliot Kallen
June 18, 2021 16:00 - 22 minutes - 15.4 MBWelcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen! https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the importance of building a platform, understanding your brand’s DNA, and the art of leadership storytelling. Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/pivotal-twist/ Meet with Elliot: https://calendly.com/elliotkallen
Post-Pandemic Economy - Meet The Expert with Elliot Kallen
June 04, 2021 16:00 - 34 minutesWelcome to Season 2, Episode 11 of Meet the Expert with Elliot Kallen®!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/chief-economist-market-outlook/Elliot Kallen and Lara Rhame discuss the federal deficit crisis, the current macroeconomic, policy and financial trends, and what Baby Boomers need to do to secure their retirement.Learn More:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/chief-economist-market-outlook/Meet with Elliot:https://cal...