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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 the National Reverse Mortgage Director for Movement Mortgage, his goal is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity.

Tune in to the episode to hear about:

  • Lessons learned from growing up on the farm
  • What is the key to a great retirement?
  • Common misconceptions about Reverse Mortgages
  • How nothing affects retirement like housing
  • The secrets of return risk can increase your legacy for children/heirs

Learn more about Harlan Accola:

Visit Harlan’s business website:
https://movement.com

Visit Harlan’s YouTube Channel:
https://www.youtube.com/@Movementmtg

Connect with Harlan on LinkedIn:
https://www.linkedin.com/in/harlan-j-accola-b6544819

Follow Harlan on Twitter:
https://twitter.com/HarlanAccola

Follow Harlan on Facebook:
https://www.facebook.com/harlan.accola

About It’s Personal… Not Just Business 

It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It’s Personal… Not Just Business podcast on Apple:

https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos 

Connect with Michael Fliegelman and It’s Personal… Not Just Business:

Website: http://www.lifeinsurancebrokeragemf.com 

LinkedIn: https://www.linkedin.com › michaelfliegelman

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
Connect with me On LinkedIn On Facebook
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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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Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Check the background of this investment professional on FINRA BrokerCheck