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Welcome 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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show series
 
Welcome 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 …
 
Welcome 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 indu…
 
Welcome 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, t…
 
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. Withou…
 
Meet with Elliot Kallen: https://calendly.com/elliotkallen​ Welcome 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 co…
 
Meet with Elliot Kallen: https://calendly.com/elliotkallen Welcome 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…
 
Welcome 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-b…
 
Welcome 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 coronavir…
 
Book An Appointment with Elliot Kallen: https://calendly.com/elliotkallen Jeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income". Visit Our Website: https://prosperityfinancialgroup.comElliot Kallen による
 
Local 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/elliotkallen Visit Our Website: https://prosperityfinancialgroup.com/Elliot Kallen による
 
Susan 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/elliotkallenElliot Kallen による
 
Corrine 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 Ap…
 
Margaret 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/elliotkallen…
 
Robert 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…
 
Craig 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/elliotkallen…
 
Ronald 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/elliotkallen…
 
Brendan 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://…
 
Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know". Visit Our Website: https://prosperityfinancialgroup.com/ Book An Appointment with Elliot Kallen: https://calendly.com/elliotkallenElliot Kallen による
 
Campbell Judge (Regional Director at Fidelity Investments) will be covering a "Market Update with New Opportunities". Joe Almon (Vice President, Sector & ETF Strategist at Fidelity Investments) will be discussing "Profiting in the Health Care Sector" & Dr. Bill Lloyd MD, FACS (Health Director , Advance Markets at Transamerica) will be covering "Sta…
 
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