What if the reason high earners feel stuck isn’t income, effort, or discipline, but a lack of education around how taxes really work?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Jeffrey Hannah, founder of Hannah Family Solutions, to explore how high-income professionals and business owners unintentionally leave six figures on the table every year, and why it’s rarely their fault.

Jeff shares his unconventional journey into financial services, from early entrepreneurial ventures to discovering the power of proactive, planning-based tax mitigation. Rather than chasing complexity or hype, Jeff focuses on helping clients understand why structure matters, when planning must happen, and how the right team can change everything.

This conversation goes beyond tactics. You’ll hear why most CPAs are built for compliance, not strategy, how education creates freedom long before wealth does, and why long-term relationships matter more than transactions. Jeff also opens up about legacy, integrity, and what it really means to “choose the right” in business and life.

💡 In This Episode, You’ll Discover:

Why reactive tax planning quietly erodes wealth over time

The biggest blind spot high-income earners overlook

How education, not hustle, creates long-term freedom

Why proactive planning must happen before tax season

How simplifying decisions leads to clarity, peace, and purpose

👤 About Jeffrey Hannah
Jeffrey Hannah is the founder of Hannah Family Solutions and works with high-income professionals and business owners to reduce unnecessary taxes, improve cash flow, and build intentional, long-term wealth through education and planning.

🔗 Connect With Jeffrey Hannah

📍 Location: San Diego, California
🌐 Website: https://hfopartners.com
🔗 LinkedIn: https://www.linkedin.com/in/jeffrey-hannah-40061625b/
📸 Instagram:https://www.instagram.com/jeffreyhannah/
🎥 YouTube: https://www.youtube.com/@jeffrey_hannah


🎧 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 #TaxMindset #HighIncomePlanning #WealthWithPurpose #FinancialClarity #AdvisorInsights #LegacyBuilding

What if the real problem in your business isn’t sales, effort, or ambition, but a lack of clarity around the numbers driving every decision?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Kristy Barber, founder of Kristy Barber Consulting, to unpack why so many entrepreneurs feel overwhelmed by their finances, and how understanding the story behind the numbers can transform the way they lead, grow, and make decisions.

Kristy works with growth-minded business owners helping them build accounting systems, workflows, and financial visibility that actually support operations, not just tax filings. From founders who avoid looking at reports altogether to businesses scaling too fast without the right structure, Kristy shares real-world insights into where complexity sneaks in and how simplification creates momentum.

This conversation goes beyond spreadsheets. You’ll hear why numbers don’t lie, how financial clarity reduces mental and emotional stress, and why business owners don’t need to do the numbers, but must understand them. The result? Better decisions, stronger teams, and a business that serves your life instead of draining it.

💡 In This Episode, You’ll Discover:
• Why numbers feel intimidating, and how to change that relationship
• How financial clarity impacts confidence, leadership, and growth
• Common mistakes entrepreneurs make when scaling too fast
• Why cash flow visibility matters more than profit alone
• How making numbers “fun” leads to better decisions and less stress

👤 About Kristy Barber
Kristy Barber is the founder of Kristy Barber Consulting. With a background in accounting and operations, she helps entrepreneurs and growing businesses build systems that bring clarity, confidence, and control to their financial picture, without overwhelm.

🔗 Connect With Kristy Barber
📍 Location: Spring Hill, TN
🌐 Website: https://[email protected]/
🔗 LinkedIn: https://www.linkedin.com/in/kristybarber/
📘 Facebook: https://www.facebook.com/kristybarberconsulting1
📸 Instagram: https://www.instagram.com/kristybarberconsulting
🎥 YouTube: https://www.youtube.com/@KristyBarberConsulting
📞 Contact: [email protected]


🎧 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 #FinancialClarity #BusinessOwners #EntrepreneurMindset #NumbersThatMatter #BusinessSystems #CashFlow #Leadership #IntentionalLiving

What if the tax system wasn’t designed to punish you—but to reward the people who understand how it actually works?

In this first episode of the Tax Intelligence Files, Daniel Hanzelka is joined once again by Miguel A. Palma, CPA and founder of Palma Financial Services, to reframe one of the most misunderstood parts of modern financial life: taxes. Rather than viewing the IRS as an adversary, Miguel offers a different perspective, one that sees the tax code as an incentive-based system designed to reward builders, investors, and contributors.

This conversation explores why so many business owners unknowingly use the tax code backwards, how mindset often matters more than income, and why reactive, once-a-year tax preparation quietly erodes long-term wealth. Miguel and Daniel discuss the difference between tax planning and tax filing, the importance of timing and structure, and why clarity, not shortcuts, creates confidence.

You’ll also hear why business ownership and real estate are so heavily incentivized, how credits differ from deductions, and why preparation changes everything when it comes to audits, strategy, and peace of mind.

