Serving Our Most Vulnerable Populations with Cheryl Canzanella
https://youtu.be/rBp8o1GU7NE In this episode of It's Personal... Not Just Business, Michael Fliegelman speaks with Cheryl Canzanella, CLU, ChSNC, LUTCF of Movement Mortgage. At Movement, Cheryl works with people to reach their retirement goals through the use of reverse mortgage loans as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks. Cheryl is also a speaker and educator, raising awareness of the financial burdens of the Opioid epidemic. Tune in to the episode to hear about: Cheryl’s career journey in the financial industry, [...]
Changing the Way Retirement is Done with Harlan Accola
https://youtu.be/tiq8LapsiGw In this episode of It's Personal... Not Just Business, Michael Fliegelman speaks with Harlan Accola, CRMP, who has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty has always been working with retirees, which has been the most rewarding part of his career. As the National Reverse Mortgage Director for Movement Mortgage, his goal is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement [...]
Holistic Financial Coach, Fred Kettler
https://youtu.be/vmu-M-VXAMw In this episode of It's Personal... Not Just Business, Michael Fliegelman speaks with Fred Kettler of Kettler Financial, a 36+ year insurance & financial services veteran, and Financial Coach. Located in South Miami and founded in 1992, Kettler Financial is a well-respected, full-service independent insurance and financial services firm. Fred specializes in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. A native New Yorker, Fred’s first five years in financial services were with Prudential Financial in Santa Monica, CA. Fred has incorporated [...]
How and Why to Manage Your Money with Bryan Kuderna
https://youtu.be/BcMC9g1YmA4 In this episode of It’s Personal...Not Just Business, Michael Fliegelman speaks with Bryan Kuderna, Author of “What Should I Do with My Money?” and Founder of Kuderna Financial Team. Bryan has a Master of Financial Services from The American College and a Bachelor of Science in Finance and Economics from The College of New Jersey. He has also studied at The University of Tampa and The University of Economics in Prague, Czech Republic. He holds the professional designations of Certified Financial Planner™, Retirement Income Certified [...]
Protecting Your Assets With Jordan Albala
https://www.youtube.com/watch?v=Zu-RmaxD-RM In this episode of It's Personal... Not Just Business with Michael Fliegelman, we welcome guest Jordan Albala, Brokerage Manager at MetroDI, a brokerage agency for Disability Income and Business Protection products. After graduating from the University of Michigan in 2009 with a degree in Architecture, Jordan joined the MetroDI team, representing the third generation of disability income specialists. His expertise in business products has helped many agents through financial underwriting. Jordan prides himself on teaching agents how to maximize their sales through multi-life and guaranteed [...]