What if the real obstacles in your financial life aren’t markets, products, or even income but the quiet fears, unmet dreams, and lack of clarity that keep you from building the life you actually want?
In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Christopher Carrillo, founder of CM Carrillo Financial Advising a firm built around mission-driven planning, heartfelt service, and helping people turn vision into reality.
Christopher’s journey spans family roots in the industry, more than a decade of serving clients, and a deep personal study of psychology that reshaped how he guides people. Today, he blends financial planning with advanced coaching, helping clients navigate not just money, but mindset, decisions, lifestyle, and purpose.
You’ll hear why conversations about vision matter more than conversations about numbers, what keeps people feeling “behind,” why liquidity and flexibility are so central to freedom, and how clarity—not pressure—creates better long-term decisions. Christopher’s story is warm, grounded, and refreshingly human.
💡 In This Episode, You’ll Discover:
• Why vision and lifestyle shape better decisions than numbers alone
• The hidden reasons people feel behind—and how to break the cycle
• How clarity, structure, and mindset create real freedom
• Why lifestyle planning matters more than products
• How fear, expectations, and time influence financial choices
👤 About Christopher Carrillo
Christopher Carrillo is the founder of CM Carrillo Financial Advising, where he helps individuals, families, seniors, real estate investors, and business owners design meaningful futures rooted in clarity, structure, and purpose. Known for his relational, psychology-informed approach, Christopher guides clients in aligning life, mindset, and money.
📍 Location: St. Louis, Missouri
🌐 Website: https://www.cmcarrillofinancialadvising.com/
🔗 LinkedIn: https://www.linkedin.com/in/christophercarrillo10/
📘 Facebook: https://www.facebook.com/C.M.CarrilloFinancialAdvising
🎥 YouTube: https://www.youtube.com/@C.M.CarrilloFinancialAdvising/videos
free resouce.
The Lifestyle Page: https://www.cmcarrillofinancialadvising.com/p/useful-links-Lifestyle
The Discovery Process Self Reflection: https://static.fmgsuite.com/media/documents/90a4f197-2d49-4d2d-a9ec-ccae87a25e73.pdf
🎧 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—without hype, pressure, or 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
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