This episode is about learning to think differently, so you can stop reacting and start building with intention.

💡 In This Episode, You’ll Discover:
• Why the tax code rewards specific behaviors
• How mindset shapes tax outcomes more than income
• The difference between tax preparation and tax planning
• Why timing determines what strategies are available
• How business owners can stop leaving value on the table

👤 About Miguel A. Palma
Miguel A. Palma is a CPA and founder of Palma Financial Services. He helps business owners, professionals, and real estate investors create clarity through proactive, year-round tax strategy built on structure, discipline, and stewardship.

🔗 Connect With Miguel A. Palma
📍 Location: San Ramon, California
🌐 Website: https://mpalma.com/
🔗 LinkedIn: https://www.linkedin.com/in/palmafinancialservicesinc/
📸 Instagram: @mpalmafinancial
📅 Booking Link: https://calendly.com/palma-financial/initial-session-with-miguel

🎧 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 conversations that help you think differently and live more intentionally.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #TaxIntelligence #WealthMindset #BusinessOwnerLife #TaxClarity #ProactivePlanning #FinancialStewardship #LegacyBuilding

What if the real financial strain isn’t income, markets, or taxes but the system most families never stop to question?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with John Ward, founder of Honest Money for Loving People and a coach with the Nash Cashflow Group, to explore how money flow, not accumulation, shapes freedom, peace, and legacy.

John shares his journey from corporate software sales into education-focused coaching, where his work centers on helping families and business owners move from tax-heavy, reactive decisions toward intentional, cashflow-driven structures. His perspective challenges conventional thinking, asking deeper questions about control, stewardship, and the emotional weight money places on relationships.

This conversation goes beyond numbers. Together, Daniel and John explore how financial stress quietly impacts marriages, families, and purpose, and why education, not fear, is the first step toward meaningful change.

Rather than chasing returns or predictions, John invites listeners to rethink how money functions in their lives and how clarity can reduce pressure while expanding options.

💡 In This Episode, You’ll Discover:

Why cash flow matters more than income

How financial systems quietly increase stress over time

The connection between money, relationships, and legacy

Why education—not complexity—creates confidence

How intentional structure can make life less taxing

👤 About John Ward
John Ward is the founder of Honest Money for Loving People and a coach with the Nash Cashflow Group. He helps families and business owners rethink how money flows so they can live with greater clarity, control, and purpose.

🔗 Connect With John Ward
🌐 Website: https://themoneyoflove.com
📅 Booking Link: https://thesimplepathtomillions.com

🎧 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 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 #CashFlowThinking #WealthMindset #FinancialClarity #LegacyLiving #Stewardship #PurposeDrivenLife #InfiniteBankingConcept

What if the biggest financial risk isn’t the IRS, the economy, or even tax rates but the lack of clarity guiding the decisions you make every single day?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with John Leech, a tax-focused financial advisor, business consultant, and insurance professional known for bringing uncommon clarity to complex planning conversations. John’s journey began in a high school economics class, continued through the military and banking, and ultimately led him to a career built on helping people understand how their financial choices shape both today and tomorrow.

John shares why clarity not products, noise, or pressure is the foundation of effective planning. From understanding the true cost of taxes, to seeing how business owners can shift from reactive to proactive, to grasping the deeper mindset behind the Infinite Banking Concept, John offers grounded, practical insight shaped by decades of experience and genuine care for the people he serves.

💡 In This Episode, You’ll Discover:
• Why clarity creates better decisions than assumptions
• How business owners unlock more tax-efficient options
• The power of dual-purpose dollars and intentional structure
• Why proactive planning provides freedom, not restriction
• How stewardship, relationships, and perspective guide John’s work

👤 Connect With John Leech
📍 Location: Tupelo, Mississippi,
🔗 LinkedIn: https://www.linkedin.com/in/john-leech-7421093b/
📞 Contact: [email protected]

🎧 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 grounded conversations that help you think differently and live more intentionally.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #WealthMindset #AdvisorInsights #TaxPlanning #Stewardship #BusinessOwnerLife #FinancialClarity #InfiniteBanking #LegacyBuilding

What if the biggest obstacle holding advisors back isn’t effort, intelligence, or opportunity, but a lack of clarity around sales, focus, and mastery?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Jeff Thompson, creator of the 100K Target Life Day Framework, sales and marketing strategist, and author of Selling Secrets of the World’s Greatest Life Insurance Agent.

With more than 25 years in the industry, Jeff has helped dozens of advisors reach MDRT Top of the Table by mastering what truly matters: clarity of purpose, focus on the highest-impact activities, and disciplined execution over time. Drawing from his background in martial arts, Jeff explains why mastery isn’t about doing more, it’s about doing the right things repeatedly until they become second nature.

