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You are here: Home / Work. Life. Money. Insights by Kevin Ellman CFP Podcast

Work. Life. Money. Insights by Kevin Ellman CFP Podcast

Work. Life. Money.
Insights by Kevin Ellman CFP

  • What Impact Will Inflation Have on the Stock Market?December 7, 2021

    Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to discuss the following issues related to Inflation: How will inflation affect overall stock market behavior, and what is the outlook for 2022? Are we heading towards a recession? In which areas of the economy might we see a longer term and lasting impact of price inflation, and in which areas might it be transitory? What effect is inflationary pressure having on such areas as industry profitability, wages, jobs, the residential market, interest rates, and price/earnings ratios?

  • What is the Economic Impact of Pandemic-Related Supply Chain Disruption?November 15, 2021

    Kevin Ellman and Elizabeth D’Aleo are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to examine the impact on the economy of pandemic-related supply chain disruption. They discuss such topics as: How have production, transportation and scarcity issues affected pricing? How are companies adjusting to the challenges of supply chain disruption? Will prices start to ease over time, or are they here to stay? What are market expectations for long term interest rates? How worried is the FED about inflation? How should you adjust your investment portfolio in light of these issues?

  • What is Cryptocurrency and Should I Invest In It?November 2, 2021

    Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management. We answer the following questions: What is Cryptocurrency? How does Crypto work? What are the risks of investing in Cryptocurrency compared with traditional stocks and bonds? Should Crypto be a part of my investment portfolio? What is the future of Cryptocurrency?

  • A successful 401(k) Plan will attract and retain employees while protecting against costly penaltiesSeptember 16, 2021

    Kevin Ellman CEO, and Michael Csedrik, Director of Retirement Plans at Wealth Preservation Solutions, delve deep into the critical factors that must be considered when designing and managing a 401(k) plan. A successful plan will achieve Lower Costs, 100% Compliance, Reduced Employer Liability, and Improved Employee Retention, while avoiding the very real and costly consequences of a poorly designed and managed plan.

  • Own The Future! Join us for our quarterly webinar on October 26, at 11 am ESTSeptember 8, 2021
    Join Kevin Ellman, CEO of Wealth Preservation Solutions and Anna Verhaegan, Investment Strategist of BlackRock, as they discuss their market outlook and take a deep dive into BlackRock’s Megatrends Portfolio.

Kevin Ellman, Certified Financial Planner, shares the stories of his life as the foundation for his outlook on the economy, market, and current events.

The opinions expressed in this podcast are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. 
This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Securities offered through Kestra Investment Services, LLC (Kestra IS), FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

Investor Disclosures: https://bit.ly/KF-Disclosures

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
  • Exit Planning
  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

  • Services Overview
  • The 360° Stress Test
  • Our Recent Book
  • Insights by Kevin Ellman
  • Articles & Videos
  • About Us
    • About Wealth Preservation Solutions
    • Kestra Investment Management 
  • Contact Us

Disclosure

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

Investor Disclosures: www.kestrafinancial.com/disclosures

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