Make Life Less Taxing Podcast

Daniel Hanzelka
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The Make Life Less Taxing™ Podcast is where we go beyond the spreadsheets, strategies, and tax returns to talk about what truly creates freedom in life, business, and legacy. Hosted by Daniel Hanzelka, a business strategist, mentor, and recovering CFP®, this show explores how advisors are serving their clients and helping them build lives that are less taxing filled with greater purpose, peace, and alignment. Our mission is simple: to help people Make Their Life Less Taxing.

  1. 1d ago

    Ron Harris | Episode #91

    What if the biggest obstacle to financial freedom isn’t how much money you earn, but how you’ve been taught to think about debt? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Ron Harris, founder and CEO of Financial Literacy Group, financial educator, and author, to explore how changing your money mindset can create greater clarity, confidence, and opportunity. Drawing on his international experiences and work in financial education, Ron challenges conventional thinking about debt, budgeting, and long-term financial planning. He shares why understanding cash flow, questioning traditional assumptions, and developing financial discipline are essential to making more intentional decisions. 💡 In This Episode, You’ll Discover: • Why debt and wealth building belong in the same financial conversation • How scarcity thinking can limit financial choices • Why understanding cash flow is foundational to financial literacy • How AI technology can support financial education • Why time, discipline, and better questions matter 👤 About Ron Harris Ron Harris is the founder and CEO of Financial Literacy Group and author of six books, including The New American Dream. His work focuses on helping families better understand money, debt, and financial opportunities. 🔗 Connect With Ron Harris 📍 Location: Phoneix, Arizona 🌐 Website: https://financialliteracy.group/ 🔗 LinkedIn: https://www.linkedin.com/company/financial-literacy-group-llc/?viewAsMember=true 📘 Facebook: https://www.facebook.com/lfgllc/ 📸 Instagram: https://www.instagram.com/financial_literacy_group ▶️ YouTube: https://www.youtube.com/@financialliteracygroup8004 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #RonHarris #FinancialLiteracy #MoneyMindset #DebtAwareness #FinancialFreedom #WealthMindset #FinancialClarity

  2. 1d ago

    Andrej Kandus | Episode #90

    What if lasting wealth is not primarily about earning more or chasing higher returns, but about creating a structure that future generations can faithfully preserve? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Andrej Kandus, founder and creator of the Kandus Method, a wealth architecture framework centered on control, liquidity, governance, and long-term legacy. Originally from Slovenia, Andrej shares how entrepreneurship, engineering, and navigating different economic systems shaped his approach to wealth. His perspective is grounded in a simple idea: wealth should not merely be accumulated—it should be intentionally designed. You’ll hear why uninterrupted compounding can be so powerful, how taxes and unnecessary withdrawals can quietly weaken long-term outcomes, and why the principles passed to the next generation matter as much as the assets themselves. Andrej also explains how thoughtful governance can help families protect what they have built while giving future generations clarity, responsibility, and opportunity. 💡 In This Episode, You’ll Discover: • Why wealth architecture begins with structure • How compounding changes across generations • Why control and ownership are not the same • The importance of protecting the principal • How governance supports responsible succession • Why stewardship is essential to a lasting legacy 👤 About Andrej Kandus Andrej Kandus is an entrepreneur and the creator of the Kandus Method. Drawing from decades of experience across business, technology, and financial education, he helps successful families explore principles for building durable, multigenerational wealth with greater clarity and intention. Connect With Andrej Kandus 📍 Location: One Sansome Street, Suite 1400 San Francisco, CA 94104 🌐 Website: https://www.andrejkandus.com 🎥 YouTube: https://www.youtube.com/@UCDO7DUIZCWhYs7mHUNfN_kQ 📞 Phone: (800) 799-7503, Ext 803 Contact: Ana Carroll — ana@andrejkandus.com 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just grounded conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #LegacyPlanning #WealthMindset #GenerationalWealth #FinancialClarity #Stewardship #WealthArchitecture #BusinessOwnerWisdom #PurposeDrivenWealth

