Shows
Make Life Less Taxing PodcastIliad Wulf Trigo Moradnia | Episode #43What if the real financial risk isn’t market volatility or even income… but the quiet surrender of control most people never notice?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Wulf Trigo, founder of Sovereign Assets, to explore what it truly means to protect what matters and preserve what lasts. From his early days selling final expense insurance to building a firm inspired by family office principles, Wulf shares the mindset shifts that transformed his own journey—and now guide his clients.Together, they unpack the hidden blind...
2026-02-2547 minMake Life Less Taxing PodcastTony Manganiello | Episode #42What if the real performance problem inside your organization isn’t leadership, strategy, or motivation—but financial stress no one is talking about?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Tony Manganiello, founder of The Payroll Blind Spot. and co-creator of the Cash Flow Analysis, to uncover what he calls the “payroll blind spot.” After decades of working with families and organizations, Tony has seen how debt, financial confusion, and what he describes as the “50–50 drain” quietly erode both personal peace and workplace productivity.Tony shares how his childhood...
2026-02-2352 minMake Life Less Taxing PodcastMiguel A. Palma | Episode #41What if the real tax problem isn’t complexity—but growth without structure?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Miguel Palma, CPA and founder of Palma Financial Services, for another installment of the Tax Intelligence Files. Together, they unpack a truth many business owners overlook: success doesn’t break your system—it exposes it.Miguel shares real-world stories of multi-location businesses, high-income professionals, and entrepreneurs who believed they were “doing everything right” simply because their returns were filed on time. But beneath the surface were outdated structures...
2026-02-2042 minMake Life Less Taxing PodcastArt De La Rosa | Episode #40What if financial freedom isn’t about retiring early or accumulating more, but about aligning your life, decisions, and faith with a deeper purpose?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Art De La Rosa, founder of Wealthy Dollar, to explore a radically different perspective on wealth. After decades in the traditional financial industry—from banking and commission-based advising to serving as a senior retirement specialist with CalPERS—Art stepped away from product-driven models to build a practice centered on stewardship, education, and faith.Art shares how his jo...
2026-02-1852 minMake Life Less Taxing PodcastAgnes Lee | Episode #39What if the real cost of a “safe” career isn’t stress or long hours — but the quiet loss of choice over your own life?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Agnes Lee, co-founder of WD GANN Traders and former advertising executive turned trading educator and business builder. After being unexpectedly laid off during a corporate downturn, Agnes began questioning the stability many professionals assume they have — and discovered a different path toward clarity, structure, and independence.Agnes shares her journey from leading campaigns at global agencies t...
2026-02-1659 minMake Life Less Taxing PodcastMichael Mandarino | Episode #38Most people don’t struggle financially because they’re careless or unwilling to plan. They struggle because no one ever taught them how to think about money—how it behaves, why it triggers fear, and why so much of financial stress comes from uncertainty rather than numbers on a page.For many families, the pattern is predictable: try to save when life allows, hope the market cooperates, avoid mistakes, and pray that “someday” things will feel more stable. But beneath the spreadsheets and statements is a quiet tension many hesitate to admit…What don’t I know yet and w...
2026-02-1335 minMake Life Less Taxing PodcastJeffrey Hannah | Episode #37What 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 h...
2026-02-1150 minMake Life Less Taxing PodcastKristy Barber | Episode #36What 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, no...
2026-02-0950 minMake Life Less Taxing PodcastMiguel A. Palma | Episode #35What 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 m...
2026-02-0632 minMake Life Less Taxing PodcastJohn F. Ward | Episode #34What 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. Hi...
2026-02-0453 minMake Life Less Taxing PodcastJohn Leech | Episode #33What 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...
2026-02-0245 minMake Life Less Taxing PodcastJeffrey Thompson | Episode #32What 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...
2026-01-3154 minMake Life Less Taxing PodcastAlan Lee Porter | Episode #31What 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...
2026-01-2844 minMake Life Less Taxing PodcastAndrea Davis | Episode #30What 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-w...
