FINANCE LEADERS | Strategic Wealth 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
What becomes possible when an experienced advisor stops trying to carry every part of the business alone?
In this episode, Daniel Hanzelka sits down with Michael W. Mandarino, founder of 123 Life Insurance and a West Point graduate with more than two decades of experience serving individuals, families, and business owners. Michael shares how finding the right professional environment changed the way he approaches opportuniti...
What if the next level of your advisory business doesn’t come from more prospects, more credentials, or more hustle—but from seeing differently what you already have?
In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Jeffrey Thompson, author and strategist, to explore what changes when financial professionals move beyond a volume-driven practice and begin building around deeper relati...
🎙️ Episode Title: From Financial Junk Drawers to Family CFOs: Beverly Krzmarcik on Building Strategy, Stewardship, and Peace of Mind
When it comes to money, most families don’t struggle with earning—it’s with organizing, aligning, and truly enjoying what they’ve worked so hard for. In this episode of Finance Leaders Retirement Insights, Daniel sits down with Beverly Krzmarcik, founder of Your Virtual CFO, to...
In this episode of Finance Leaders, David shares how growing up without financial guidance shaped his mission to serve. We dive into trust, tax traps, and why real advisors show up for the whole person, not just their portfolio.
🎙️ Why Real Advisors Lead with Clarity, Not Just Products — Featuring David Mares | Finance Leaders Podcast
What happens when your financial advisor becomes your lifelong partner?
In t...
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 bein...
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 lifelong...
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, a...
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
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