It's Personal... Not Just Business

By Michael Fliegelman

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 & broke... more

· Business

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FAQs about It's Personal... Not Just Business:

How many episodes does It's Personal... Not Just Business have?

The podcast currently has 14 episodes available.

It's Personal... Not Just Business episodes:

March 25, 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
* Email Arjun: [email protected]
* Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoor
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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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
...more
31min
September 26, 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
* Call: 845-255-7777
* email: [email protected]
***********************************
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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
...more
21min
June 13, 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
* Visit United Wealth Group’s website: 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
Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
...more
33min
May 13, 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
* Visit Steve’s YouTube Channel: https://www.youtube.com/@stevedannunzio1334
* Follow Steve on Instagram: https://www.instagram.com/missiondrivensteve
* Visit Mission Driven Advisor ’s website: https://www.missiondrivenadvisor.com/
* Follow Mission Driven Advisor on LinkedIn: https://www.linkedin.com/company/mission-driven-advisor/
* Follow Mission Driven Advisor on Facebook: https://www.facebook.com/MissionDrivenAdvisor/
* Follow Mission Driven Advisor on Instagram: 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/
* Check out Steve’s 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/

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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://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
...more
28min
March 14, 2024Serving 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:
[email protected]
Connect with Cheryl on LinkedIn:
https://www.linkedin.com/in/cherylcanz
For more about opioid addiction, go to:
https://opioidfinancialawareness.com
To find information on reverse mortgages:
www.movement.com/reverse
Visit Cheryl’s website:
https://cherylcanzanella.com
Visit Cheryl’s YouTube Channel:
https://www.youtube.com/@cherylcanzanella958
Follow Cheryl on Facebook:
https://www.facebook.com/cherylcanz
Follow Cheryl on Twitter:
https://twitter.com/cherylcanz
Follow Cheryl on Instagram:
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
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
...more
38min
February 29, 2024Changing 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
...more
41min
February 06, 2024Holistic 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
Connect with Fred on LinkedIn:
https://www.linkedin.com/in/kettlerfinancial
Email: [email protected]
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
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
...more
34min
February 02, 2024How 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
Visit Bryan’s personal website:
https://bryankuderna.com
Subscribe to Kuderna Financial Team’s YouTube Channel:
https://www.youtube.com/@thekudernapodcast
Connect with Bryan on LinkedIn:
https://www.linkedin.com/in/bryan-kuderna-a3848316
Follow the Kuderna Financial Team on LinkedIn Business:
https://www.linkedin.com/company/kuderna-financial-team
Follow the Kuderna Financial Team on Facebook:
https://www.facebook.com/KudernaFinancialTeam
Follow Bryan on Twitter:
https://twitter.com/BKuderna
Follow Bryan on Instagram:
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?
Email: [email protected]
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
...more
25min
January 05, 2024Protecting 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
Connect with Jordan on LinkedIn:
https://www.linkedin.com/in/jordan-a-96580215

Follow MetroDI on LinkedIn:
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
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/in/michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
...more
32min
December 07, 2023What 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
Email him at: [email protected]
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/in/michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
...more
44min

FAQs about It's Personal... Not Just Business:

How many episodes does It's Personal... Not Just Business have?

The podcast currently has 14 episodes available.