2026-01-261h 09Make Life Less Taxing PodcastChad Free | Episode #29What 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 ho...
2026-01-231h 02Make Life Less Taxing PodcastGene Bond | Episode #28What 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 experien...
2026-01-2138 minMake Life Less Taxing PodcastNiko Bruno | Episode #27What if the real threat to your wealth isn’t market volatility or income but money sitting quietly inside your corporation, slowly eroding over time?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Niko Bruno, founder of Insured Wealth Financial Strategies, to unpack what most incorporated professionals and business owners don’t realize about retained earnings, corporate structure, and long-term planning.Niko shares his journey from construction and entrepreneurship into financial strategy, and why so many successful business owners unknowingly lose wealth not because they aren’t earning enough...
2026-01-1955 minMake Life Less Taxing PodcastDaniel Hanzelka | Episode #26What happens when the very thing that once protected your business's complexity starts to disappear?In this solo episode of the Make Life Less Taxing Podcast, Daniel Hanzelka reflects on a powerful realization that emerged after attending a three-day Mindvalley social media summit. The conversation everywhere wasn’t hype or fear; it was clarity. AI is quietly removing friction, steps, and barriers. And when information becomes easy, something else becomes scarce.Trust.This episode explores why many independent advisors feel like their business takes more effort than it used to, not because they’ve l...
2026-01-1612 minMake Life Less Taxing PodcastVickie L. Ford | Episode #25What if the real work of financial planning isn’t found in charts or calculations, but in truly understanding a person’s story where they’ve been, where they’re going, and what they hope their life will stand for?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Vickie Ford, a financial advisor at Eagle Strategies and Financial Diagnostic Group, whose career was shaped not by spreadsheets but by a profound sense of calling. Vickie’s path from early uncertainty, to stepping away for a decade to raise her family, to returni...
2026-01-1450 minMake Life Less Taxing PodcastKish Rao | Episode #24What if the real challenge in building wealth isn’t income, discipline, or market performance but the lack of control most people never realize they’ve given away?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Kish Rao, founder of KKR Wealth Group and creator of the Wealth Builders Interactive, to explore what it truly means to take control of your money and your time.After more than 30 years in the tech industry, Kish made the difficult decision to leave his W-2 career just as his daughter was begi...
2026-01-1245 minMake Life Less Taxing PodcastChuck DeLadurantey | Episode #23What if the real challenge facing families today isn’t income, markets, or retirement but the absence of long-term thinking?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Chuck DeLadurantey, partner at Private Family Banking Partners, for a wide-ranging conversation on legacy, stewardship, and what it really means to build wealth that lasts beyond one lifetime.Charles brings decades of experience working with families, business owners, retirees, and multi-generational households. From his own journey through corporate life to guiding others later in life, he shares the lessons that on...
2026-01-0945 minMake Life Less Taxing PodcastGavin Wilson | Episode #22Most people don’t struggle with money because they lack discipline. They struggle because no one ever taught them how to think about money how to structure it, steward it, and align it with a future that feels intentional rather than overwhelming.In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Gavin Wilson, founder of Wilson Crow Strategic Wealth, a family-office strategist who helps individuals rethink their approach to money through simple, principle-based frameworks. Gavin’s journey from professional golf to leading two financial organizations reveals how clarity, structure, and stewardship can...
2026-01-0746 minMake Life Less Taxing PodcastTerrence D. Wittman | Episode #21What if the biggest risk to your future isn’t market performance but living a life misaligned with what truly matters?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Terrence Whittman, founder of Iron Arrow Strategies. Terrence’s journey is anything but typical from managing high-volume restaurants in Chicago to becoming a financial coach focused on helping families and business owners retire without regret.Terrence shares how becoming a single father reshaped his priorities and ultimately transformed how he views money, success, and legacy. Rather than chasing numbers or p...
