It's Personal... Not Just Business

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 w...

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. Wiedenke...

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-te...

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 ye...

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...

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 w...

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 Plann...

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...

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...

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 E...

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...

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 busin...

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 the...