IntroductionIn this episode of Meet the Expert with Elliot Kallen, we explore the dynamic world of real estate cycles, focusing on the investment opportunities and challenges of private real estate deals. Elliot Kallen sits down with Scott Scherer of Shopoff Realty Investments, a firm with over $4 billion in transactions, to discuss innovative approaches to […]
The constant rise in inflation rates is troubling a majority of Americans, who have started to question their financial goals, especially the ones relying on Social Security benefits. With more than 7.25 million Americans benefiting from Social Security and Supplemental Security Income (SSI), the recent changes announced by The Social Security Administration (SSA) came as […]
IntroductionThe cannabis industry is evolving rapidly, with significant opportunities for investors and businesses alike. In this episode of Meet the Expert with Elliot Kallen, we dive into the real estate side of the cannabis market—a lesser-known but pivotal aspect of this burgeoning industry. Elliot Kallen speaks with Anthony Coniglio, CEO of New Lake Capital Partners, […]
Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how his company transforms over 317 million discarded tires each year into valuable products like oil, gas, carbon, and steel. Chris also shares […]
Navigating economic dominos (trends) can feel like watching a line of dominos fall—each move triggering cascading effects across markets and sectors. In this episode of Meet the Expert, Elliot Kallen interviews Lauren Goodwin, Chief Market Strategist at New York Life Investments, to explore the key economic trends shaping portfolios today. From inflation and housing to […]
The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans plan for retirement, creating new opportunities to enhance retirement savings, improve employer contributions, and reward personal investments in retirement accounts. It’s time to take a […]
The US Treasury took an amazingly positive action (can you believe it?). They decreed that any investor can assign their 2024 RMD (Required Minimum Distribution from a 401(k) or IRA) to a qualified 501(c)(3) charity, allowing the investor to avoid declaring their RMD as income—potentially preventing them from jumping into higher state and federal tax […]
Inheriting money, especially during a loss, can be overwhelming, with so many emotions to process. On average, people inherit around $46,200 in their lifetime, though that figure can vary widely depending on your family’s estate. Although inheritance may offer a sort of financial support for some, receiving a large sum of money while still mourning […]
In this episode of Meet the Expert, Elliot Kallen interviews Rick Kostick, CEO of 100% Pure, a leading natural beauty brand. They discuss Rick’s entrepreneurial journey, the challenges of building a vegan beauty brand, and how he navigated through key business pivots, including the shift to direct-to-consumer sales during COVID-19. Discover insights on core competencies, […]
In this episode of Meet the Expert with Elliot Kallan, we take an inspiring dive into the entrepreneurial journey of Dave Groff, President of WebstaurantStore, a business that went from startup to a multi-billion-dollar company in just over a decade. If you’re an entrepreneur, leader, or business owner looking for insights on leadership, growth, and […]
