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.
Daniel Hanzelka interviews Beverly Krzmarcik, founder of Your Virtual CFO, about organizing finances and building family wealth with purpose.
5 Aug 2025
David Mares | Episode #25
David Mares shares his personal journey and discusses the importance of trust and clarity in financial advising, especially during major life transitions, in an interview with Daniel Hanzelka.
16 Apr 2025
Dan Nicholson | Episode #24
Today's Guest | Dan Nicholson
LinkedIn: www.linkedin.com/in/dan-p-nicholson (https://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
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