<![CDATA[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.

]]>https://financeleaderstv.com/Riverside.fm (https://riverside.com)Sat, 17 Oct 2026 04:00:27 GMTTue, 21 Jul 2026 22:21:10 GMT60Daniel Hanzelka<p>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.</p>episodicDaniel Hanzelkadaniel@resetglobal.cano<![CDATA[Heather Griffith Barber | Episode #36]]>What if the best way to build a stronger business is to look at it through the eyes of a future buyer?

In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Heather Griffith Barber, co-founder of Buy Scale Sell, entrepreneur, acquisition strategist, and business owner who spent nearly two decades building, scaling, and ultimately exiting her family company.

Heather shares the lessons she learned through that journey—and why a profitable company is not automatically a valuable or sellable one.

💡 In This Episode, You’ll Discover:

• Why owner dependency can quietly limit business value
• How buying an existing business differs from starting from zero
• Why repeatable systems and processes are essential for scale
• What makes a business attractive—or risky—to a potential buyer
• Why customer concentration can create hidden vulnerability
• How thinking about an exit years in advance creates more choices
• Why business owners should learn to view their company from a buyer’s perspective

Heather also discusses her book, The Due Diligence Bible, and why understanding what buyers examine can help owners build healthier businesses long before a sale is on the table.

👤 Connect With Heather Griffith Barber

📍 Location: Cottonwood Heights, UT
🌐 Website: buy-scale-sell.com
🔗 LinkedIn: / https://www.linkedin.com/in/heathergriffithbarber/
▶️ YouTube: / @buy-scale-sell

🎧 About the Finance Leaders Podcast

The Finance Leaders Podcast brings together thoughtful conversations on leadership, business ownership, financial decision-making, and building a business, wealth, and life you don’t need to escape from.

Through practical insights and real-world experience, Daniel Hanzelka explores the ideas that help financial professionals and business owners think more intentionally about growth, value, succession, and the future.

0:00 The Future of Financial Advice
0:55 Shortening the Learning Curve
3:37 Building vs. Buying a House
8:03 The Million Dollar Threshold
11:39 The Invisible Ceiling
16:26 The Valuation Reality Gap
24:40 The McDonald's Model for Scaling
33:31 Cleaning Up the Books for Sale

#FinanceLeadersPodcast #BusinessExitPlanning #BusinessOwners #BusinessValue #Entrepreneurship #SuccessionPlanning #BusinessGrowth #Leadership

]]>4705467d-7de0-4c51-b519-8b83d7c9aa30Fri, 16 Oct 2026 23:09:33 GMT<p>What if the best way to build a stronger business is to look at it through the eyes of a future buyer?<br /><br />In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Heather Griffith Barber, co-founder of Buy Scale Sell, entrepreneur, acquisition strategist, and business owner who spent nearly two decades building, scaling, and ultimately exiting her family company.<br /><br />Heather shares the lessons she learned through that journey—and why a profitable company is not automatically a valuable or sellable one.<br /><br />💡 In This Episode, You’ll Discover:<br /><br />• Why owner dependency can quietly limit business value<br />• How buying an existing business differs from starting from zero<br />• Why repeatable systems and processes are essential for scale<br />• What makes a business attractive—or risky—to a potential buyer<br />• Why customer concentration can create hidden vulnerability<br />• How thinking about an exit years in advance creates more choices<br />• Why business owners should learn to view their company from a buyer’s perspective<br /><br />Heather also discusses her book, The Due Diligence Bible, and why understanding what buyers examine can help owners build healthier businesses long before a sale is on the table.<br /><br />👤 Connect With Heather Griffith Barber<br /><br />📍 Location: Cottonwood Heights, UT<br />🌐 Website: buy-scale-sell.com<br />🔗 LinkedIn: / <a href="https://www.linkedin.com/in/heathergriffithbarber/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/heathergriffithbarber/</a> <br />▶️ YouTube: / @buy-scale-sell <br /><br />🎧 About the Finance Leaders Podcast<br /><br />The Finance Leaders Podcast brings together thoughtful conversations on leadership, business ownership, financial decision-making, and building a business, wealth, and life you don’t need to escape from.<br /><br />Through practical insights and real-world experience, Daniel Hanzelka explores the ideas that help financial professionals and business owners think more intentionally about growth, value, succession, and the future.<br /><br />0:00 The Future of Financial Advice<br />0:55 Shortening the Learning Curve<br />3:37 Building vs. Buying a House<br />8:03 The Million Dollar Threshold<br />11:39 The Invisible Ceiling<br />16:26 The Valuation Reality Gap<br />24:40 The McDonald's Model for Scaling<br />33:31 Cleaning Up the Books for Sale<br /><br />#FinanceLeadersPodcast #BusinessExitPlanning #BusinessOwners #BusinessValue #Entrepreneurship #SuccessionPlanning #BusinessGrowth #Leadership</p>no01:03:1536Heather Griffith Barber | Episode #36full<![CDATA[Michael Mainardi | Episode #35]]>What if one of the greatest risks to a business isn’t competition, technology, or the economy—but the important conversation that keeps getting postponed?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Michael Mainardi, co-creator of the Business Killers platform, to explore why business owners often overlook the risks that can threaten everything they’ve worked to build.

Michael shares how he and his brother Jerry combined lessons from direct-response marketing with decades of observation about human behavior to create a simple, story-driven approach to business-owner education. The lesson is timeless: awareness comes before solutions, trust comes before action, and listening often matters more than talking.

💡 In This Episode, You’ll Discover:
• Why procrastination carries a real cost for business owners
• How short stories can create powerful moments of recognition
• Why advisors should lead with questions instead of solutions
• How trust and patience strengthen professional relationships
• Why succession, continuity, and key-person risks deserve attention
• How technology has increased information without necessarily creating clarity

👤 About Michael Mainardi
Michael Mainardi is a co-creator of Business Killers, an educational platform designed to help professionals start meaningful conversations with business owners about risk, continuity, and long-term stewardship.

Connect With Michael Mainardi
📍 Location: Vero Beach, Florida
🌐 Website: www.businesskillers.com

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps people build freedom, clarity, and purpose through grounded conversations about business, wealth, stewardship, and intentional living.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #BusinessKillers #BusinessOwner #BusinessContinuity #SuccessionPlanning #AdvisorInsights #LegacyBuilding #BusinessRisk #FinancialClarity

]]>07002b8e-1133-4ff0-8d4c-1b157af4fbe9Fri, 16 Oct 2026 23:09:04 GMT<p>What if one of the greatest risks to a business isn’t competition, technology, or the economy—but the important conversation that keeps getting postponed?<br /><br />In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Michael Mainardi, co-creator of the Business Killers platform, to explore why business owners often overlook the risks that can threaten everything they’ve worked to build.<br /><br />Michael shares how he and his brother Jerry combined lessons from direct-response marketing with decades of observation about human behavior to create a simple, story-driven approach to business-owner education. The lesson is timeless: awareness comes before solutions, trust comes before action, and listening often matters more than talking.<br /><br />💡 In This Episode, You’ll Discover:<br />• Why procrastination carries a real cost for business owners<br />• How short stories can create powerful moments of recognition<br />• Why advisors should lead with questions instead of solutions<br />• How trust and patience strengthen professional relationships<br />• Why succession, continuity, and key-person risks deserve attention<br />• How technology has increased information without necessarily creating clarity<br /><br />👤 About Michael Mainardi<br />Michael Mainardi is a co-creator of Business Killers, an educational platform designed to help professionals start meaningful conversations with business owners about risk, continuity, and long-term stewardship.<br /><br />Connect With Michael Mainardi<br />📍 Location: Vero Beach, Florida<br />🌐 Website: www.businesskillers.com<br /><br />🎧 About the Make Life Less Taxing Podcast<br />Make Life Less Taxing helps people build freedom, clarity, and purpose through grounded conversations about business, wealth, stewardship, and intentional living.<br /><br />🌐 More Episodes: <a href="https://makelifelesstaxingpodcast.com" rel="noopener noreferrer nofollow">https://makelifelesstaxingpodcast.com</a><br />📥 Be a Guest: <a href="https://makelifelesstaxingpodcast.com/apply" rel="noopener noreferrer nofollow">https://makelifelesstaxingpodcast.com/apply</a><br /><br />#MakeLifeLessTaxing #BusinessKillers #BusinessOwner #BusinessContinuity #SuccessionPlanning #AdvisorInsights #LegacyBuilding #BusinessRisk #FinancialClarity</p>no01:15:0335Michael Mainardi | Episode #35full<![CDATA[Phil Calandra | Episode #34]]>What if the biggest opportunity for financial advisors isn’t another product or planning strategy but becoming the person who helps a business owner connect all the pieces?

In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Phil Calandra, Co-Founder and CEO of True Wealth Advisors and author of True Wealth Creation Method: The Entrepreneur’s Guide to Financial Freedom.

Phil explains why many successful business owners still struggle to turn revenue into personal wealth. The problem, he says, is often fragmentation: accountants, attorneys, advisors, coaches, and other specialists may each provide valuable guidance, but no one is coordinating the entire financial picture.

Their conversation explores a different role for the modern advisor—one built around financial leadership, diagnosis, coordination, and helping business owners create greater clarity between their company and their personal goals.

💡 In This Episode, You’ll Discover:

• Why business success and personal wealth are two different games
• How the “revenue trap” can keep owners financially tied to their businesses
• Why advisors should diagnose before recommending
• The importance of coordinating a business owner’s financial ecosystem
• Why Phil believes “work optionality” can be a more meaningful goal than traditional retirement
• How a defined process can help advisors build greater trust and differentiation
• Why financial leadership may matter more than simply knowing more products

👤 About Phil Calandra

Phil Calandra is the Co-Founder and CEO of True Wealth Advisors and the author of True Wealth Creation Method: The Entrepreneur’s Guide to Financial Freedom. His work focuses on helping advisors and business owners connect business performance, tax strategy, and personal wealth through a more coordinated approach.

Subscribe for weekly financial leadership breakdowns and comment below on the biggest challenge you face when coordinating client teams.

