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 [...]
Why You Should Have a Modern Day Moat!
{3 minutes to read} As the saying goes, we live in interesting times, and this post-COVID period has caused many people to revisit their financial world. We're living in a time when inflation has raised its head for the first time in many years. The younger generations have not seen inflation go up since we've lived in a very low inflationary period for the last 20 years or so. We also have had record amounts of volatility in the stock market. We have wars going on. We have balloons [...]
Faith, Family, and Fun With Tim Foster
https://www.youtube.com/watch?v=_gHsg1d1G5k In this episode of It’s Personal... Not Just Business with Michael Fliegelman, we welcome guest Tim Foster, Partner of The Partners Group, Registered Representative & Investment Advisor of Park Avenue Securities, and Special Agent of Guardian. Tune in to this episode, where we are treated to the warm camaraderie between these two long-term colleagues and friends: Learn how Tim has MAPPed out every day for the last 40 years: Will it be MEANINGFUL? What should my ATTITUDE be? What's today's PURPOSE & PASSION? Tim's process [...]