FINANCE LEADERS | Retirement Insights

🎙️ 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 Virt...

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 lifelon...

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 Degr...

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...

Today's Guest | Alex Koury LinkedIn: www.linkedin.com/in/alexanderkourycfp

Today's Guest | Danny Chabino After having spent a working career as an entrepreneur primarily in retail, Danny entered the financial industry in 2017. He has had experience in nearly all parts of the investment and insurance areas. He now focuses on financial education as a part of The National Financial Literacy Campaign. LinkedIn: www.linkedin.com/in/danny-chabino-0a9811147

Today's Guest | Mark Wagner Facebook: www.facebook.com/AmericanAtlanticLLC

Today's Guest | Mike Faulhaber LinkedIn: www.linkedin.com/in/mikefaulhaber About Mike   Growth is a word that describes so many areas of my life.   Early in my life, I grew my resolve as a throwing dummy with the University of Northern Colorado wrestling team and tested my limits as a United States Marine Corps war veteran.   Always focused on leveling up, I challenge my financial planning knowled...

Today's Guest | Chris Galeski Former professional golfer. I was so good I am now a financial advisor. I am the director of growth and advice/partner at an RIA in CA. I love helping clients and team members gain confidence and succeed in life. LinkedIn: www.linkedin.com/in/chrisgaleski

Today's Guest | Mark Dorman LinkedIn: www.linkedin.com/in/markjdorman

Today's Guest | Tom Basey A life-long learner, a recovering engineer and project manager, I am now an entrepreneur, working in both the insurance and technology fields. LinkedIn: www.linkedin.com/in/tombasey Tom's Job Loss Checklist: payhip.com/b/n5khM

Today's Guest | Stephan Shatarah LinkedIn: www.linkedin.com/in/dandarahwealthmanagementstephan

Today's Guest | Tim Wood Website: SafeMoneyRetirement.com Get A Free copy of Tim's #1 bestselling book Safe Money Retirement: go.safemoneyretirement.com/smr-book-optin About Tim Wood   TIM WOOD, Certified Financial Fiduciary® and Founder/President at Safe Money Retirement®, was raised and educated in Central Florida. After attending Valencia College, he worked for Walt Disney World as an audio/lig...

Today's Guest | Evan Drury ● Travel Enthusiast ● Husband and Father ● Avid Reader ● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow LinkedIn: www.linkedin.com/in/evandrury Twitter/X: x.com/evanpdrury

Today's Guest | Domenick D'Andrea Phone Number: (516) 366-5847 Email: domenick.dandrea@ceterainvestors.com LinkedIn: www.linkedin.com/in/dandarahwealthmanagementdomenick Website: www.dandarahwealthmanagement.com Domenick D’Andrea is a Co-Founder and Financial Advisor at DanDarah Wealth Management. Domenick has specialized in investment advisory and financial planning to meet the specific needs of...

Today's Guest | Shaunelle Roeber Phone Number: (563) 676-7519 Email: shaunelle@blazingstarlife.com Website: www.goblazingstar.com

Today's Guest | Brandon Barile Phone Number: (813) 448-6766 Email: bbarile@rockportglobal.com Website: www.rockportglobal.com Address: 8309 Gunn Highway Tampa, Florida 33626 Hillsborough

Today's Guest | Mark Pappa Phone Number: (860) 657-8380 Email: mark@frplan.com Website: www.frplan.com Address: 140 Hebron Ave. Ste 101 Glastonbury, Connecticut 06033 Hartford

Today's Guest | David Nieto Phone Number: (402) 517-7800 Email: dave@axessfinancial.com Website: axessfinancial.com Address: 5417 South 146 Street Omaha, Nebraska 68137 Douglas

Today's Guest | Tony De Santis Phone Number: (303) 717-4721 Email: tony@trueclassicwealth.com Website: www.thedirecteffect.com Address: 6201 Saddle Oak Trail Sarasota, Florida 34241 Sarasota

Today's Guest | Wally Darling Phone Number: (720) 670-0283 Email: wally@lakewoodhillsinvestments.com Website: www.lakewoodhillsinvestments.com Address: 8480 East Orchard Dr Suite 2200 Englewood, Colorado 80111 Arapahoe

Today's Guest | Dan Cronin Phone Number: (503) 404-4564 Email: dan@lifestyle-wm.com Website: www.lifestylewealthmgmt.com Address: 169 Kihapai St Kailua, Hawaii 96734 Honolulu

Today's Guest | Shaunelle Roeber Phone Number: (563) 676-7519 Email: shaunelle@blazingstarlife.com Website: www.goblazingstar.com

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

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