Recent Content
Lauren 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 inves…
Lauren Goodwin, Chie…
Lauren 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.
Elliot Kallen
November 20, 2024 
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 p…
The IRS has issued i…
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 close look at your retirement plans to ensure you’re maximizing your benefits. In December 2022, Congress signed the Secure 2.0 Act to help citizens build their retirement savings. This bipartisan initi…
Elliot Kallen
November 18, 2024 
Explore 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 h…
Explore the untapped…
Explore 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.
Elliot Kallen
November 6, 2024 
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 50…
The US Treasury took…
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 brackets. In the past, one would have to take the RMD as income and then make a tax-deductible donation (depending on exemptions) to their favorite charities.What a great way to build your Legacy!As you know, I run A Brighter Day Charity…
Elliot Kallen
November 1, 2024 
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 depen…
Inheriting money, es…
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 may be overwhelming. Sorrow is a very strong feeling that often distorts even the noblest ideas. You may want to use the inheritance to honor your loved one, but the weight of loss can make practical financial decisions difficult. That’s wh…
Elliot Kallen
October 25, 2024 
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…
In this episode of M…
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, sustainability, and leadership in the beauty industry.Watch the Video HereKey Takeaways: Entrepreneurship, Core Competencies, and Vegan BeautyCore Competencies Matter: Focus on what your company does best.…
Elliot Kallen
October 24, 2024 
In this episode of Meet the Expert with Elliot Kallen, we sit down with Richard Kostick, the visionary founder of Purity Cosmetics, the parent company of 100% Pure. Richard shares his inspiring journe…
In this episode of M…
In this episode of Meet the Expert with Elliot Kallen, we sit down with Richard Kostick, the visionary founder of Purity Cosmetics, the parent company of 100% Pure. Richard shares his inspiring journey as an entrepreneur, discusses the innovative principles behind creating natural, non-toxic beauty products, and explains how his company is making a big impact with pure ingredients.Discover the secrets of building a mission-driven brand, the challenges of the beauty industry, and Richard’s insights into sustainable business growth. If you're passionate about entrepreneurship, clean beauty, …
Elliot Kallen
October 23, 2024 
In 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 i…
In this episode, we …
In 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 building a business focused on transparency, sustainability, and making a positive impact on the world.
Elliot Kallen
October 16, 2024 
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 m…
In this episode of M…
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 overcoming adversity, this conversation is packed with valuable lessons.Watch the Episode HereFrom Humble Beginnings to a $4 Billion Success StoryElliot Callan (EK): Good morning, good afternoon, everyone! Today’s episode …
Elliot Kallen
October 15, 2024 
In this episode of Meet the Expert with Elliot Kallan, we dive deep into the evolution of inventory management with Frank Nardi, Chief Revenue Officer at CIN7, a leader in AI-driven inventory solution…
In this episode of M…
In this episode of Meet the Expert with Elliot Kallan, we dive deep into the evolution of inventory management with Frank Nardi, Chief Revenue Officer at CIN7, a leader in AI-driven inventory solutions. If you’re a small or mid-sized business owner in growth mode, struggling with efficient inventory management, or seeking ways to optimize logistics, this episode is for you.Watch the Episode HereAn Introduction to CIN7As businesses scale, managing inventory becomes more complex, often turning spreadsheets and manual processes into significant roadblocks. According to Fra…
Elliot Kallen
October 15, 2024 
Get 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 pra…
Get an inside look a…
Get 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.
Elliot Kallen
October 2, 2024 
Inventory 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 w…
Inventory management…
Inventory 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.
Elliot Kallen
September 18, 2024 
Arguably, winning the lottery is everyone’s dream. With the odds of hitting the Powerball at approximately 1 in 292 million and the Mega Millions at around 1 in 302 million, it’s clear that you’…
Arguably, winning th…
Arguably, winning the lottery is everyone’s dream. With the odds of hitting the Powerball at approximately 1 in 292 million and the Mega Millions at around 1 in 302 million, it’s clear that you’re more likely to become President of the United States or be struck by a meteorite than to hit the jackpot. The largest lottery prize ever recorded in the U.S. was over $2 billion, won by a single lucky individual in California who defied those astronomical odds.While playing the lottery can be an exciting dream, relying on it as a strategy for financial Security is more about wishful thinkin…
Elliot Kallen
September 13, 2024 
In this episode of “Meet the Expert with Elliot Kallen,” we explore the critical intersection of public, private, and nonprofit sectors. Our guest, Lisette Nieves, President of the Fund for the Ci…
In this episode of …
In this episode of “Meet the Expert with Elliot Kallen,” we explore the critical intersection of public, private, and nonprofit sectors. Our guest, Lisette Nieves, President of the Fund for the City of New York, discusses the challenges and innovations within the nonprofit world, particularly how capital in nonprofits is leveraged to drive social impact.Watch the Episode HerePublic vs. Private Partnerships in NonprofitsElliot Kallen: Good afternoon, everyone. Welcome to another amazing edition of Meet the Expert with Elliot Kallen. Today is not an exception to the rul…
Elliot Kallen
September 11, 2024 
The thrill of victory, the rush of adrenaline, lavish Lifestyle, hefty paychecks: isn’t this kind of athletic success still a dream for many?Contracts worth millions or those endorsement deals c…
The thrill of victor…
The thrill of victory, the rush of adrenaline, lavish lifestyle, hefty paychecks: isn’t this kind of athletic success still a dream for many?Contracts worth millions or those endorsement deals can change one’s life overnight, but only those who make it to the top with their hard-core efforts. But let’s have a reality check: earning big doesn’t always guarantee staying rich. This harsh truth lurks behind all the glamor and glitter of an athlete’s life.Without a solid plan, even the most successful athletes can see their wealth slip through their fingers.We’ve all …
Elliot Kallen
September 10, 2024 
“Investing is a lifelong process.”Whether you realize it or not, from the moment we start saving for our favorite toy, dollhouse, or smartphone, we’re already taking the first steps in a lif…
“Investing is a li…
“Investing is a lifelong process.”Whether you realize it or not, from the moment we start saving for our favorite toy, dollhouse, or smartphone, we’re already taking the first steps in a lifelong process of managing our money. This journey is called life-stage investing. It’s a concept that recognizes how your financial needs, goals, and risk tolerance shift as you move through different phases of life—just like how your priorities change from your 20s to your 50s.Life-cycle investing is an investment strategy by age, designed to adapt your investment mix—like stocks, …
Elliot Kallen
September 10, 2024 
It’s a common question we get as financial professionals: what are the financial advantages of getting married?When two people decide to tie the knot, it’s often seen as the start of a new cha…
It’s a common ques…
It’s a common question we get as financial professionals: what are the financial advantages of getting married?When two people decide to tie the knot, it’s often seen as the start of a new chapter filled with love, partnership, and shared dreams. However, marriage can have a big impact on a couple’s financial situation, especially in how they file their tax returns and how much tax they’ll pay.As a young, successful individual, you’re likely focused on building your career and secure financial future. And while marriage might not be the first thing that comes to mind when you…
Elliot Kallen
September 10, 2024 
In 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…
In this episode, Ell…
In 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.
Elliot Kallen
September 4, 2024 
