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 [...]
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 [...]