Shows
That Entrepreneur ShowFrom Scaling $300M to Overcoming Tragic Loss with Elliot KallenJoin us for a profoundly honest and strategically insightful conversation with Elliot Kallen, a 40-year veteran entrepreneur and Founder of Prosperity Financial Group, which manages over $500 million in assets.In 2015, during a critical phase in his business-building journey, Elliot's 19-year-old youngest son, Jake, committed suicide, a devastating event that coincided with the challenges of growing his venture. Despite the tragic loss, he persevered, continued to scale, and kept his business running.Elliot’s journey is the definition of resilience. He shares the raw truth of scaling a bus...
2025-11-1822 min
Super Entrepreneurs PodcastElliot Kallen on Fingerprint Financial Planning, Trust, and Purpose-Driven WealthFree AI Resources to level up: automate.shahiddurrani.com What if your financial plan actually fit your life—the way a fingerprint fits your finger? In this conversation, Prosperity Financial Group's Elliot Kallen breaks down his "Fingerprint Financial Planning" philosophy: start with your why, then design the money to serve it. We dig into behavioral finance, crafting retirement around real experiences (travel, family, legacy), and why proactive communication is the real edge when markets wobble. Elliot also shares the deeply personal story behind his nonprofit A Brighter Day, focused on teen mental health—and the two lessons from h...
2025-09-2425 min
If The Public Only Knew- Behind Every Success, a Story Worth TellingElliot Kallen: Building Financial Legacies While Planning for Life Beyond BusinessAbout Elliot Kallen: Elliot Kallen is the Founder and President of Prosperity Financial Group, Inc., a fiduciary wealth management firm based in San Ramon, California. With more than 30 years of experience as a Financial Advisor and 401(k) Fiduciary, he specializes in guiding individuals, families, and business owners through retirement planning, investment management, and wealth preservation. Elliot is also the host of the global top-ranked Meet the Expert with Elliot Kallen® podcast, where he brings advanced financial insights to audiences in an approachable way. Beyond his financial work, he is the Founder and President of A Brighter Day, a nonprofit d...
2025-08-2723 min
Parenting Anxious Teens | Parenting Teens, Managing Teen Anxiety, Parenting Strategies59 | Teen Suicide Prevention: How Parents Can Spot the Signs and Support Their Struggling Teen with Elliot KallenHi Parents!
What if the biggest warning sign your teen is struggling is silence?
In today’s episode, I’m joined by Elliot Kallen, President of A Brighter Day, a nonprofit organization founded in memory of his son Jake, who tragically died by suicide at 19 years old. Elliot shares the heart-wrenching story behind A Brighter Day and how it has since grown into a powerful support system for teens and families navigating stress, depression and suicidal thoughts.
More About Elliot:
Elliot Kallen is the President and Co-Founder of A Brighter Day, a no...
2025-08-1241 min
Meet The Expert with Elliot KallenBusiness Succession and M&A Strategies | Norman KallenElliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.
2025-08-0739 min
The Business Power Hour with Deb KrierElliot KallenElliot Kallen has been an entrepreneur for over 40 years, and like many business owners, he has experienced his fair share of hardships.
In 2015, during a critical phase in his business-building journey, Elliot's 19-year-old youngest son, Jake, committed suicide, a devastating event that coincided with the challenges of growing his venture. Despite the tragic loss, he persevered and continued to scale and keep his business running.
Elliot, who has founded several businesses, was also forced to sell one of them because it was cash-strapped. From these and other setbacks, he has emerged stronger and gained priceless...
2025-07-311h 01
Lead with Heart | Philanthropy, Nonprofit Leadership, Nonprofit Management & FundraisingE101: Turning Personal Tragedy into Teen Mental Health Advocacy with Elliot KallenI’m honored to welcome Elliot Kallen to the Lead with Heart Podcast. Elliot is the president and co-founder of A Brighter Day, a nonprofit organization that has turned the devastating loss of his teenage son into a powerful mission to prevent teen suicide and offer hope to thousands of families.In this deeply moving and empowering conversation, Elliot shares how his nonprofit is supporting 3,000–6,000 families each month with free mental health toolkits, a 24/7 teen crisis text line, and Zoom counseling sessions. We explore how emotional intelligence, real communication, and parent-teen connection can create protective factors against the...
2025-07-1538 min
Scaling With PeopleThe Human Cost of Building a Business with Elliot KallenSend a textIf you've ever wondered what toll building a business takes on you as a human being, this eye-opening conversation with serial entrepreneur Elliot Kallen will hit home. After founding and selling multiple successful companies, including financial firms that managed over a billion dollars in assets, Elliot doesn't sugarcoat the profound personal impact of the entrepreneurial journey."You cannot be a great CEO right now and be a great parent and a husband at this very minute," Elliot reveals, challenging the harmful "you can have it all" narrative that sets founders up for...
2025-06-1125 min
Magnify Your MessageElliot Kallen | Transforming Tragedy Into a Lifeline of Hope✨ This episode could save a life. Literally.My guest, Elliot Kallen, is a powerhouse—an entrepreneur, philanthropist, and the heart behind the nonprofit A Brighter Day. But his journey didn’t start in a boardroom or on a stage. It began with the unimaginable: the tragic loss of his son, Jake, to suicide.💔 What do you do when your world is shattered? Elliot turned heartbreak into a mission, founding A Brighter Day to connect teens and their families with real mental health resources—and hope. Now, he’s helping thousands of families each month, so no one ever h...
