Michael Fliegelman

Help clients implement protection-first planning—assessing their finances, enabling both proactive and protective decisions with regard to their wealth.

[Michael Fliegelman @SwanWealth]

@renabaddie_ 8

[Michael Fliegelman @SwanWealth]

We are excited to bring you a new episode of Michael Fliegelman’s podcast, "It's Personal, Not Just Business” with guest, Arjun Kapoor, financial advisor at United Wealth Group. — https://t.co/560dGm3Jkn

[Michael Fliegelman @SwanWealth]

In this episode, Michael Fliegelman speaks with Todd Wiedenkeller, owner of Wiedenkeller Insurance, about the keys to his 46-year career. — https://t.co/yrbn55AtXZ

[Michael Fliegelman @SwanWealth]

In this episode of "It's Personal... Not Just Business," Michael Fliegelman interviews Asghar Kazim, founder and Principal of United Wealth Group in Princeton, NJ.

Watch or Listen Here: https://t.co/fsyGBVT37t

[Michael Fliegelman @SwanWealth]

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. https://t.co/CJ0iqrs1Aa

[Michael Fliegelman @SwanWealth]

Tune in to this latest episode of It’s Personal… Not Just Business with Michael Fliegleman and guest, reverse mortgage professional and speaker/advocate, Cheryl Canzanella.

Watch or Listen Here — https://t.co/jsSllpi6Fk

[Michael Fliegelman @SwanWealth]

You might have $1 million equity in your home, but you can’t buy groceries with it. Watch or Listen Here — https://t.co/LX9xNKqFZx

[Michael Fliegelman @SwanWealth]

Tune into this recent episode of It's Personal... Not Just Business when Michael Fliegelman speaks with Fred Kettler of Kettler Financial, a 36+ year insurance & financial services veteran, and Financial Coach.

Watch or Listen Here — https://t.co/CiJ080mKRE

[Michael Fliegelman @SwanWealth]

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.

Watch or Listen Here — https://t.co/4TlVW0U5aQ

[Michael Fliegelman @SwanWealth]

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.

Watch or Listen Here — https://t.co/3f2LagQGui

[Michael Fliegelman @SwanWealth]

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. Watch or Listen Here — https://t.co/jBnKP0gBWf

[Michael Fliegelman @SwanWealth]

In this episode of It’s Personal … Not Just Business with Michael Fliegelman, we welcome guest David Freitag, CLU, ChFC, and CRPC.

Watch or Listen Here — https://t.co/f5qSyXIiuk

[Michael Fliegelman @SwanWealth]

Could a state-enacted long-term care insurance payroll deduction be in your future? https://t.co/61aOjgj6GT

#Finance #FinancialPlanning #EstatePlanning
#Retirement #LongTermCarePayrollDeduction

[Michael Fliegelman @SwanWealth]

What can you do to protect yourself and your heirs from high inflation? https://t.co/XsK4MOSYM6

#Finance #FinancialPlanning
#EstatePlanning #Insurance #Retirement

[Michael Fliegelman @SwanWealth]

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.

Watch or Listen Here: https://t.co/mI7t0gtUhh

[Michael Fliegelman @SwanWealth]

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, watch or listen here: https://t.co/A8VFgjl5WI

[Michael Fliegelman @SwanWealth]

In this episode of It’s Personal... Not Just Business with Michael Fliegelman, we welcome guest Tim Foster. Watch or listen below: https://t.co/qpwqyoFHuq

[Michael Fliegelman @SwanWealth]

Estate tax rules will change in December 2025, but we still have lots of time before then, right?
https://t.co/iGUxKnJATR

#Finance #EstatePlanning #Legacy
#EstateTaxRules #FinancialPlanning

[Michael Fliegelman @SwanWealth]

When you die, will you leave chaos or a well-conceived plan?
https://t.co/votzkVNDsX

#Finance #FinancialPlanning #Insurance
#EstatePlanning #Retirement

[Michael Fliegelman @SwanWealth]

Attention Advisors
You are invited to attend a Zoom meeting on
July 13th @ 1:00 pm EST on Gift of a Lifetime.

Join our host Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC

Register in advance for this meeting

After registe…https://t.co/uryX7vpoKt https://t.co/Hc1cmCc88G