0:00 The Future of Financial Advice
1:11 Why Business Owners Are the Ultimate Niche
3:26 The Coordination Gap in Financial Services
6:28 The Three Flywheels of Wealth Creation
9:35 The Two Money Games: Income vs Wealth
13:23 Why Business Owners Don't Trust Advisors
30:39 The Power of the Wealth Gap Diagnostic
38:35 The Role of the Chief Wealth Officer

#FinanceLeadersPodcast #FinancialLeadership #BusinessOwner #FinancialAdvisor #AdvisorGrowth #WealthMindset #BusinessGrowth #FinancialClarity #PracticeManagement

]]>c7a8fae8-9a78-46f0-81a1-3d821d67a00dFri, 16 Oct 2026 23:08:24 GMT<p>What if the biggest opportunity for financial advisors isn’t another product or planning strategy but becoming the person who helps a business owner connect all the pieces?<br /><br />In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Phil Calandra, Co-Founder and CEO of True Wealth Advisors and author of True Wealth Creation Method: The Entrepreneur’s Guide to Financial Freedom.<br /><br />Phil explains why many successful business owners still struggle to turn revenue into personal wealth. The problem, he says, is often fragmentation: accountants, attorneys, advisors, coaches, and other specialists may each provide valuable guidance, but no one is coordinating the entire financial picture.<br /><br />Their conversation explores a different role for the modern advisor—one built around financial leadership, diagnosis, coordination, and helping business owners create greater clarity between their company and their personal goals.<br /><br />💡 In This Episode, You’ll Discover:<br /><br />• Why business success and personal wealth are two different games<br />• How the “revenue trap” can keep owners financially tied to their businesses<br />• Why advisors should diagnose before recommending<br />• The importance of coordinating a business owner’s financial ecosystem<br />• Why Phil believes “work optionality” can be a more meaningful goal than traditional retirement<br />• How a defined process can help advisors build greater trust and differentiation<br />• Why financial leadership may matter more than simply knowing more products<br /><br />👤 About Phil Calandra<br /><br />Phil Calandra is the Co-Founder and CEO of True Wealth Advisors and the author of True Wealth Creation Method: The Entrepreneur’s Guide to Financial Freedom. His work focuses on helping advisors and business owners connect business performance, tax strategy, and personal wealth through a more coordinated approach.<br /><br />Subscribe for weekly financial leadership breakdowns and comment below on the biggest challenge you face when coordinating client teams.<br /><br />0:00 The Future of Financial Advice<br />1:11 Why Business Owners Are the Ultimate Niche<br />3:26 The Coordination Gap in Financial Services<br />6:28 The Three Flywheels of Wealth Creation<br />9:35 The Two Money Games: Income vs Wealth<br />13:23 Why Business Owners Don't Trust Advisors<br />30:39 The Power of the Wealth Gap Diagnostic<br />38:35 The Role of the Chief Wealth Officer<br /><br />#FinanceLeadersPodcast #FinancialLeadership #BusinessOwner #FinancialAdvisor #AdvisorGrowth #WealthMindset #BusinessGrowth #FinancialClarity #PracticeManagement</p>no01:01:2934Phil Calandra | Episode #34full<![CDATA[Jerry Mainardi | Episode #33]]>What if the greatest threat to a successful business isn’t competition or the economy—but the risks an owner never stops long enough to recognize?

In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Jerry Mainardi, co-creator of Business Killers, to explore the story behind an educational platform built to change how financial professionals engage business owners.

Jerry shares how he and his brother Michael approached the financial industry as business owners themselves—and quickly recognized the limitations of product-first conversations. That frustration led them to spend 18 months researching the challenges business owners face and developing a more consultative, education-driven approach.

💡 In This Episode, You’ll Discover:
• Why business owners often overlook significant risks
• How education can create better conversations than traditional selling
• Why self-discovery is more powerful than simply telling someone they have a problem
• The unique challenges of family-business succession
• Why trusted advisors should lead with questions, not solutions
• What Jerry learned from 30 years of working with business owners and financial professionals

👤 About Jerry Mainardi
Jerry Mainardi is the co-creator of Business Killers, Family Matters, and Business of Medicine. His work has focused on helping financial professionals create meaningful, consultative conversations around business risk, succession, and long-term planning.

Connect With Jerry Mainardi
📍 Location: Vero Beach, Florida
🌐 Website: www.businesskillers.com


🎧 About the Finance Leaders Podcast
Finance Leaders Podcast features conversations with financial leaders, entrepreneurs, and industry innovators challenging conventional thinking and helping shape what comes next in wealth and financial advice.

🌐 More Episodes: https://financeleaderstv.com
📥 Be a Guest: https://financeleaderstv.com/apply

#FinanceLeadersPodcast #BusinessKillers #BusinessOwners #FinancialLeadership #AdvisorInsights #SuccessionPlanning #BusinessRisk #Leadership #FinancialProfessionals

]]>0f7e8aa5-7de8-479e-a49a-f890638b6764Fri, 16 Oct 2026 23:07:58 GMT<p>What if the greatest threat to a successful business isn’t competition or the economy—but the risks an owner never stops long enough to recognize?<br /><br />In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Jerry Mainardi, co-creator of Business Killers, to explore the story behind an educational platform built to change how financial professionals engage business owners.<br /><br />Jerry shares how he and his brother Michael approached the financial industry as business owners themselves—and quickly recognized the limitations of product-first conversations. That frustration led them to spend 18 months researching the challenges business owners face and developing a more consultative, education-driven approach.<br /><br />💡 In This Episode, You’ll Discover:<br />• Why business owners often overlook significant risks<br />• How education can create better conversations than traditional selling<br />• Why self-discovery is more powerful than simply telling someone they have a problem<br />• The unique challenges of family-business succession<br />• Why trusted advisors should lead with questions, not solutions<br />• What Jerry learned from 30 years of working with business owners and financial professionals<br /><br />👤 About Jerry Mainardi<br />Jerry Mainardi is the co-creator of Business Killers, Family Matters, and Business of Medicine. His work has focused on helping financial professionals create meaningful, consultative conversations around business risk, succession, and long-term planning.<br /><br />Connect With Jerry Mainardi<br />📍 Location: Vero Beach, Florida<br />🌐 Website: www.businesskillers.com<br /><br /><br />🎧 About the Finance Leaders Podcast<br />Finance Leaders Podcast features conversations with financial leaders, entrepreneurs, and industry innovators challenging conventional thinking and helping shape what comes next in wealth and financial advice.<br /><br />🌐 More Episodes: <a href="https://financeleaderstv.com" rel="noopener noreferrer nofollow">https://financeleaderstv.com</a><br />📥 Be a Guest: <a href="https://financeleaderstv.com/apply" rel="noopener noreferrer nofollow">https://financeleaderstv.com/apply</a><br /><br />#FinanceLeadersPodcast #BusinessKillers #BusinessOwners #FinancialLeadership #AdvisorInsights #SuccessionPlanning #BusinessRisk #Leadership #FinancialProfessionals</p>no00:57:1633Jerry Mainardi | Episode #33full<![CDATA[John Frazier | Episode #32]]>What if charitable planning was about much more than simply helping a client make a donation?

For many financial and insurance advisors, charitable planning is still viewed as a conversation about writing a check to a charity at the end of the year.

But that perspective may cause advisors to overlook much larger planning conversations already sitting inside their existing client relationships.

On this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with John Frasier works with Legacy Tree Foundation, to explore how advisors can begin recognizing charitable planning opportunities involving taxes, appreciated assets, real estate, older annuities, wealth transfer, income, and legacy.

The conversation explores questions such as:

• Why should advisors pay more attention to charitable planning?
• Which clients and assets may signal a potential opportunity?
• Why can older non-qualified annuities create future planning challenges?
• What should advisors consider when a client owns appreciated real estate?
• How can a few additional questions uncover opportunities inside an existing book of business?
• Does an advisor need to become a charitable-planning expert before having these conversations?
• How can advisors work alongside specialists when more advanced opportunities arise?

One of the central ideas of the conversation is simple:

Advisors do not need to know everything. They need to know their clients well enough to recognize when an opportunity may exist.

Sometimes that opportunity starts with charitable intent.

Other times it begins with an appreciated asset, an older annuity, a tax concern, an estate-planning question, or a client asking a much larger question:

What do I ultimately want my wealth to accomplish?

For advisors looking to expand the conversations they are capable of having with clients, charitable planning may represent an area worth understanding.

Subscribe to the Finance Leaders Podcast for more conversations with the people, ideas, strategies, and innovations shaping what comes next in financial advice.

0:00 Redefining Financial Advisory Growth
0:28 Unlocking Charitable Planning Potential
1:23 Why Advisors Should Prioritize Giving
2:35 Debunking the Wealthy Client Myth
5:55 Solving the Inherited Tax Bomb
19:27 The Importance of Early Asset Identification
26:42 The Legacy Endowment Advised Fund Explained

#FinancialAdvisors #CharitablePlanning #EstatePlanning #WealthManagement #FinancialPlanning #FinanceLeaders #AdvisorGrowth #LegacyPlanning

]]>a9fb4f22-336e-422b-9d7c-a269ffd33548Fri, 16 Oct 2026 23:07:27 GMT<p>What if charitable planning was about much more than simply helping a client make a donation?<br /><br />For many financial and insurance advisors, charitable planning is still viewed as a conversation about writing a check to a charity at the end of the year.<br /><br />But that perspective may cause advisors to overlook much larger planning conversations already sitting inside their existing client relationships.<br /><br />On this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with John Frasier works with Legacy Tree Foundation, to explore how advisors can begin recognizing charitable planning opportunities involving taxes, appreciated assets, real estate, older annuities, wealth transfer, income, and legacy.<br /><br />The conversation explores questions such as:<br /><br />• Why should advisors pay more attention to charitable planning?<br />• Which clients and assets may signal a potential opportunity?<br />• Why can older non-qualified annuities create future planning challenges?<br />• What should advisors consider when a client owns appreciated real estate?<br />• How can a few additional questions uncover opportunities inside an existing book of business?<br />• Does an advisor need to become a charitable-planning expert before having these conversations?<br />• How can advisors work alongside specialists when more advanced opportunities arise?<br /><br />One of the central ideas of the conversation is simple:<br /><br />Advisors do not need to know everything. They need to know their clients well enough to recognize when an opportunity may exist.<br /><br />Sometimes that opportunity starts with charitable intent.<br /><br />Other times it begins with an appreciated asset, an older annuity, a tax concern, an estate-planning question, or a client asking a much larger question:<br /><br />What do I ultimately want my wealth to accomplish?<br /><br />For advisors looking to expand the conversations they are capable of having with clients, charitable planning may represent an area worth understanding.<br /><br />Subscribe to the Finance Leaders Podcast for more conversations with the people, ideas, strategies, and innovations shaping what comes next in financial advice.<br /><br />0:00 Redefining Financial Advisory Growth<br />0:28 Unlocking Charitable Planning Potential<br />1:23 Why Advisors Should Prioritize Giving<br />2:35 Debunking the Wealthy Client Myth<br />5:55 Solving the Inherited Tax Bomb<br />19:27 The Importance of Early Asset Identification<br />26:42 The Legacy Endowment Advised Fund Explained<br /><br />#FinancialAdvisors #CharitablePlanning #EstatePlanning #WealthManagement #FinancialPlanning #FinanceLeaders #AdvisorGrowth #LegacyPlanning</p>no00:42:0732John Frazier | Episode #32full<![CDATA[Matt Zagula | Episode #31]]>Financial advisors have spent decades learning how to manage one side of the client’s balance sheet:

The assets.