2025-04-1536 min
Healing Hearts: Parenting with Purpose-Support for Resilient Families, Support for Parents, Childhood Trauma AdvocacyUnderstand Teen Depression Part 1 – How To Support and Help Your Children with Elliot KallenSend a text“How can I tell if my teenager is depressed?” “Is my teen just moody, or is it something worse?” “I feel helpless, what do I do?” “How can I find help?” – In modern society, mental health is unfortunately a pressing issue. Suicide is the leading cause of death in teenagers, but it can all be prevented. Today, Sophia Mills sits down with Elliot Kallen, President and Co-Founder of A Brighter Day, who tells his story of transforming his own grief into an invigorating mission to save countless lives by supporting teens wh...
2025-03-1815 minHealing Hearts: Parenting with Purpose-Support for Resilient Families, Support for Parents, Childhood Trauma AdvocacyUnderstand Teen Depression Part 2 – How To Support and Help Your Children with Elliot KallenSend a text“How can I tell if my teenager is depressed?” “Is my teen just moody, or is it something worse?” “I feel helpless, what do I do?” “How can I find help?” – In modern society, mental health is unfortunately a pressing issue. Suicide is the leading cause of death in teenagers, but it can all be prevented. Today, Sophia Mills sits down with Elliot Kallen, President and Co-Founder of A Brighter Day, who tells his story of transforming his own grief into an invigorating mission to save countless lives by supporting teens wh...
2025-03-1814 min
The Thought Leader Revolution PodcastEP651: Elliot Kallen - Driven"Success comes partially by hanging in there long enough and learning and growing from your mistakes." Motivation in business isn't just about feeling inspired; it's about having a driving force that keeps you swinging the bat, even when the nose gets bloody. This episode unpacks the relentless spirit behind successful entrepreneurship—highlighting the lessons learned through failures, the importance of understanding cash flow, and the necessity of adjusting plans daily. Our guest shares lessons from his journey through industrial packaging, environmental cleanup, and financial services. He emphasizes the importance of cash flow, strategic mentorship, and pl...
2025-02-1431 min
Predictable B2B SuccessHow strategic optimism and trust fuel $1B success—Elliot Kallen shares his secrets (Insights from a serial entrepreneur and bestselling author of Driven)In this episode of "Predictable B2B Success," host Vinay Koshy speaks with Elliot Kallen, a dynamic entrepreneur and the driving force behind Prosperity Financial Group. Elliot, coauthor of the Amazon bestseller "Driven," sheds light on how strategic optimism, trust, and philanthropy can pave the way for sustainable revenue growth and a robust company culture. With a career journey marked by numerous ventures, public speaking, and impactful philanthropy through his charity, A Brighter Day, Elliot brings a wealth of experience.
Get ready to uncover the essence of leadership, the pivotal role of communication, and why embracing adversity...
2025-01-2849 min
Kerry Lutz's--Financial Survival NetworkNational Debt Threatens Economic Stability - Elliot Kallen #6222Kerry Lutz and Elliot Kallen discussed the current economic climate, emphasizing the disconnect between official inflation statistics and the real experiences of consumers. Kallen highlighted significant price increases in essential goods, such as food and wine, arguing that reported inflation figures do not reflect the reality faced by average consumers. They also addressed the economic impact of California's wildfires, suggesting that these events could have broader implications. The conversation shifted to the U.S. national debt, with Kallen warning that it could become unmanageable, affecting the Treasury market and inflation rates. Lutz stressed the importance of fiscal discipline and the...
2025-01-2226 min
Kerry Lutz's--Financial Survival NetworkNational Debt Threatens Economic Stability - Elliot Kallen #6222Kerry Lutz and Elliot Kallen discussed the current economic climate, emphasizing the disconnect between official inflation statistics and the real experiences of consumers. Kallen highlighted significant price increases in essential goods, such as food and wine, arguing that reported inflation figures do not reflect the reality faced by average consumers. They also addressed the economic impact of California's wildfires, suggesting that these events could have broader implications. The conversation shifted to the U.S. national debt, with Kallen warning that it could become unmanageable, affecting the Treasury market and inflation rates. Lutz stressed the importance of fiscal...
2025-01-2226 minFinancial Survival NetworkNational Debt Threatens Economic Stability - Elliot Kallen #6222Kerry Lutz and Elliot Kallen discussed the current economic climate, emphasizing the disconnect between official inflation statistics and the real experiences of consumers. Kallen highlighted significant price increases in essential goods, such as food and wine, arguing that reported inflation figures do not reflect the reality faced by average consumers. They also addressed the economic impact of California's wildfires, suggesting that these events could have broader implications. The conversation shifted to the U.S. national debt, with Kallen warning that it could become unmanageable, affecting the Treasury market and inflation rates. Lutz stressed the importance of fiscal discipline and the...
2025-01-2226 min
21st Century EntrepreneurshipElliot Kallen: How Do Entrepreneurs Overcome Life's Darkest Moments?Elliot Kallen is a seasoned entrepreneur with over 30 years of experience, having founded five businesses and a nonprofit foundation that tackles one of society’s most pressing challenges—youth suicide prevention. We spoke about the winding path of entrepreneurship, the personal and professional obstacles that come with it, and how to navigate both success and tragedy.In this episode, Elliot opens up about the importance of resilience, fortitude, and perseverance in business and life. He shares how the loss of his son to suicide became a driving force behind his nonprofit, which now saves lives in five coun...
