Meet The Expert with Elliot Kallen Elliot Kallen

Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with this episode, so tune in!

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!

Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future!

Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment

Visit Us: https://prosperityfinancialgroup.com

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

Get started: https://prosperityfinancialgroup.com/book-your-appointment

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!
 
In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.
 
Read More: https://prosperityfinancialgroup.com/2024/03/11/diving-deep-into-estate-planning-with-benjamin-rizzuto
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment
Visit Us: https://prosperityfinancialgroup.com
 
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
 
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
 
Get started: https://prosperityfinancialgroup.com/book-your-appointment

Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen!

In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year.

Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farley
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment
Visit Us: https://prosperityfinancialgroup.com

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

Get started: https://prosperityfinancialgroup.com/book-your-appointment

Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!
 
Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your portfolio-building process. He then discusses the geopolitical landscape, touching on cybersecurity and the ongoing technological race with China. Throughout the episode, Scott offers a nuanced perspective on each theme, providing you with a comprehensive understanding of the investment opportunities within these dynamic sectors.
 
Read More: (https://prosperityfinancialgroup.com/2024/02/12/thematic-investing-future-growth-opportunities-with-scott-helfstein/)
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/
Visit Us: https://prosperityfinancialgroup.com/
 
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
 
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
 
Get started: https://prosperityfinancialgroup.com/book-your-appointment/