Investments. Retirement accounts. Savings. Assets under management.

But what about the other side?

Mortgages. Credit cards. Auto loans. Business debt. And the enormous amount of cash flow clients send toward servicing those liabilities every month.

On this episode of the **Finance Leaders Podcast**, Daniel Hanzelka sits down with **Matt Zagula, creator of Debt to Capital**, to explore a different way of thinking about financial planning:

**What if advisors helped clients manage their liabilities with the same intentionality they bring to managing their assets?**

Matt explains why traditional debt strategies often focus on one objective—getting the balance to zero—and why he began looking for a way to combine debt reduction with the simultaneous creation of capital.

The conversation explores:

• Why financial planning has historically focused so heavily on assets while often overlooking liabilities
• The difference between simply eliminating debt and converting cash flow toward capital creation
• Why high-income households can still struggle with significant debt
• How debt can become a powerful entry point for financial conversations
• Why Debt to Capital was designed as an operating system rather than simply another financial calculator
• How automation and ongoing servicing can change the advisor-client relationship
• Why advisors do not have to lead with a financial product to create meaningful business
• How liability management can help advisors serve younger generations of existing client families
• The opportunities available through existing clients, professional relationships, P&C agencies, credit unions, and other centers of influence
• Why exceptional service may become one of the most important differentiators for the advisor of the future

Subscribe to the **Finance Leaders Podcast** for more conversations with the people, ideas, strategies, and innovations shaping what comes next in financial advice.

Learn effective financial advisor strategies to build your practice and increase your impact. Stop relying on outdated models.

The future of financial advice is shifting away from traditional industry constraints. In this episode of the Finance Leaders Podcast, Matt Zagula and Daniel Hanzelka discuss how to break free from standard practices that limit income and authority. Whether you are an independent advisor or part of a larger firm, this conversation provides a roadmap for helping clients while creating more freedom in your own business.

We analyze the liability gap, the cost of amortization, and the flaws in traditional debt software. By questioning standard methods, you can achieve better business growth and long-term sustainability. This discussion is designed for professionals ready to move beyond the status quo and build a practice that truly serves their clients.

Subscribe for financial advisor strategies, and comment below on which business growth topic you would like us to cover next.

#FinancialAdvisors #DebtToCapital #FinancialPlanning #DebtManagement #WealthManagement #InsuranceAgents #AdvisorGrowth #FinanceLeaders

]]>5ff853f3-2fef-404f-849c-87764a039ac1Fri, 16 Oct 2026 23:06:55 GMT<p>Financial advisors have spent decades learning how to manage one side of the client’s balance sheet:<br /><br />The assets.<br /><br />Investments. Retirement accounts. Savings. Assets under management.<br /><br />But what about the other side?<br /><br />Mortgages. Credit cards. Auto loans. Business debt. And the enormous amount of cash flow clients send toward servicing those liabilities every month.<br /><br />On this episode of the **Finance Leaders Podcast**, Daniel Hanzelka sits down with **Matt Zagula, creator of Debt to Capital**, to explore a different way of thinking about financial planning:<br /><br />**What if advisors helped clients manage their liabilities with the same intentionality they bring to managing their assets?**<br /><br />Matt explains why traditional debt strategies often focus on one objective—getting the balance to zero—and why he began looking for a way to combine debt reduction with the simultaneous creation of capital.<br /><br />The conversation explores:<br /><br />• Why financial planning has historically focused so heavily on assets while often overlooking liabilities<br />• The difference between simply eliminating debt and converting cash flow toward capital creation<br />• Why high-income households can still struggle with significant debt<br />• How debt can become a powerful entry point for financial conversations<br />• Why Debt to Capital was designed as an operating system rather than simply another financial calculator<br />• How automation and ongoing servicing can change the advisor-client relationship<br />• Why advisors do not have to lead with a financial product to create meaningful business<br />• How liability management can help advisors serve younger generations of existing client families<br />• The opportunities available through existing clients, professional relationships, P&amp;C agencies, credit unions, and other centers of influence<br />• Why exceptional service may become one of the most important differentiators for the advisor of the future<br /><br />Subscribe to the **Finance Leaders Podcast** for more conversations with the people, ideas, strategies, and innovations shaping what comes next in financial advice.<br /><br />Learn effective financial advisor strategies to build your practice and increase your impact. Stop relying on outdated models.<br /><br />The future of financial advice is shifting away from traditional industry constraints. In this episode of the Finance Leaders Podcast, Matt Zagula and Daniel Hanzelka discuss how to break free from standard practices that limit income and authority. Whether you are an independent advisor or part of a larger firm, this conversation provides a roadmap for helping clients while creating more freedom in your own business.<br /><br />We analyze the liability gap, the cost of amortization, and the flaws in traditional debt software. By questioning standard methods, you can achieve better business growth and long-term sustainability. This discussion is designed for professionals ready to move beyond the status quo and build a practice that truly serves their clients.<br /><br />Subscribe for financial advisor strategies, and comment below on which business growth topic you would like us to cover next.<br /><br />#FinancialAdvisors #DebtToCapital #FinancialPlanning #DebtManagement #WealthManagement #InsuranceAgents #AdvisorGrowth #FinanceLeaders</p>no01:14:0731Matt Zagula | Episode #31full<![CDATA[Chad Free | Episode #30]]>What if the key to growing as a financial advisor was not learning every strategy, mastering every product, or becoming the smartest technician in the room?

What if it was learning how to recognize an opportunity—and knowing who to bring into the conversation?

On this episode of the **Finance Leaders Podcast**, Daniel Hanzelka sits down with **Chad Free of Ascendrium Partners and Black Diamond Money Moves** to explore an approach they refer to as **Tandem Selling**.

The idea is simple:

**The advisor does not have to do everything alone.**

Instead of handing an advisor a new strategy and expecting them to figure it out themselves, Tandem Selling brings experienced specialists alongside the advisor to help identify opportunities, prepare for client conversations, and develop the case together.

The conversation explores:

• Why many advisors already have significant opportunities sitting inside their existing relationships
• Why the advisor’s greatest asset may be the trust they have already built with clients
• How advisors can “borrow authority” by bringing specialists into advanced conversations
• Why clients do not expect their advisor to know everything
• How to recognize opportunities without turning every conversation into a product pitch
• Why advisors should focus on diagnosing before prescribing
• How taxes, retirement income, business sales, cash flow, and wealth transfer can create planning conversations
• Why sharing a case can create a much larger opportunity than trying to handle everything alone
• How confidence changes when advisors know they have a team behind them
• Why the best advisors focus on relationships, questions, and opportunity recognition rather than technical mastery
• What separates advisors who implement new ideas from those who simply keep learning without taking action

One of the biggest ideas from the conversation is this:

**Opportunity is not always something an advisor needs to go out and find.**

Sometimes it is already sitting inside an existing client relationship.

Sometimes it is inside the advisor’s network.

And sometimes it is hiding inside a conversation the advisor has simply never thought to have.

The skill is learning how to recognize it.

That means asking better questions.

Understanding what the client actually wants.

Recognizing where a problem or opportunity may exist.

And then knowing when to bring the right expertise into the conversation.

Chad compares the advisor’s role to being part of a medical team.

You do not need to perform every procedure yourself.

You need to understand the client well enough to know when the specialist should enter the room.

That shift can be especially important when working with more advanced opportunities involving taxes, retirement income, business owners, wealth transfer, or other planning situations where the advisor may not have deep technical expertise.

The advisor owns the relationship.

The specialist brings the depth.

And together, they can often create more value than either could alone.

For independent financial and insurance professionals looking to grow beyond traditional product selling and become better at recognizing and developing opportunities, this episode offers a practical way to rethink the advisor’s role.

Subscribe to the **Finance Leaders Podcast** for more conversations with the people, ideas, strategies, and innovations helping shape what comes next in financial advice.

#FinancialAdvisors #TandemSelling #AdvisorGrowth #FinancialPlanning #InsuranceAgents #AdvancedPlanning #WealthManagement #FinanceLeaders

]]>1c9a5bd5-6d26-4bd6-9703-b533217a2b5eFri, 16 Oct 2026 23:05:54 GMT<p>What if the key to growing as a financial advisor was not learning every strategy, mastering every product, or becoming the smartest technician in the room?<br /><br />What if it was learning how to recognize an opportunity—and knowing who to bring into the conversation?<br /><br />On this episode of the **Finance Leaders Podcast**, Daniel Hanzelka sits down with **Chad Free of Ascendrium Partners and Black Diamond Money Moves** to explore an approach they refer to as **Tandem Selling**.<br /><br />The idea is simple:<br /><br />**The advisor does not have to do everything alone.**<br /><br />Instead of handing an advisor a new strategy and expecting them to figure it out themselves, Tandem Selling brings experienced specialists alongside the advisor to help identify opportunities, prepare for client conversations, and develop the case together.<br /><br />The conversation explores:<br /><br />• Why many advisors already have significant opportunities sitting inside their existing relationships<br />• Why the advisor’s greatest asset may be the trust they have already built with clients<br />• How advisors can “borrow authority” by bringing specialists into advanced conversations<br />• Why clients do not expect their advisor to know everything<br />• How to recognize opportunities without turning every conversation into a product pitch<br />• Why advisors should focus on diagnosing before prescribing<br />• How taxes, retirement income, business sales, cash flow, and wealth transfer can create planning conversations<br />• Why sharing a case can create a much larger opportunity than trying to handle everything alone<br />• How confidence changes when advisors know they have a team behind them<br />• Why the best advisors focus on relationships, questions, and opportunity recognition rather than technical mastery<br />• What separates advisors who implement new ideas from those who simply keep learning without taking action<br /><br />One of the biggest ideas from the conversation is this:<br /><br />**Opportunity is not always something an advisor needs to go out and find.**<br /><br />Sometimes it is already sitting inside an existing client relationship.<br /><br />Sometimes it is inside the advisor’s network.<br /><br />And sometimes it is hiding inside a conversation the advisor has simply never thought to have.<br /><br />The skill is learning how to recognize it.<br /><br />That means asking better questions.<br /><br />Understanding what the client actually wants.<br /><br />Recognizing where a problem or opportunity may exist.<br /><br />And then knowing when to bring the right expertise into the conversation.<br /><br />Chad compares the advisor’s role to being part of a medical team.<br /><br />You do not need to perform every procedure yourself.<br /><br />You need to understand the client well enough to know when the specialist should enter the room.<br /><br />That shift can be especially important when working with more advanced opportunities involving taxes, retirement income, business owners, wealth transfer, or other planning situations where the advisor may not have deep technical expertise.<br /><br />The advisor owns the relationship.<br /><br />The specialist brings the depth.<br /><br />And together, they can often create more value than either could alone.<br /><br />For independent financial and insurance professionals looking to grow beyond traditional product selling and become better at recognizing and developing opportunities, this episode offers a practical way to rethink the advisor’s role.<br /><br />Subscribe to the **Finance Leaders Podcast** for more conversations with the people, ideas, strategies, and innovations helping shape what comes next in financial advice.<br /><br />#FinancialAdvisors #TandemSelling #AdvisorGrowth #FinancialPlanning #InsuranceAgents #AdvancedPlanning #WealthManagement #FinanceLeaders</p>no00:56:5330Chad Free | Episode #30full<![CDATA[Brook DeVincenzi | Episode #29]]>What if the biggest growth opportunity in an advisor’s business was not another lead campaign, another cold prospect, or another new product?

