4 Pillars of Wealth Management | Elliot Kallen | #TGV394

Nov 2, 2023

45:52

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Episode notes

Tune into #TGV394 to get clarity on the above topic. Here are the timestamp-based pointers from Elliot’s conversation with Naveen Samala on The Guiding Voice

First rapid-fire round of random words/Introduction and context setting

Toughest lessons learned in his entrepreneurship journey

The 4 pillars of wealth management and how to master them?

How to avoid common financial pitfalls like adopting a groupthink approach or investing with emotion.

How to create the right mindset to achieve financial freedom.

How you efficiently invest to give you the highest probability of achieving your retirement objective with the lowest possible risk.

Elliot’s podcast Meet the Expert with Elliot Kallen®

WITTY ANSWERS TO THE RAPID-FIRE QUESTIONS

ONE PIECE OF ADVICE TO THOSE ASPIRING TO MAKE BIG IN THEIR CAREERS

TRIVIA ABOUT Global retirement planning:

ABOUT THE GUEST:

Elliot Kallen is the Founder of Prosperity Financial Group, an investment advisory firm with over $300M+ assets under management.

They have helped thousands of individuals, including busy professionals, entrepreneurs, and retirees, manage their money and achieve financial independence.

Elliot has 30+ years of experience working in the California financial services industry and is widely recognized as one of the foremost thought leaders in the sector. He has received many awards, including the 2020 Marquis Who's Who Lifetime Award, Strathmore's Who's Who Award, and the Ronald Reagan Gold Medal Award.

Connect with Elliot on LI:

https://www.linkedin.com/in/elliotkallen/

CONNECT WITH THE HOST ON LINKEDIN:

Naveen Samala: https://www.linkedin.com/in/naveensamala

http://www.naveensamala.com

If you'd like to contribute to our mission, please donate (any amount of your choice) through Paypal

https://paypal.me/NaveenSamla

If you wish to become a productivity monk: enroll for this course: https://www.udemy.com/course/productivitymonk/

TGV Inspiring Lives Volume 1 is on Amazon:

Kindle:

https://amzn.eu/d/cKTKtyC

Paperback: