8 episodes

Kevin Ellman, Certified Financial Planner, shares the stories of his life as the foundation for his outlook on the economy, market, and current events. Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

Work. Life. Money. Insights by Kevin Ellman CFP Kevin Ellman, Certified Financial Planner

    • Business

Kevin Ellman, Certified Financial Planner, shares the stories of his life as the foundation for his outlook on the economy, market, and current events. Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

    Markets don’t like uncertainty… Looking ahead to 2021 and beyond…

    Markets don’t like uncertainty… Looking ahead to 2021 and beyond…

    What do we do? How do we plan? Should we wait? We all have a lot of questions as it relates to our current plan and the effect the upcoming election may have. Listen in to hear Kevin’s perspective on what to expect, how to prepare now and most importantly, how to be ready to move in the best direction for your plan…

    • 14 min
    1, 2, 1-2-3! Just like that, it came back to me, and my hands started to move.

    1, 2, 1-2-3! Just like that, it came back to me, and my hands started to move.

    Listen in as Kevin’s two worlds collide, adding a bit of color to a traditional White Suit. Proving once again how his foundation of forward thinking has helped guide his role as Wealth Manager.

    • 25 min
    Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

    Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

    Listen in as Elizabeth D’Aleo, Director of Family Offices and Kevin Ellman CFP and CEO of at Wealth Preservation Solutions talk about what a Wealth Stress Test is and why you may want to consider having one.

    • 8 min
    You can learn an awful lot by paying attention

    You can learn an awful lot by paying attention

    Listen in to how Kevin’s ‘BIG EARS’ have paved the way for his success in the early years as a professional musician, later as a father, husband, friend and financial advisor.

    • 33 min
    I was an excellent driver for a 4 year old

    I was an excellent driver for a 4 year old

    Kevin takes the wheel in the car of life. At a mature age of 4 years old, he shares how drag racing and potential disaster transitioned into an adulthood of confidence, pride and responsibility.

    • 13 min
    From rowboat to speedboat; Thinking outside the box

    From rowboat to speedboat; Thinking outside the box

    Ride along with Kevin along the North Shore of Asharoken Beach. Where the lesson of innovation mixed with risk powered the foundation for creative thinking that Kevin Ellman has followed to this day.

    • 16 min

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