Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Norman Kallen Podcasts
Running a business and maintaining smooth-sailing operations is no small feat. Aside from the many moving parts to oversee, you must also deal with its direct impact on your daily life and relationships. If you find that running your business is running your life rather than enabling a more successful and joyful life, this podcast has everything you need to become a better informed and more content business owner. Welcome to Open For Business, the show offering insights and practical tips fo ...
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Open For Business With Stuart Brown And Norman Kallen
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23:13Welcome to Open For Business, the podcast exploring the unique challenges faced by business owners today – and how to effectively address them. Join business lawyers Stuart Brown and Norman Kallen as they break down crucial topics about business management, market trends, retirement, work-life balance, and more. Hear valuable words of wisdom from e…
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Securing Success Through Private Equity With Adam Coffey
46:04
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46:04Private equity is an intricate but also rewarding venture – if you just know how to play your cards right. Adam Coffey has been guiding people in learning and mastering the ropes of private equity so they can grow their wealth and secure profitable opportunities. In this conversation with Norman Kallen and Stuart Brown, he details how he became a b…
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Protect and Grow Your Business the Smart Way | Jeff Holman
18:38
18:38
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18:38Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — …
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Contributing To The Greater Good With Colonel Jack Jacobs
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46:07The public’s awareness about their role in building a better future has been waning. More and more people are forgetting their civic duty to do something for the greater good despite not wielding political power. Norman Kallen and Stuart Brown sit down with Colonel Jack Jacobs, a Medal of Honor recipient for his service in the Vietnam War, who disc…
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Leading Across Generations With Dr. Jeremy Graves
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37:28
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37:28One of the biggest challenges business leaders face in this modern era is managing multi-generational teams. Bridging the generational gaps is easier said than done, since the Baby Boomers, Generation X, Millennials, and Generation Alpha have their own passions, interests, and needs. Norman Kallen and Stuart Brown explore how to make this work with…
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The Life Of A Multi-Business Owner With Bobby Mascia
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37:20Managing a business is challenging in itself, but did you ever wonder what running several businesses at the same time looks like? Norman Kallen and Stuart Brown learn exactly that with Multi-business owner Bobby Mascia. In this insightful conversation, he shares his experiences and takeaways as the CEO of Green Ridge Wealth Planning (GRWP) and Mas…
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The Reason Healthcare Stocks Are Undervalued | Sean Carroll
33:58
33:58
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33:58In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains unde…
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How to Use AI and PR to Scale Your Business | Eric Yaverbaum
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26:35Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand vi…
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How Canned Wine is Changing the Industry | Jen & Zach Pelka
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23:53Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market.…
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Turning Fear Into Fuel for Business Growth | John Addison
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35:36In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way. The discussion covers how entrepreneurs can fa…
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Disrupting Healthcare with Brain Tech | Katarina Maloney
23:55
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23:55In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceutical…
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How Creativity Shapes Business Growth | Andy Zimmerman
28:59
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28:59In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement a…
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Concierge Medicine and the Return of Trust | Paul Hiltz
27:54
27:54
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27:54What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust …
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Rebuilding Workplaces for Working Parents | Alexa Starks
28:13
28:13
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28:13Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work system…
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Business Succession and M&A Strategies | Norman Kallen
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39:54Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.…
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What are Opportunity Zones? | Steve Kantor
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23:54Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.By Elliot Kallen
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Secrets to Successful Loyalty Programs | Tom Burgess
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23:14On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies …
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Tariffs, Treaties, and the U.S. Economy | Julia Hermann
37:49
37:49
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37:49The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position th…
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Navigating the U.S. Healthcare System | Anthony Mazzarelli
32:52
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32:52Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and pr…
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Investing in Crypto: The Future of Bitcoin | Mike Reed
29:21
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29:21In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund …
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The Future of Automotive Industry: Tariffs, Electrification, and Affordability | Laura Perrotta
29:54
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29:54In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facin…
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India's $1.2 Trillion Infrastructure Revolution | Kevin Carter
37:26
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37:26Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.…
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Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook
21:02
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21:02In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving …
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He Revolutionized Sports Collectibles | Brandon Steiner
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27:54Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and followin…
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Investing in the Future of Healthcare | Michael McNurney
29:47
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29:47In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts …
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How Automation is Transforming the Shopping Experience | David Pinn
26:11
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26:11Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online reta…
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The Coach's Coach: Achieving the Impossible with Robert Hargrove
28:52
28:52
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28:52Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's min…
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Driving 9X Growth in a 75-Year-Old Company | Steve Blue
30:12
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30:12Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your busines…
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The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson
38:31
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38:31Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn …
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Mastering Real Estate Cycles | Scott Scherer
32:26
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32:26How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial…
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The $100 Billion Opportunity: Investing in Cannabis Real Estate | Anthony Coniglio
25:39
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25:39Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the a…
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300 Million Tires: How Recovered Tire Materials are Transforming Industries | Chris Hare
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20:19Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consu…
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Navigating Economic Dominoes: Inflation, Housing, and Global Markets | Lauren Goodwin
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37:44Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape.By Elliot Kallen
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Investment in Cannabis Explained with John Mueller
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26:45Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change.By Elliot Kallen
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Revolutionizing Vegan Cosmetics with Richard Kostick
29:27
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29:27In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of build…
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Inside a $4 Billion Success Story with Dave Groff
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34:10Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories.By Elliot Kallen
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The Evolution of Inventory Management: From Spreadsheets to AI with Frank Nardi
22:55
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22:55Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation.…
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Leveraging Capital in Nonprofits with Lisette Nieves
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27:41In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector.By Elliot Kallen
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Maximizing Value In Mergers And Acquisitions With Brian Summe
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20:32Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their ex…
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The $14 Billion Sports Tourism Industry with Jason Clement
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31:12Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers …
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The Hard Truths of Entrepreneurship with Fred Cary
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28:58
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28:58Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.…
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Mastering the 6 Key Components of Business Success
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33:31To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline pro…
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Building a Billion-Dollar Business with Liz Elting
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37:15Discover 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…
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Investing In Emerging Markets With Kevin T. Carter
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39:30Why 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 m…
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Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti
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29:49Welcome 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 s…
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Diving Deep Into Estate Planning With Benjamin Rizzuto
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25:43
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25:43Welcome 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 im…
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Running Distressed Credit With Duncan Farley
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20:56Welcome 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 …
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Thematic Investing: Future Growth Opportunities With Scott Helfstein
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35:55Welcome 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 E…
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Character, Not Perfection: Leadership Lessons And Reflections With Cathy Saunders
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25:59Welcome 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 the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares …
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Profit Comes First: Cash Flow Mastery For Your Small Business With Rocky Lalvani
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16:10Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen! 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 business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episod…
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