What 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 beginning college. What followed wasn’t a leap of blind faith, but a thoughtful shift toward systems, education, and intentional stewardship. Kish shares how learning to think differently about money changed not just his finances, but his peace of mind, family priorities, and long-term vision.

This conversation goes beyond strategies and labels. It’s about understanding money as a tool, building systems instead of chasing products, and creating stability that supports real life not just account balances.

💡 In This Episode, You’ll Discover:
• Why control often matters more than returns
• The difference between storing money and investing it
• How systems create flexibility and confidence
• Why education not products drives better decisions
• What financial peace actually looks like in real life

👤 About Kish Rao
Kish Rao is the founder of KKR Wealth Group and the Wealth Builders Interactive, a private community focused on education, mentorship, and long-term wealth thinking. With a background in technology and a passion for teaching, Kish helps professionals rethink traditional financial models and build intentional systems aligned with their values.

🔗 Connect With Kish Rao
📍 Location: Philadelphia, Pennsylvania
🌐 Website: https://www.kkrwealthgroup.com/
🔗 LinkedIn: https://www.linkedin.com/in/kishor-rao/
📘 Podcast: https://club.kkrwealthgroup.com/Join
📅 Booking Link: http://www.meetwithkish.com

Free Resource: https://go.kkrwealthgroup.com/MLLT_pdf
This free PDF breaks down a practical way to make life less taxing by controlling your cash flow instead of reacting to taxes, debt, and Wall Street volatility. It focuses on clarity, control, and long-term flexibility.

🎧 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 #WealthMindset #FinancialControl #PassiveIncomeThinking #LegacyBuilding #Stewardship #EntrepreneurLife #FinancialClarity

What 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 only time, reflection, and responsibility can teach. This conversation moves beyond tactics into mindset exploring why families must think like enterprises, why collaboration beats isolation, and how purpose shapes financial decisions.

You’ll hear thoughtful insights on retirement risks, generational responsibility, the role of faith and principles, and why uninterrupted growth, clarity, and patience matter more than short-term wins. This episode is less about chasing outcomes and more about building a foundation financially, relationally, and spiritually.

💡 In This Episode, You’ll Discover:
• Why legacy begins with mindset, not numbers
• How families shift from short-term thinking to generational vision
• The emotional realities retirees often overlook
• Why purpose and stewardship shape better decisions
• How faith-aligned principles influence long-term clarity

👤 About Chuck DeLadurantey
Chuck DeLadurantey is a partner at Private Family Banking Partners, where he works with families and business owners seeking clarity, structure, and long-term stewardship. With a passion for legacy planning and generational thinking, Charles helps clients view wealth as a tool for responsibility, not just accumulation.

🔗 Connect With Chuck DeLadurantey
📍 Location: Luling, Texas,
🌐 Website: https://www.yourpathforretirement.com
🔗 LinkedIn: https://www.linkedin.com/in/charles-deladurantey/
🌐 YouTube: https://www.youtube.com/@bankliketherothschilds4887
📥 Calendar Link: https://calendly.com/familybankingnow/30-minutes-discovery-call-with-chuck-deladurantey

Free Book: https://protectyourmoneynow.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 #LegacyMindset #FamilyStewardship #PurposeDrivenWealth #FaithAndFinance #MultiGenerationalThinking #FinancialClarity #AdvisorInsights

Most 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 radically reshape a family’s financial trajectory.

You’ll hear how clients discover hidden leaks in their financial life, why the “Four I’s” (IRS, Insurance, Investments, and Interest) quietly drain wealth, and how a shift in mindset often matters more than any single tactic. Gavin also shares the deeper mission behind his work: leading with service, building legacy, and helping families move from scarcity to abundance with confidence and purpose.

💡 In This Episode, You’ll Discover:
• The four silent inefficiencies that quietly erode wealth
• Why structure not willpower creates financial clarity
• How perspective shifts open the door to better decisions
• Why leadership, not product sales, is the missing piece in financial guidance
• The role faith and stewardship play in long-term confidence and legacy

👤 About Gavin Wilson
📍 Location: Nashville, Tennessee
🌐 Website: https://www.wilsoncrowestrategicwealth.com/
🔗 LinkedIn: https://www.linkedin.com/in/gavinwilson0121/
📞 Contact: 615-490-1804
Calendar Link: https://calendly.com/gavin-wcstrategicwealth/60min

Free Book: https://www.wilsoncrowestrategicwealth.com/freebook
Free Book (What Would The Rockefeller's Do? Forward by: Gavin Wilson)The Rockefellers used special financial engines to: Grow their wealth no matter what the markets do.

🎧 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 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 #Stewardship #FinancialClarity #AdvisorInsights #LegacyBuilding #PurposeDrivenWealth #UntaxableLifestyle

What 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 products, his work centers on relationships, intentional planning, and protecting what matters most family, time, and peace of mind.

This conversation explores why wealth is about more than account statements, why legacy requires communication (not assumptions), and how most people unknowingly operate inside a financial system that wasn’t designed for their freedom. Together, Daniel and Terrence unpack the mindset shifts required to move from scarcity to stewardship — and why clarity always comes before strategy.

💡 In This Episode, You’ll Discover:
• Why retirement is often the wrong destination
• How family-first thinking reshapes financial decisions
• The difference between statement wealth and real wealth
• Why legacy planning starts with conversation, not money
• How principles create peace long before dollars do

👤 About Terrence Whittman
Terrence Whittman is the founder of Iron Arrow Strategies and a financial coach dedicated to helping families and small business owners build clarity, protect their legacy, and live with intention.

