5 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

    • Investing

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/

    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
    Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.

    Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.

    "When you run out of cash, they take you out of the game."
    Kevin Ellman: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10. How a childhood of encouragement taught him to be socially, professionally and personally strong. Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

    • 15 min
    Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.

    Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.

    In this first episode, Kevin shares the story of his first failure at the age of 16. As a young man living in New York City when his primary interest was playing the drums, he was transplanted to Africa on Safari for an entire summer. The lessons he learned have lasted a lifetime and continue to contribute to his philosophies on work, life and money. Please see website for additional disclosures https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

    • 25 min

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