- 14
- Episodes
- 2023
- First episode
About It's Personal... Not Just Business
It's Personal... Not Just Business is a podcast hosted by MassMutual Brokerage Director, Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
- Publisher
- Michael Fliegelman
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 8 Jul 2023
- Latest episode
- 25 Mar 2026
Latest episodes
14 episodes in the feed.
25 Mar 2026
Breaking the Corporate Mold: Arjun Kapoor's Path
It's Personal... Not Just Business with Michael Fliegelman, Episode 14 In this episode of “It's Personal... Not Just Business,” Michael Fliegelman speaks with Arjun Kapoor, a Financial Advisor at the United Wealth Group, a wealth management firm with offices in New York City and New Jersey. Tune in to the episode to hear about: * Arjun’s career path beginning with internships in finance while attending BU to private wealth management roles at financial institutions in New Jersey and New York City * How working with entrepreneurs fueled Arjun’s desire to pursue a more entrepreneurial advisory track, leading him to join Asghar Kazim and Nick Saleem at United Wealth Group * Earning the CFA designation through a demanding self-study process and how it built confidence and investment expertise * Shifting from an investments-only focus to holistic planning that integrates taxes, insurance, estate planning, and risk management * Arjun’s mentors as his personal “board of directors” * Lessons from Arjun’s father * Exciting personal news * United Wealth Group’s goals to grow and add advisors in 2026 Learn more about Arjun Kapoor: * Connect with Arjun on LinkedIn: https://www.linkedin.com/in/arjunkapoor3 (https://www.linkedin.com/in/arjunkapoor3) * Email Arjun: akapoor@uwgllc.com (mailto:akapoor@uwgllc.com) * Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoor (https://www.unitedwealthllc.com/team/arjun-kapoor) *********************************** 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 (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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI (https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI) Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ (https://www.linkedin.com/in/michaelfliegelman/) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth) YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos)
26 Sept 2024
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 Flegelman 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 deep commitment to his clients. Wiedenkeller Insurance is an independent agency representing a variety of insurance companies, offering services that include property and casualty insurance, life insurance, and more. Tune in to the episode to hear about: * The importance of persistence and consistency in building a successful career, with analogies from boxing and the famous fight between Julio Cesar Chavez and Meldrick Taylor * Todd's unique approach to client relationships, treating each person with genuine interest and care, making his business personal rather than just business * The role of balancing work and personal life, with Todd's experiences in amateur boxing and his passion for music as outlets that recharge and motivate him * Insights on maintaining a profitable business with a strong reputation in the community, emphasizing the value of hard work and dedication Learn more about Todd Wiedenkeller: * Visit Wiedenkeller Insurance’s website: http://www.winsurance.com (http://www.winsurance.com) * Call: 845-255-7777 * email: todd@winsurance.com (mailto:todd@winsurance.com) *********************************** 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 (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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI (https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI) Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ (https://www.linkedin.com/in/michaelfliegelman/) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth) YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos)
13 Jun 2024
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 growth and multigenerational security. Tune in to the episode to hear about: * Background Journey: Asghar Kazim shares his journey from Pakistan to becoming a successful financial advisor in the United States. He arrived as an international student, initially aspiring to be a cricket player, but found his passion in financial advising through an internship. * Building Strong Relationships: Kazim emphasizes the importance of building and maintaining strong relationships with clients and team members. Over his 28-year career, he has cultivated enduring relationships that have fueled the growth of United Wealth Group. * Strategic Growth and Mentorship: Looking to the future, Kazim plans to expand United Wealth Group by adding more financial advisors to his team. He values mentorship and aims to provide opportunities for new advisors to learn and grow within the company. Learn more about Asghar Kazim: * Connect with Asghar Kazim on Linkedin: https://www.linkedin.com/in/asgharkazim (https://www.linkedin.com/in/asgharkazim/) * Visit United Wealth Group’s website: https://www.unitedwealthllc.com (https://www.unitedwealthllc.com/) *********************************** 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 (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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI (https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI) Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ (https://www.linkedin.com/in/michaelfliegelman/) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth) YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos)