2026-01-0653 minMake Life Less Taxing PodcastSteve Smith | Episode #20What if the real challenge with money isn’t budgeting, markets, or even income—but the lack of understanding that keeps so many families stuck in uncertainty longer than they need to be?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Steve Smith, a financial educator whose mission is simple and refreshing: help everyday Americans understand how money actually works so they can make decisions with clarity, confidence, and purpose.Steve’s journey—from call centers during the dot-com era, to navigating mergers, relocations, personal trials, and constant reinvent...
2026-01-0650 minMake Life Less Taxing PodcastJames Miller | Episode #19What if the real danger in retirement isn’t market swings or portfolio values, but the quiet tax time bombs waiting to explode especially for Americans living abroad?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with James “Jimmy” Miller, founder of Baobab Wealth Management and author of Divorce the IRS. With more than 25 years of experience as a cross-border planner and a lifetime spent living as an expat himself, Jimmy brings a rare and grounded perspective to retirement, taxation, and life overseas.From the widow’s penalty, IRMAA surcharg...
2026-01-0639 minMake Life Less Taxing PodcastScott Cody | Episode #18What if the biggest obstacle in planning your future isn’t money, markets, or timing but the quiet overwhelm that builds when life gets complicated and the financial “junk drawer” grows deeper?In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Scott Cody, partner and co-founder of Latitude Financial Group, a firm known for guiding women in transition, business owners, and near-retirees through seasons of uncertainty with clarity and structure.Scott shares how his early career in market research shaped his desire to do work that creates real i...
2026-01-0632 minMake Life Less Taxing PodcastBrent Swatuk | Episode #17What if the biggest obstacle advisors face today isn’t AI, competition, or compliance but the quiet absence of structure that keeps their practice from ever becoming a true enterprise? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Brent Swatuk, an independent advisor, coach, and Regional Vice President who has spent decades helping financial professionals strengthen their processes, deepen client relationships, and build practices that support both impact and lifestyle. Brent shares his journey from early career frustration to finding his place in a fiel...
2025-12-2350 minMake Life Less Taxing PodcastChristopher M. Carrillo | Episode #16What 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...
2025-12-2254 minMake Life Less Taxing PodcastBrian Jason Ross | Episode #15What if the biggest risk facing federal employees in retirement isn’t the market but the lack of clear guidance long before retirement ever arrives? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Brian Jason Ross, creator of the TSP Wealth Accelerator and former federal employee who served inside the U.S. Department of the Interior and the Office of Financial Education. Brian brings a rare insider perspective to federal retirement having worked within the system while also spending decades educating individuals, families, and fede...
2025-12-1950 minMake Life Less Taxing PodcastTrent Benedetti | Episode #14What if the real financial challenge isn’t taxes, income, or investment returns—but wandering through life without the structure, principles, and clarity that create long-term peace? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Trent Benedetti, founder of Benedetti Financial and Benedetti & Associates CPA. For more than four decades, Trent has guided business owners, retirees, and real estate investors through seasons of uncertainty using timeless principles, grounded wisdom, and a deeply practical approach to stewardship. From almost becoming a biology teacher to discovering accoun...
2025-12-1853 minMake Life Less Taxing PodcastKenneth Akiva Shapero | Episode #13What if the real financial danger isn’t Wall Street, banks, or even volatility but the quiet herd thinking that keeps people trapped in systems that were never designed for their long-term wellbeing? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Kenneth Akiva Shapiro, founder of Real Change Financial, an educator and strategist who has spent more than two decades helping families and business owners rethink how money truly works. From his early career at Apple to his discomfort with traditional financial training, Kenneth shares how questioning the sta...
2025-12-1749 minMake Life Less Taxing PodcastKevin Kepple | Episode #12What if the greatest risk in retirement isn’t market volatility or account balances, but entering one of life’s biggest transitions without clarity, purpose, or a real plan? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Scott Groskreutz retirement advisor, podcast host, and author of Expedition Retirement—to explore why retirement is less about numbers and more about direction, intention, and the values that shape the second half of life. Scott shares his journey from corporate leadership to becoming a retirement planner who emphasiz...
