FINANCE LEADERS | Retirement Insights
The Finance Leaders Podcast is where top financial advisors share their journey, expertise, and strategies that are reshaping the financial services industry. Our mission is simple: to spotlight the voices driving meaningful change in financial advising, providing inspiration, insights, and actionable advice to help advisors and their clients thrive.
Episodes
Today's Guest | Dan Nicholson
LinkedIn: www.linkedin.com/in/dan-p-nicholson
A serial entrepreneur since birth, Dan Nicholson is the author of “Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own Terms,” deemed a best-seller by USA Today and The Wall Street Journal. In addition to founding the award-winning accounting and financial consulting firm Nth Degree CPAs and being named a to...
Today's Guest | Lindsey Lewis
LinkedIn: www.linkedin.com/in/lindseycarolyn
Lindsey Lewis has built a career around women and money. As a Chartered Financial Consultant® (ChFC®) and CFP® Professional, she empowers women to take control of their financial futures. In her role as Managing Director and Chair of the American College Center for Women in Financial Services, she champions diversity within the financial services indu...
Today's Guest | Alex Koury
LinkedIn: www.linkedin.com/in/alexanderkourycfp
Today's Guest | Danny Chabino
After having spent a working career as an entrepreneur primarily in retail, Danny entered the financial industry in 2017. He has had experience in nearly all parts of the investment and insurance areas. He now focuses on financial education as a part of The National Financial Literacy Campaign.
Today's Guest | Mark Wagner
Facebook: www.facebook.com/AmericanAtlanticLLC
Today's Guest | Mike Faulhaber
LinkedIn: www.linkedin.com/in/mikefaulhaber
About Mike
Growth is a word that describes so many areas of my life.
Early in my life, I grew my resolve as a throwing dummy with the University of Northern Colorado wrestling team and tested my limits as a United States Marine Corps war veteran.
Always focused on leveling up, I challenge my financial planning knowledge by committing to lifel...
Today's Guest | Chris Galeski
Former professional golfer. I was so good I am now a financial advisor. I am the director of growth and advice/partner at an RIA in CA. I love helping clients and team members gain confidence and succeed in life.
LinkedIn: www.linkedin.com/in/chrisgaleski
Today's Guest | Mark Dorman
LinkedIn: www.linkedin.com/in/markjdorman
Today's Guest | Tom Basey
A life-long learner, a recovering engineer and project manager, I am now an entrepreneur, working in both the insurance and technology fields.
LinkedIn: www.linkedin.com/in/tombasey
Tom's Job Loss Checklist: payhip.com/b/n5khM
Today's Guest | Stephan Shatarah
LinkedIn: www.linkedin.com/in/dandarahwealthmanagementstephan
Today's Guest | Tim Wood
Website: SafeMoneyRetirement.com
Get A Free copy of Tim's #1 bestselling book Safe Money Retirement: go.safemoneyretirement.com/smr-book-optin
About Tim Wood
TIM WOOD, Certified Financial Fiduciary® and Founder/President at Safe Money Retirement®, was raised and educated in Central Florida. After attending Valencia College, he worked for Walt Disney World as an audio/lighting/pyro tech, where...
Today's Guest | Evan Drury
● Travel Enthusiast
● Husband and Father
● Avid Reader
● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow
LinkedIn: www.linkedin.com/in/evandrury
Twitter/X: x.com/evanpdrury
Today's Guest | Domenick D'Andrea
Phone Number: (516) 366-5847
Email: domenick.dandrea@ceterainvestors.com
LinkedIn: www.linkedin.com/in/dandarahwealthmanagementdomenick
Website: www.dandarahwealthmanagement.com
Domenick D’Andrea is a Co-Founder and Financial Advisor at DanDarah Wealth Management. Domenick has specialized in investment advisory and financial planning to meet the specific needs of pre-retirees, retirees, and sma...
Today's Guest | Shaunelle Roeber
Phone Number: (563) 676-7519
Email: shaunelle@blazingstarlife.com
Website: www.goblazingstar.com
Today's Guest | Brandon Barile
Phone Number: (813) 448-6766
Email: bbarile@rockportglobal.com
Website: www.rockportglobal.com
Address: 8309 Gunn Highway Tampa, Florida 33626 Hillsborough
Today's Guest | Mark Pappa
Phone Number: (860) 657-8380
Email: mark@frplan.com
Website: www.frplan.com
Address: 140 Hebron Ave. Ste 101 Glastonbury, Connecticut 06033 Hartford
Today's Guest | David Nieto
Phone Number: (402) 517-7800
Email: dave@axessfinancial.com
Website: axessfinancial.com
Address: 5417 South 146 Street Omaha, Nebraska 68137 Douglas
Today's Guest | Tony De Santis
Phone Number: (303) 717-4721
Email: tony@trueclassicwealth.com
Website: www.thedirecteffect.com
Address: 6201 Saddle Oak Trail Sarasota, Florida 34241 Sarasota
Today's Guest | Wally Darling
Phone Number: (720) 670-0283
Email: wally@lakewoodhillsinvestments.com
Website: www.lakewoodhillsinvestments.com
Address: 8480 East Orchard Dr Suite 2200 Englewood, Colorado 80111 Arapahoe
Today's Guest | Dan Cronin
Phone Number: (503) 404-4564
Email: dan@lifestyle-wm.com
Website: www.lifestylewealthmgmt.com
Address: 169 Kihapai St Kailua, Hawaii 96734 Honolulu
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