13 May 2024
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 over 30 years of experience coaching successful entrepreneurs and high-performance companies, specializing in building value-driven businesses and deepening client relationships. Tune in to the episode to hear about: * Sales Evolution: Steve advocates shifting from product-based to relationship-based selling, recognizing trust as paramount. * Value-Based Approach: He emphasizes serving clients overselling to them, asserting that creating value is essential for business success. * Principle of Hard, Easy: Steve promotes doing the hard tasks first to make life easier overall, emphasizing discipline and adherence to guiding principles. * Power of Intention: He stresses setting noble goals and fostering win-win relationships to activate universal abundance. * Meditation Benefits: Steve highlights meditation's role in managing stress and enhancing problem-solving abilities for greater effectiveness in life and business. Learn more about Steve D'Annunzio: * Connect with Steve on LinkedIn: www.linkedin.com/in/missiondrivenadvisor (http://www.linkedin.com/in/missiondrivenadvisor) * Visit Steve’s YouTube Channel: https://www.youtube.com/@stevedannunzio1334 (https://www.youtube.com/@stevedannunzio1334?app=desktop) * Follow Steve on Instagram: https://www.instagram.com/missiondrivensteve (https://www.instagram.com/missiondrivensteve) * Visit Mission Driven Advisor ’s website: https://www.missiondrivenadvisor.com/ (https://www.missiondrivenadvisor.com/) * Follow Mission Driven Advisor on LinkedIn: https://www.linkedin.com/company/mission-driven-advisor/ (https://www.linkedin.com/company/mission-driven-advisor/) * Follow Mission Driven Advisor on Facebook: https://www.facebook.com/MissionDrivenAdvisor/ (https://www.facebook.com/MissionDrivenAdvisor/) * Follow Mission Driven Advisor on Instagram: https://www.instagram.com/missiondrivenadvisor (https://www.instagram.com/missiondrivenadvisor) * Check out Steve’s next symposium happening June, 2024, Becoming the Master Communicator: https://www.missiondrivenadvisor.com/becoming-the-master-communicator/ (https://www.missiondrivenadvisor.com/becoming-the-master-communicator/) * Check out Steve’s Soul Purpose Institute Basic Toolkit: https://www.missiondrivenadvisor.com/soul-purpose-institute-basic-toolkit/ (https://www.missiondrivenadvisor.com/soul-purpose-institute-basic-toolkit/) * Check out Steve’s book, The Prosperity Paradigm, an encyclopedic treatise on living the abundant life, and reveals the precise reasons why the masses do not, instead settling for lives of scarcity, mediocrity, and uncertainty: https://www.missiondrivenadvisor.com/prosperity-paradigm/ (https://www.missiondrivenadvisor.com/prosperity-paradigm/) *********************************** 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 (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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI (https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI) Learn more from and connect with Michael Fliegelman: Website: http://www.lifeinsurancebrokeragemf.com/ (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman/ (https://www.linkedin.com/in/michaelfliegelman/) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth) YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos)
14 Mar 2024
Serving Our Most Vulnerable Populations with Cheryl Canzanella
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 maximize cash flow, reduce taxes, and minimize risks. Cheryl is also a speaker and educator, raising awareness of the financial burdens of the Opioid epidemic. Tune in to the episode to hear about: Cheryl’s career journey in the financial industry, beginning with very limited knowledge of finances to her recent switch to specializing in reverse mortgages The impact of Cheryl’s husband’s death from an opioid overdose The opioid epidemic and its economic impact The power of vulnerability and sharing The role of financial advisors in addressing addiction The vulnerability of our senior citizens and how Cheryl works with them Learn more about Cheryl Canzanella: Email Cheryl: Cheryl.Canzanella@Movement.com (mailto:Cheryl.Canzanella@Movement.com) Connect with Cheryl on LinkedIn: https://www.linkedin.com/in/cherylcanz (https://www.linkedin.com/in/cherylcanz) For more about opioid addiction, go to: https://opioidfinancialawareness.com (https://opioidfinancialawareness.com/) To find information on reverse mortgages: www.movement.com/reverse (https://movement.com/loans/reverse) Visit Cheryl’s website: https://cherylcanzanella.com (https://cherylcanzanella.com/) Visit Cheryl’s YouTube Channel: https://www.youtube.com/@cherylcanzanella958 (https://www.youtube.com/@cherylcanzanella958) Follow Cheryl on Facebook: https://www.facebook.com/cherylcanz (https://www.facebook.com/cherylcanz) Follow Cheryl on Twitter: https://twitter.com/cherylcanz (https://twitter.com/cherylcanz) Follow Cheryl on Instagram: https://www.instagram.com/cherylcanz (https://www.instagram.com/cherylcanz) 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