2025-12-1655 minMake Life Less Taxing PodcastDan Pascone | Episode #11What if the real path to a “rich life” has little to do with income, markets, or spreadsheets and everything to do with how clearly you define the life you actually want to live? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Dan Pascone, founder of Tailored Wealth, to explore a planning philosophy built not around products or predictions, but around purpose, intentionality, and a deeply personalized definition of success. Dan shares his journey from corporate executive to advisor and business owner, and how his own experiences shaped the un...
2025-12-1545 minMake Life Less Taxing PodcastMake Life Less Taxing Podcast | Episode #10What if the real struggle in business and life isn’t strategy, motivation, or even circumstances but the identity quietly steering every decision you make? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka continues the foundational Keep What Is Yours & Break Free series by exploring the deeper operating system beneath every habit, breakthrough, and burnout: identity. Not the identity the industry assigns you. Not the one you perform for clients. But the one shaped long before your career began often in childhood, in pressure, in wounds, or in moments you didn’t yet...
2025-12-1413 minMake Life Less Taxing PodcastMario J. Payne | Episode #9What if the real path to wealth isn’t found in market charts or product conversations but in the overlooked tax decisions most people never get taught decisions that quietly determine whether your money grows or slips away? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Mario Payne Army veteran, Certified Financial Planner, business owner, and founder of Thomas Financial—to explore a tax-first philosophy that is reshaping how families build clarity, confidence, and long-term freedom. Mario shares the remarkable journey that led him from military service to becomi...
2025-12-1250 minMake Life Less Taxing PodcastBrook De Vincenzi | Episode #8Most people don’t struggle financially because they lack work ethic. They struggle because no one ever showed them how money actually works—how it grows, how it leaks, and how quickly it can slip through your hands when life feels expensive and uncertain. For many families, the story is the same: work harder, save when you can, hope the market behaves, and try not to make a mistake big enough to derail the future. But beneath that surface is the quiet fear almost everyone carries…Will we have enough? And will it last?
2025-12-1144 minMake Life Less Taxing PodcastMichael Hession | Episode #7Most people don’t struggle with money because they’re irresponsible or unwilling to plan. They struggle because no one ever showed them how to think about money how it moves, why it creates pressure, and why financial stress often comes from uncertainty far more than it comes from actual numbers. For many entrepreneurs and families, the pattern is familiar: work hard, try to save when life allows, hope the economy cooperates, avoid making the wrong move, and pray that “someday” things will feel more stable. Yet behind the bank accounts and balance sheets sits a quiet te...
2025-12-1042 minMake Life Less Taxing PodcastStephenie Demaree | Episode #6Most people don’t struggle with their finances because they lack discipline or desire. They struggle because no one ever taught them how to think about their future how to picture it, how to prepare for it, and how to make decisions today that create clarity rather than anxiety tomorrow. For many families, the pattern is familiar: save when possible, work hard, hope the markets behave, and quietly wonder whether the path they’re on will lead to the freedom they want. Beneath the numbers is a deeper question most people hesitate to say out loud… ...
2025-12-0946 minMake Life Less Taxing PodcastMiguel A. Palma | Episode #5What if the real tax challenge isn’t the IRS, complexity, or even income but the quiet lack of structure that slowly erodes your wealth over time? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Miguel Palma, founder of Palma Financial Services a CPA who shifted from Deloitte and PwC to building a practice centered on proactive, year-round strategy instead of reactive, once-a-year accounting. Miguel’s story begins far from boardrooms and spreadsheets. From immigrating as a child during conflict, to working three jobs while ea...
2025-12-081h 00Make Life Less Taxing PodcastMake Life Less Taxing | Episode #4What if the greatest threat to your life, peace, and purpose isn’t money, the markets, or even the industry but the quiet operating system shaping how you think, work, and see yourself? In Episode 2 of the Make Life Less Taxing Podcast, Daniel Hanzelka names the enemy most advisors never recognize: the unseen system that forms your identity, directs your decisions, and quietly taxes your clarity long before dollars ever leave your account. Daniel shares a striking story from a trip to India an ordinary car ride that turned out to be a hidden kidnapping atte...
