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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

  • Corporate Charitable Giving – Reap Corporate Tax Benefits While Supporting Your Favorite CharitiesFebruary 26, 2021

    Learn how our turn-key system makes it easy to set up and manage a Corporate Donor Advised Fund or a Corporate Foundation. These charitable vehicles can help you significantly lower your taxes.

  • Visit Your Money with Kestra’s New Paperless Statement Delivery SystemFebruary 11, 2021

    Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra’s New Paperless Statement Delivery System. Deadline to Enroll is April 1, 2021.

  • The Donor Advised Fund – Give While You LiveJanuary 15, 2021

    A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities benefiting from your generosity during your lifetime.

  • Should you continue to invest in the Stock Market in light of recent events?January 8, 2021

    The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Flair-up across the world, and the failure to vaccinate people on a timely basis, have created uncertainty for investors. In light of these major events of the past few weeks, should investors continue to invest in the stock market? Listen in as Kevin Ellman CFP and CEO and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC discuss these timely topics.

  • Does Your Financial Planning Advisor Listen?December 22, 2020
    Being sensitive to a client’s needs, and designing a plan that successfully meets a client’s financial planning requirements, begins with a critical skill, listening. From there, a family wealth manager can coordinate a client’s advisory team and orchestrate a financial plan that is designed to 1) meet a client’s current needs and 2) incorporate flexibility as life circumstances change over time.

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

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

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Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
by Kevin Ellman, Certified Financial Planner

What do we do? How do we plan? Should we wait? We all have a lot of questions as it relates to our current plan and the effect the upcoming election may have. Listen in to hear Kevin’s perspective on what to expect, how to prepare now and most importantly, how to be ready to move in the best direction for your plan…

For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to 88799.

Contact Kevin Ellman, Certified Financial Planner at https://wealthpreservationsolutions.com/about-us/kevin-ellman-certified-financial-planner/

Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

Thanks for listening! Please share and subscribe to the show.

Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
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Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
What do we do? How do we plan? Should we wait? We all have a lot of questions as it relates to our current plan and the effect the upcoming election may have. Listen in to hear Kevin’s perspective on what to expect, how to prepare now and most importantly, how to be ready to move[…]
October 8, 2020
Kevin Ellman, Certified Financial Planner
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Episode #7: Kevin Ellman Certified Financial Planner: 1, 2, 1-2-3! Just like that, it came back to me, and my hands started to move.
Listen in as Kevin’s two worlds collide, adding a bit of color to a traditional White Suit. Proving once again how his foundation of forward thinking has helped guide his role as Wealth Manager. For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to[…]
September 2, 2020
Kevin Ellman, Certified Financial Planner
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Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?
Listen in as Elizabeth D’Aleo, Director of Family Offices and Kevin Ellman CFP and CEO of at Wealth Preservation Solutions talk about what a Wealth Stress Test is and why you may want to consider having one. Read the transcript → For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and[…]
August 17, 2020
Kevin Ellman, Certified Financial Planner
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Episode #5: Kevin Ellman Certified Financial Planner: You can learn an awful lot by paying attention.
Listen in to how Kevin’s ‘BIG EARS’ have paved the way for his success in the early years as a professional musician, later as a father, husband, friend and financial advisor. Read the transcript → For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH[…]
July 20, 2020
Kevin Ellman, Certified Financial Planner
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Episode #4: Kevin Ellman Certified Financial Planner: "I was an excellent driver for a 4 year old”
Kevin takes the wheel in the car of life. At a mature age of 4 years old, he shares how drag racing and potential disaster transitioned into an adulthood of confidence, pride and responsibility. Read the transcript → For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid[…]
July 6, 2020
Kevin Ellman, Certified Financial Planner
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Episode #3: Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box
From rowboat to speedboat; Thinking outside the box Read the transcript and view photos → For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to 88799. Contact Kevin Ellman, Certified Financial Planner at https://wealthpreservationsolutions.com/about-us/kevin-ellman-certified-financial-planner/ Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/ Thanks for[…]
June 15, 2020
Kevin Ellman, Certified Financial Planner
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Episode #2: Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.
“When you run out of cash, they take you out of the game.” Kevin Ellman CFP: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10. How a childhood of encouragement taught him to be socially, professionally and personally strong. Read the transcript → For your free copy of Kevin’s[…]
June 6, 2020
Kevin Ellman, Certified Financial Planner
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Episode #1: Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.
“Whatever you’re going to do, you got to be all in.” In this first episode, Kevin shares the story of his first failure at the age of 16. As a young man living in New York City when his primary interest was playing the drums, he was transplanted to Africa on Safari for an entire summer.[…]
June 5, 2020
Kevin Ellman, Certified Financial Planner
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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
  • Michael Csedrik
  • Elizabeth D’Aleo

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

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About Wealth Preservation Solutions

  • Services Overview
  • The Stress Test
  • Insights by Kevin Ellman
  • Articles & Videos
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BROKER CHECK BY FINRA

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

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