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.

FINANCE LEADERS | Retirement Insights is a business podcast hosted by Daniel Hanzelka, with 26 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Daniel Hanzelka hosts FINANCE LEADERS | Retirement Insights, a business show with 26 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #26

  Beverly Krzmarcik | Episode #26

  Aug 22, 202541 minS0

  <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...

  ListenShow Notes
• 

  Episode #25

  David Mares | Episode #25

  Aug 5, 202528 minS0

  <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 driv...

  ListenShow Notes
• 

  Episode #24

  Dan Nicholson | Episode #24

  Apr 16, 202547 minS0

  <h2>Today's Guest | Dan Nicholson</h2><p>LinkedIn: www.linkedin.com/in/dan-p-nicholson</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...

  ListenShow Notes
• 

  Episode #23

  Lindsey Lewis | Episode #23

  Apr 14, 202558 minS0

  <h2>Today's Guest | Lindsey Lewis</h2><p>LinkedIn: www.linkedin.com/in/lindseycarolyn</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 d...

  ListenShow Notes
• 

  Episode #22

  Alex Koury | Episode #22

  Apr 11, 20251h 11mS0

  <h2>Today's Guest | Alex Koury</h2><p>LinkedIn: www.linkedin.com/in/alexanderkourycfp</p>

  ListenShow Notes

Recent guests on FINANCE LEADERS | Retirement Insights. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.