BONUS WEALTH STRESS TEST EPISODE - August 17, 2020 "How will your Wealth Plan actually work if and when it's triggered?" This is what the Wealth Stress Test does Read More...
Kevin Ellman Certified Financial Planner: You can learn an awful lot by paying attention
EPISODE #5 - July 20, 2020 "I personally think it’s like one of the master skills in life, one of the master skills as an advisor, particularly as an advisor to be Read More...
Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box
EPISODE #4 - July 6, 2020 "How can you help people become better in some way, and make their lives better in some way. So I think that's the number one state of mind Read More...
Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box
EPISODE #3 - June 15, 2020 "Be willing to think outside the box, look around the corner, see what's coming next, try to anticipate problems and try to solve them Read More...
Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.
EPISODE #2 - June 6, 2020 "When you run out of cash, they take you out of the game." Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, Read More...