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Blog Articles2019-06-10T13:51:47+00:00

What Else Can I Do for You? With Dusty Rollins

https://www.youtube.com/watch?v=bs-1-B5Z0rY   In this episode of It's Personal ... Not Just Business with Michael Fliegelman, we welcome guest Dusty Rollins, a Tax Professional and Financial Advisor. Dusty was originally the owner of a construction company. Tune in to This Episode as Dusty Shares Insights Into: How his self-taught education in taxes began Dusty had no interest or desire to be in the finance industry, but involvement with the Economic and Banking Concept opened the door for him His specialty painting business gave him the financial freedom to [...]

Social Security, the Retirement Asset Everyone Ignores With David Freitag

https://youtu.be/E8E02P74EGE?si=qbXh8ul-y_Gl4Uj3   In this episode of It’s Personal ... Not Just Business with Michael Fliegelman, we welcome guest David Freitag, CLU, ChFC, and CRPC. Tune in to This Episode as Dave Shares Insights Into: •Changing people's perspective about a very confusing topic. •Looking at Social Security opportunities as Step 1 in income/retirement planning. •Significant mistakes people make with regard to Social Security. •The value of an oven timer when it comes to Social Security. Guest Bio: Dave aspired to be in the public education world and toward [...]

Never, Never Give Up! With Daniel F. Spagnolo

https://www.youtube.com/watch?v=P8VYqv8gVd0   In this episode of It’s Personal ... Not Just Business with Michael Fliegelman, we welcome guest Daniel F. Spagnolo, MBA, RFC, Dynamic Financial NY, Kingswood Capital Partners, LLC. Tune in to this episode as Dan shares insights into: •Being the son of immigrant parents and how their example informed his growth and development. •Making the transition from financial services to a family-owned business and the difficulties of working for a family business when you aren’t a member of the family bloodline. •How experience like that [...]

Building a Good Life Now With Cory Shepherd

https://youtu.be/xrFtKNDi7Jo   In this episode of It’s Personal... Not Just Business with Michael Fliegelman, we welcome guest Cory Shepherd, ChFC®, CFP®, President of Sound Financial Group. Tune in to this episode where we meet Cory Shepherd, a passionate and interesting friend, author, financial advisor, and yes, movie producer. He is also an expert facilitator in helping people make decisions that will allow them to live their best lives now: •Hear Cory describe his “lifestyle business” where he helps others see there is more than one way to [...]

Your Savings-Conservative Money Fund

{7 minutes to read}  Our company is called SWAN, which stands for Strategic Wealth Advisor Network. The acronym SWAN, however, has another meaning, and that is the concept of Sleep Well At Night, and feeling protected and comfortable about your finances.  Recently, I had a conversation with some clients about their estate plans, long-term care insurance planning, and life insurance. They were very concerned because their parents had Alzheimer's, etc., and spent considerable time in assisted living and nursing homes. They were very concerned about the financial impact [...]