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Welcome to Meet the Expert with Elliot Kallen®, a podcast for savvy investors who want to optimize their financial life.
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Season 2, Episode 24: Elevate Your Business with a CFO with Melissa Houston
Welcome to Season 2, Episode 24 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Melissa Houston, a contributor for...
Season 2, Episode 23: Need to Know 401(k) Knowledge: Trey Banton from Transamerica
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Trey Banton, a regional Vice...
Season 2, Episode 22: Mission Matters To Media Marketing with Adam Torres
Welcome to Season 2, Episode 22 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Adam Torres, a Media Executive at...
Season 2, Episode 21: From Pandemic to Endemic with Dr. Bill Lloyd
Welcome to Season 2, Episode 21 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Dr. Bill Lloyd, Health Director at...
Season 2, Episode 19: CARES Act: What Employers Need to Know with Emma Tookey
Welcome to Season 2, Episode 19 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Emma Tookey, Senior Retirement Sales Executive at T....
Season 2, Episode 18: Estate Planning & Living Trusts with Lawrence Beck
Welcome to Season 2, Episode 18 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Larry Beck, Estate Planning & Probate Attorney,...
Season 2, Episode 17: Beyond Winemaking with Peter Yeung
Welcome to Season 2, Episode 17 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Peter Yeung, Wine Business Consultant, to...
Season 2, Episode 16: Defined Benefit & Defined Contribution Plans with Eric Petersen
Welcome to Season 2, Episode 18 of Meet the Expert® with Elliot Kallen! Nobody wants to be sued by employees or ex-employees. Elliot Kallen brings...
Season 2, Episode 15: Building a Wine Empire with Jean-Charles Boisset
Welcome to Season 2, Episode 15 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Jean-Charles Boisset, French vintner and the...
Season 2, Episode 14: Understanding 401(k) Plan Audits with Mark Eitelgeorge
Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen!Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary...
Season 2, Episode 13: Becoming a Values-Driven Leader with MaryBeth Hyland
Welcome to Season 2, Episode 13 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on MaryBeth Hyland of SparkVision to discuss the...
Season 2, Episode 12: Building a Platform of Thought Leaders
Welcome to Season 2, Episode 12 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Sean Perlmutter of Pivotal Twist to discuss the...

About the Host
Elliot H. Kallen is an Independent Financial Advisor and the founder of Prosperity Financial Group, Inc., a Registered Investment Advisory Firm.
He is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area.
Currently, Elliot is President of A Brighter Day, a 501(c)(3) Charity he founded in memory of his youngest son. A Brighter Day unites stress and depression resources with teenagers throughout the Bay Area.
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