FINANCE LEADERS | Retirement Insights
FINANCE LEADERS | Retirement Insights
Podcast Description
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.
Podcast Insights
Content Themes
This podcast explores themes such as financial advisory strategies, industry trends, personal finance management, and client engagement techniques. Episodes often delve into specific topics like investment strategies, client relationship building, and navigating market changes, providing listeners with concrete examples and practical advice.
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.
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 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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