2024-09-2321 min
Deep LeadershipEntrepreneurial Leadership with Elliot KallenToday, I’m joined by Elliot Kallen, and we're talking about Entrepreneurial Leadership. Elliot has amassed a wealth of leadership experience over four decades, running several companies he founded. These companies include Prosperity Financial Group, an investment advisory firm with almost $1B in Assets Under Management, and A Brighter Day, a nonprofit organization that provides scholarship funds and mental health resources to teens experiencing stress, depression, and suicidal thoughts. He is also the #1 Amazon Best-Selling Author of DRIVEN: How to Elevate Your Success as an Entrepreneur, which is a book that provides invaluable insights, lessons, and strategies on how to...
2024-08-2645 min
The Leaders LabLeading Through Loss: A Journey Of Resilience and Hope with Elliot KallenThis episode is a lot about leadership and being an effective leader, but it also delves into a sensitive topic: Leading through difficult times. This week’s guest, Elliot Kallen, has many times had to stay focused on managing his companies amid chaos in his personal and professional life.Elliot is no stranger to tragedy. In 2015, his son, Jake, committed suicide and left a note that made Elliot promise to help teens and their families understand, protect, and sustain their mental health.Join us in this conversation, and our hope is that it inspires you to...
2024-08-1339 min
The Wealth FlowEP108: Classic Tactics Meet Modern Entrepreneur Success - Elliot KallenJoin us for this compelling discussion with Elliot Kallen, who not only delves into the mechanics of financial advising but also touches on the human aspects of business and personal growth. These insights provide valuable lessons on financial management, personal growth, and contributing to societal welfare. Tune in to learn how to blend success with significance! Key Takeaways To Listen For Successful business exit strategies and the value of proper tax planning Strategies for achieving personal fulfillment alongside professional success Portfolio management and investment strategies suited for business owners Elliot's charity and its...
2024-06-1333 min
THINK Business with Jon DwoskinWhere's Your Stuck: Overcoming Stuck Points in Business with Elliot Kallen This powerful clip from THINK Business LIVE with Jon Dwoskin and Elliot Kallen, Founder of Prosperity Financial Group, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon’s Book: The Think Big Movement: Gro...
2024-05-2402 min
THINK Business with Jon DwoskinSpeed Round with Elliot Kallen Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Elliot Kallen, Founder of Prosperity Financial Group. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon’s Book: The Think Big Movement: Grow your business big. Very Big!
2024-05-1403 min
Kerry Lutz's--Financial Survival NetworkThe AI Effect: How Robots are Shaping Economics, Interest Rates and Industry Evolution - Elliot Kallen #6059Kerry Lutz and Elliot Kallen discussed a range of topics, including the influence of AI on businesses, the economic cycle and its potential impact on interest rates, and the potential ramifications of autonomous vehicles on various sectors. They explored the potential disruptions and job losses that AI could bring, particularly in the transportation and writing industries, while also highlighting the positive aspects of AI, such as increased efficiency and convenience. They also discussed the potential impact of AI and Bitcoin mining on energy consumption, emphasizing the significance of these factors for the future of energy utilities. Kallen...
2024-05-0924 min
Financial Survival NetworkThe AI Effect: How Robots are Shaping Economics, Interest Rates and Industry Evolution - Elliot Kallen #6059Kerry Lutz and Elliot Kallen discussed a range of topics, including the influence of AI on businesses, the economic cycle and its potential impact on interest rates, and the potential ramifications of autonomous vehicles on various sectors. They explored the potential disruptions and job losses that AI could bring, particularly in the transportation and writing industries, while also highlighting the positive aspects of AI, such as increased efficiency and convenience. They also discussed the potential impact of AI and Bitcoin mining on energy consumption, emphasizing the significance of these factors for the future of energy utilities. Kallen presented a contrarian...
2024-05-0924 minKerry Lutz's--Financial Survival NetworkThe AI Effect: How Robots are Shaping Economics, Interest Rates and Industry Evolution - Elliot Kallen #6059Kerry Lutz and Elliot Kallen discussed a range of topics, including the influence of AI on businesses, the economic cycle and its potential impact on interest rates, and the potential ramifications of autonomous vehicles on various sectors. They explored the potential disruptions and job losses that AI could bring, particularly in the transportation and writing industries, while also highlighting the positive aspects of AI, such as increased efficiency and convenience. They also discussed the potential impact of AI and Bitcoin mining on energy consumption, emphasizing the significance of these factors for the future of energy utilities. Kallen presented a contrarian...
2024-05-0924 min
Financial Advisor Marketing PodcastMarketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)As a financial advisor, no matter how experienced you are, it's always easier to learn from others' mistakes than commit them yourself. The same is true for learning from other advisors' successes too. That's why I invited Elliot Kallen on to today's show. Not only does Elliot have 30 years of experience of being a financial advisor, but he's also built three successful businesses, including Prosperity Financial Group. Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he's sharing the most pivotal ones in today's episode. Lis...
2024-04-0846 min
Average Joe Finances242. Building Wealth Brick by Brick with Elliot KallenAs the financial world rapidly evolves, having an innovative and grounded perspective is essential. This is something an entrepreneurship and finance guru emphasizes. Let’s discuss the importance of behavioral finance in highlighting common mistakes investors make and some critical wisdom to help individuals manage their investments effectively.Join us on Average Joe Finances as our guest Elliot Kallen shares valuable insights about behavioral finance, discussing the importance of being tactical and strategic in investing and trust's role in financial advisor-client relationships. In this episode:Learn how to efficiently invest to give you...