29 Feb 2024
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 (https://movement.com/) Visit Harlan’s YouTube Channel: https://www.youtube.com/@Movementmtg (https://www.youtube.com/@Movementmtg) Connect with Harlan on LinkedIn: https://www.linkedin.com/in/harlan-j-accola-b6544819 (https://www.linkedin.com/in/harlan-j-accola-b6544819) Follow Harlan on Twitter: https://twitter.com/HarlanAccola (https://twitter.com/HarlanAccola) Follow Harlan on Facebook: https://www.facebook.com/harlan.accola (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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
6 Feb 2024
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 & Income Planning Strategies, Asset Management, and Employee Benefits. A native New Yorker, Fred’s first five years in financial services were with Prudential Financial in Santa Monica, CA. Fred has incorporated a holistic, financial guidance “philosophy of care” that works! Instead of putting your assets fully at risk, he considers your complete financial picture and assures your financial security first. Tune in to the episode to hear about: How Fred survived his upbringing in the concrete jungle of NYC and ended up on a beach in California as a photographer in the Air Force Lessons learned in Fred’s career that are transferable to the average person Fred’s journey from the one-dimensional job of sales to coaching clients in finances The importance of providing value to his clients How Fred balances work with his personal life, incorporating meditation and breathwork Learn more about Fred Kettler: Visit Fred’s website at: https://www.kettlerfinancial.com (https://www.kettlerfinancial.com/) Connect with Fred on LinkedIn: https://www.linkedin.com/in/kettlerfinancial (https://www.linkedin.com/in/kettlerfinancial) Email: fred@kettlerfinancial.com (mailto:fred@kettlerfinancial.com) Call: 305-785-8101 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
2 Feb 2024
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 Jersey. He has also studied at The University of Tampa and The University of Economics in Prague, Czech Republic. He holds the professional designations of Certified Financial Planner™, Retirement Income Certified Professional®, and Life Underwriter Training Council Fellow®. Tune in to the episode to hear about: How Bryan got into finance after an interview with the Drug Enforcement Agency Bryan’s philosophy of being a Certified Financial Planner™ Why Bryan is such a big fan of economics “Money isn’t math and math isn’t money” Learn more about Bryan: Visit Kuderna Financial Team’s website: https://www.kudernafinancial.com (https://www.kudernafinancial.com/) Visit Bryan’s personal website: https://bryankuderna.com (https://bryankuderna.com/) Subscribe to Kuderna Financial Team’s YouTube Channel: https://www.youtube.com/@thekudernapodcast (https://www.youtube.com/@thekudernapodcast) Connect with Bryan on LinkedIn: https://www.linkedin.com/in/bryan-kuderna-a3848316 (https://www.linkedin.com/in/bryan-kuderna-a3848316) Follow the Kuderna Financial Team on LinkedIn Business: https://www.linkedin.com/company/kuderna-financial-team (https://www.linkedin.com/company/kuderna-financial-team) Follow the Kuderna Financial Team on Facebook: https://www.facebook.com/KudernaFinancialTeam (https://www.facebook.com/KudernaFinancialTeam) Follow Bryan on Twitter: https://twitter.com/BKuderna (https://twitter.com/BKuderna) Follow Bryan on Instagram: https://www.instagram.com/bkuderna (https://www.instagram.com/bkuderna) Check out Bryan’s book, What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos: https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_4? (https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_4?) Email: bkuderna@planningalliance.com (mailto:bkuderna@planningalliance.com) 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
5 Jan 2024
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 disability income specialists. His expertise in business products has helped many agents through financial underwriting. Jordan prides himself on teaching agents how to maximize their sales through multi-life and guaranteed issue concepts and has been an asset to many new and experienced insurance professionals. Tune in to this episode as Jordan shares insights into: The history of Metro DI and how Jordan became the 3rd generation Two questions everyone should ask when buying insurance The importance of providing a better experience for both the advisor and the client Why the best marketer in the business is the Aflac duck Learn more about and connect with Jordan Albala: Visit Jordan’s business website: https://www.metrodi.com (https://www.metrodi.com/) Connect with Jordan on LinkedIn: https://www.linkedin.com/in/jordan-a-96580215 (https://www.linkedin.com/in/jordan-a-96580215) Follow MetroDI on LinkedIn: https://www.linkedin.com/company/metrodi/about (https://www.linkedin.com/company/metrodi/about) 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