What if it was already sitting inside the relationships they have spent years building?

On this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Brooke Devatenzi to explore the thinking behind the AMP Solution and how advisors can begin identifying larger planning opportunities inside their existing book of business.

The conversation goes beyond simply explaining the strategy.

It explores a much bigger question:

How can advisors learn to recognize opportunities they may already have—but have never been trained to see?

Daniel and Brooke discuss:

• Why many advisors may already have significant opportunities inside their current client base
• What advisors should look for when reviewing older policies and existing relationships
• Why existing cash value may create an entirely new planning conversation
• How the AMP Solution differs from simply selling another life insurance policy
• Why strategy and structure can matter more than the product itself
• How advisors can work with advanced-case specialists without becoming the technical expert
• Why the strongest advisors often focus on relationships and opportunity identification rather than trying to know everything themselves
• How existing personal planning conversations can lead naturally into business-owner opportunities
• How the Corporate AMP Solution may fit into conversations around liquidity, employee retention, key people, and long-term business planning
• Why better client conversations can often create referrals and additional opportunities without constantly chasing new leads

One of the central ideas from the episode is simple:

**Advisors may not need more opportunity. They may need a better way to recognize the opportunity they already have.**

A client may already own a permanent policy.

They may already have accumulated cash value.

They may have additional assets sitting elsewhere.

They may own a successful business.

Or they may simply have needs and objectives that were never uncovered because the original conversation stopped at the product.

That is where the advisor’s role begins to change.

Rather than trying to become the expert in every advanced strategy, the advisor can become exceptional at understanding the client, asking better questions, identifying where an opportunity may exist, and then bringing the right expertise into the relationship.

That is also the philosophy behind what Ascendrium Partners is building.

The advisor owns the relationship.

The specialist helps develop and execute the opportunity.

And together, they can potentially create a much broader planning conversation than either could create alone.

For independent financial and insurance professionals looking to grow without constantly starting from zero, this episode offers a different way to think about the relationships and opportunities already sitting inside their business.

Subscribe to the Finance Leaders Podcast for more conversations with the people, ideas, strategies, and innovations helping shape what comes next in financial advice.

0:00 Redefining Financial Professional Success
0:28 Uncovering Hidden Value in Your Book
2:15 The Fundamentals of the AMP Approach
5:39 Addressing the Too Good to Be True Myth
8:53 Identifying Your Acres of Diamonds
25:14 Leveraging the Corporate AMP Solution
38:00 The Journey to Implementation

#FinancialAdvisors #InsuranceAgents #AdvisorGrowth #LifeInsurance #FinancialPlanning #AdvancedPlanning #AMPsolution #FinanceLeaders

]]>0e22caab-3317-44e4-9fb9-d4a0d9a403a1Fri, 16 Oct 2026 23:05:17 GMT<p>What if the biggest growth opportunity in an advisor’s business was not another lead campaign, another cold prospect, or another new product?<br /><br />What if it was already sitting inside the relationships they have spent years building?<br /><br />On this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Brooke Devatenzi to explore the thinking behind the AMP Solution and how advisors can begin identifying larger planning opportunities inside their existing book of business.<br /><br />The conversation goes beyond simply explaining the strategy.<br /><br />It explores a much bigger question:<br /><br />How can advisors learn to recognize opportunities they may already have—but have never been trained to see?<br /><br />Daniel and Brooke discuss:<br /><br />• Why many advisors may already have significant opportunities inside their current client base<br />• What advisors should look for when reviewing older policies and existing relationships<br />• Why existing cash value may create an entirely new planning conversation<br />• How the AMP Solution differs from simply selling another life insurance policy<br />• Why strategy and structure can matter more than the product itself<br />• How advisors can work with advanced-case specialists without becoming the technical expert<br />• Why the strongest advisors often focus on relationships and opportunity identification rather than trying to know everything themselves<br />• How existing personal planning conversations can lead naturally into business-owner opportunities<br />• How the Corporate AMP Solution may fit into conversations around liquidity, employee retention, key people, and long-term business planning<br />• Why better client conversations can often create referrals and additional opportunities without constantly chasing new leads<br /><br />One of the central ideas from the episode is simple:<br /><br />**Advisors may not need more opportunity. They may need a better way to recognize the opportunity they already have.**<br /><br />A client may already own a permanent policy.<br /><br />They may already have accumulated cash value.<br /><br />They may have additional assets sitting elsewhere.<br /><br />They may own a successful business.<br /><br />Or they may simply have needs and objectives that were never uncovered because the original conversation stopped at the product.<br /><br />That is where the advisor’s role begins to change.<br /><br />Rather than trying to become the expert in every advanced strategy, the advisor can become exceptional at understanding the client, asking better questions, identifying where an opportunity may exist, and then bringing the right expertise into the relationship.<br /><br />That is also the philosophy behind what Ascendrium Partners is building.<br /><br />The advisor owns the relationship.<br /><br />The specialist helps develop and execute the opportunity.<br /><br />And together, they can potentially create a much broader planning conversation than either could create alone.<br /><br />For independent financial and insurance professionals looking to grow without constantly starting from zero, this episode offers a different way to think about the relationships and opportunities already sitting inside their business.<br /><br />Subscribe to the Finance Leaders Podcast for more conversations with the people, ideas, strategies, and innovations helping shape what comes next in financial advice.<br /><br />0:00 Redefining Financial Professional Success<br />0:28 Uncovering Hidden Value in Your Book<br />2:15 The Fundamentals of the AMP Approach<br />5:39 Addressing the Too Good to Be True Myth<br />8:53 Identifying Your Acres of Diamonds<br />25:14 Leveraging the Corporate AMP Solution<br />38:00 The Journey to Implementation<br /><br />#FinancialAdvisors #InsuranceAgents #AdvisorGrowth #LifeInsurance #FinancialPlanning #AdvancedPlanning #AMPsolution #FinanceLeaders</p>no00:49:2029Brook DeVincenzi | Episode #29full<![CDATA[Michael Mandarino | Episode #28]]>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 opportunities, client relationships, and the future of his practice.

Their conversation explores the value of collaboration, ongoing client care, learning even after decades in the profession, and creating a business that can continue serving people well over time.

💡 In This Episode, You’ll Discover:
• Why experienced advisors can still benefit from new perspectives
• How teamwork can create more capacity for meaningful client relationships
• Why revisiting existing relationships can reveal overlooked opportunities
• The importance of ongoing service and long-term professional support
• How stewardship and legacy can shape the way advisors serve families
• Why growth is often about the people and environment around you

👤 About Michael W. Mandarino
Michael is the founder of 123 Life Insurance, a West Point graduate, and an experienced advisor focused on helping individuals, families, and business owners navigate important financial decisions with greater clarity.

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose through grounded conversations about business, wealth, stewardship, and life.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #AdvisorGrowth #FinancialAdvisor #BusinessGrowth #ClientRelationships #AdvisorInsights #LegacyBuilding #Stewardship #PracticeManagement

]]>ec7d347c-1f2c-419f-a14f-63c796358d61Wed, 16 Sep 2026 18:23:07 GMT<p>What becomes possible when an experienced advisor stops trying to carry every part of the business alone?<br /><br />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 opportunities, client relationships, and the future of his practice.<br /><br />Their conversation explores the value of collaboration, ongoing client care, learning even after decades in the profession, and creating a business that can continue serving people well over time.<br /><br />💡 In This Episode, You’ll Discover:<br />• Why experienced advisors can still benefit from new perspectives<br />• How teamwork can create more capacity for meaningful client relationships<br />• Why revisiting existing relationships can reveal overlooked opportunities<br />• The importance of ongoing service and long-term professional support<br />• How stewardship and legacy can shape the way advisors serve families<br />• Why growth is often about the people and environment around you<br /><br />👤 About Michael W. Mandarino<br />Michael is the founder of 123 Life Insurance, a West Point graduate, and an experienced advisor focused on helping individuals, families, and business owners navigate important financial decisions with greater clarity.<br /><br />🎧 About the Make Life Less Taxing Podcast<br />Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose through grounded conversations about business, wealth, stewardship, and life.<br /><br />🌐 More Episodes: <a rel="noopener noreferrer nofollow" href="https://makelifelesstaxingpodcast.com" target="_blank">https://makelifelesstaxingpodcast.com</a><br />📥 Be a Guest: <a rel="noopener noreferrer nofollow" href="https://makelifelesstaxingpodcast.com/apply" target="_blank">https://makelifelesstaxingpodcast.com/apply</a><br /><br />#MakeLifeLessTaxing #AdvisorGrowth #FinancialAdvisor #BusinessGrowth #ClientRelationships #AdvisorInsights #LegacyBuilding #Stewardship #PracticeManagement</p>no00:15:0428Michael Mandarino | Episode #28full<![CDATA[Jeff Thompson | Episode #27]]>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 relationships, authority, focus, and meaningful client problems.

Jeff shares lessons shaped by decades of studying sales, marketing, strategic partnerships, and advisor growth. Together, Daniel and Jeff unpack the “acres of diamonds” already inside many businesses, why trying to be everything to everyone can weaken your position, and how greater focus can create greater freedom.