This conversation explores why most advisors don’t actually have a sales problem, they have a clarity problem. You’ll hear why chasing shiny objects stalls growth, how sales and marketing must work together, and what separates advisors who plateau from those who build lasting, intentional practices.

Grounded, practical, and perspective-shifting, this episode is for advisors who want more than transactions, they want impact, freedom, and alignment.

💡 In This Episode, You’ll Discover:

Why mastery—not motivation—drives long-term success

How the 80/20 rule applies to sales, marketing, and time

The difference between selling products and serving people

Why focus and clarity unlock exponential growth

How the 100K Day framework creates leverage without hype

👤 About Jeff Thompson
Jeff Thompson is a sales and marketing strategist with over 25 years of experience in the life insurance industry. He is the creator of the 100K Target Life Day Framework and has coached dozens of advisors to MDRT Top of the Table by helping them simplify, focus, and master the fundamentals that drive sustainable success.

🔗 Connect With Jeff Thompson
📍 Location: Minneapolis, Minnesota
🌐 Website: https://ecamarketing.com/services/advanced-sales-strategies
🔗 LinkedIn: https://www.linkedin.com/in/jeffreythompsonflmi/overlay/contact-info/


🎧 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 #SalesMastery #AdvisorMindset #ClarityOverChaos #80_20Rule #WealthStewardship #PurposeDrivenBusiness #AdvisorGrowth

What if the greatest threat to retirement isn’t market volatility or poor returns — but unaddressed risks no one prepares you for?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Alan Porter, founder of Strategic Wealth Strategies and a retired U.S. Army Black Hawk instructor pilot. Alan shares the deeply personal journey that reshaped his life and redirected his mission from military service and entrepreneurship to helping families protect income, reduce unnecessary taxes, and create retirement plans built for real life.

After experiencing multiple family health crises, Alan discovered gaps in traditional planning that most people and even many professionals never discuss. This conversation explores why retirement success is less about chasing returns and more about how assets are distributed, protected, and aligned with life’s uncertainties.

You’ll hear why sequence of returns risk, healthcare costs, long-term care, taxes, and outdated assumptions can quietly dismantle even well-funded plans and why education, structure, and intention matter more than ever.

This is a grounded, eye-opening discussion for anyone who wants clarity, confidence, and a retirement strategy designed to endure.

💡 In This Episode, You’ll Discover:
• Why distribution matters more than rate of return
• The overlooked risks that compound in retirement
• How education changes financial outcomes
• Why guaranteed income reduces stress and uncertainty
• The importance of proactive, adaptable planning

👤 About Alan Lee Porter
Alan Porter is the founder of Strategic Wealth Strategies and a retired U.S. Army Black Hawk instructor pilot. With decades of experience and a passion for education, Alan helps individuals and families think beyond conventional planning and prepare for retirement with clarity, structure, and confidence.

🔗 Connect With Alan Porter
📍 Location: Fayetteville, North Carolina,
🌐 Website: https://www.strategicwealthstrategies.com/
🔗 LinkedIn: https://www.linkedin.com/in/iamalanporter/
📘 Facebook: strategicwealthstrategies
🎥 YouTube: https://www.youtube.com/channel/UCwfKVAO5nz_wjyRAEWP5FXQ
📞 Contact: (910) 551-1046
📅 Booking Link: https://calendly.com/strategicwealthstrategies

Free Resource: https://www.strategicwealthstrategies.com/retirement-tax-calculator
TAX RETIREMENT CALCULATOR

🎧 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 #RetirementClarity #WealthMindset #LegacyUnderstanding #AdvisorInsights #FinancialEducation #PurposeDrivenPlanning #RetirementRisks

What if success on paper isn’t the same as fulfillment in real life?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Andrea Davis, founder of Elevated Solutions, strategist, leadership coach, and author, for a deeply human conversation about mindset, leadership, and what it really means to build a life—and career—that energizes rather than drains.

After more than two decades in healthcare leadership, Andrea stepped away from corporate life to help leaders and teams reconnect with purpose, trust, and clarity. Drawing from positive psychology, neuroscience, and real-world experience, she helps individuals uncover the patterns, stories, and habits that quietly shape performance, culture, and personal fulfillment.

This conversation explores why high performers often struggle to slow down, how self-awareness unlocks better leadership, and why structure—when done well—creates freedom rather than limitation. Andrea and Daniel also discuss the power of mindset, communication, boundaries, and celebrating progress along the way.