7 Dec 2023
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 desire to be in the finance industry, but involvement with the Economic and Banking Concept opened the door for him His specialty painting business gave him the financial freedom to solidify what he believed in and what he wanted to sell When COVID-19 hit, Dusty discovered that all his clients had the bulk of their liquidity in cash values, which protected them from wild swings in their portfolios The importance of listening, and how that is so critically important His business philosophy and the people that he prefers to work with How finding the right client results in a partnership Learn More About Dusty Rollins: Connect with Dusty on LinkedIn: https://www.linkedin.com/in/dustyrollins (https://www.linkedin.com/in/dustyrollins) Email him at: dusty@dustyrollins.com (mailto:dusty@dustyrollins.com) 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business: Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
27 Oct 2023
Social Security, the Retirement Asset Everyone Ignores With David Freitag
In this episode of It’s Personal … Not Just Business with Michael Fliegelman, we welcome guest David Freitag, CLU, ChFC, and CRPC. Tune in to This Episode as Dave Shares Insights Into: •Changing people’s perspective about a very confusing topic. •Looking at Social Security opportunities as Step 1 in income/retirement planning. •Significant mistakes people make with regard to Social Security. •The value of an oven timer when it comes to Social Security. Guest Bio: Dave aspired to be in the public education world and toward that end, completed his formal training in education. One road led to another, and he found himself in the insurance industry in Washington, DC. Dave sold insurance, annuities, and health care plans and while there, saw the difference that those policies could make in people’s lives. Following that, Dave made a tangential move to a company that dealt with financial planning software. It was great fun, and he traveled all around the country. Then, ten years ago, he came back into the financial services world, joining Mass Mutual, and the journey has been fascinating. Social Security represents 40%-50% of retirement income. It’s easy to ignore, but it is a huge asset and people need to understand and appreciate the value of it for themselves, but also for their families. Learn More About David Freitag: Visit his business website: https://blog.massmutual.com/author/david-freitag (https://blog.massmutual.com/author/david-freitag) Connect with Dave Freitag on LinkedIn: https://www.linkedin.com/in/dave-freitag-4a71093 (https://www.linkedin.com/in/dave-freitag-4a71093) 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 (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 (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just BusinessWebsite: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com/in/michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
13 Sept 2023
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 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 increases your value to those clients who are running a family or solo business. •How he handled the aftermath of 9/11 which occurred shortly after he began with Guardian Life Insurance. •The two things Dan uses to stay motivated and rejuvenated. •Living by his favorite quote: “Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘Press On!’ has solved and always will solve the problems of the human race.”― Calvin Coolidge. About Daniel F. Spagnolo: Daniel is the son of Italian immigrants who moved from Italy to Buenos Aires, and then relocated to Queens, NY, where Dan was born and raised. Life was tough for them, but his parent’s example instilled in him a passion for working hard, succeeding, and never giving up. Daniel’s business career began in the commodities and foreign exchange industry in 1980 after graduating from Queens College with a BS in accounting. Shortly thereafter, he earned his MBA in Finance from St. John’s University in 1986. Daniel also holds the RFC designation (Registered Financial Consultant). Dan initially worked in commodities, but joined his wife’s family business, where his commodities work was useful. He worked 7 years in the restaurant business, but realized his heart was still in finance, so in 1999 he returned to financial services. Dan is an avid outdoorsman and enjoys various activities as well as cooking and live music. He has 3 successful adult children and speaks fluent Italian and Spanish. President and Founder of ERG (The Elite Referral Group) and CIBS (Commercial Industrial Brokerage Society), Daniel is also on the Executive Council of the Crohn’s and Colitis Found (CCF), a charity near and dear to this heart, as well as JDRF (Juvenile Diabetes Research Foundation), the leading organization funding type 1 diabetes research. Yearly, he works on raising money to find a cure and help those affected by these diseases. Learn more about Daniel F. Spagnolo: Visit Dan’s business website: https://www.dynamicfinancialny.com (https://www.dynamicfinancialny.com/) Connect with Dan on LinkedIn: https://www.linkedin.com/in/daniel-f-spagnolo-2367961a (https://www.linkedin.com/in/daniel-f-spagnolo-2367961a) Visit Dan on Facebook: https://www.facebook.com/daniel.f.spagnolo (https://www.facebook.com/daniel.f.spagnolo) See Dan on Instagram: https://www.instagram.com/dspagnolo58 (https://www.instagram.com/dspagnolo58) 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: Stay Tuned. Subscribe to the It’s Personal… Not Just Business Video Series on Youtube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
