"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. Please see website for additional disclosures at  Contact Kevin Ellman, Certified Financial Planner at  Don't forget to share and subscribe to the show!

Episode #2: Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.

From rowboat to speedboat; Thinking outside the box  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  Please see website for additional disclosures at  Thanks for listening! Please share and subscribe to the show.

Episode #3: Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

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.  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  Please see website for additional disclosures at  Thanks for listening! Please share and subscribe to the show.

Episode #4: Kevin Ellman Certified Financial Planner: "I was an excellent driver for a 4 year old”

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.  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  Please see website for additional disclosures at  Thanks for listening! Please share and subscribe to the show.

Episode #5: Kevin Ellman Certified Financial Planner: You can learn an awful lot by paying attention.

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  is and why you may want to consider having one.  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  Please see website for additional disclosures at  Thanks for listening! Please share and subscribe to the show.

Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

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  Please see website for additional disclosures at  Thanks for listening! Please share and subscribe to the show.

Kevin Ellman, CFP

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