Best David Solano Podcasts (2025)

1
Embracing Change, AI, and Strategic Acquisitions in Finance With David Wood 50:16

15d ago50:16

50:16

David Wood is a seasoned financial services professional with nearly four decades of industry experience. He began his career in 1986, navigating early challenges like the 1987 market crash, which shaped his resilient approach to financial advising. Together with his firm, David has been empowering independent financial advisors through strategic s…

1
Navigating Uncertainty With Life Insurance With Bobby Johnson and Joel Tabin 48:24

22d ago48:24

48:24

Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Bobby's commitment to collaboration and innovation is evident in his active involvement in initiatives th…

1
State Policy, Privacy Laws, and Insurance Industry Wins With Leah Walters 46:46

29d ago46:46

46:46

Leah Walters is a state relations expert who leads legislative and regulatory advocacy efforts across all levels of state government. With over two decades of experience in state insurance advocacy, she has been instrumental in shaping policies that support the life insurance industry's mission to provide financial security to American families. Le…

1
Empowering Women in Finance With Lindsey Lewis 53:39

1M ago53:39

53:39

Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She leads various initiatives, encompassing podcasts, social media, and events fostering community and professional growth for women advisors. Recognized for …

1
Empowering Financial Voices With Erica McQuade 53:22

1M ago53:22

53:22

Erica McQuade is a government relations expert specializing in federal lobbying and advocacy. With a strong background in political advocacy, she actively engages in legislative initiatives that impact the financial services industry. Erica is a featured speaker at events like the NAIFA Women’s Financial Security Fly-In, where she empowers women fi…

1
The Power of Grassroots Advocacy With Bianca Alonso Weiss 52:23

3M ago52:23

52:23

Bianca Alonso Weiss is the State Government Relations Director at NAIFA, overseeing advocacy efforts across all 50 state chapters. She specializes in bill tracking, analysis, and legislative outreach, ensuring that NAIFA members remain informed and engaged in shaping financial policies. Bianca also represents NAIFA at the National Council of Insura…

1
Elevate Your Insurance Practice With Stacy Norton and Jeremy Vidmar 49:32

3M ago49:32

49:32

Stacy Norton is a seasoned financial advisor specializing in retirement planning, insurance solutions, and wealth protection. With over 17 years of experience in the industry, she has built a strong reputation for helping clients navigate complex financial decisions with a personal, hands-on approach. Stacy is deeply involved in NAIFA, serving as N…

1
Navigating Political Issues in Finance With Diane Boyle 52:36

4M ago52:36

52:36

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government. In this episode… In a world where political dynamics consta…

1
Elevating Professional Growth in Financial Services With Doug Massey and Karen Easterling 46:50

4M ago46:50

46:50

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Departm…

1
Navigating Politics and Financial Services With Adam Solano 47:58

4M ago47:58

47:58

Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA — including serving as President of NAIFA Chicago and Illinois — and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer unders…

1
The Reboot and Rebrand of Advisor Today 31:47

4M ago31:47

31:47

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clien…

1
Navigating Financial Services in a Digital World With Ryan Pinney 42:45

6M ago42:45

42:45

Ryan Pinney is an insurance and financial services professional known for his innovative approach to leveraging technology to enhance client experiences. A past National Trustee and a respected figure in the industry, he is renowned for his contributions to tech integration within financial services and his dedication to serving his clients and the…

1
Financial Decisions Are Family Decisions 1:00:51

6M ago1:00:51

1:00:51

Dr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensivel…

1
Choosing a Life of Fulfillment 53:15

6M ago53:15

53:15

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for h…

1
Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers 52:33

6M ago52:33

52:33

Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also ac…

1
Navigating Financial Leadership Waves With Cheryl Canzanella 46:44

6M ago46:44

46:44

Cheryl Canzanella is the incoming president of NAIFA-Florida, boasting over 25 years of experience in the financial services industry. She holds several designations, including CLU, ChSNC, LUTCF, and CAP. With a background that spans annuities, brokerage, and a recent pivot to the mortgage sector, Cheryl brings a wealth of knowledge and a diverse p…

1
Making Success Accessible 57:29

7M ago57:29

57:29

Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for insurance agents. Apart from insurance, Peter coaches competitive bands and drumli…

1
NAIFA’s Impact and the Future of Advisors With Cliff Wilson 32:44

7M ago32:44

32:44

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy.…

1
Mastering Financial Planning, Coaching, and Diversification With Jason Foster 52:18

7M ago52:18

52:18

Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President o…

1
Unlocking the Game of Financial Services With Kevin Tostado 49:20

7M ago49:20

49:20

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story, he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultat…

1
Winning in Finance and Sports With Peter Winovich III 44:06

8M ago44:06

44:06

Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA…

1
Unlocking the Power of Medicare for Financial Advisors With Amanda Brewton 47:05

9M ago47:05

47:05

Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to cho…

1
Charting Success in the Financial Advisory World With Chris Roper 40:29

10M ago40:29

40:29

Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for trav…

1
Heart of a Servant Leader From the Start 51:04

10M ago51:04

51:04

Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table…

1
Episode 102: Joshua Hood, Author of Burn Out 57:26

10M ago57:26

57:26

This week we welcome Joshua Hood, author of Burn Out...Available everywhere August 13th! Joshua Hood is the author of The Guardian (Blackstone Publishing, 2023), Treadstone Rendition, Treadstone Transgression, The Treadstone Exile, The Treadstone Resurrection, Warning Order, Clear by Fire, and most recently Burn Out. Josh decided to follow his brot…

