EP93: How To Future-Proof Your Wealth - Elliot Kallen

A brief rundown of the 3 pillars of wealth Game-changing tips for balancing life and careerHow wealth management firms and experts assist youThe right way to look at financial products and wealth managementFirst step in planning and managing your wealth  Resources/Links Mentioned In This EpisodeDRIVEN by Adam Torres and Elliot Kallen | Paperback About Elliot KallenElliot Kallen, a seasoned leader with extensive entrepreneurial experience, heads a respected Financial Planning and advising practice. With a history of forming international organizations and prior CEO roles, he founded Prosperity Financial Group, Inc. Elliot is a sought-after keynote speaker, covering motivation, leadership, charity work, and finance.Holder of dual BA degrees in Accounting and Economics from Rutgers University, Elliot actively serves on Boards and organizations. He is dedication to philanthropy shines through his multi-million fundraising efforts. Elliot leads as President of A Brighter Day Charity, a 501c(3) born from the loss of his son, Jake, in 2015. This charity unites resources for stress, depression, and teen suicide prevention, significantly benefiting families and teenagers. Connect with Elliot Website: Prosperity Financial GroupEmail: elliot@prosperityfinancialgroup.comPhone Number: (510) 206-1103 Connect With UsTo connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook. Follow Our Social Media Pages!LinkedIn: Saket JainInstagram: @migrate2wealthTwitter: @Migrate2WealthYouTube: Migrate 2 WealthTikTok: @migrate2wealth SponsorsBangerter Financial Services, IncDo you want to retire from land-lording through passive real estate? Look no further than us – we are your go-to experts for 1031 Exchanges and Alternative Tax Strategies. Visit https://1031.bangerterfinancial.com/1031guy to learn more! Sponsor Disclosure:Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.