FINANCE LEADERS | Retirement Insights

FINANCE LEADERS | Retirement Insights

The Finance Leaders Podcast is where top financial advisors share their journey, expertise, and strategies that are reshaping the financial services industry. Our mission is simple: to spotlight the voices driving meaningful change in financial advising, providing inspiration, insights, and actionable advice to help advisors and their clients thrive.

Episodes

April 16, 2025 46 mins

Today's Guest | Dan Nicholson

LinkedIn: www.linkedin.com/in/dan-p-nicholson

A serial entrepreneur since birth, Dan Nicholson is the author of “Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own Terms,” deemed a best-seller by USA Today and The Wall Street Journal. In addition to founding the award-winning accounting and financial consulting firm Nth Degree CPAs and being named a to...

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Today's Guest | Lindsey Lewis

LinkedIn: www.linkedin.com/in/lindseycarolyn

Lindsey Lewis has built a career around women and money. As a Chartered Financial Consultant® (ChFC®) and CFP® Professional, she empowers women to take control of their financial futures. In her role as Managing Director and Chair of the American College Center for Women in Financial Services, she champions diversity within the financial services indu...

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April 11, 2025 70 mins

Today's Guest | Alex Koury

LinkedIn: www.linkedin.com/in/alexanderkourycfp

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April 10, 2025 49 mins

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

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March 31, 2025 58 mins

Today's Guest | Mark Wagner

Facebook: www.facebook.com/AmericanAtlanticLLC

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March 12, 2025 67 mins

Today's Guest | Mike Faulhaber

LinkedIn: www.linkedin.com/in/mikefaulhaber

About Mike

 

Growth is a word that describes so many areas of my life.

 

Early in my life, I grew my resolve as a throwing dummy with the University of Northern Colorado wrestling team and tested my limits as a United States Marine Corps war veteran.

 

Always focused on leveling up, I challenge my financial planning knowledge by committing to lifel...

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March 10, 2025 62 mins

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

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March 7, 2025 45 mins

Today's Guest | Mark Dorman

LinkedIn: www.linkedin.com/in/markjdorman

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March 5, 2025 45 mins

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

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March 3, 2025 49 mins

Today's Guest | Stephan Shatarah

LinkedIn: www.linkedin.com/in/dandarahwealthmanagementstephan

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February 28, 2025 49 mins

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...

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February 26, 2025 65 mins

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

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February 24, 2025 50 mins

Today's Guest | Domenick D'Andrea

Phone Number: (516) 366-5847

Email: domenick.dandrea@ceterainvestors.com

LinkedIn: www.linkedin.com/in/dandarahwealthmanagementdomenick

Website: www.dandarahwealthmanagement.com

Domenick D’Andrea is a Co-Founder and Financial Advisor at DanDarah Wealth Management. Domenick has specialized in investment advisory and financial planning to meet the specific needs of pre-retirees, retirees, and sma...

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January 7, 2025 53 mins

Today's Guest | Shaunelle Roeber

Phone Number: (563) 676-7519

Email: shaunelle@blazingstarlife.com

Website: www.goblazingstar.com

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July 9, 2024 21 mins

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

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July 2, 2024 31 mins

Today's Guest | Mark Pappa

Phone Number: (860) 657-8380

Email: mark@frplan.com

Website: www.frplan.com

Address: 140 Hebron Ave. Ste 101 Glastonbury, Connecticut 06033 Hartford

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June 30, 2024 28 mins

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

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June 22, 2024 26 mins

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

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June 18, 2024 26 mins

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

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June 11, 2024 23 mins

Today's Guest | Dan Cronin

Phone Number: (503) 404-4564

Email: dan@lifestyle-wm.com

Website: www.lifestylewealthmgmt.com

Address: 169 Kihapai St Kailua, Hawaii 96734 Honolulu

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