2025-12-0715 minMake Life Less Taxing PodcastDavid Mares | Episode #3What if retirement planning wasn’t just about accounts and allocations—but about clarity, peace of mind, and the freedom to live “gold”? In this episode of the Make Life Less Taxing Podcast, host Daniel Hanzelka sits down with David Mares, founder of Socius Wealth Management, for a grounded and heartfelt conversation about what truly matters in retirement planning today. David opens up about growing up in a blue-collar family without financial guidance, the moment he realized how deeply compounding interest shapes a lifetime, and why his mission centers on empowering retirees to...
2025-12-0533 minMake Life Less Taxing PodcastRay Alkalai | Episode #2What if the real risk in retirement isn’t market volatility or account balances—but the quiet gaps no one talks about until it’s too late? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Ray Alkalai widely known as “Care Funding Ray”—to explore the side of financial planning most families never learn: long-term care realities, tax-heavy withdrawals, and the mindset behind creating a retirement that’s stable, intentional, and deeply human. Ray shares how he entered the industry thinking he’d sell home and auto insura...
2025-12-0439 minMake Life Less Taxing PodcastMake Life Less Taxing Podcast | Episode #1When people say they feel overwhelmed, they rarely mean life is too difficult — more often, life has slowly taken more than it returned. Time evaporates. Peace becomes a luxury. Identity becomes tangled in expectations and pressure. Many live with a quiet ache that whispers, “There has to be more than this.” In this inaugural episode of the Make Life Less Taxing Podcast, Daniel opens the door to the journey that shaped him — beginning behind the Iron Curtain in communist Czechoslovakia. Born into a world defined by scarcity, fear, and control, he believed freedom lived in geography…...
2025-12-0318 min
FINANCE LEADERS | Retirement InsightsBeverly Krzmarcik | Episode #26🎙️ Episode Title: From Financial Junk Drawers to Family CFOs: Beverly Krzmarcik on Building Strategy, Stewardship, and Peace of MindWhen it comes to money, most families don’t struggle with earning—it’s with organizing, aligning, and truly enjoying what they’ve worked so hard for. In this episode of Finance Leaders Retirement Insights, Daniel sits down with Beverly Krzmarcik, founder of Your Virtual CFO, to explore how she helps high-income professionals and families bring order, clarity, and purpose to their financial lives.Beverly shares her journey from discovering a natural talent for numbers in university to...
2025-08-2241 minFINANCE LEADERS | Retirement InsightsDavid Mares | Episode #25In this episode of Finance Leaders, David shares how growing up without financial guidance shaped his mission to serve. We dive into trust, tax traps, and why real advisors show up for the whole person, not just their portfolio. 🎙️ Why Real Advisors Lead with Clarity, Not Just Products — Featuring David Mares | Finance Leaders Podcast What happens when your financial advisor becomes your lifelong partner? In this episode of Finance Leaders: Retirement Insights, host Daniel Hanzelka sits down with David Mares, founder of Socius Wealth Management, for a powerful and personal conversation about what truly driv...
2025-08-0527 minFINANCE LEADERS | Retirement InsightsDan Nicholson | Episode #24Today's Guest | Dan NicholsonLinkedIn: www.linkedin.com/in/dan-p-nicholsonA 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...
2025-04-1646 minFINANCE LEADERS | Retirement InsightsLindsey Lewis | Episode #23Today's Guest | Lindsey LewisLinkedIn: www.linkedin.com/in/lindseycarolynLindsey Lewis has built a career around women and money. As a Chartered Financial Consultant® (ChFC®) and CFP® Professional, she empowers women to take control of their financial futures. In her role as Managing Director and Chair of the American College Center for Women in Financial Services, she champions diversity within the financial services industry. In 2024, Lewis was honored with the Female Trailblazer of the Year award by InvestmentNews, recognizing her significant contributions to financial education and her efforts to change the d...
