2024-04-08 10:00
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… Read More
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Tilt the odds in your favor What does retirement confidence look like for you? How good would it feel to know that all of your financial goals are on track? Feel good knowing that all of your financial goals are on track. As your life evolves, so too will your priorities. As your Virtual Wealth Advisor, I’m here to help you make sure your financial plan lines up with what matters most to you. Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further. Financial Planner, Wealth Advisor, Registered Principal
2024-04-03 17:45
We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun… Read More
2024-03-25 10:00
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… Read More
2024-03-12 17:26
I always think of March and April as new flowers, new loves, and new beginnings. In the Estate Planning world, it’s a great time to think about not only the next generation but plannin… Read More
2024-03-11 10:00
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… Read More
2024-02-26 11:00
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… Read More
2024-02-13 23:38
As the phrase goes, “May we live in interesting times”—and indeed, we certainly do.
Current Global Economic and Financial Landscape
Here’s what’s happenin… Read More
2024-02-12 11:00
Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!
Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are cruci… Read More
2023-12-15 00:07
Photo Booth Fun
Our photo booth was a hit! These whimsical and playful photos show how much fun we had. Use the code “Prosperity” to download your favorites.
See… Read More
2023-12-11 11:00
Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen!
Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into… Read More
2023-12-07 17:34
As we observe the 82nd anniversary of the Pearl Harbor bombing this December 7th, we reflect on a day that profoundly changed our nation’s history. This attack precipitated the United… Read More
2023-12-05 23:30
As we approach the close of another year, we’re presented with a wonderful opportunity to reflect on our recent successes and learning experiences. This time of introspection is not ju… Read More
2023-11-30 18:49
The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. Thes… Read More
2023-11-21 19:59
Have you ever dreamed of leaving a lasting mark on the world, one that resonates with your values and vision? Since we are now in an era shaped by global violence and economic uncertainty, i… Read More
2023-11-13 11:00
When business owners go into business, it’s easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into busines… Read More
2023-11-07 16:00
On a very personal note, words seem insufficient to express my deepest gratitude to our veterans. Their courageous and selfless sacrifices in keeping America safe and preserving our cherishe… Read More
2023-11-01 23:20
We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities. They will love you and you have the opportunity to have… Read More
2023-10-25 23:03
In the competitive corporate landscape, attracting and retaining executive talent goes beyond offering a top salary. Today, savvy companies are looking toward more comprehensive compensation… Read More
2023-10-25 20:48
Today’s world is evolving rapidly, making it more challenging than ever to attract and hold onto talented employees, particularly senior management. Here are some strategies that might… Read More
2023-10-23 10:00
Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it’s an almost i… Read More
2023-10-19 16:34
Even for today’s most financially savvy retirees, the journey to retirement can be much like navigating a labyrinthine maze. With a multitude of financial instruments, ever-changing re… Read More
2023-10-19 13:10
Elliot Kallen, CEO of Prosperity Financial Group in Northern California, has become an unstoppable force in teen suicide prevention and mental health awareness. A Brighter Day… Read More
2023-10-16 03:13
To rate our podcast “5-stars” on Apple Podcasts or Podchaser please scroll to the corresponding instructions below. All other platforms do n… Read More
2023-10-10 19:18
In this episode, Elliot Kallen brings on Laurie Barkman to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic chall… Read More
2023-10-02 23:18
I remember the days when creating a financial plan was a cumbersome process, involving countless hours of assembling paperwork and collaborating with individuals who input information withou… Read More
2023-09-28 16:58
October is a pivotal month for companies as it marks the onset of open enrollment periods for employee benefits for the coming year. It’s a time when employees assess and modify their… Read More
2023-09-21 21:38
Hosted by George Grombacher [email protected]
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The post LifeBlood: Financial Prosperity… Read More
2023-09-07 16:30
I have never seen so much confusion and negative conversation about any financial product in my 30 years of being a Financial Advisor–the market-based annuity. This article is meant to… Read More
2023-09-07 16:17
The Securities and Exchange Commission defines an “Accredited Investor” as an individual who meets the following criteria:
$ 200,000 of individual income in each of the past t… Read More
2023-08-31 16:30
Are employee exits burning a hole in your company’s pocket? Employee turnover isn’t just about bidding farewell to a familiar face. It’s about the monetary implications&nda&hell…Read More
2023-08-24 15:29
As we come to the end of summer, this is a fitting time to reflect upon and re-evaluate the health and direction of our financial estates. Regular checkups and a detailed estate planning rev… Read More
2023-08-24 15:11
College education, once deemed a golden ticket to upward mobility, has transformed into a costly pursuit. As rising college costs continue to do just that–rise exponentially–the… Read More