1
NAIFA Stops Regulatory Creep...Again with Special Guest, President-Elect Doug Massey 51:48

10M ago51:48

51:48

Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Departm…

1
Unlocking the Mindset of a Champion With Walter Bond 48:31

10M ago48:31

48:31

Walter Bond is a former NBA professional who has successfully transitioned into a Hall of Fame motivational speaker and business accelerator. Starting his journey in the competitive world of professional basketball, he learned the value of mindset, support, and discipline. Walter is known for his Shark Mindset Selling training, which helps people b…

1
Episode 101: Dave Matheny, CEO of Silencer Shop 46:13

10M ago46:13

46:13

This week we welcome Dave Matheny, CEO of Silencer Shop. Silencer Shop is the largest silencer distributor in the U.S. Dave used his background as software engineer to streamline the silencer purchasing process, navigating the regulatory hurdles with a technology based approach. Dave discusses how his son being born with impaired hearing got him in…

1
Stepping Into Success With Medicare Supplements With Greg Etchison and Scott Wilson 59:35

10M ago59:35

59:35

Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplemen…

1
Marketing Meets Finance: Innovating Industry Boundaries With Shantell Wright and John Lewis 54:01

11M ago54:01

54:01

Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commi…

1
Embracing Technology in Financial Advising With Panos Leledakis 45:19

11M ago45:19

45:19

Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker,…

1
Episode 100: Dennis Price, Founder of Heroes 4 Humanity 1:00:29

11M ago1:00:29

1:00:29

We are BACK! And what better way than with Episode 100! This week we welcome Dennis Price, Force Recon Marine and Founder of Heroes 4 Humanity. After multiple deployments during the Global War of Terrorism, Dennis fought through life's dark path to emerge blessed with faith in God and a new mission. Dennis turned from an instrument of war into the …

1
There’s No Finish Line in Success 58:59

12M ago58:59

58:59

Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated t…

1
ABL: Always Be Learning 45:28

1y ago45:28

45:28

Iris Nance is an experienced insurance agent who helps people optimize their coverage to meet their needs. With a celebrated career of over 26 years in the insurance industry, she worked as a bank examiner for over 10 years. Iris is deeply committed to education, mentorship, and community service, actively participating in programs for students and…

1
Find Your Passion Profile 1:06:45

1y ago1:06:45

1:06:45

Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals…

1
From Croatia Comes Commitment to Care for the Community 56:17

1y ago56:17

56:17

Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact. As an experienced …

1
Make Simplicity Your Superpower 58:56

1y ago58:56

58:56

Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional. He is also a NAIFA member and has previou…

1
A Hero of Zero: Modern Retirement Strategies 39:57

1y ago39:57

39:57

David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon …

1
Empowering Women in the Insurance Industry With Carina Hatfield 1:04:09

1y ago1:04:09

1:04:09

Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP). As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina serves NAIFA as a National Trustee and a mo…

1
Discovering and Rediscovering Your Economic Vitality 56:02

1y ago56:02

56:02

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, …

1
Thriving in Financial Services: Robert Miller’s Leadership Journey 1:02:35

1y ago1:02:35

1:02:35

Robert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA…

1
To Walk With You on This Journey 58:24

1+ y ago58:24

58:24

Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting o…

1
Do What You Say You Will and Be Who You Say You Are 1:02:42

1+ y ago1:02:42

1:02:42

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicat…

1
Seminar Strategies for Scaling Your Financial Business With Frank Maselli 1:02:20

1+ y ago1:02:20

1:02:20

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. With his programs …

1
Navigating the Complex Landscape of the Insurance Industry With Tom Palmeri 50:13

1+ y ago50:13

50:13

Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals t…

1
Journey to Success: A Financial Planner’s Story With Delvin Joyce 59:03

1+ y ago59:03

59:03

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Incom…

1
Thriving in the Financial Services Industry With Joseph Spinelli 55:51

1+ y ago55:51

55:51

Joseph Spinelli is a Chartered life underwriter (CLU) who helps people prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs. With a robust skill set that includes Insurance, Life Insurance, Customer Service, Disability Insurance, Term Life Insurance, and more, he contributes valua…

1
Strategies for Navigating the Financial Services Industry With John D. Richardson 56:25

1+ y ago56:25

56:25

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John…

1
Walking Together Through Life as a Servant Leader 54:08

1+ y ago54:08

54:08

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. He …

1
Manage Activity To Get Real Results 45:52

1+ y ago45:52

45:52

Mickey Straub is a successful entrepreneur, renowned speaker, accomplished author, devoted patriot, and mayor emeritus. He is passionate about inspiring people to set audacious goals with short deadlines so they can achieve more and regret less. With 23 years of experience inspiring organizational success, Mickey provides the necessary resources to…

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