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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

  • 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.
  • Kevin Ellman’s Post-Election Market OutlookNovember 12, 2020
    Now that the election is mostly settled, Kevin Ellman, CFP shares his market outlook on the impact the election results may have on your investment strategy moving forward into 2021.
  • The Upcoming Election and Current US EconomyOctober 29, 2020
    This week, Kevin compares the recovery of the US economy to maneuvering an aircraft carrier. Listen in to hear Kevin’s perspective on how to continue to prepare, pre and post election.
  • Factors Affecting the Stock MarketOctober 5, 2020
    In this installment of our series, Kevin Ellman CFP, CEO and Elizabeth D’Aleo, Director of Family Offices, discuss the correlation between the stock market and the economy, and the stock market and the presidential election.

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

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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.

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

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