Work. Life. Money. Insights by Kevin Ellman CFP

Kevin Ellman, Certified Financial Planner

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

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

All Episodes

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.

Oct 2020

14 min 35 sec

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 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.

Sep 2020

25 min 9 sec

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 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.

Aug 2020

8 min 6 sec

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 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.

Jul 2020

33 min 4 sec

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 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.

Jul 2020

13 min 37 sec

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 listening! Please share and subscribe to the show.

Jun 2020

16 min 43 sec

"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 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.

Jun 2020

15 min 13 sec

"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. The lessons he learned have lasted a lifetime and continue to contribute to his philosophies on work, life and money. 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 listening! Please share and subscribe to the show.

Jun 2020

26 min