💡 In This Episode, You’ll Discover:
Why success can feel empty without alignment and awareness
How mindset patterns quietly shape leadership and culture
The role of structure in creating freedom and clarity
Why trust and communication are foundational to thriving teams
How slowing down can unlock creativity, joy, and impact

👤 About Andrea Davis
Andrea Davis is the founder of Elevated Solutions, a leadership consulting and coaching firm focused on helping individuals and teams navigate complexity, strengthen relationships, and create meaningful breakthroughs. She is also the co-author of Awaken Your Joy, a guided journal designed to help people intentionally create lives they love.

🔗 Connect With Andrea Davis
📍 Location: Salt Lake City, Utah,
🌐 Website: https://www.elevatedsolutions.com
🔗 LinkedIn: https://www.linkedin.com/in/andrea-davis-b9b8a110/
📘 Facebook: https://www.facebook.com/profile.php?id=61553272576288
📸 Instagram: elev8d_solutions
📅 Booking Link: Schedule by email at [email protected]

🎧 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 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 #LeadershipMindset #PersonalGrowth #HighPerformance #PositivePsychology #PurposeDrivenLeadership #Fulfillment #TeamCulture

What if the real challenge with money isn’t income, markets, or math, but living disconnected from your purpose?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Chad Free, founder of Black Diamond Money Moves, for a deeply human conversation about money, meaning, and alignment.

Chad shares his personal journey from hustle-driven success to financial collapse and how that breaking point became the moment clarity, faith, and purpose finally came into focus. Together, Daniel and Chad explore why most people feel overwhelmed, confused, or controlled by money and how true wealth is built from the inside out.

This episode challenges the idea that more accumulation automatically leads to freedom. Instead, you’ll hear why control, clarity, and confidence must come first and how fragmented advice, complexity, and comparison quietly erode both wealth and peace of mind.

💡 In This Episode, You’ll Discover:
• Why money is a resource not the source
• How lack of clarity quietly drains wealth and purpose
• The danger of chasing returns without control
• Why most people never step into their true calling
• How alignment creates confidence, peace, and legacy

👤 About Chad Free
Chad Free is the founder of Black Diamond Money Moves and a passionate advocate for purpose-driven wealth. His work centers on helping business owners and families take control of their cashflow, simplify complexity, and build wealth with intention so money no longer dictates who they are or how they live.

Connect With Chad Free
🌐 Website: https://blackdiamondmoneymoves.com
🔗 LinkedIn: https://www.linkedin.com/in/chad-free-bdmm/
📘 Facebook: https://www.facebook.com/therealchadfree/
📸 Instagram: https://www.instagram.com/therealchadfree/
🎥 YouTube: https://www.youtube.com/channel/UC0HaUl_-G9F-Wno9RRsCL-A


🎧 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 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 #WealthMindset #PurposeDrivenLife #FinancialClarity #LegacyBuilding #CashflowControl #FaithAndFinance #BusinessOwnerLife

What if the greatest threat to retirement isn’t the market, taxes, or even longevity but the quiet uncertainty people carry when they’re not sure their money will truly last?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Gene Bond, founder of the Bond Financial Group, certified financial fiduciary, and retirement income certified professional. Gene’s story begins with personal tragedy losing his father at a young age and watching his mother navigate a financial reality she never expected. That moment ignited Gene’s mission to ensure no family experiences the fear of outliving their resources.

Gene shares why retirees must focus on income, not assets, how the “retirement red zone” quietly exposes families to unnecessary risk, and why most people move into retirement without truly understanding how money works. His “Retirement Income MRI” brings a simple, powerful framework for evaluating whether a plan can withstand both good times and bad.

This conversation is warm, grounded, and deeply human. You’ll hear stories of transformation, the role of purpose in long-term wellbeing, and Gene’s commitment to helping people sleep well at night by creating clarity, structure, and peace.

💡 In This Episode, You’ll Discover:
• Why income not account balances—drives retirement security
• How the “retirement red zone” impacts long-term outcomes
• The danger of entering retirement fully invested
• What most people misunderstand about Social Security and distribution planning
• Why purpose and perspective matter as much as numbers

👤 About Gene Bond
Gene Bond is the founder of Bond Financial Group, where he helps retirees and pre-retirees build confidence, clarity, and long-term peace through educational, fiduciary-driven guidance. Known for simplifying complex information and putting clients’ interests first, Gene brings nearly 30 years of experience to the families he serves.

📍 Location:
🌐 Website: https://hihello.com/hi/genebond
🔗 LinkedIn: https://www.linkedin.com/in/genebond/
📞 Contact: 769-600-BOND (2663)
📅 Booking Link: https://calendly.com/bondfinancialgroup/speak-with-gene

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just meaningful conversations that help you think differently and live more intentionally.

🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #RetirementClarity #WealthMindset #AdvisorInsights #FinancialWellness #RetirementIncome #LegacyPlanning #PurposeDrivenRetirement