2024-02-0445 min
DealQuest Podcast with Corey KupferEpisode 274: The Resilient Path: Entrepreneurship and Perseverance with Elliot KallenNote: I want to share a brief content warning to my readers and listeners regarding this episode with guest Elliot Kallen. While Elliot’s story is powerful and important, there is discussion of teenage mental health and self-harm. If you or someone you know is struggling, please see below for resources. Elliot Kallen stands as an exemplar of leadership, leveraging a profound wealth of expertise amassed over three decades in entrepreneurial endeavors and financial advisory services. With a commitment to excellence, Elliot is the driving force behind Prosperity Financial Group, Inc., drawing from his experience as a CE...
2024-01-2445 min
The Daily GrindS5 Episode 29: Elliot Kallen | Founder, Financial Advisor, and Wealth Manager | Prosperity Financial Group Inc“Let’s make Tuesday better than Monday, [and] Wednesday better than Tuesday...I want to have a better day than yesterday. How do you define a better day?” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Elliot Kallen @prosperityfinancialgroup!
Elliot is the Founder, Financial Advisor, and Wealth Manager at Prosperity Financial Group Inc. The Prosperity Financial Group Inc is an investment advisory firm that provides services to build retirement goals, invest in assets, and family wealth management. He has over 25 years of experience in entrepreneurial business ownership experience and is an e...
2023-11-1426 min
The Guiding Voice4 Pillars of Wealth Management | Elliot Kallen | #TGV394Tune into #TGV394 to get clarity on the above topic. Here are the timestamp-based pointers from Elliot’s conversation with Naveen Samala on The Guiding VoiceFirst rapid-fire round of random words/Introduction and context settingToughest lessons learned in his entrepreneurship journeyThe 4 pillars of wealth management and how to master them?How to avoid common financial pitfalls like adopting a groupthink approach or investing with emotion.How to create the right mindset to achieve financial freedom.How you efficiently in...
2023-11-0245 min
Money Mindset with Gull KhanMoney Mindset with Gull Khan | Episode 478 | Money Talkies with Elliot Kallen | The Three Phases of EntrepreneurshipIn this episode of Money Talkies once again we speak to the amazing Elliot Kallen.
Elliot is the Founder and the President of Prosperity Financial Group, an Industry Authority in Finance, and the renowned contrarian investor. With almost ten figures in assets under management, his firm has redefined success for countless professionals, entrepreneurs and retirees by capitalizing on opportunities during economic downturns.
Prosperity Financial Group makes smart investments when masses are fearful and running for the hills of safety. The firm's trademark "if it's money, it's personal", and reflects Elliott's commitment to personalised financial solutions u...
2023-10-2528 minMoney Mindset with Gull KhanMoney Mindset with Gull Khan | Episode 477 | Friday Feature: Elliot KallenToday we’re on another episode of our Friday Feature where we talk with astounding entrepreneurs and their success stories.
In today's episode we're speaking to Elliot Kallen.
Elliot is the Founder and the President of Prosperity Financial Group, an Industry Authority in Finance, and the renowned contrarian investor. With almost ten figures in assets in management, his firm has redefined success for countless professionals, entrepreneurs and retirees by capitalizing on opportunities during economic downturns.
Prosperity Financial Group makes smart investments when masses are fearful and running for the hills of safety. The firm...
2023-10-2029 min
Elite Achievement83. You Are Only Out When Your Stop Swinging with Elliot KallenDo you wonder how a CEO of three different successful companies also has the time to write an Amazon bestselling book? Well, today’s guest Elliot Kallen shares exactly how he did just that. Elliot is the CEO of Prosperity Financial Group; a financial advising group that focuses on their client’s quality of life in retirement. In my interview with Elliot, he explains the most effective way to gain new clients and you’ll walk away from this episode knowing how to develop your own raving fans. Elliot also shares the personal story behind why he started his own ch...
2023-10-1236 min
Grow A Small Business PodcastQFF: 30+ years of experience in optimizing people's finances, now helping small-medium business owners figure out how to make more money while paying less taxes and planning their long-term growth. (Elliot Kallen)In this week's Quick Fire Friday (QFF) episode, Rob Cameron interviews Elliot Kallen, CEO of Prosperity Financial Group. He's based in California, United States. Elliot, with nearly 30 years of financial expertise, shares insights that can help entrepreneurs like you navigate the journey of building wealth over the long term. Whether you're in the startup phase, experiencing growth, or planning your exit strategy, his advice can make a significant difference. One key lesson Elliot imparts is the importance of seeking professional help early on. Many entrepreneurs, in their early stages, hesitate to trust experts or surround themselves with...
2023-09-2119 min
The Optimized MindDriven with Elliot KallenIn this episode of The Optimized Mind, Dr. Kate talks to Elliot Kallen, entrepreneur, author and founder of Prosperity Financial, which he has run for the past 30 years. The discussion focuses on Elliot’s recent book – Driven – which he co-authored with fellow entrepreneur Adam Torres (episode 43) in which they explore the many paths to entrepreneurship. Dr. Kate and Elliot explore the variables related to successful entrepreneurship through an authentic and human lens. They take a deep dive into the charity, A Brighter Day, which Elliot created following the tragic loss of his son to suicide in 2015. The idea of how we...
