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

May 22, 2020 49 min

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 "Staying Healthy While The Economy Opens Up".

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Marie-Anne Hobeika (Regional Vice President at Fidelity Investments) will be discussing "Health Care costs in Retirement - What you need to know".

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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".

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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.

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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.

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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".

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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).

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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".

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Susan Kay (VP, Director of Business - MFS) will be discussing Savvy Women make Smart Investors.

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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.

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Jeff Wycoff and Russ Kellitis of Multi-Fund from San Francisco, CA discuss Alternative Investing "Volatility and Income".

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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 coronavirus mutations. 

Dr. Bill is a board-certified surgeon and pathologist that serve...

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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-blockchain/

Meet with Elliot Kallen:
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Meet with Elliot Kallen:
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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. Elliot Kallen brings on Nick Henry, Portfolio Manager at Invesco to discuss the role of...

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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 coming under greater scrutiny. Rapid urbanization is pulling in significant investments and...

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 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, h...

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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, the first requirement for starting and running a successful art business is passion.

Speci...

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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 industries in 2021 and beyond.

In this episode, Elliot Kallen brings on Andrew Hull of Firs...

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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 Hertz and John Kay to discuss the housing market in the Bay Area and beyond.

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h...

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Welcome 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 weal...

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