2023-08-08 19:19
In this episode, Elliot Kallen brings on Anthony Cassel, Aaron Brown, and William Cook from Keller Williams to reveal their secret to buying and selling real estate: a rich network of prefer… Read More
2023-08-03 16:26
The end of summer brings mixed emotions for many parents. As kids head back to school, it’s the perfect time to ensure that you have adequately funded your child’s college educat… Read More
2023-07-25 22:20
In the world of business management, understanding the roles and responsibilities of various financial professionals is paramount. Particularly when it comes to handling retirement plans lik… Read More
2023-07-20 00:03
A New Chapter in AI Technology
The world of Artificial Intelligence (AI) has seen groundbreaking advancements, revolutionizing numerous sectors, from healthcare to finance. A pioneer in t… Read More
2023-07-19 23:59
A new wave of interest is sweeping across the financial landscape as heavyweight institutions like BlackRock and Fidelity take steps toward Bitcoin ETFs. At Prosperity Financial Group, we&rs&hell…Read More
2023-07-12 13:20
In today’s ever-changing tax landscape, staying informed and prepared is crucial for individuals and businesses alike. The complexities of tax laws and regulations can be overwhelming… Read More
2023-07-10 17:27
In this episode, Elliot Kallen and Jenifer Bloodsworth explore the fascinating intersection of psychology and finance. Understanding the two thinking systems in our brains can shed light on… Read More
2023-07-06 15:20
It’s been an interesting year. Roughly six stocks have produced the majority of the Nasdaq’s gain this year, while most equities remained static. Fortunately, the majority of our… Read More
2023-06-28 21:40
The role of 401(k) plans in an employee’s financial stability cannot be overstated. As such, companies must ensure these plans are structured to provide the best possible outcomes. Sup… Read More
2023-06-23 11:36
Managing your wealth can be challenging, particularly if you have no prior experience in financial planning. As you start accumulating more wealth, it becomes even more critical to have a so… Read More
2023-06-21 21:52
In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of top… Read More
2023-06-17 11:52
In today’s fast-paced world, managing your finances and investments can be overwhelming. With so many investment options and financial products available, it can be challengi… Read More
2023-06-08 18:21
I am wishing a Happy Father’s Day to all the fathers we are celebrating, whether they are still with us today or exist in our cherished memories.
My father, born in the tumultuous e… Read More
2023-06-08 17:47
Building a successful business takes time, effort, and a lot of hard work. As an entrepreneur, you’ve likely spent countless hours growing your enterprise. But have you considered what… Read More
2023-05-19 00:02
Maintaining a compliant 401(k) plan is an essential responsibility for every plan sponsor. From annual testing procedures to complex regulatory requirements, the process can often seem daunt… Read More
2023-05-09 22:50
Welcome to Season 3, Episode 4 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges of women’s weal… Read More
2023-05-04 15:34
Explore the financial impact of women’s longer life expectancy, including historical trends, recent studies, and the effects of economic shifts, to better understand and address the un… Read More
2023-05-03 18:51
What is the Sandwich Generation?
This term is used to describe individuals who are taking care of their aging parents while still raising their own children. With Mother’s Day comin… Read More
2023-04-27 15:18
Discover why customized 401(k) plans are a better choice for businesses and learn how to provide diversified investment options for your employees.
The Limitations of Target Date Fund… Read More
2023-04-19 18:28
On April 22nd, we celebrate Earth Day –an occasion that many around the world celebrate every year. We are supposed to take a moment to appreciate our planet’s resources, which w… Read More
2023-04-11 21:00
Welcome to Season 3, Episode 4 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Bob DeRochie to discuss the current state of the economy, inflation, inter… Read More
2023-04-11 08:30
Managing personal finances can be a daunting task for many individuals. From creating a budget to investing for retirement, there are many aspects of financial planning that require careful… Read More
2023-04-11 08:13
Creating a financial plan with an online advisor is an excellent way to achieve your financial goals. However, it is not enough to set a financial plan and forget about it. Regular reviewing… Read More
2023-04-06 21:13
Sustainable investing, also known as ESG (Environmental, Social, and Governance) investing, has become increasingly popular in recent years. As more investors seek to align their financial g… Read More
2023-04-04 21:01
Understanding Today’s Financial Landscape
Our world has become temporarily more complicated. Bank failures plus the shrinking of our Regional Banking system, interest rates still… Read More
2023-03-29 23:13
Welcome to Season 3, Episode 3 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Simeon Hyman to discuss investment opportunities and challenges to conside… Read More
2023-03-16 21:10
The State of Financial and Political Volatility
It’s the middle of March 2023 and the financial and political worlds have remained volatile for more than a year, with mostly nega… Read More
2023-03-13 23:11
Investors’ patience has really been tested in the last 18 months or so. After 2020 and 2021, we all became a bit spoiled and expected double-digit returns in the equity markets. Our fa… Read More
2023-03-06 22:34
Individual Retirement Accounts (IRAs) are a popular tool for retirement planning, and for good reason. They offer tax advantages and can help individuals save for their golden years. However… Read More
2023-03-06 19:39
I think that it’s quite funny to say, “Mom was probably right.”
