FINANCE LEADERS | Strategic Wealth Insights

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 buil...

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 expl...

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 ho...

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 o...

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...

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 e...

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 la...

What becomes possible when an experienced advisor stops trying to carry every part of the business alone?

In this episode, Daniel Hanzelka sits down with Michael W. Mandarino, founder of 123 Life Insurance and a West Point graduate with more than two decades of experience serving individuals, families, and business owners. Michael shares how finding the right professional environment changed the way he approaches opportuniti...

What if the next level of your advisory business doesn’t come from more prospects, more credentials, or more hustle—but from seeing differently what you already have?

In this episode of the Finance Leaders Podcast, Daniel Hanzelka sits down with Jeffrey Thompson, author and strategist, to explore what changes when financial professionals move beyond a volume-driven practice and begin building around deeper relati...

🎙️ Episode Title: From Financial Junk Drawers to Family CFOs: Beverly Krzmarcik on Building Strategy, Stewardship, and Peace of Mind

When it comes to money, most families don’t struggle with earning—it’s with organizing, aligning, and truly enjoying what they’ve worked so hard for. In this episode of Finance Leaders Retirement Insights, Daniel sits down with Beverly Krzmarcik, founder of Your Virtual CFO, to...

In this episode of Finance Leaders, David shares how growing up without financial guidance shaped his mission to serve. We dive into trust, tax traps, and why real advisors show up for the whole person, not just their portfolio. 

🎙️ Why Real Advisors Lead with Clarity, Not Just Products — Featuring David Mares | Finance Leaders Podcast 

What happens when your financial advisor becomes your lifelong partner? 

In t...

Today's Guest | Dan Nicholson

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

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

Today's Guest | Lindsey Lewis

LinkedIn: www.linkedin.com/in/lindseycarolyn

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

Today's Guest | 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...