2023-09-1233 min
Management Blueprint | Steve Preda169: Build Your Wealth in 4 Steps with Elliot Kallen
https://youtu.be/ZPZl8v53D5g
Elliot Kallen is the Owner of Prosperity Financial Group, where he helps successful individuals, families, and businesses to build, manage, and protect their wealth. We discuss the four main steps to building wealth, the number one goal for retirees today, and what holistic wealth management is all about.
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Build Your Wealth in 4 Steps with Elliot Kallen
Our guest is Elliot Kallen, the owner of Prosperity Financial Group, innovators in 401k plans, retirement plans, creative investments, tax reductions, and building a legacy. Elliot, welcome to the show....
2023-08-2921 min
Meet The Expert with Elliot KallenBreakthrough Leadership: Shaping Company Culture - Meet The Expert with Elliot KallenWelcome 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/
2023-08-2933 minMeet The Expert with Elliot KallenBuying & Selling Real Estate Insights - Meet The Expert with Elliot KallenWelcome 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/
2023-08-1429 minMeet The Expert with Elliot KallenThe Psychology of Profit: Behavioral Finance & Your Investment Strategy - Meet The Expert with Elliot KallenWelcome 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
2023-07-0734 min
Business Innovators RadioInterview with Elliot Kallen, President of Prosperity Financial GroupElliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects.Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and...
2023-06-2515 minMeet The Expert with Elliot KallenLife Insurance for Wealth Protection and Business Success | Meet The Expert with Elliot KallenWelcome 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
2023-06-2337 min
Strap on your BootsZero to CEO: The secrets on how to grow your fortune with Elliot KallenIn this episode of Zero to CEO, join me in an enlightening conversation with financial planning authority Elliot Kallen. We delve deep into the intricacies of wealth growth, family or business protection, estate preservation, and legacy creation for your family or charity. Elliot, the founder of Prosperity Financial Group, boasts of managing over $300M in assets and has guided thousands, including professionals, entrepreneurs, and retirees, toward financial independence. Our discussion explores the four pillars of family wealth management, offering insights into growing wealth and establishing a legacy. We consider the financial requirements for a comfortable retirement, efficient investment strategies...
2023-06-1216 minMeet The Expert with Elliot KallenWomen's Wealth: Insights, Challenges, and Solutions - Meet The Expert with Elliot KallenWelcome 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/...
2023-05-1926 minMeet The Expert with Elliot KallenFixed-Income Strategies for a Changing Market - Meet The Expert with Elliot KallenIn 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/
2023-05-1923 min
Grief and Rebirth: Finding the Joy in LifeElliot Kallen: Helping Teens And Their Parents Deal With Stress And Depression With The Goal Of Stopping Teen SuicideElliot Kallen is the 14th inspiring interview in the G&R Podcast’s Rebirth series. Elliot has run Prosperity Financial Group, which is a wealth management firm, for over 30 years. He is also the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started A Brighter Day in 2015 in memory of their youngest son, Jake, who ended his life by suicide when he was 19 years old. So they have certainly had their own personal experience with Grief and Rebirth. You may be s...
2023-05-0343 min
Overpowering Emotions: Tools for Child & Teen Anxiety and Resilience82. Teen Depression and Suicide with Elliot KallenEvery year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and helplessness. Because of their mental health issues, thousands die by suicide, making it one of North America's leading causes of death among teens. Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to take action.
In today's episode, Elliot Kallen talks about his work educating teens, young adults, and their families, about depression and suicide to save lives. Tune in to hear more about...
2023-05-0236 min
Low Tox Life328. Elliot Kallen: A Dad on a mission to prevent teen suicide.Today we are looking at teen mental health and what we can all do to support our teens in life. Give we talk about what spurred it all on for Dad and Brighter Day Charity founder, Elliot Kallen, which was his son taking his own life, here are some numbers if you need support today: Australia: Lifeline: 131314USA Crisis Text Line: text BRIGHTER to 741741USA OK2Talk Helpline Teen Helpline 1 (800) 273-TALKUK Youth Suicide Hotline Papyrus 0800 068 4141 or 07860039967 (9am - midnight) NZ Youthline 0800 37 66 33Canada: Talk Suicide Can...
2023-04-231h 12Meet The Expert with Elliot KallenNavigating The Investment Landscape 2023: Bonds, Equities, And Emerging Trends - Meet The Expert with Elliot KallenWelcome 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
2023-04-0532 min
The Healing Place PodcastElliot Kallen - A Brighter Day: Guidance on Preventing Teen SuicidesGrateful to have had the opportunity to learn from Elliot Kallen, co-founder and president of A Brighter Day, a charity created with the purpose of supporting young adults in their transition to adulthood and to help prevent teen suicide. Please join us as we discuss:
Elliot’s personal story of loss and resulting motivation to help teens and their families
his insights on how and when to talk to your kids/teens
their inspirational national texting program
the free downloadable resource guides for parents and teens
and so much more!
Welcome to The Healing Place Podcast! I am...
2023-02-0347 minMeet The Expert with Elliot KallenTax Strategies for High-Earners with Steve Smith - Meet The Expert with Elliot KallenWelcome 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/
2023-01-1726 minMeet The Expert with Elliot KallenAdvocate For Teen Suicide Prevention with Shaina Steinberg - Meet The Expert with Elliot KallenWelcome 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 B...
2022-11-1626 minMeet The Expert with Elliot KallenCreating Cash with Your Life Insurance Policy - Meet The Expert with Elliot KallenWelcome 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: htt...