2025-04-1458 minFINANCE LEADERS | Retirement InsightsAlex Koury | Episode #22Today's Guest | Alex KouryLinkedIn: www.linkedin.com/in/alexanderkourycfp
2025-04-111h 10FINANCE LEADERS | Retirement InsightsDanny Chabino | Episode #21Today's Guest | Danny ChabinoAfter having spent a working career as an entrepreneur primarily in retail, Danny entered the financial industry in 2017. He has had experience in nearly all parts of the investment and insurance areas. He now focuses on financial education as a part of The National Financial Literacy Campaign.LinkedIn: www.linkedin.com/in/danny-chabino-0a9811147
2025-04-1049 min
#12minconvosDaniel Hanzelka: Mastering the Four Pillars of Advisor Success /Ep3711Daniel Hanzelka is the visionary founder of RESET Global, a business strategist, coach, and mentor with a dedicated mission to help financial and insurance advisors thrive across the four essential areas of life: Body, Being, Balance, and Business. With a deep background in financial services and personal development, Daniel created the Advisor Kings and Reset Warrior programs to empower advisors to achieve holistic success and accelerate their journey toward $100K commission days. As the co-creator of the 7 Figure Advisor Breakthrough program, Daniel provides advisors with proven strategies that combine mindset transformation and business growth tactics, enabling them...
2025-03-3113 minFINANCE LEADERS | Retirement InsightsMark Wagner | Episode #20Today's Guest | Mark WagnerFacebook: www.facebook.com/AmericanAtlanticLLC
2025-03-3158 minFINANCE LEADERS | Retirement InsightsMike Faulhaber | Episode #19Today's Guest | Mike FaulhaberLinkedIn: www.linkedin.com/in/mikefaulhaberAbout Mike Growth is a word that describes so many areas of my life. Early in my life, I grew my resolve as a throwing dummy with the University of Northern Colorado wrestling team and tested my limits as a United States Marine Corps war veteran. Always focused on leveling up, I challenge my financial planning knowledge by committing to lifelong learning and embracing the fact that there is always more to learn.
2025-03-121h 07FINANCE LEADERS | Retirement InsightsChris Galeski | Episode #18Today's Guest | Chris GaleskiFormer professional golfer. I was so good I am now a financial advisor. I am the director of growth and advice/partner at an RIA in CA. I love helping clients and team members gain confidence and succeed in life.LinkedIn: www.linkedin.com/in/chrisgaleski
2025-03-101h 02FINANCE LEADERS | Retirement InsightsMark Dorman | Episode #17Today's Guest | Mark DormanLinkedIn: www.linkedin.com/in/markjdorman
2025-03-0745 minFINANCE LEADERS | Retirement InsightsTom Basey | Episode #16Today's Guest | Tom BaseyA life-long learner, a recovering engineer and project manager, I am now an entrepreneur, working in both the insurance and technology fields.LinkedIn: www.linkedin.com/in/tombaseyTom's Job Loss Checklist: payhip.com/b/n5khM
2025-03-0545 minFINANCE LEADERS | Retirement InsightsStephan Shatarah | Episode #15Today's Guest | Stephan ShatarahLinkedIn: www.linkedin.com/in/dandarahwealthmanagementstephan
2025-03-0349 minFINANCE LEADERS | Retirement InsightsTim Wood | Episode #14Today's Guest | Tim WoodWebsite: SafeMoneyRetirement.comGet A Free copy of Tim's #1 bestselling book Safe Money Retirement: go.safemoneyretirement.com/smr-book-optinAbout Tim Wood TIM WOOD, Certified Financial Fiduciary® and Founder/President at Safe Money Retirement®, was raised and educated in Central Florida. After attending Valencia College, he worked for Walt Disney World as an audio/lighting/pyro tech, where he met his wife of over thirty years. He left Disney to get into the radio business in 1996 and—except for a few years running his own web desig...
