It's Personal... Not Just Business Michael Fliegelman

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

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

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

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: 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

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

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: 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

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

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/id1697020484Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videosConnect with Michael Fliegelman and It’s Personal… Not Just Business:

Website: http://www.lifeinsurancebrokeragemf.comLinkedIn: https://www.linkedin.com/in/michaelfliegelmanFacebook: https://www.facebook.com/StrategicWealthAdvisorsNetworkTwitter: https://twitter.com/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.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/dustyrollinsEmail him at: dusty@dustyrollins.comIt’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/id1697020484Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videosConnect with Michael Fliegelman and It’s Personal… Not Just Business:

Website: http://www.lifeinsurancebrokeragemf.comLinkedIn: https://www.linkedin.com/in/michaelfliegelmanFacebook: https://www.facebook.com/StrategicWealthAdvisorsNetworkTwitter: https://twitter.com/SwanWealth