💡 In This Episode, You’ll Discover:
• Why existing relationships may hold overlooked opportunities
• How focus and specialization strengthen authority
• Why advisors don’t need to be the expert in everything
• How strategic partnerships can expand capacity and impact
• Why building business equity matters as much as producing revenue
• What it means to create a business you don’t need to escape from

👤 About Jeffrey Thompson
Jeffrey Thompson is an author, strategist, and advisor coach whose work focuses on helping financial professionals rethink positioning, relationships, business development, and the path toward greater freedom and impact.


🔗 Connect With Jeff Thompson
📍 Location: Minneapolis, Minnesota
🌐 Website: https://instituteofuntaxablewealth.com/
🔗 LinkedIn: https://www.linkedin.com/in/jeffreythompsonflmi/

🎧 About the Finance Leaders Podcast
Finance Leaders is a show for financial professionals, entrepreneurs, strategists, and industry leaders who are challenging conventional thinking and helping shape what comes next. Through grounded conversations about authority, relationships, business growth, strategic wealth, and freedom, the show helps advisors think differently about the business, wealth, and life they are building.

🌐 More Episodes: https://financeleaderstv.com
📥 Be a Guest: https://financeleaderstv.com/apply

#FinanceLeaders #FinancialAdvisors #AdvisorGrowth #BusinessMindset #StrategicWealth #Leadership #BusinessFreedom #AuthorityBuilding #AdvisorInsights

]]>d3388d40-6567-491f-9b85-5fdd8124a854Wed, 16 Sep 2026 18:21:23 GMT<p>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?<br /><br />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 relationships, authority, focus, and meaningful client problems.<br /><br />Jeff shares lessons shaped by decades of studying sales, marketing, strategic partnerships, and advisor growth. Together, Daniel and Jeff unpack the “acres of diamonds” already inside many businesses, why trying to be everything to everyone can weaken your position, and how greater focus can create greater freedom.<br /><br />💡 In This Episode, You’ll Discover:<br />• Why existing relationships may hold overlooked opportunities<br />• How focus and specialization strengthen authority<br />• Why advisors don’t need to be the expert in everything<br />• How strategic partnerships can expand capacity and impact<br />• Why building business equity matters as much as producing revenue<br />• What it means to create a business you don’t need to escape from<br /><br />👤 About Jeffrey Thompson<br />Jeffrey Thompson is an author, strategist, and advisor coach whose work focuses on helping financial professionals rethink positioning, relationships, business development, and the path toward greater freedom and impact.<br /><br /><br />🔗 Connect With Jeff Thompson<br />📍 Location: Minneapolis, Minnesota<br />🌐 Website: <a rel="noopener noreferrer nofollow" href="https://instituteofuntaxablewealth.com/" target="_blank">https://instituteofuntaxablewealth.com/</a><br />🔗 LinkedIn: <a rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/jeffreythompsonflmi/" target="_blank">https://www.linkedin.com/in/jeffreythompsonflmi/</a><br /><br />🎧 About the Finance Leaders Podcast<br />Finance Leaders is a show for financial professionals, entrepreneurs, strategists, and industry leaders who are challenging conventional thinking and helping shape what comes next. Through grounded conversations about authority, relationships, business growth, strategic wealth, and freedom, the show helps advisors think differently about the business, wealth, and life they are building.<br /><br />🌐 More Episodes: <a rel="noopener noreferrer nofollow" href="https://financeleaderstv.com" target="_blank">https://financeleaderstv.com</a><br />📥 Be a Guest: <a rel="noopener noreferrer nofollow" href="https://financeleaderstv.com/apply" target="_blank">https://financeleaderstv.com/apply</a><br /><br />#FinanceLeaders #FinancialAdvisors #AdvisorGrowth #BusinessMindset #StrategicWealth #Leadership #BusinessFreedom #AuthorityBuilding #AdvisorInsights</p>no00:49:0027Jeff Thompson | Episode #27full<![CDATA[Brandon Barile | Episode #10]]>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

]]>https://financeleaderstv.com/episode-1092fe94c7-d00b-4ed3-abb8-84621ac67cc7Tue, 09 Jul 2024 12:00:00 GMT<h2><strong>Today's Guest | Brandon Barile</strong></h2><p>Phone Number: (813) 448-6766</p><p>Email: <a href="mailto:bbarile@rockportglobal.com" rel="noopener noreferrer nofollow" target="_blank">bbarile@rockportglobal.com</a></p><p>Website: <a href="https://www.rockportglobal.com/" rel="noopener noreferrer nofollow" target="_blank">www.rockportglobal.com</a></p><p>Address: 8309 Gunn Highway Tampa, Florida 33626 Hillsborough</p> no00:21:0710Brandon Barile | Episode #10full<![CDATA[Dan Cronin | Episode #5]]>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

]]>https://financeleaderstv.com/episode-544a4c3a8-83de-4eb7-9ce4-c3ebbeaae425Tue, 11 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | Dan Cronin</strong></h2><p>Phone Number: (503) 404-4564</p><p>Email: <a href="mailto:dan@lifestyle-wm.com" rel="noopener noreferrer nofollow" target="_blank">dan@lifestyle-wm.com</a></p><p>Website: <a href="https://www.lifestylewealthmgmt.com/" rel="noopener noreferrer nofollow" target="_blank">www.lifestylewealthmgmt.com</a></p><p>Address: 169 Kihapai St Kailua, Hawaii 96734 Honolulu</p> no00:23:305Dan Cronin | Episode #5full<![CDATA[Steve Redelsperger | Episode #1]]>Today's Guest | Steve Redelsperger

Phone Number: (612) 237-1054

Email: stevered2000@gmail.com

Website: linkedin.com/in/steveredelsperger

Address: 5608 Colfax Avenue South, Minneapolis, Minnesota, 55419

]]>https://financeleaderstv.com/episode-1f7bb6bc4-399f-4583-8236-44f134f02339Mon, 20 May 2024 12:00:00 GMT<h2>Today's<strong> Guest | Steve Redelsperger</strong></h2><p>Phone Number: (612) 237-1054</p><p>Email: <a href="mailto:stevered2000@gmail.com" rel="noopener noreferrer nofollow" target="_blank">stevered2000@gmail.com</a></p><p>Website: <a href="https://www.linkedin.com/in/steveredelsperger/" rel="noopener noreferrer nofollow" target="_blank">linkedin.com/in/steveredelsperger</a></p><p>Address: 5608 Colfax Avenue South, Minneapolis, Minnesota, 55419</p> no00:21:141Steve Redelsperger | Episode #1full<![CDATA[David Mares | Episode #25]]>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 this episode of Finance Leaders: Retirement Insights, host Daniel Hanzelka sits down with David Mares, founder of Socius Wealth Management, for a powerful and personal conversation about what truly drives great financial advice. 

David shares his journey from a blue-collar upbringing to building a boutique firm that focuses on real relationships—not transactions. You’ll hear why he believes most families are underserved, how trust is built during major life transitions, and why clarity—not complexity—is the key to successful retirement planning. 

💡 In This Episode, You'll Discover: Why most people never got the financial education they needed — and how David aims to change that The emotional side of money most advisors ignore How David helps clients navigate unexpected life events (like moving states or losing a job) The hidden tax traps that often surprise business owners and pre-retirees What it takes to be more than just an “annual check-in” advisor 

 

About David Mares 

David Mares is the founder of Socius Wealth Management, a boutique financial advisory firm based in Phoenix, AZ. Known for his calm presence, strategic thinking, and client-first mindset, David serves high-income professionals, business owners, and families navigating major financial transitions. 

📍 Location: Phoenix, Arizona 

🌐 Website: https://sociuswealthmgt.com 

🔗 LinkedIn: https://www.linkedin.com/in/david-mares-swm 

📞 Contact: 602-317-5332 

🎧 About the Finance Leaders Podcast Hosted by Daniel Hanzelka, the Finance Leaders Podcast brings you authentic, story-driven conversations with advisors who are redefining what it means to lead in the world of finance. No fluff. No product pitches. Just real people making a real impact.

🌐 More Episodes: https://financeleaderstv.com 

📥 Be a Guest: https://financeleaderstv.com/apply 

 

#DavidMares #FinanceLeaders #RetirementPlanning #FinancialAdvisor #TaxPlanning #BusinessOwnerWealth #ClientFirstAdvice #SociusWealth

]]>https://finance-leaders.simplecast.com/episodes/david-mares-episode-25-VdUbN50t39090ace-21cf-4b5b-b8fb-cae36e12a96bTue, 05 Aug 2025 11:00:00 GMT<p>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. </p><p>🎙️ Why Real Advisors Lead with Clarity, Not Just Products — Featuring David Mares | Finance Leaders Podcast </p><p>What happens when your financial advisor becomes your lifelong partner? </p><p>In this episode of Finance Leaders: Retirement Insights, host Daniel Hanzelka sits down with David Mares, founder of Socius Wealth Management, for a powerful and personal conversation about what truly drives great financial advice. </p><p>David shares his journey from a blue-collar upbringing to building a boutique firm that focuses on real relationships—not transactions. You’ll hear why he believes most families are underserved, how trust is built during major life transitions, and why clarity—not complexity—is the key to successful retirement planning. </p><p>💡 In This Episode, You'll Discover: Why most people never got the financial education they needed — and how David aims to change that The emotional side of money most advisors ignore How David helps clients navigate unexpected life events (like moving states or losing a job) The hidden tax traps that often surprise business owners and pre-retirees What it takes to be more than just an “annual check-in” advisor </p><p> </p><p>About David Mares </p><p>David Mares is the founder of Socius Wealth Management, a boutique financial advisory firm based in Phoenix, AZ. Known for his calm presence, strategic thinking, and client-first mindset, David serves high-income professionals, business owners, and families navigating major financial transitions. </p><p>📍 Location: Phoenix, Arizona </p><p>🌐 Website: https://sociuswealthmgt.com </p><p>🔗 LinkedIn: https://www.linkedin.com/in/david-mares-swm </p><p>📞 Contact: 602-317-5332 </p><p>🎧 About the Finance Leaders Podcast Hosted by Daniel Hanzelka, the Finance Leaders Podcast brings you authentic, story-driven conversations with advisors who are redefining what it means to lead in the world of finance. No fluff. No product pitches. Just real people making a real impact.</p><p>🌐 More Episodes: https://financeleaderstv.com </p><p>📥 Be a Guest: https://financeleaderstv.com/apply </p><p> </p><p>#DavidMares #FinanceLeaders #RetirementPlanning #FinancialAdvisor #TaxPlanning #BusinessOwnerWealth #ClientFirstAdvice #SociusWealth</p> no00:27:5425David Mares | Episode #25full<![CDATA[Shaunelle Roeber | Episode #11]]>Today's Guest | Shaunelle Roeber