  3. 1d ago

    Josh Forti | Episode #89

    What if the business you started to create freedom has become the very thing keeping you trapped? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Josh Forti—entrepreneur, digital marketer, podcast host, creator of Client Intelligence, and Daniel's business coach—to explore what it really means to build a business around freedom, purpose, and intentional choices. Josh shares his journey from growing up on a farm in Indiana to building a successful marketing business, navigating major industry disruption, and rethinking how entrepreneurs create lasting freedom. Together, Daniel and Josh explore the difference between scarcity and abundance, the importance of taking responsibility for your choices, and why clarity becomes especially valuable when circumstances change. 💡 In This Episode, You'll Discover: • Why entrepreneurial success doesn't automatically create personal freedom • How scarcity thinking can limit opportunities—even when success is within reach • Why disruption can become an opportunity to rethink your business • How faith, purpose, and personal responsibility shape meaningful freedom • Why better decisions begin with understanding what's actually true • How AI can either amplify business confusion or support greater clarity • Why finding your North Star matters more than chasing every opportunity This conversation is a thoughtful reminder that building a meaningful business isn't simply about achieving more. It's about making intentional choices that support the life you're called to live. 👤 About Josh Forti Josh Forti is an entrepreneur, digital marketer, podcast host, and creator of Client Intelligence. His experience spans audience building, sales, business development, and AI-powered business systems. His philosophy of "Get Paid, Be Free" encourages entrepreneurs to think beyond business success and consider the freedom and purpose they want their work to support. 🔗 Connect With Josh Forti 📍 Location: Denver Metropolitan Area 🌐 Website: https://clientintelligence.ai/ 📘 Facebook: https://www.facebook.com/realjoshforti 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. Explore more meaningful conversations about entrepreneurship, mindset, and purposeful living. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #JoshForti #EntrepreneurMindset #ScarcityToAbundance #BusinessFreedom #PurposeDrivenBusiness #Entrepreneurship #BusinessLeadership #FaithAndBusiness #BusinessClarity

  4. 1d ago

    Steve Anderson | Episode #88

    What if you approached your health with the same intention, curiosity, and long-term thinking you bring to building a business? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Steve Anderson, a longtime investment management professional, private equity operator, entrepreneur, and advocate for a more proactive approach to health and longevity. Steve shares how a serious personal health diagnosis changed the direction of his life and eventually led him into regenerative medicine and longevity. Along the way, Daniel and Steve explore the connection between entrepreneurship, personal responsibility, consistency, and becoming a better advocate for your own well-being. 💡 In This Episode, You’ll Discover: • Why Steve describes business as “controlled chaos” • How a personal health challenge reshaped his professional direction • Why consistency matters more than short-term fixes • The value of establishing a baseline and becoming proactive about health • Why entrepreneurs should view their health as something worth stewarding • How purpose and curiosity can lead to unexpected opportunities This conversation is about more than living longer. It’s about thinking intentionally about the quality of the life you’re building. Subscribe for more grounded conversations about clarity, purpose, stewardship, business, and creating a life with greater freedom. 👤 Connect With Steve Anderson 📍 Location: Arizona 🌐 Website: renue.healthcare 🔗 LinkedIn: linkedin.com/in/steven-anderson-729b50b2 📘 Facebook:https://www.facebook.com/steve.anderson.378903/ 📸 Instagram: renuepv_mc ▶️ YouTube: www.youtube.com/@renuemedicalcentre9101 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #Longevity #EntrepreneurMindset #ProactiveHealth #Leadership #HealthyAging #BusinessLeadership #Stewardship

  5. 1d ago

    Joshua Smith | Episode #87

    What if the greatest risk to your business isn't competition, the economy, or declining revenue—but the hidden gaps in your planning that no one has taken the time to uncover? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Joshua Smith, business planning specialist with Boss Financial Group, to explore why successful business owners often overlook the very things that protect what they've spent years building. After 21 years with GE, primarily in healthcare, Joshua developed a passion for business ownership, strategic planning, and helping entrepreneurs bring greater coordination to their financial lives. Together, Daniel and Joshua discuss the challenges of working with advisors who operate independently, the risks of outdated partnership agreements, and why building a valuable business requires thinking beyond day-to-day operations. They also explore the importance of preparing for succession long before retirement and how intentional planning can create greater confidence, freedom, and peace of mind. 💡 In This Episode, You'll Discover: • Why business owners often have significant blind spots despite working with experienced advisors • How coordinating professional relationships can bring clarity to complex business decisions • Why being indispensable to your business may limit its future • The importance of understanding business value and exploring exit possibilities early • How intentional planning supports family, employees, and a multigenerational legacy 👤 About Joshua Smith Joshua Smith is a business planning specialist with Boss Financial Group. Following a 21-year career with GE, he now focuses on helping business owners understand their operational and planning challenges, improve coordination among advisors, and approach business continuity and succession with greater clarity. 🔗 Connect With Joshua Smith 📍 Location: Arizona 🌐 Website: https://bossfinancialgrp.com/ 🔗 LinkedIn: www.linkedin.com/in/gogiversolutions 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #BusinessOwnerLife #BusinessPlanning #ExitPlanning #BusinessSuccession #FinancialClarity #BusinessLeadership #LegacyPlanning #EntrepreneurMindset