2025-02-2849 minFINANCE LEADERS | Retirement InsightsEvan Drury | Episode #13Today's Guest | Evan Drury● Travel Enthusiast● Husband and Father● Avid Reader● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About TomorrowLinkedIn: www.linkedin.com/in/evandruryTwitter/X: x.com/evanpdrury
2025-02-261h 05FINANCE LEADERS | Retirement InsightsDomenick D'Andrea | Episode #12Today's Guest | Domenick D'AndreaPhone Number: (516) 366-5847Email: domenick.dandrea@ceterainvestors.comLinkedIn: www.linkedin.com/in/dandarahwealthmanagementdomenickWebsite: www.dandarahwealthmanagement.comDomenick D’Andrea is a Co-Founder and Financial Advisor at DanDarah Wealth Management. Domenick has specialized in investment advisory and financial planning to meet the specific needs of pre-retirees, retirees, and small business owners, with over 30 years of industry experience. DanDarah Wealth Management represents the culmination of an approach that combines responsible fiduciary services, excellent client service and innovative thinking. Domenick accomplishes this through utilizing and integrating ne...
2025-02-2450 minFINANCE LEADERS | Retirement InsightsShaunelle Roeber | Episode #11Today's Guest | Shaunelle RoeberPhone Number: (563) 676-7519Email: shaunelle@blazingstarlife.comWebsite: www.goblazingstar.com
2025-01-0753 minFINANCE LEADERS | Retirement InsightsBrandon Barile | Episode #10Today's Guest | Brandon BarilePhone Number: (813) 448-6766Email: bbarile@rockportglobal.comWebsite: www.rockportglobal.comAddress: 8309 Gunn Highway Tampa, Florida 33626 Hillsborough
2024-07-0921 minFINANCE LEADERS | Retirement InsightsMark Pappa | Episode #9Today's Guest | Mark PappaPhone Number: (860) 657-8380Email: mark@frplan.comWebsite: www.frplan.comAddress: 140 Hebron Ave. Ste 101 Glastonbury, Connecticut 06033 Hartford
2024-07-0231 minFINANCE LEADERS | Retirement InsightsDavid Nieto | Episode #8Today's Guest | David NietoPhone Number: (402) 517-7800Email: dave@axessfinancial.comWebsite: axessfinancial.comAddress: 5417 South 146 Street Omaha, Nebraska 68137 Douglas
2024-06-3028 minFINANCE LEADERS | Retirement InsightsTony De Santis | Episode #7Today's Guest | Tony De SantisPhone Number: (303) 717-4721Email: tony@trueclassicwealth.comWebsite: www.thedirecteffect.comAddress: 6201 Saddle Oak Trail Sarasota, Florida 34241 Sarasota
2024-06-2226 minFINANCE LEADERS | Retirement InsightsWally Darling | Episode #6Today's Guest | Wally DarlingPhone Number: (720) 670-0283Email: wally@lakewoodhillsinvestments.comWebsite: www.lakewoodhillsinvestments.comAddress: 8480 East Orchard Dr Suite 2200 Englewood, Colorado 80111 Arapahoe
2024-06-1826 minFINANCE LEADERS | Retirement InsightsDan Cronin | Episode #5Today's Guest | Dan CroninPhone Number: (503) 404-4564Email: dan@lifestyle-wm.comWebsite: www.lifestylewealthmgmt.comAddress: 169 Kihapai St Kailua, Hawaii 96734 Honolulu
2024-06-1123 minFINANCE LEADERS | Retirement InsightsShaunelle Roeber | Episode #4Today's Guest | Shaunelle RoeberPhone Number: (563) 676-7519Email: shaunelle@blazingstarlife.comWebsite: www.goblazingstar.com
2024-06-0836 minFINANCE LEADERS | Retirement InsightsAndrej Kandus | Episode #3Today's Guest | Andrej KandusPhone Number: (650) 308-9399Email: skygold.services@gmail.comWebsite: www.skygoldfinancial.comAddress: 1150 Brickyard Cove Rd Suite B11 Point Richmond, California 94801 Contra Costa
2024-06-0154 minFINANCE LEADERS | Retirement InsightsGreg Zastro & Ryan Ausloos | Episode #2Today's Guests | Greg Zastro & Ryan AusloosPhone Number: (920) 627-4445Email: rdausloos@gmail.comAddress: 115 Smith Street Plymouth, Wisconsin 53073 Sheboygan
2024-05-2820 minFINANCE LEADERS | Retirement InsightsSteve Redelsperger | Episode #1Today's Guest | Steve RedelspergerPhone Number: (612) 237-1054Email: stevered2000@gmail.comWebsite: linkedin.com/in/steveredelspergerAddress: 5608 Colfax Avenue South, Minneapolis, Minnesota, 55419
2024-05-2021 min
The Interesting People You MeetThe Interesting People You Meet: Episode 9 Featuring Daniel HanzelkaAre you an advisor who is looking to improve their practice? Then this episode is for you. Daniel Hanzelka has many years of experience in the insurance industry and it was great to pick his mind on certain topics. We talked about growth strategies, marketing, and much more in this episode. Make sure to stick around until the end to not miss out!