When it came to money, she was old-school. Born in 1918, she was a survivor of both the Great De… Read More
2023-02-16 01:46
Time to Celebrate or Go Shopping?
What strange times do we live in where President’s Day means both?
For the traditionalists, Monday, February 21st marks President’s Day. It&rsqu&hell…Read More
2023-02-16 01:21
Welcome to Season 3, Episode 2 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Jack Manley, Global Market Strategist from J.P. Morgan, to explore the int… Read More
2023-02-06 05:50
Family wealth planning is a crucial aspect of financial planning that helps families protect and grow their wealth for future generations. It involves creating a plan for managing, preservin… Read More
2023-02-06 05:46
Investing in stocks, bonds, mutual funds, real estate, or any other financial product can be a great way to grow your wealth. However, navigating the financial market can be challenging, and… Read More
2023-02-01 00:00
February and Valentine’s Day usually represent a time of love and everything associated with l… Read More
2023-01-13 20:43
Welcome to a new year of opportunities.
I am so excited to be leaving 2022 behind. There has been so… Read More
2023-01-12 15:54
Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot K… Read More
2023-01-12 15:54
Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot K… Read More
2023-01-05 17:04
Overfunded life insurance, max-funded, or overstuffed – they’re all pointing to the same… Read More
2023-01-03 22:30
Happy New Year.
There is no question about the fact that we have been in a Bear Market, certainly i… Read More
2022-12-20 19:49
I know that Christmas in the United States is as big as it gets. Presents, trees, lights, family, pr… Read More
2022-12-19 16:58
I know that Hanukkah is a fairly minor holiday. It’s not Passover, Rosh Hashanah, or Yom Kippu… Read More
2022-12-15 17:36
There are two important items in your portfolios that are worth noting as the year ends. For some, i… Read More
2022-12-14 11:26
A financial advisor is a great resource for retirement planning. A retirement financial advisor will help you create a plan that will allow you to have the resources you need to support your… Read More
2022-12-14 11:20
These looming questions can make financial planning difficult and daunting for investors like yourself, causing you to worry a lot. It doesn’t have it to be this way.
Where and how muc… Read More
2022-12-14 11:07
Nearly everyone has been affected by the recent pandemic. Many people and organizations found it important to plan ahead for the unexpected. Many people have had to struggle during the pande… Read More
2022-11-16 22:41
The Beginnings of Contrarian Investing
When I first learned about the world of investments and inves… Read More
2022-11-16 18:06
I understand that no one is 100% happy with the results of this or any election.
For those folks wh… Read More
2022-11-10 23:20
On a very personal level, I cannot thank our veterans enough for their brave and selfless sacrifice… Read More
2022-11-10 07:44
Welcome to Season 2, Episode 34 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot… Read More
2022-11-03 17:08
Are you a checkbook Philanthropist?
Writing a check to your favorite charity at the end of the yea… Read More
2022-11-03 16:04
First of all, let me wish you and your family a terrific Thanksgiving.
It truly is a season for giv… Read More
2022-10-18 21:21
Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot… Read More
2022-10-18 15:01
Every investor is being tested today.
The news coming daily from Washington and Wall Street i… Read More
2022-10-11 21:43
2022 has been an awful year for investment returns. It may turn out to be the best year for repositi… Read More
2022-10-06 15:59
Your Team at Prosperity Financial Group has been doing personalized Financial Planning for more than… Read More
2022-09-21 18:44
The long road back to profitability…
Tuesday, September 13th, was one of the worst days in hi… Read More
2022-09-15 08:36
Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot… Read More
2022-09-08 16:00
Planning for your retirement as a high-earner includes building a much larger nest egg than average… Read More
2022-09-01 06:49
The dog days of August have come to an end and I can’t be happier for our investors.
July sho… Read More
2022-08-08 20:17
Welcome to Season 2, Episode 31 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot… Read More
2022-08-04 15:23
August means back to school, and school is beginning earlier and earlier.
When I went to high scho… Read More
2022-08-04 14:55
Annuities are growing in popularity as a key financial strategy to add to your retirement plan.
Peo… Read More
2022-07-15 16:42
This is a painful time to be invested. We all understand it.
Some sectors of the market are down 5… Read More
2022-07-13 21:13
Welcome to Season 2, Episode 30 of Meet the Expert® with Elliot Kallen!
In this episode, E… Read More
2022-07-13 17:35
The State of the Economy
I think we can all agree that we are in some type of slowdown, whether it&r… Read More
2022-06-28 17:19
I am always eternally bullish about long-term investing. With proper asset allocation that is both s… Read More
2022-06-28 16:55
Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of… Read More
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