9 Sept 2023
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 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 achieve the kind of life they want to live. •Listen as Cory discusses why money decisions are meaningless if they aren’t made in the context of other parts of your life. •Explore Cory’s newest business venture, handling investments for movies, and giving a voice to voices that haven’t been heard. •Learn why Cory says the idea of retirement has changed and should be more about DFI—Definite Financial Independence, building and living a good life now, not waiting for the future. About Cory Shepherd: Early in life, Cory was drawn towards dueling passions in business and education. In his financial practice, he found a way to end the duel and marry the two together. The primary focus of his planning practice is educating and empowering physicians and entrepreneurs. Cory is the author of Cape Not Required, a strategic guide to finding greater power in your life. Cory is also the co-host of Your Business, Your Wealth, a podcast focused on bringing valuable philosophy and financial strategy to entrepreneurs and all others interested in building financial independence. After 14 years in Seattle, Cory moved to Chicago with his wife Danielle, where she is completing a pediatric residency at Lurie Children’s Hospital. Cory is an avid tennis player, runner, and coffee-roasting hobbyist. When Danielle has the occasional day off, they enjoy taking their dog Kubo on adventures in the great outdoors. Learn more about Cory Shepherd: Visit Cory’s Business Website: https://sfgway.com/team (https://sfgway.com/team) Connect with Cory on LinkedIn: https://www.linkedin.com/in/coryshepherd (https://www.linkedin.com/in/coryshepherd) Visit Cory on Facebook: https://www.facebook.com/cory.shepherd.5 (https://www.facebook.com/cory.shepherd.5) The Section Below Will Be Standard for Each Episode: 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: Stay Tuned. Subscribe to the It’s Personal… Not Just Business Video Series on Youtube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
8 Jul 2023
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 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 for helping new clients figure out what they WANT vs. what they CAN DO to protect their families & businesses Experience Tim’s talent for putting people at ease and his respect for clients and colleagues Hear Tim’s explanation for why he is not in the business of selling insurance but is helping people to see the options available to them. About Tim Foster: After graduating from the University of Minnesota, Tim Foster entered into the life insurance business on January 8, 1968. He was appointed as a General Agent for The Guardian Life Insurance Company in 1978, when he and his partners formed Foster Klima & Company, LLC. As a partner to the organization, he specializes in wealth accumulation and preservation, as well as business and estate planning. He is also a Qualifying and Life Member of the Million Dollar Round Table and the Top of the Table. Tim and his wife Terry live in Wayzata, Minnesota, and have four children and four grandchildren. As Chairman of the Ducks Unlimited Chapter, he enjoys hunting, all sports, and being involved in various philanthropic causes. Learn more about Tim Foster: Visit Tim’s business website: http://www.thepartnersgroupfk.com (http://www.thepartnersgroupfk.com/) Connect with Tim on LinkedIn: https://www.linkedin.com/in/tim-foster-5a750884 (https://www.linkedin.com/in/tim-foster-5a750884/) Visit Tim on Facebook: https://www.facebook.com/ThePartnersGroupFK (https://www.facebook.com/ThePartnersGroupFK) the section below will be standard for each episode 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: Stay Tuned. Subscribe to the It’s Personal… Not Just Business Video Series on Youtube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos (https://www.youtube.com/@strategicwealthadvisorsnet3361/videos) Connect with Michael Fliegelman and It’s Personal… Not Just Business Website: http://www.lifeinsurancebrokeragemf.com (http://www.lifeinsurancebrokeragemf.com/) LinkedIn: https://www.linkedin.com › michaelfliegelman (https://www.linkedin.com/in/michaelfliegelman) Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork (https://www.facebook.com/StrategicWealthAdvisorsNetwork) Twitter: https://twitter.com/SwanWealth (https://twitter.com/SwanWealth)
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