2022-11-0822 min
Life Coach BFF Show for Midlife Women - Thrive in Midlife, Women Over 40, Women Over 50, Goal Setting, Navigating Menopause, Purpose Driven Life, Faith, Systems109 | Is Your Teen Just Depressed or Could They Be Suicidal: Talking With Elliot Kallen on Ways We Can Identify Both and Prevent Teen SuicideLife Coach BFF Show | Heather Pettey
Hi Friend, Elliot Kallen is joining us on Life Coach BFF Show to discuss depression in teens and teen suicide. He points out some of the warning signs and ways we can hopefully identify a potentially dangerous situation in order to prevent a bad ending.
Elliot is the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress.
Elliot and his wife started the nonprofit in 2015 in memory of their youngest son, Jake, who committed suicide at 19.
E...
2022-11-0334 minMeet The Expert with Elliot KallenThe Business of Winemaking with Jean-Charles Boisset - Meet the Expert with Elliot KallenWelcome 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, I...
2022-10-0749 minMeet The Expert with Elliot KallenInflation, Interest Rates, & Your Portfolio with Simeon Hyman - Meet The Expert with Elliot KallenWelcome 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...
2022-08-091h 23Meet The Expert with Elliot KallenBitcoin, Blockchain, & Digital Currency – Meet the Expert with Elliot KallenWelcome 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 inves...
2022-07-1531 minMeet The Expert with Elliot KallenCA Property Taxes, Propositions, and Reelection with Gus Kramer - Meet The Expert with Elliot KallenWelcome 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. Secu...
2022-06-0331 minMeet The Expert with Elliot KallenFrom Real Estate to REITs - Meet The Expert with Elliot KallenWelcome 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. Se...
2022-06-0150 minMeet The Expert with Elliot KallenKeys to the Electric Car Industry - Meet The Expert with Elliot KallenWelcome 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/elliotkallenRead 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. Se...
2022-04-2914 minMeet The Expert with Elliot KallenGeopolitics, Economy, and Crypto with Andrew Opdyke - Meet The Expert with Elliot KallenWelcome 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/elliotkallenAdvisory Services offered through Prosperity Financial Group, In...
2022-03-2828 minMeet The Expert with Elliot KallenUFC Personal Finance Coach Chris Hanna - Meet The Expert with Elliot KallenWelcome 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/elliotkallenAdvisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, In...
2022-03-1445 minMeet The Expert with Elliot KallenElevate Your Business with a CFO with Melissa Houston - Meet The Expert with Elliot KallenWelcome 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 b...
2022-03-1116 minMeet The Expert with Elliot KallenNeed to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet The Expert with Elliot KallenWelcome 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/elliotkallenRead 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. M...
2022-03-0818 minMeet The Expert with Elliot KallenBest Selling Amazon Author Adam Torres - Mission Matters | Meet The Expert with Elliot KallenWelcome 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/elliotkallenAdvisory 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 s...
2022-02-2423 minMeet The Expert with Elliot KallenFrom Pandemic to Endemic with Dr. Bill Lloyd - Meet The Expert with Elliot Kallen🤝 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://prosperityfinancialgroup.com/————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
2022-02-0234 minMeet The Expert with Elliot KallenUnderstanding Cryptocurrency with Parker Waldron - Meet The Expert with Elliot Kallen🤝 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/--------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.
2022-01-2728 minMeet The Expert with Elliot KallenCARES Act: What Employers Need to Know with Emma Tookey - Meet the Expert with Elliot Kallen🤝 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/emma-tookey-t-rowe-price/--------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 Se...
2021-12-0120 minMeet The Expert with Elliot KallenEstate Planning & Living Trusts with Lawrence Beck - Meet The Expert with Elliot Kallen🤝 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 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.
2021-11-1623 minMeet The Expert with Elliot KallenBeyond Winemaking with Peter Yeung - Meet The Expert with Elliot Kallen🤝 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 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.
2021-11-0818 minMeet The Expert with Elliot KallenDefined Benefit & Defined Contribution Plans with Eric Petersen - Meet The Expert with Elliot Kallen🤝 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 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.
2021-11-0222 minMeet The Expert with Elliot KallenBuilding a Wine Empire with Jean-Charles Boisset - Meet The Expert with Elliot Kallen🤝 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/--------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
2021-10-2720 minMeet The Expert with Elliot KallenUnderstanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen🤝 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 well as the opposite — plans that are missing these key items, and that consequently expose the Plan Sponsor and Fiduciaries to potential litigation and correctiv...
2021-10-2218 minMeet The Expert with Elliot KallenBecoming A Values-Driven Leader with MaryBeth Hyland - Meet The Expert with Elliot Kallen🤝 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 MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-13-becoming-a-values-driven-leader-with-marybeth-hyland/--------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 s...
2021-09-3029 minMeet The Expert with Elliot KallenBuilding Leadership Platforms - Meet The Expert with Elliot KallenWelcome 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 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.
2021-06-1822 minMeet The Expert with Elliot KallenPost-Pandemic Economy - Meet The Expert with Elliot KallenWelcome 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://calendly.com/elliotkallenAdvisory 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.
