How much money should you save for retirement? It’s a question that millions of people ask themselves, and there’s no one-size-fits-all answer. Retirement should be a time of relaxation, not regret. But what if, after decades of hard work, you realize your savings won’t stretch as far as you thought? It’s a financial nightmare that […]
Is a Safe Harbor 401(k) Plan right for your business? There are several types of 401(k) plans and features available to employers that have different rules, requirements, and advantages. It is important for employers to be familiar with the details of plan options so that they can make the best choice that supports their company […]
Every penny that you earn carries the weight of your years of hard work. Making poor investment decisions can quickly diminish your financial security, leaving you with regrets. That’s why careful financial planning is essential A financial advisor can guide you through the complexities of wealth management, retirement planning, and investment strategies. With expert insights […]
In this episode of Meet the Expert, Elliot Kallen interviews legendary entrepreneur Brandon Steiner, founder of Steiner Sports and CollectibleXchange. From signing iconic athletes like Joe Namath and Yogi Berra to building the most trusted sports memorabilia platform in the U.S., Brandon shares his journey of innovation, business lessons, and the truth about the sports […]
In this episode, Elliot Kallen speaks with Michael McNurney, healthcare and innovation strategist at Janus Henderson. They explore how artificial intelligence is revolutionizing medicine—from weight loss breakthroughs to cancer detection and diabetes management—and how investors can capitalize on biotech innovation. Watch the Episode Here In This Episode Meet Michael McNurney of Janus Henderson Michael brings […]
In this episode of Meet the Expert, Elliot Kallen talks with David Pinn, CEO of BrainCorp, about how automation and artificial intelligence are revolutionizing the shopping experience—from robotic floor cleaners in Walmart to AI-driven shelf scanners that boost operational efficiency and customer personalization. Learn what’s next for retail, why automation is critical to labor productivity, […]
Let’s be honest—nobody looks forward to tax season. Just like holiday decorations that now seem to appear at Costco in July, “Tax Season” has evolved into a full-fledged financial season stretching from mid-March into the fall (right alongside football season, of course). But as you file your taxes and reflect on the year behind you—particularly […]
Understanding the Economic Impact of Tariffs Trade policies—especially tariffs—have been a major topic of discussion recently. Regardless of political perspectives, these policies can significantly impact industries, markets, and investment strategies. The goal of this article is to explore how tariffs have shaped the U.S. economy and what they mean for the future of American manufacturing […]
I’ve been receiving panicked calls about the current equity correction. Yes, several of the high-flying tech stocks (Magnificent 7) are down 6-14% this year, wiping out all gains since the November presidential election. As I’ve shared in my newsletters and Meet the Expert podcast (available on our website and all major platforms), 2025 was always […]
Welcome to Meet the Expert In this episode of Meet the Expert, Elliot Kallen sits down with Robert Hargrove, a globally recognized executive coach and author of Masterful Coaching. If you’re a CEO, entrepreneur, or business leader, you might wonder: What separates high-achievers from everyone else? Is it raw talent, strategic thinking, or something deeper? […]