Phone Number: (563) 676-7519

Email: shaunelle@blazingstarlife.com

Website: www.goblazingstar.com

]]>https://financeleaderstv.com/episode-1183eca2fe-6201-47c3-8f79-05bc779cf14aTue, 07 Jan 2025 13:00:00 GMT<h2><strong>Today's Guest | Shaunelle Roeber</strong></h2><p>Phone Number: (563) 676-7519</p><p>Email: <a href="mailto:shaunelle@blazingstarlife.com" rel="noopener noreferrer nofollow" target="_blank">shaunelle@blazingstarlife.com</a></p><p>Website: <a href="https://www.goblazingstar.com/" rel="noopener noreferrer nofollow" target="_blank">www.goblazingstar.com</a></p> no00:53:3811Shaunelle Roeber | Episode #11full<![CDATA[Stephan Shatarah | Episode #15]]>Today's Guest | Stephan Shatarah

LinkedIn: www.linkedin.com/in/dandarahwealthmanagementstephan

]]>https://finance-leaders.simplecast.com/episodes/stephan-shatarah-episode-15-LRCLXaBK68ec20e2-1c6a-4e8d-a409-fc151d92a2e7Mon, 03 Mar 2025 12:00:00 GMT<h2><strong>Today's Guest | Stephan Shatarah</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/dandarahwealthmanagementstephan/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/dandarahwealthmanagementstephan</a></p> no00:49:3815Stephan Shatarah | Episode #15full<![CDATA[Wally Darling | Episode #6]]>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

]]>https://financeleaderstv.com/episode-6080d3a92-1b21-4207-98f9-5b541b02fc36Tue, 18 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | Wally Darling</strong></h2><p>Phone Number: (720) 670-0283</p><p>Email: <a href="mailto:wally@lakewoodhillsinvestments.com" rel="noopener noreferrer nofollow" target="_blank">wally@lakewoodhillsinvestments.com</a></p><p>Website: <a href="https://www.lakewoodhillsinvestments.com/" rel="noopener noreferrer nofollow" target="_blank">www.lakewoodhillsinvestments.com</a></p><p>Address: 8480 East Orchard Dr Suite 2200 Englewood, Colorado 80111 Arapahoe</p> no00:26:176Wally Darling | Episode #6full<![CDATA[Beverly Krzmarcik | Episode #26]]>🎙️ 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 explore how she helps high-income professionals and families bring order, clarity, and purpose to their financial lives.

Beverly shares her journey from discovering a natural talent for numbers in university to building a career as a trusted “family CFO.” Her approach goes beyond spreadsheets, focusing on strategy, stewardship, and creating space for families to ask the deeper questions about money, vocation, and purpose.

You’ll hear how she helps clients avoid the dreaded “financial junk drawer,” why enjoying money today is just as important as saving for tomorrow, and how faith and family experiences—including raising a child with cystic fibrosis—have shaped her philosophy of balancing risk, resilience, and joy. 

 

💡 What You’ll Learn in This Episode: 

- Why most families have a “financial junk drawer” and how to finally organize it 

- How the family CFO model differs from traditional financial advising 

- The importance of coordination between tax, insurance, investments, and estate planning 

- Why financial strategies should balance enjoying today with planning for tomorrow 

- Insights into multigenerational planning and legacy stewardship 

- How faith, family, and leadership shape Beverly’s work and vision 

 

About Beverly Krzmarcik: 

Beverly Krzmarcik is the founder of Your Virtual CFO, where she serves as a family CFO for high-income professionals, executives, and entrepreneurs across Canada. With over a decade of experience in financial planning and strategy, Beverly specializes in helping clients align their resources with their values—whether that’s protecting their families, planning for retirement, or creating multi-generational wealth. 

Grounded in her own family’s story of faith and resilience, Beverly brings a uniquely human perspective to financial leadership. She believes money should be both managed wisely and enjoyed fully, and she empowers her clients with the clarity and confidence to do both. 

 

Connect with Beverly Krzmarcik: 

📍 Location: Calgary, AB 

🌐 Website: yourvirtualcfo.ca 

💼 LinkedIn: linkedin.com/in/beverlykrzmarcik 

📱 Facebook: Your Virtual CFO 

🎧 About the Finance Leaders Podcast Hosted by Daniel Hanzelka, the Finance Leaders Podcast brings you authentic, story-driven conversations with advisors who are redefining what it means to lead in the world of finance. No fluff. No product pitches. Just real people making a real impact. 

🌐 More Episodes: https://financeleaderstv.com 

📥 Be a Guest: https://financeleaderstv.com/apply 

]]>https://finance-leaders.simplecast.com/episodes/beverly-krzmarcik-episode-26-DvyUF3Iy52c64d09-1418-4032-8dcf-674542724afaFri, 22 Aug 2025 10:00:00 GMT<p>🎙️ Episode Title: From Financial Junk Drawers to Family CFOs: Beverly Krzmarcik on Building Strategy, Stewardship, and Peace of Mind</p><p>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 explore how she helps high-income professionals and families bring order, clarity, and purpose to their financial lives.</p><p>Beverly shares her journey from discovering a natural talent for numbers in university to building a career as a trusted “family CFO.” Her approach goes beyond spreadsheets, focusing on strategy, stewardship, and creating space for families to ask the deeper questions about money, vocation, and purpose.</p><p>You’ll hear how she helps clients avoid the dreaded “financial junk drawer,” why enjoying money today is just as important as saving for tomorrow, and how faith and family experiences—including raising a child with cystic fibrosis—have shaped her philosophy of balancing risk, resilience, and joy. </p><p> </p><p>💡 What You’ll Learn in This Episode: </p><p>- Why most families have a “financial junk drawer” and how to finally organize it </p><p>- How the family CFO model differs from traditional financial advising </p><p>- The importance of coordination between tax, insurance, investments, and estate planning </p><p>- Why financial strategies should balance enjoying today with planning for tomorrow </p><p>- Insights into multigenerational planning and legacy stewardship </p><p>- How faith, family, and leadership shape Beverly’s work and vision </p><p> </p><p>About Beverly Krzmarcik: </p><p>Beverly Krzmarcik is the founder of Your Virtual CFO, where she serves as a family CFO for high-income professionals, executives, and entrepreneurs across Canada. With over a decade of experience in financial planning and strategy, Beverly specializes in helping clients align their resources with their values—whether that’s protecting their families, planning for retirement, or creating multi-generational wealth. </p><p>Grounded in her own family’s story of faith and resilience, Beverly brings a uniquely human perspective to financial leadership. She believes money should be both managed wisely and enjoyed fully, and she empowers her clients with the clarity and confidence to do both. </p><p> </p><p>Connect with Beverly Krzmarcik: </p><p>📍 Location: Calgary, AB </p><p>🌐 Website: yourvirtualcfo.ca </p><p>💼 LinkedIn: linkedin.com/in/beverlykrzmarcik </p><p>📱 Facebook: Your Virtual CFO </p><p>🎧 About the Finance Leaders Podcast Hosted by Daniel Hanzelka, the Finance Leaders Podcast brings you authentic, story-driven conversations with advisors who are redefining what it means to lead in the world of finance. No fluff. No product pitches. Just real people making a real impact. </p><p>🌐 More Episodes: https://financeleaderstv.com </p><p>📥 Be a Guest: https://financeleaderstv.com/apply </p> no00:41:0026Beverly Krzmarcik | Episode #26full<![CDATA[Mark Wagner | Episode #20]]>Today's Guest | Mark Wagner

Facebook: www.facebook.com/AmericanAtlanticLLC

]]>https://finance-leaders.simplecast.com/episodes/mark-wagner-episode-20-pqdsilJp28fd0fd5-1614-4ff0-8e0b-0832e10ce516Mon, 31 Mar 2025 12:00:00 GMT<h2><strong>Today's Guest | Mark Wagner</strong></h2><p>Facebook: <a href="https://www.facebook.com/AmericanAtlanticLLC" rel="noopener noreferrer nofollow" target="_blank">www.facebook.com/AmericanAtlanticLLC</a></p> no00:58:2620Mark Wagner | Episode #20full<![CDATA[Tom Basey | Episode #16]]>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

]]>https://finance-leaders.simplecast.com/episodes/tom-basey-episode-16-HKOvEf7nf69c2001-f6ba-49cd-a15a-9e9ad89a24f6Wed, 05 Mar 2025 12:00:00 GMT<h2><strong>Today's Guest | Tom Basey</strong></h2><p>A life-long learner, a recovering engineer and project manager, I am now an entrepreneur, working in both the insurance and technology fields.</p><p>LinkedIn: <a href="https://www.linkedin.com/in/tombasey/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/tombasey</a></p><p>Tom's Job Loss Checklist: <a href="https://payhip.com/b/n5khM" rel="noopener noreferrer nofollow" target="_blank">payhip.com/b/n5khM</a></p> no00:45:5416Tom Basey | Episode #16full<![CDATA[Mark Dorman | Episode #17]]>Today's Guest | Mark Dorman

LinkedIn: www.linkedin.com/in/markjdorman

]]>https://finance-leaders.simplecast.com/episodes/mark-dorman-episode-17-DxrnLIZ0e4c2b91f-f1a4-4daa-a9a9-d15a03728494Fri, 07 Mar 2025 12:00:00 GMT<h2><strong>Today's Guest | Mark Dorman</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/markjdorman/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/markjdorman</a></p> no00:45:0817Mark Dorman | Episode #17full<![CDATA[Shaunelle Roeber | Episode #4]]>Today's Guest | Shaunelle Roeber

Phone Number: (563) 676-7519

Email: shaunelle@blazingstarlife.com

Website: www.goblazingstar.com

]]>https://financeleaderstv.com/episode-41d3ce404-aa7e-48ba-b524-09e19ac2c0bbSat, 08 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | Shaunelle Roeber</strong></h2><p>Phone Number: (563) 676-7519</p><p>Email: <a href="mailto:shaunelle@blazingstarlife.com" rel="noopener noreferrer nofollow" target="_blank">shaunelle@blazingstarlife.com</a></p><p>Website: <a href="https://www.goblazingstar.com/" rel="noopener noreferrer nofollow" target="_blank">www.goblazingstar.com</a></p> no00:36:574Shaunelle Roeber | Episode #4full<![CDATA[Tim Wood | Episode #14]]>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 he met his wife of over thirty years. He left Disney to get into the radio business in 1996 and—except for a few years running his own web design company and a couple years managing a drug store—has been involved in radio ever since.

