Financial Planning – Swan Wealth

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

Never, Never Give Up! With Daniel F. Spagnolo
Never, Never Give Up! With Daniel F. Spagnolo

Never, Never Give Up! With Daniel F. Spagnolo

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 […]

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|2023-09-10T16:14:57+00:00September 8th, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

Building a Good Life Now With Cory Shepherd
Building a Good Life Now With Cory Shepherd

Building a Good Life Now With Cory Shepherd

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 […]

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|2023-09-08T18:18:59+00:00August 22nd, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

Why You Should Have a Modern Day Moat!
Why You Should Have a Modern Day Moat!

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 […]

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|2023-08-07T15:09:57+00:00July 17th, 2023|Blog, Financial Planning|0 Comments

Faith, Family, and Fun With Tim Foster
Faith, Family, and Fun With Tim Foster

Faith, Family, and Fun With Tim Foster

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 […]

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|2023-09-08T18:19:07+00:00July 4th, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments

Tax Law Changes for 2023
Tax Law Changes for 2023

Tax Law Changes for 2023

{2 minutes to read} In the beginning of the year, we try and create a communication to all of our friends and clients, and people we know, about what changes are taking place from a tax perspective. There are lots of changes every January, and this year is no exception.

Each year, […]

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|2023-04-24T16:25:27+00:00April 4th, 2023|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments

Estate Planning — The Use it or Lose it Scenario
Estate Planning — The Use it or Lose it Scenario

Estate Planning — The Use it or Lose it Scenario

{3 minutes to read} Today, I want to reflect on some of the issues about estate planning based upon our current estate tax rules. Under the Trump Administration, the estate tax rules were changed very liberally to allow people to give away a tremendous amount of money, creating great opportunities to transfer wealth to the […]

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|2023-04-04T14:55:35+00:00March 30th, 2023|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments

Long-Term Care Insurance in Your Future — Whether You Want it or Not!
Long-Term Care Insurance in Your Future — Whether You Want it or Not!

Long-Term Care Insurance in Your Future — Whether You Want it or Not!

Long-term-Care continues to be a relevant subject matter for people who are about to retire. Recently, the state of Washington enacted legislation where the citizens of the state now have an additional 2% payroll tax without any limits. So, if you make $100,000 a year, you would have $2,000 taken out of your […]

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|2023-03-27T15:29:36+00:00March 24th, 2023|Blog, Financial Planning, Long Term Care Insurance|0 Comments