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 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: jleech@sgcompanies.net

🎧 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 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

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 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 lost their edge, but because the environment changed. Where advisory businesses were once protected by licenses, access, and specialized knowledge, today’s clients arrive with information already in hand. What they lack isn’t answers, it’s clarity and confidence in who to trust.

Daniel breaks down why competence alone no longer creates leverage, how silence is now interpreted as absence, and why every solo advisor has become the brand, whether they intended to or not. This isn’t about becoming an influencer. It’s about stewardship, ownership, and helping the right people understand how you think before they ever need you.

💡 In This Episode, You’ll Discover:

Why trust, not information, is the new bottleneck

How authority quietly replaced complexity as the real asset

Why “being good” no longer guarantees visibility

The hidden cost of borrowing attention instead of owning it

What prospects really learn when they look you up today

🎧 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 #AdvisorAuthority #AIAndTrust #WealthMindset #IndependentAdvisor #ClarityOverComplexity #Stewardship

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 andrea@elev8dsolutions.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 #LeadershipMindset #PersonalGrowth #HighPerformance #PositivePsychology #PurposeDrivenLeadership #Fulfillment #TeamCulture

What 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, but because their capital lacks intention and structure. Together, they explore the mindset shift from “I’m fine” to true clarity, and why income alone doesn’t create freedom structure does.

This conversation dives into the stages of business ownership, the dangers of idle corporate capital, and Niko’s retained earnings optimization framework: convert, preserve, and multiply. You’ll also hear why collaboration, clarity, and a solid foundation matter more than chasing the next idea or opportunity.

💡 In This Episode, You’ll Discover:
Why idle corporate capital quietly erodes over time
The three stages every business owner moves through
Why structure not income creates long-term freedom
How clarity changes decision-making for entrepreneurs
What most incorporated professionals overlook about legacy planning

👤 About Niko Bruno
Niko Bruno is the founder of Insured Wealth Financial Strategies. He works with incorporated professionals and business owners to design smarter, more intentional approaches to corporate planning, risk management, and long-term wealth stewardship.

🔗 Connect With Niko Bruno
📍 Location: Laval, Quebec, Canada
🌐 Website: https://www.insuredwealth.ca/
🔗 LinkedIn: https://www.linkedin.com/in/nikobruno/
📘 Facebook: https://www.facebook.com/insuredwealthfinancial
📅 Get My Corporate Wealth Blueprint Guide: https://go.insuredwealth.ca/guide

🎧 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 #BusinessOwnerWealth #CorporatePlanning #WealthMindset #EntrepreneurLife #FinancialClarity #LegacyBuilding #TaxAwareness #IntentionalWealth