 

He moved his family to the beautiful Appalachian foothills of Johnson City, Tennessee, in 2007, where he hosts a weekly on-air radio show and podcast, The Safe Money Retirement Show, as well as Safe Money Retirement webinars—teaching retirees in multiple radio markets and all across America the basics they need to know in order to make informed choices about their retirement.

 

Tim has been a trusted consultant for a great number of local business owners and high-net-worth individuals for well over two decades. He entered the retirement education field in 2017, after seeing a dire need for honest, independent, and easy-to-understand answers to the issues facing the Greatest Generation,the baby boomers, and every other generation hoping for a safe and prosperous retirement. As a consultant, business owner, and Certified Financial Fiduciary®, Tim has a passion for helping retirees or those planning for their retirement make smart choices regarding their retirement options, helping them ensure that their hard-earned retirement nest eggs remain safe from any market downturns, while providing them a guaranteed income they can never outlive. He is an invited author for ThinkAdvisor—a tool for those in the retirement industry—using his years of experience to help others with best practices and tips.

 

Tim teaches classes on Safe Money Retirement at local colleges, and he takes his role as an educator seriously, firm in his belief that proper knowledge is the key to making smart choices. His primary focus is helping to educate those at or near retirement about their options for wealth preservation and income planning, and creating an overall financial plan that will help ensure his clients a stress-free retirement. His belief in complete transparency and honesty led him to his career as a Certified Financial Fiduciary® and continues to light his path in his daily interactions with clients.

 

Tim is also a member of Ed Slott’s Master Elite IRA Advisor GroupSM, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. Understanding all the nuances involved with how every type of retirement plan works—and especially how they work with the ever-changing tax codes—is absolutely vital to ensuring that the plans he helps his clients develop are the best they can be. He is immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, membership gives him access to Ed Slott’s elite team of “America’s IRA Experts” to answer any tough tax or planning questions.

 

Tim and his wife, Melissa, have one daughter, who is currently attending college. In their free time, the couple enjoys traveling to sporting events and concerts. Tim also enjoys giving back to his community as much as possible.

]]>https://finance-leaders.simplecast.com/episodes/tim-wood-episode-14-Tgjo1c8h84fa535e-7941-456a-b96e-a004640fc9deFri, 28 Feb 2025 12:00:00 GMT<h2><strong>Today's Guest | Tim Wood</strong></h2><p>Website: <a href="https://safemoneyretirement.com/" rel="noopener noreferrer nofollow" target="_blank">SafeMoneyRetirement.com</a></p><p>Get A Free copy of Tim's #1 bestselling book Safe Money Retirement: <a href="https://go.safemoneyretirement.com/smr-book-optin" rel="noopener noreferrer nofollow" target="_blank">go.safemoneyretirement.com/smr-book-optin</a></p><h2><strong>About Tim Wood</strong></h2><p> </p><p>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 he met his wife of over thirty years. He left Disney to get into the radio business in 1996 and—except for a few years running his own web design company and a couple years managing a drug store—has been involved in radio ever since.</p><p> </p><p>He moved his family to the beautiful Appalachian foothills of Johnson City, Tennessee, in 2007, where he hosts a weekly on-air radio show and podcast, The Safe Money Retirement Show, as well as Safe Money Retirement webinars—teaching retirees in multiple radio markets and all across America the basics they need to know in order to make informed choices about their retirement.</p><p> </p><p>Tim has been a trusted consultant for a great number of local business owners and high-net-worth individuals for well over two decades. He entered the retirement education field in 2017, after seeing a dire need for honest, independent, and easy-to-understand answers to the issues facing the Greatest Generation,the baby boomers, and every other generation hoping for a safe and prosperous retirement. As a consultant, business owner, and Certified Financial Fiduciary®, Tim has a passion for helping retirees or those planning for their retirement make smart choices regarding their retirement options, helping them ensure that their hard-earned retirement nest eggs remain safe from any market downturns, while providing them a guaranteed income they can never outlive. He is an invited author for ThinkAdvisor—a tool for those in the retirement industry—using his years of experience to help others with best practices and tips.</p><p> </p><p>Tim teaches classes on Safe Money Retirement at local colleges, and he takes his role as an educator seriously, firm in his belief that proper knowledge is the key to making smart choices. His primary focus is helping to educate those at or near retirement about their options for wealth preservation and income planning, and creating an overall financial plan that will help ensure his clients a stress-free retirement. His belief in complete transparency and honesty led him to his career as a Certified Financial Fiduciary® and continues to light his path in his daily interactions with clients.</p><p> </p><p>Tim is also a member of Ed Slott’s Master Elite IRA Advisor GroupSM, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. Understanding all the nuances involved with how every type of retirement plan works—and especially how they work with the ever-changing tax codes—is absolutely vital to ensuring that the plans he helps his clients develop are the best they can be. He is immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, membership gives him access to Ed Slott’s elite team of “America’s IRA Experts” to answer any tough tax or planning questions.</p><p> </p><p>Tim and his wife, Melissa, have one daughter, who is currently attending college. In their free time, the couple enjoys traveling to sporting events and concerts. Tim also enjoys giving back to his community as much as possible.</p> no00:49:5014Tim Wood | Episode #14full<![CDATA[Mark Pappa | Episode #9]]>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

]]>https://financeleaderstv.com/episode-907cdb150-8ebb-45cb-b769-844f9d7f5543Tue, 02 Jul 2024 12:00:00 GMT<h2><strong>Today's Guest | Mark Pappa</strong></h2><p>Phone Number: (860) 657-8380</p><p>Email: <a href="mailto:mark@frplan.com" rel="noopener noreferrer nofollow" target="_blank">mark@frplan.com</a></p><p>Website: <a href="https://www.frplan.com/" rel="noopener noreferrer nofollow" target="_blank">www.frplan.com</a></p><p>Address: 140 Hebron Ave. Ste 101 Glastonbury, Connecticut 06033 Hartford</p> no00:31:399Mark Pappa | Episode #9full<![CDATA[Dan Nicholson | Episode #24]]>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 top 40 under 40 accountant globally 4 times, Dan has created and run multiple small businesses, including Certainty U and Certainty News, a platform that’s syndicated to over 1 billion monthly users. Dan also hosts the (un)conventional wealth podcast, and is a Consulting Producer for PBS’ Opportunity Knocks. He lives in Seattle with his wife and two children. Dan is far from your typical CPA, making him an educational, entertaining and just plain fun guest

]]>https://finance-leaders.simplecast.com/episodes/dan-nicholson-episode-24-kEwXAmv7a0a8de59-162c-4869-8aba-e62e4d5fd3b6Wed, 16 Apr 2025 11:00:00 GMT<h2><strong>Today's Guest | Dan Nicholson</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/dan-p-nicholson/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/dan-p-nicholson</a></p><p>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 top 40 under 40 accountant globally 4 times, Dan has created and run multiple small businesses, including Certainty U and Certainty News, a platform that’s syndicated to over 1 billion monthly users. Dan also hosts the (un)conventional wealth podcast, and is a Consulting Producer for PBS’ Opportunity Knocks. He lives in Seattle with his wife and two children. Dan is far from your typical CPA, making him an educational, entertaining and just plain fun guest</p> no00:46:5024Dan Nicholson | Episode #24full<![CDATA[Chris Galeski | Episode #18]]>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

]]>https://finance-leaders.simplecast.com/episodes/chris-galeski-episode-18-__WMNANe4f0d1cc2-c63f-48ec-9800-5fec009d7a2dMon, 10 Mar 2025 11:00:00 GMT<h2><strong>Today's Guest | Chris Galeski</strong></h2><p>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.</p><p>LinkedIn: <a href="https://www.linkedin.com/in/chrisgaleski/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/chrisgaleski</a></p> no01:02:5018Chris Galeski | Episode #18full<![CDATA[Domenick D'Andrea | Episode #12]]>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 small business owners, with over 30 years of industry experience. DanDarah Wealth Management represents the culmination of an approach that combines responsible fiduciary services, excellent client service and innovative thinking. Domenick accomplishes this through utilizing and integrating new technological integrations.

 

Domenick D’Andrea is an Accredited Investment Fiduciary, AIF®, a Certified Retirement Counselor, CRC®, and a Certified Plan Fiduciary Advisor, CPFA®, and he utilizes these designations in building his knowledge through annual training and CE to help serve his clients. He is also serving on the Certification Governing Commission Board as the Vice Chair for the CPFA®.

Domenick believes that giving back to the community is vital. He is currently volunteering regularly with the Green Bronx Machine and Stars of Hope. He has spoken at numerous industry conferences, podcasts, and webinars on a variety of industry topics. His passions include spending time with his wife Lori, two children Christian and Alexa, and dog Cooper, Travel, and Photography.

]]>https://finance-leaders.simplecast.com/episodes/domenick-dandrea-episode-12-WNx3HtRXee5ebbee-2a70-479d-bb9b-5f1906705977Mon, 24 Feb 2025 12:00:00 GMT<h2><strong>Today's Guest | Domenick D'Andrea</strong></h2><p>Phone Number: (516) 366-5847</p><p>Email: <a href="mailto:domenick.dandrea@ceterainvestors.com" rel="noopener noreferrer nofollow" target="_blank">domenick.dandrea@ceterainvestors.com</a></p><p>LinkedIn: <a href="https://www.linkedin.com/in/dandarahwealthmanagementdomenick/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/dandarahwealthmanagementdomenick</a></p><p>Website: <a href="https://www.dandarahwealthmanagement.com/" rel="noopener noreferrer nofollow" target="_blank">www.dandarahwealthmanagement.com</a></p><p>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 small business owners, with over 30 years of industry experience. DanDarah Wealth Management represents the culmination of an approach that combines responsible fiduciary services, excellent client service and innovative thinking. Domenick accomplishes this through utilizing and integrating new technological integrations.</p><p> </p><p>Domenick D’Andrea is an Accredited Investment Fiduciary, AIF®, a Certified Retirement Counselor, CRC®, and a Certified Plan Fiduciary Advisor, CPFA®, and he utilizes these designations in building his knowledge through annual training and CE to help serve his clients. He is also serving on the Certification Governing Commission Board as the Vice Chair for the CPFA®.</p><p>Domenick believes that giving back to the community is vital. He is currently volunteering regularly with the Green Bronx Machine and Stars of Hope. He has spoken at numerous industry conferences, podcasts, and webinars on a variety of industry topics. His passions include spending time with his wife Lori, two children Christian and Alexa, and dog Cooper, Travel, and Photography.</p> no00:50:3812Domenick D'Andrea | Episode #12full<![CDATA[Tony De Santis | Episode #7]]>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

]]>https://financeleaderstv.com/episode-7ec6c17b4-91f3-4038-adec-00716eaed563Sat, 22 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | Tony De Santis</strong></h2><p>Phone Number: (303) 717-4721</p><p>Email: <a href="mailto:tony@trueclassicwealth.com" rel="noopener noreferrer nofollow" target="_blank">tony@trueclassicwealth.com</a></p><p>Website: <a href="http://www.thedirecteffect.com/" rel="noopener noreferrer nofollow" target="_blank">www.thedirecteffect.com</a></p><p>Address: 6201 Saddle Oak Trail Sarasota, Florida 34241 Sarasota</p> no00:26:507Tony De Santis | Episode #7full<![CDATA[Alex Koury | Episode #22]]>Today's Guest | Alex Koury

LinkedIn: www.linkedin.com/in/alexanderkourycfp

]]>https://finance-leaders.simplecast.com/episodes/alex-koury-episode-22-1J9ufweOc36a0aaf-1206-40cc-9af0-a820cf9f5ab3Fri, 11 Apr 2025 11:00:00 GMT<h2><strong>Today's Guest | Alex Koury</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/alexanderkourycfp/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/alexanderkourycfp</a></p> no01:10:5022Alex Koury | Episode #22full<![CDATA[Danny Chabino | Episode #21]]>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.