2022-05-2451 min
The Innovating Advice ShowHow to Build a Valuable Business Versus Building a Practice with Daniel HanzelkaThere are a few things Daniel wished he learned earlier in his career. In this episode, we talk through those so you can learn from his hard-earned lessons. And we focus on one of the most important - what’s needed, and what isn’t, to build a truly valuable business and how that’s different from building a practice. Links and show notes at https://innovatingadvice.com/post/episode30. Connect with Kate on LinkedIn.
2020-05-0700 min
Men of AbundanceMOA 197: What If The Truth Was Hidden From You with Daniel HanzelkaWhat If The Truth Was Hidden From You?"The truth will set you free." But what if the truth has been hidden from you? How free will you truly be? Today, amongst other topics, Daniel Hanzelka and I talk about Reseting Your Money, What is the ONE thing and what is the truth?Meet our Feature GuestDaniel Hanzelka is Business Success Coach, speaker, author, and serial entrepreneur. He has 18 years’ experience in the financial services industry as a financial advisor.Daniel now helps Financial Advisors scale their businesses so they ca...
2018-04-2451 min
Journey To SuccessDaniel Hanzelka interviews Diana Dentinger Author of Modus VivendiDaniel Hanzelka, The Reset Warrior, interviews Diana Dentinger, author of Modus Vivendi.
As the creative leader in innovative corporate training, private coaching programs and keynote speeches, Diana Dentinger has motivated hundreds to reach their full potential.
Diana is author of the book “Modus Vivendi, Your Life Your Way” that takes readers on a journey of self transformation in seven days.
The foundation of all her work is The Change Your Game Formula™. Her proprietary formula, based on her studies as a neurobiologist and psychosomatic illness therapist, elaborates a personalized Personality & Needs Profile for each individual allowing them to know themselves fully, t...
2016-01-2853 min
Journey To SuccessTom Cunningham interviews Daniel Hanzelka CEO of Reset GlobalNapoleon Hill Foundation Certified Instructor and MWR Life Inspiration Ambassador, Tom Cunningham (too tall) interviews Daniel Hanzelka.
Daniel is the CEO of Reset Global, a business and life transformation company. He is the author of Financial Reset, and co-author of Ready, Aim, Inspire, and Mastering the Art of Success.
He reset his financial life by discovering his purpose and passion after spending 18 years in the financial industry as a certified financial planner.
Daniel is the co-creator of the 5 Step RESET Formula that helps entrepreneurs to simplify and gamify their business and life in order to have a Level 10 Experience in...
2015-11-031h 01
Expert InsightsDaniel Hanzelka on Expert Insights Radio!3pm ET / 2pm CT / 1pm MT / 12pm PT (Outside US: Dial 00 + 1 + 646-727-1711) Viki Winterton interviews Daniel Hanzelka! Daniel is a Life Reset Strategist, whose mission is to ignite the purpose and passion in everyone he comes in contact with. He creates unique results with his out-of-the-box mindset and unconventional insight that inspire those with an entrepreneurial spirit to turn their passion into a profitable business. “Everyone will end up somewhere, but few will end up somewhere on purpose.” Daniel’s R.E.S.E.T. FORMULA will help you find that purpose. He will inspire you, move you and motivat...
2014-03-1337 min