2021-06-0434 minMeet The Expert with Elliot KallenThe Art and Business of Plastic Surgery - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 10 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/art-business-plastic-surgery/In the pursuit of a better outward appearance, many of us are reaching out to surgeons to nip and tuck the parts of ourselves we don't like. Interest in plastic surgery is at an all-time high as plastic surgeons and dermatologists report seeing record numbers of patients since the start of COVID-19. Dr. Elliott Lavey is a Board-Certified Plastic and Reconstructive Surgeon, and one of the top Plastic Surgeons in Northern California, and he is answering all of Elliot Kallen's questions - e...
2021-05-2619 minMeet The Expert with Elliot KallenBe Prepared, Be Empowered (Women's Empowerment) - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 9 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/be-prepared-be-empowered-womens-financial-empowerment/In this episode, Elliot Kallen brings on Leslie Geller, Attorney at American Funds, to discuss how women can arm themselves with the knowledge and perspective they need to understand and take control of their financial lives.Women and wealth: the statisticsBased on the data, all women should expect to be solely responsible for their financial well-being at some point in their lifetimes:- On average, women are expected to live for 5 years longer than men- About half of first marriages end in divorce- T...
2021-05-2148 minMeet The Expert with Elliot Kallen2021 Real Estate Trends - Meet The Expert with Elliot KallenWelcome to Meet The Expert with Elliot Kallen - Season 2, Episode 8.https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/2021-real-estate-trends/The market is booming in a way we’ve never seen before.Home prices have reached record new highs, and homes are flying off the shelves. In this episode, Elliot Kallen brings on Larry Hertz and John Kay to discuss the housing market in the Bay Area and beyond. Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/2021-real-estate-trends/Meet with Elliot Kallen:https://calendly.com/elliotkallen
2021-05-0521 min
The Suicide Prevention MovementTeens for a Brighter Day - Elliot Kallen | TSPS #085We believe that thriving is your birthright. We believe in a brighter future for everyone, especially our teens. So to help me talk with you about that, we're going to be having a discussion with Elliot Kallen. Teens for A Brighter Day, is an organization you're going to want to know about, even if the teen in your life is taller than you are and an older than you could ever imagine . . . ~ Elliot Kallen is President and Founder of Prosperity Financial Group. He's also the President of "A Brighter Day", non-profit designed to help teens with stress & depression. Using...
2021-05-0544 minMeet The Expert with Elliot KallenInvesting in Alternative Energy - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 7 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-7-alternative-energy/We’re seeing a global transition toward renewable, green, and clean energy. A friendly political climate could accelerate the deployment and scale of clean energy industries in 2021 and beyond. In this episode, Elliot Kallen brings on Andrew Hull of First Trust to discuss the future of clean energy industries.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-7-alternative-energy/Meet with Elliot Kallen:https://calendly.com/elliotkallen
2021-04-2124 minMeet The Expert with Elliot KallenArt as a Business - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 6 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-6-art-business/In this episode, Elliot Kallen brings on Jennifer Perlmutter of Perlmutter Galleries to discuss the business of art.Art is a luxury market. As with most luxury businesses, the first requirement for starting and running a successful art business is passion.Specifically, you need to have a strong passion to connect clients to artists and artwork that they love. As a gallery owner, you need to understand how to build stories around your products, and h...
2021-04-1621 minMeet The Expert with Elliot KallenIns & Outs of Life Insurance - Meet The Expert with Elliot Kallen Welcome to Season 2, Episode 5 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-5-life-insurance/Insurance is a means of protection from financial loss. We all hold policies of all types, from auto insurance, to fire insurance, and even identity theft insurance. Without it, you could be bankrupted by any number of worst-case scenarios: a car accident, house fire, or a nasty cyberattack.But for something so essential to our financial well-being, insurance is a complicated—and sometimes uncomfortable—topic. This is especially true when it comes to life insurance!Read More:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season...
2021-04-0923 minMeet The Expert with Elliot KallenMegatrend Investing with BlackRock - Meet The Expert with Elliot KallenMeet with Elliot Kallen:https://calendly.com/elliotkallenWelcome to Season 2, Episode 4 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/megatrends-blackrock/Most major economies are undergoing massive shifts in their demographic profiles. Resource scarcity and climate change are coming under greater scrutiny. Rapid urbanization is pulling in significant investments and changing consumer behavior, especially in high-growth emerging economies. Simultaneously, the increasing ubiquity of technology is redefining business models and creating widespread disruption. These forces, also known as megatrends, are giving rise to a new set of powerful investment themes.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/megatrends-blackrock/Adv...
2021-04-0527 minMeet The Expert with Elliot KallenNavigating The Bond Market - Meet The Expert with Elliot KallenMeet with Elliot Kallen:https://calendly.com/elliotkallenWelcome to Season 2, Episode 3 of Meet the Expert® with Elliot Kallen!https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/A well-managed bond portfolio can help retirees generate attractive returns while also managing volatility and mitigating risks. Elliot Kallen brings on Nick Henry, Portfolio Manager at Invesco to discuss the role of municipal bonds in your bond portfolio. Read more:https://prosperityfinancialgroup.com/podcasts/season-2-episode-3-navigating-the-bond-market/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 G...
