Meet The Expert with Elliot Kallen

Meet The Expert with Elliot Kallen

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/

Episodes

November 19, 2025 18 mins
Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — helping founders focus on innovation instead of hourly billing. Together, they discu...
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In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the nex...
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Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand visibility—and why the smartest founders see PR not as a luxury, but as a growth engin...
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Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market.
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In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way. The discussion covers how entrepreneurs can face uncertainty, control what’s in their power, and keep moving forward when markets ...
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In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceuticals. The conversation goes beyond science to explore what it means to build and lead a...
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In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue.
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What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for model...
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Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them. Check more of Al...
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Elliot 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.
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Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.
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On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and ...
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The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position themselves for potential opportunities.
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Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and practical advice for consumers seeking the best possible outcomes.
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In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund are investing heavily in this space. Discover the potential benefits of adding digita...
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In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facing consumers, dealers, and manufacturers in the coming years.
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Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.
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In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal growth and dev...
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Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabili...
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In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.
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