  6. 1d ago

    Tony Lorenz | Episode #86

    What if the biggest challenge in growing your business isn't finding more opportunities, but learning how to build something that can thrive without you? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Tony Lorenz, founder of HeadSale and a partner with CEO Coaching International, to explore entrepreneurship, leadership, business growth, and building lasting value. Tony shares lessons from more than three decades of building, acquiring, leading, and selling businesses. From founding Proactive and eventually selling it to Freeman to coaching CEOs through growth and transition, his journey reveals why the mindset that starts a business isn't always the mindset that helps it scale. Together, Daniel and Tony discuss the importance of clear strategy, trusting your team, protecting company culture, and preparing for the next chapter of business and life. 💡 In This Episode, You'll Discover: • Why what got your business here may not get it to the next level • How to move from working in your business to working on it • Why culture and values matter during acquisitions and transitions • How better questions create stronger leaders and greater ownership • Why succession planning begins long before you're ready to step away • What it means to build a business around your life, not your life around your business 👤 About Tony Lorenz Tony Lorenz is an entrepreneur, founder, advisor, and partner with CEO Coaching International. His experience includes founding and selling businesses, serving in executive and board roles, and helping CEOs navigate growth, strategy, leadership, and business transitions. 🔗 Connect With Tony Lorenz 📍 Location: WILMETTE, IL 🌐 Website: headsail.co 🔗 LinkedIn: https://linkedin.com/in/tonylorenz 📘 Facebook: https://www.facebook.com/mr.tony.lorenz 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply If you enjoy thoughtful conversations about entrepreneurship, leadership, and creating a more intentional life, subscribe to the Make Life Less Taxing Podcast for more episodes. #MakeLifeLessTaxing #TonyLorenz #Entrepreneurship #BusinessGrowth #LeadershipDevelopment #FounderMindset #BusinessExitPlanning #CEOCoaching #SuccessionPlanning #BusinessLeadership

  7. 1d ago

    Brent White | Episode #85

    What if the biggest challenge in business owner planning isn't a lack of expertise, but a lack of collaboration between the experts already involved? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Brent White, president of the Business Planning Institute and certified business planning advisor, to explore why traditional financial planning often overlooks the bigger picture of business ownership. Drawing on decades of industry experience, Brent explains how advisors can move beyond product-focused conversations and become trusted coordinators of a business owner's professional team. Together, Daniel and Brent discuss the importance of asking better questions, understanding hidden business risks, building collaborative relationships, and creating a planning process that serves the client's needs today, tomorrow, and through future transitions. 💡 In This Episode, You'll Discover: Why business owners need coordinated planning rather than disconnected advice How advisors can become the "quarterback" without being experts in everything Why asking "why" can reveal deeper priorities and strengthen trust How business planning reviews uncover overlooked challenges Why business exit planning means more than selling a company How collaboration, education, and better processes can reshape the advisor-client relationship 👤 About Brent White Brent White is president of the Business Planning Institute and a certified business planning advisor. His work focuses on educating advisors, encouraging professional collaboration, and helping business owners understand their complete planning picture. 🔗 Connect With Brent 📍 Location: Dallas, Texas 🌐 Website: https://theplanninginstitute.org 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #BusinessOwnerPlanning #FinancialAdvisorInsights #BusinessPlanning #AdvisorCollaboration #FinancialClarity #BusinessLeadership #ExitPlanning #ClientFirstPlanning

  8. Oct 16

    Jarmaine Ee | Episode #84

    What if estate planning isn't really about what we leave behind, but about how we love and care for the people in our lives today? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka welcomes Jermaine Ee, founder of HeirLight, for a deeply personal conversation about family, legacy, estate planning, and the power of clarity. Jermaine shares how a simple conversation with his mother about retirement and her dreams eventually inspired HeirLight, a guided estate planning platform designed to make difficult conversations more approachable. After his mother's passing, Jermaine discovered an even deeper meaning behind his work: helping people feel seen, valued, and understood while they're still here. Together, Daniel and Jermaine explore why we postpone important decisions, how busyness can distract us from meaningful relationships, and why leaving a legacy is about far more than financial possessions. 💡 In This Episode, You'll Discover: Why clarity can be one of the most meaningful expressions of love How a conversation with his mother inspired HeirLight Why estate planning begins with people, not possessions The importance of taking the first step rather than waiting for perfect circumstances How loss, gratitude, and contribution can redefine our understanding of legacy Why being present may be more meaningful than being remembered 👤 About Jermaine Ee Jermaine Ee is the founder of HeirLight, a guided estate planning platform that helps individuals reflect on their wishes, relationships, and the people who matter most. His work was inspired by conversations with his mother and a desire to make estate planning more personal, approachable, and meaningful. 🔗 Connect With Jermaine 📍 Location: Pasadena, California 🌐 Website: https://heirlight.com/en 🔗 LinkedIn: linkedin.com/in/eejermaine 📘 Facebook: facebook.com/eejermaine 📸 Instagram: instagram.com/eejermaine ▶️ YouTube: youtube.com/@UCC7Z3VDAL7FlfoiqeFYu3Cg 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is a show dedicated to helping people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just real conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #JermaineEe #HeirLight #EstatePlanning #LegacyPlanning #FamilyLegacy #IntentionalLiving #FinancialClarity #PurposeDrivenLife #Stewardship

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The Make Life Less Taxing™ Podcast is where we go beyond the spreadsheets, strategies, and tax returns to talk about what truly creates freedom in life, business, and legacy. Hosted by Daniel Hanzelka, a business strategist, mentor, and recovering CFP®, this show explores how advisors are serving their clients and helping them build lives that are less taxing filled with greater purpose, peace, and alignment. Our mission is simple: to help people Make Their Life Less Taxing.

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