2021-03-2617 minMeet The Expert with Elliot KallenFinTech, Blockchain & Bitcoin - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 2 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Jay Jacobs, Head of Research & Strategy at Global X ETFs, to discuss the world of FinTech, cryptocurrency, and blockchain.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/fintech-cryptocurrency-bitcoin-blockchain/Meet with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2021-03-1928 minMeet The Expert with Elliot KallenCOVID-19 Vaccine (Update) Mar, 2021 - Meet The Expert with Elliot KallenWelcome to Season 2, Episode 1 of Meet the Expert® with Elliot Kallen!After a year of COVID-19, America is ready for the next normal. Elliot Kallen brings on Dr. Bill Lloyd, Health Director at Transamerica, to discuss Transamerica's Wealth + Health initiative, the domestic COVID-19 vaccine outlook, and whether you should be worried about coronavirus mutations. Dr. Bill is a board-certified surgeon and pathologist that serves as Health Director for Transamerica Advanced Markets. He is an award-winning medical educator and prolific author. Dr. Lloyd has extensive experience in health communications, online content development, and medical broadcasting. A...
2021-03-1229 min
Scaling Up Business with Bill GallagherGetting Real with Elliot Kallen — Prosperity Financial GroupBill chats with Elliot Kallen to uncover some of the early challenges he’s had in his life and how he used one of his core principles of making a positive impact on people’s finances to start his company and charity. Elliot Kallen is a leader who brings over 30 years of robust entrepreneurial business ownership experience to his elite Financial Planning & Advising firm, Prosperity Financial Group. Throughout his career, he has built internal organizations, been a CEO for two other companies, and is a frequent keynote speaker to charities and radio shows on motivation, marketing, and vari...
2021-03-0734 min
Grief and Rebirth: Finding the Joy in LifeElliot Kallen: Helping Teens And Their Parents Deal With Stress And Depression With The Goal Of Stopping Teen SuicideElliot Kallen is the 14th inspiring interview in the G&R Podcast’s Rebirth series. Elliot has run Prosperity Financial Group, which is a wealth management firm, for over 30 years. He is also the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started A Brighter Day in 2015 in memory of their youngest son, Jake, who ended his life by suicide when he was 19 years old. So they have certainly had their own personal experience with Grief and Rebirth. You may be surprised to learn that ever...
2021-02-2443 minMeet The Expert with Elliot KallenVolatility & Income - S1 - E6 - Meet The Expert with Elliot KallenBook An Appointment with Elliot Kallen:https://calendly.com/elliotkallenJeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income". Visit Our Website:https://prosperityfinancialgroup.comAdvisory 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.
2020-09-1216 minMeet The Expert with Elliot KallenSinging Telegram Cabaret - S1 - E3 - Meet The Expert with Elliot KallenLocal Business woman Leslie O' Brien CEO of her own Singing Telegram Cabaret talks with Elliot about bringing joy during the times of Covid-19.Set An Appointment With Elliot:https://calendly.com/elliotkallenVisit Our Website:https://prosperityfinancialgroup.com/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.
2020-08-3112 minMeet The Expert with Elliot KallenSavvy Women Make Smart Investors - S1 - E8 - Meet The Expert with Elliot KallenSusan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.Visit Our Website:https://prosperityfinancialgroup.com/Set An Appointment With Elliot:https://calendly.com/elliotkallenAdvisory 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.
2020-08-0538 minMeet The Expert with Elliot KallenEstate Planning and Dress for Success - S1 - E12 - Meet The Expert with Elliot KallenCorrine Christensen - Personal Sylist and Partner (J. Hillburn Menswear) will be discussing "Dress For Success In Today's Zoom World" and Craig Judson - Managing Shareholder (Bold, Polisner, Maddow, Nelson & Judson, APC) will be discussing "Estate Planning In Today's Epidemic Era".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-07-221h 00Meet The Expert with Elliot KallenInvesting and Decision Making - S1 - E11 - Meet The Expert with Elliot KallenMargaret Dorn, Senior Director (S&P Dow Jones Indices) will be discussing "Environmental and Politically Correct Investing". Joseph Norton, CIMA, Senior Regional Director (Virtus Investment Partners).Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-07-021h 04Meet The Expert with Elliot KallenInvesting and The Mortgage Market - S1 - E10 - Meet The Expert with Elliot KallenRobert Scott, Senior Mortgage Advisor (Finance of America) will be discussing an "Update on The Mortgage Market" and Metin Akyol, Ph. D., CFA, Data Scientist (Zacks Investment Management) will be discussing "The Consequences of Behavioral Biases".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-07-011h 10Meet The Expert with Elliot KallenSocial Security and Wallstreet - S1 - E9 - Meet The Expert with Elliot KallenCraig Kirkpatrick - Managing Partner (Orinda Asset Management) will be discussing Main St. vs Wallstreet. Jennifer Taboada - Vice President (BlackRock) will be discussing Social Security: Everything you need to know.Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-06-191h 03Meet The Expert with Elliot KallenCybersecurity and Global Market Rebound - S1- E7 - Meet The Expert with Elliot KallenRonald Muhammad (VP, Business Practices - Goldman Sachs) will be discussing Cybersecurity. Brian Nash (VP & Regional Director - Goldman Sachs) will be discussing a Global Market Rebound.Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-06-0558 minMeet The Expert with Elliot KallenThe Markets and Your Family - S1 - E5 - Meet The Expert with Elliot KallenBrendan Coyne (Vice President - JP Morgan Asset Management) will be giving a "Market Update". Bob Fields (Managing Director - Global Fixed Income, Currency & Commodities) will be discussing "Navigating the Rebound". Patrick Gallegher (Client Advisor - Neuberger Berman) will be explaining the "Family Love Letter Program".Visit Our Website:https://prosperityfinancialgroup.com/Book An Appointment with Elliot Kallen:https://calendly.com/elliotkallenAdvisory 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.
2020-05-2647 min