LinkedIn: www.linkedin.com/in/danny-chabino-0a9811147

]]>https://finance-leaders.simplecast.com/episodes/danny-chabino-episode-21-HQhe91IUa37ee1f7-decb-46d4-ad5b-f4ea79611415Thu, 10 Apr 2025 11:00:00 GMT<h2><strong>Today's Guest | Danny Chabino</strong></h2><p>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.</p><p>LinkedIn: <a href="https://www.linkedin.com/in/danny-chabino-0a9811147/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/danny-chabino-0a9811147</a></p> no00:49:1521Danny Chabino | Episode #21full<![CDATA[Lindsey Lewis | Episode #23]]>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 industry. 

 

In 2024, Lewis was honored with the Female Trailblazer of the Year award by InvestmentNews, recognizing her significant contributions to financial education and her efforts to change the demographics of client-facing advisors in finance. Additionally, she was named one of Aspioneer's Inspiring Leaders in Finance for 2024, underscoring her leadership and influence in the sector. 

 

Lewis led the Women Working in Wealth® initiative, which included a community, podcast, and exclusive events aimed at supporting and advancing women in the financial sector. Her dedication has previously earned her a place on InvestmentNews's 2021 40 Under 40 list and the Excell Represents Rising Star Woman in Wealth Management award. 

 

Beyond her professional endeavors, Lewis volunteers with $AVVY Ladies, a pro-bono financial planning nonprofit organization. She holds dual degrees in Personal Financial Planning and an MBA from Utah Valley University. Outside of her professional commitments, she enjoys practicing yoga, staying active through regular workouts, and cherishing time with her family as a mother of two. 

 

Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as Managing Director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. At the forefront of industry transformation, she co-chairs The College’s Next Gen Advisory Taskforce, attracting new talent and fostering inclusivity.

 

Lewis leads the Women Working in Wealth® social media channels, podcasts, and exclusive events. Because of her efforts, Lewis has been honored with the 2023 Investment News Hot List and 2021’s Investment News 40 Under 40 list. Lewis was also recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA.  

 

In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.

]]>https://finance-leaders.simplecast.com/episodes/lindsey-lewis-episode-23-hB9Kt7Ne252463da-366a-4070-ab03-c8a172f209a0Mon, 14 Apr 2025 11:00:00 GMT<h2><strong>Today's Guest | Lindsey Lewis</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/lindseycarolyn/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/lindseycarolyn</a></p><p>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 industry. </p><p> </p><p>In 2024, Lewis was honored with the Female Trailblazer of the Year award by InvestmentNews, recognizing her significant contributions to financial education and her efforts to change the demographics of client-facing advisors in finance. Additionally, she was named one of Aspioneer's Inspiring Leaders in Finance for 2024, underscoring her leadership and influence in the sector. </p><p> </p><p>Lewis led the Women Working in Wealth® initiative, which included a community, podcast, and exclusive events aimed at supporting and advancing women in the financial sector. Her dedication has previously earned her a place on InvestmentNews's 2021 40 Under 40 list and the Excell Represents Rising Star Woman in Wealth Management award. </p><p> </p><p>Beyond her professional endeavors, Lewis volunteers with $AVVY Ladies, a pro-bono financial planning nonprofit organization. She holds dual degrees in Personal Financial Planning and an MBA from Utah Valley University. Outside of her professional commitments, she enjoys practicing yoga, staying active through regular workouts, and cherishing time with her family as a mother of two. </p><p> </p><p>Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as Managing Director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. At the forefront of industry transformation, she co-chairs The College’s Next Gen Advisory Taskforce, attracting new talent and fostering inclusivity.</p><p> </p><p>Lewis leads the Women Working in Wealth® social media channels, podcasts, and exclusive events. Because of her efforts, Lewis has been honored with the 2023 Investment News Hot List and 2021’s Investment News 40 Under 40 list. Lewis was also recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA.  </p><p> </p><p>In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.</p> no00:58:0223Lindsey Lewis | Episode #23full<![CDATA[Evan Drury | Episode #13]]>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

]]>https://finance-leaders.simplecast.com/episodes/evan-drury-episode-13-cpa13VHe017ee5c3-1e16-4daf-9407-72878c926a37Wed, 26 Feb 2025 12:00:00 GMT<h2><strong>Today's Guest | Evan Drury</strong></h2><p>● Travel Enthusiast</p><p>● Husband and Father</p><p>● Avid Reader</p><p>● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow</p><p>LinkedIn: <a href="https://www.linkedin.com/in/evandrury/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/evandrury</a></p><p>Twitter/X: <a href="https://x.com/evanpdrury" rel="noopener noreferrer nofollow" target="_blank">x.com/evanpdrury</a></p> no01:05:3513Evan Drury | Episode #13full<![CDATA[Andrej Kandus | Episode #3]]>Today's Guest | Andrej Kandus

Phone Number: (650) 308-9399

Email: skygold.services@gmail.com

Website: www.skygoldfinancial.com

Address: 1150 Brickyard Cove Rd Suite B11 Point Richmond, California 94801 Contra Costa

]]>https://financeleaderstv.com/episode-3dbc6db16-2cd8-4808-93f5-34860a6eeea7Sat, 01 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | Andrej Kandus</strong></h2><p>Phone Number: (650) 308-9399</p><p>Email: <a href="mailto:skygold.services@gmail.com" rel="noopener noreferrer nofollow" target="_blank">skygold.services@gmail.com</a></p><p>Website: <a href="https://www.skygoldfinancial.com/" rel="noopener noreferrer nofollow" target="_blank">www.skygoldfinancial.com</a></p><p>Address: 1150 Brickyard Cove Rd Suite B11 Point Richmond, California 94801 Contra Costa</p> no00:54:363Andrej Kandus | Episode #3full<![CDATA[David Nieto | Episode #8]]>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

]]>https://financeleaderstv.com/episode-815dafbc8-d31b-42cd-81f5-61ab38a3d0ddSun, 30 Jun 2024 12:00:00 GMT<h2><strong>Today's Guest | David Nieto</strong></h2><p>Phone Number: (402) 517-7800</p><p>Email: <a href="mailto:dave@axessfinancial.com" rel="noopener noreferrer nofollow" target="_blank">dave@axessfinancial.com</a></p><p>Website: <a href="https://axessfinancial.com/" rel="noopener noreferrer nofollow" target="_blank">axessfinancial.com</a></p><p>Address: 5417 South 146 Street Omaha, Nebraska 68137 Douglas</p> no00:28:088David Nieto | Episode #8full<![CDATA[Mike Faulhaber | Episode #19]]>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 learning and embracing the fact that there is always more to learn.

 

But growth isn’t just about my own personal development.

 

Jim Rohn once said that the fastest and best way to get what you want is to help others get what they want.

 

As a financial professional dedicated to coaching others, the bulk of my professional time is spent recruiting, mentoring, coaching, training, and developing financial advisors as they endeavor to build their practices with Lakeshore Financial Group - Rocky Mountains.

 

My work brings me tremendous joy as I impact our industry, our clients, and our family.

 

My Personal Mission Statement: I Provide Guidance and Understanding, Helping others Align their Actions with Intentions! I do this with honesty, integrity, and my BEST (Balance, Excellence, Service, and Truth).

 

Michael Faulhaber is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc. (ESI), Member FINRA/SIPC, 1 N. Franklin St., Suite 3450, Chicago, IL 60606, 312-236-2500. Lakeshore Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc.  TC7741937(0325)3

]]>https://finance-leaders.simplecast.com/episodes/mike-faulhaber-episode-19-60TpvAzc754adbb9-7e3e-4367-89c7-1957a7c468f6Wed, 12 Mar 2025 11:00:00 GMT<h2><strong>Today's Guest | Mike Faulhaber</strong></h2><p>LinkedIn: <a href="https://www.linkedin.com/in/mikefaulhaber/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/mikefaulhaber</a></p><h2><strong>About Mike</strong></h2><p> </p><p>Growth is a word that describes so many areas of my life.</p><p> </p><p>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.</p><p> </p><p>Always focused on leveling up, I challenge my financial planning knowledge by committing to lifelong learning and embracing the fact that there is always more to learn.</p><p> </p><p>But growth isn’t just about my own personal development.</p><p> </p><p>Jim Rohn once said that the fastest and best way to get what you want is to help others get what they want.</p><p> </p><p>As a financial professional dedicated to coaching others, the bulk of my professional time is spent recruiting, mentoring, coaching, training, and developing financial advisors as they endeavor to build their practices with Lakeshore Financial Group - Rocky Mountains.</p><p> </p><p>My work brings me tremendous joy as I impact our industry, our clients, and our family.</p><p> </p><p>My Personal Mission Statement: I Provide Guidance and Understanding, Helping others Align their Actions with Intentions! I do this with honesty, integrity, and my BEST (Balance, Excellence, Service, and Truth).</p><p> </p><p>Michael Faulhaber is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc. (ESI), Member FINRA/SIPC, 1 N. Franklin St., Suite 3450, Chicago, IL 60606, 312-236-2500. Lakeshore Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc.  TC7741937(0325)3</p> no01:07:1619Mike Faulhaber | Episode #19full