Michael Fliegelman – Swan Wealth

The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance
The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance

The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance

It’s Personal… Not Just Business with Michael Fliegelman, Episode 13

In this episode of It’s Personal… Not Just Business, host Michael Fliegelman sits down with Todd Wiedenkeller, Owner of Wiedenkeller Insurance in New Paltz, New York. Todd has been in the insurance business for over 46 years, building his success on strategic relationships and a […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-09-26T19:57:19+00:00September 26th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Mastering Wealth Management with Asghar Kazim
Mastering Wealth Management with Asghar Kazim

Mastering Wealth Management with Asghar Kazim

It’s Personal… Not Just Business with Michael Fliegelman, Episode 12

In this episode of “It’s Personal… Not Just Business,” Michael Fliegelman interviews Asghar Kazim, Founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. With over 25 years of experience, Kazim specializes in crafting personalized financial strategies that prioritize long-term wealth […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-06-12T19:34:10+00:00June 12th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Value-Driven Growth with Steve D’Annunzio
Value-Driven Growth with Steve D’Annunzio

Value-Driven Growth with Steve D’Annunzio

It’s Personal… Not Just Business with Michael Fliegelman, Episode 11

In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Steve D’Annunzio, a spiritual teacher and productivity coach renowned for his work in alleviating human suffering and enhancing the welfare of humanity. As the founder of the Sole Purpose Institute, D’Annunzio brings […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-05-14T05:09:46+00:00May 14th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Serving Our Most Vulnerable Populations with Cheryl Canzanella
Serving Our Most Vulnerable Populations with Cheryl Canzanella

Serving Our Most Vulnerable Populations with Cheryl Canzanella

It’s Personal… Not Just Business with Michael Fliegelman, Episode 10

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-05-14T05:20:10+00:00March 13th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Changing the Way Retirement is Done with Harlan Accola
Changing the Way Retirement is Done with Harlan Accola

Changing the Way Retirement is Done with Harlan Accola

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-02-22T22:49:35+00:00February 22nd, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Holistic Financial Coach, Fred Kettler
Holistic Financial Coach, Fred Kettler

Holistic Financial Coach, Fred Kettler

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-02-05T19:44:32+00:00February 5th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

How and Why to Manage Your Money with Bryan Kuderna
How and Why to Manage Your Money with Bryan Kuderna

How and Why to Manage Your Money with Bryan Kuderna

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-01-26T19:30:48+00:00January 26th, 2024|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

Protecting Your Assets With Jordan Albala
Protecting Your Assets With Jordan Albala

Protecting Your Assets With Jordan Albala

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2024-01-03T22:11:31+00:00January 3rd, 2024|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

What Else Can I Do for You? With Dusty Rollins
What Else Can I Do for You? With Dusty Rollins

What Else Can I Do for You? With Dusty Rollins

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2023-12-06T22:12:38+00:00December 6th, 2023|Blog, Financial Planning, General|0 Comments

Social Security, the Retirement Asset Everyone Ignores With David Freitag
Social Security, the Retirement Asset Everyone Ignores With David Freitag

Social Security, the Retirement Asset Everyone Ignores With David Freitag

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 […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2023-10-20T19:14:39+00:00October 20th, 2023|Blog, General, Long Term Care Insurance, Retirement Planning|0 Comments

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About Michael Fliegelman