RETIREMENT – Swan Wealth

Changing the Way Retirement is Done with Harlan Accola
Changing the Way Retirement is Done with Harlan Accola

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 Michael Fliegelman|2024-02-22T22:49:35+00:00February 22nd, 2024|Blog, It's Personal... Not Just Business Podcast|0 Comments

Insurance Planning: a Possible Tool and Strategy to Overcome Inflation
Insurance Planning: a Possible Tool and Strategy to Overcome Inflation

Insurance Planning: a Possible Tool and Strategy to Overcome Inflation

{4 minutes to read} At the time of this blog, we are heading toward the end of 2022, and what was a financially challenging year for people, especially as inflation has reared its head. People are concerned about the ever-increasing cost of living as things have gone up quite a bit in 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|2023-03-23T17:33:26+00:00March 14th, 2023|Blog, Estate Planning, Insurance Planning, Retirement Planning|0 Comments

Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think
Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

{2 minutes to read} In this article, we have an interview with an annuity expert named Moshe Milevsky, called The Most Important Financial Goal in Retirement Isn’t What You Think.

The article explains that retirement is where annuities have a tremendous, tremendous advantage, which […]

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|2022-06-13T16:30:09+00:00June 7th, 2022|Annuities, Blog, Financial Planning, Retirement Planning|0 Comments

Phase 2: Wealth Distribution
Phase 2: Wealth Distribution

Phase 2: Wealth Distribution

{4 minutes to read} Last week, we talked a little bit about the three phases of a financial plan — Wealth Accumulation, Wealth Distribution, and Wealth Preservation. Today, I want to focus on what might be one of the more misunderstood areas, which is Wealth Distribution.

Wealth Distribution is the phase 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|2021-02-17T11:37:00+00:00February 17th, 2021|Blog, Retirement Planning|0 Comments

The Pain of Discipline Versus the Pain of Regret
The Pain of Discipline Versus the Pain of Regret

The Pain of Discipline Versus the Pain of Regret

Today, I want to discuss with everyone two concepts that overlap. One is called The Pain of Discipline versus the Pain of Regret. The other one is Risk versus Consequences.

In 36 years of doing financial and insurance planning with many different types of people, I recognize that sometimes when we talk about risk with clients, […]

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|2020-09-09T03:32:47+00:00September 7th, 2020|Blog, Disability Insurance, Estate Planning, Financial Planning, Insurance Planning, Long Term Care Insurance|0 Comments

Coronavirus and Insurance Planning
Coronavirus and Insurance Planning

Coronavirus and Insurance Planning

{2 minutes to read}

So, what are you doing about your insurance needs?

A lot of changes have happened in the year 2020, which we have now dubbed “2✱2✱.” We are replacing the zeros with asterisks because the world has changed and this is the year of exceptions.

However, some things remain the same and people still have […]

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|2020-08-20T10:58:15+00:00August 20th, 2020|Blog, Financial Planning, Insurance Planning|0 Comments

Social Security: A Potential $1 Million Decision
Social Security: A Potential $1 Million Decision

Social Security: A Potential $1 Million Decision

{1 minute to read} Today we are going to talk about Social Security. For many, Social Security is the single largest asset that they have for retirement. Many people think that Social Security may not be there in the future, but we tend to think that the Social Security system will continue 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 Michael Fliegelman|2019-02-28T19:40:45+00:00February 26th, 2019|Blog, Retirement Planning|0 Comments

Reverse Mortgages – An Interview With Warren Goldberg, Part 2
Reverse Mortgages – An Interview With Warren Goldberg, Part 2

Reverse Mortgages – An Interview With Warren Goldberg, Part 2

{5:30 minutes to read} In Part 1 [LINK] of our interview with Warren Goldberg, we discuss some of the misconceptions that people have about reverse mortgages. In Part 2, we will go into more depth about the rules surrounding reverse mortgages, such as who can get one, age minimums, and how borrowers can benefit.

By Michael Fliegelman|2016-10-20T02:24:36+00:00July 19th, 2016|Blog, Estate Planning, Retirement Planning|0 Comments

Reverse Mortgages – An Interview with Warren Goldberg, Part 1
Reverse Mortgages – An Interview with Warren Goldberg, Part 1

Reverse Mortgages – An Interview with Warren Goldberg, Part 1

{3:48 minutes to read} Today we are speaking with Mr. Warren Goldberg, from Mortgage Wealth Advisors in Plainview, New York. Continuing the theme from last month, we're going to be talking about retirement and distribution planning.

By Michael Fliegelman|2016-10-20T02:26:40+00:00June 16th, 2016|Blog, Estate Planning, Retirement Planning|0 Comments

Healthcare and Retirement Planning; an Interview with Peter Stahl Part 2
Healthcare and Retirement Planning; an Interview with Peter Stahl Part 2

Healthcare and Retirement Planning; an Interview with Peter Stahl Part 2

(3 minutes to read}
In Part 1 of my interview with Peter Stahl, an expert on healthcare and financial planning, and author of the book, Top of the First – The Convergence of Healthcare and Financial Planning, we talked about what should be on the checklist to best prepare for retirement.

As our interview continued, […]

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|2016-10-20T02:27:54+00:00May 18th, 2016|Blog, Retirement Planning|0 Comments