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It’s Personal… Not Just Business Podcast

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 |2024-09-26T19:57:19+00:00September 26th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-06-12T19:34:10+00:00June 12th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-05-14T05:09:46+00:00May 14th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-05-14T05:20:10+00:00March 13th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-02-22T22:49:35+00:00February 22nd, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-02-05T19:44:32+00:00February 5th, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-01-26T19:30:48+00:00January 26th, 2024|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments
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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 |2024-01-03T22:11:31+00:00January 3rd, 2024|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments
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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 |2023-09-10T16:14:57+00:00September 8th, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments
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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 |2023-09-08T18:18:59+00:00August 22nd, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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