Connect With Terrence Whittman
📍 Location: Franklin, Tennessee,
🌐 Website: https://ironarrowstrategies.com
🔗 LinkedIn: https://www.linkedin.com/in/terrencewittmanwealthadvisor/
📅 Booking Link: https://oncehub.com/Terrence-Wittman

Free Offer: https://offers.ironarrowstrategies.com/book-427701
Please feel free to get your Free Copy of my version of the Best Selling Book, "What Would the Rockefellers Do?" It is the Blueprint to change your life!

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps you build freedom, clarity, and purpose — without hype or 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 #LegacyPlanning #FamilyFirst #WealthMindset #FinancialClarity #PurposeDrivenWealth #AdvisorInsights #Stewardship #FreedomLifestyle

What 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 reinvention—reveals a powerful truth: financial education is not about products; it’s about perspective. His story includes overcoming a house fire, rebuilding mindset through personal development, and discovering how teaching others became the most meaningful part of his work.

You’ll hear grounded insights on why basic financial literacy matters, why so many business owners struggle silently, and how clarity and consistent learning create freedom long before any dollar amount does. This conversation is human, honest, and filled with wisdom for anyone seeking a more intentional financial life.

💡 In This Episode, You’ll Discover:
• Why financial education—not products—creates lasting confidence
• How personal growth shapes the way we manage money
• The hidden challenges business owners face when planning for the future
• Why clarity matters more than complexity
• How mindset shifts can reshape your entire financial story

👤 About Steve Smith
Steve Smith is a financial educator focused on helping everyday families understand money with simplicity, purpose, and clarity. Known for his grounded teaching style and passion for lifelong learning, Steve empowers people to take ownership of their financial story.

📍 Location: Houston, Texas
🌐 Website: https://www.wealthwave.com/stevesmith
🔗 LinkedIn: https://www.linkedin.com/in/stevesmith223/
📅 Booking Link: https://calendly.com/stevesmith223/new-meeting

Free Resource: https://financialliteracyindex.com/stevesmith
Take this free literacy test to see how well you understand how money works.

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps people build freedom, clarity, and purpose through grounded, meaningful conversations—no hype, no product talk. Just wisdom that helps you think differently and live more intentionally.

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

#MakeLifeLessTaxing #FinancialClarity #MoneyMindset #FinancialEducation #PurposeDrivenWealth #BusinessOwnerLife #WealthPerspective #Stewardship #LegacyMindset

What 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 surcharges, and Roth conversion misunderstandings, to the unique challenges of saving abroad, Jimmy explains why expats don’t plan to fail they simply fail to plan. His stories illuminate how structure, clarity, and a long-term tax lens can transform both confidence and outcomes.

You’ll also hear why he believes retirement planning is ultimately about relationships, stewardship, and living intentionally not just numbers on a page.

💡 In This Episode, You’ll Discover:
• The unique financial pitfalls facing expats and cross-border families
• Why lifetime tax planning matters more than any single-year strategy
• How Roth conversions are often misunderstood—and misapplied
• Why planning becomes the key to living well overseas
• How clarity creates freedom, purpose, and peace of mind

👤 About James “Jimmy” Miller
Founder of Baobab Wealth Management, Jimmy specializes in helping U.S. expats and cross-border families create clarity in their retirement planning with an emphasis on lifetime tax strategy and intentional living.

📍 Location: Nokomis, Florida
🌐 Website: https://baobabwealth.com/
🔗 LinkedIn: https://www.linkedin.com/in/baobabwealth/
📘 Facebook: https://www.facebook.com/BaobabWealth
🎥 YouTube: https://www.youtube.com/@baobabwealth
📅 Booking Link: https://calendly.com/baobabwealth
🎧 Podcast: https://www.buzzsprout.com/2564674/episodes

Free Resource: https://baobabwealth.com/financial-planning-for-americans-overseas/
Financial Planning Guide for American Expats

🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing exists to help 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 #ExpatPlanning #RetirementClarity #CrossBorderFinance #TaxTimeBombs #WealthMindset #AdvisorInsights #InternationalRetirement

What 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 impact and how that led him into a life of helping clients navigate complex decisions, transitions, and long-term goals with confidence. Using thoughtful, grounded analogies from mountain guides to cereal aisles Scott brings a refreshing and human perspective to what true financial planning looks like.

You’ll hear stories of clients who moved from confusion to clarity, lessons from two decades of guiding families, and why Scott believes the advisor’s role is part interpreter, part coach, and part steady companion on the journey toward meaningful outcomes.

💡 In This Episode, You’ll Discover:

• Why overwhelm not markets is often the real planning barrier

• How a skilled guide brings clarity to life’s major transitions

• The hidden traps many business owners face when planning their exit

• Why structure, cadence, and relationships matter more than products

• How perspective not prediction shapes long-term confidence

• Why accountability is essential, but it must be mutual

• The deeper purpose behind Scott’s work and the legacy he hopes to leave

👤 About Scott Cody

Scott Cody is the co-founder and partner at Latitude Financial Group, where he helps clients navigate life transitions with clarity, structure, and a guide-by-your-side approach to true financial planning. Known for his grounded style and relational focus, Scott supports women in transition, business owners, and near-retirees seeking confidence in uncertain times.

📍 Location: Denver Colorado

🌐 Website: https://latitudefinancialgroup.com

🔗 LinkedIn: https://www.linkedin.com/in/scott-cody-mba-cfs-cpfa-b743395/

📘 Facebook: https://www.facebook.com/latitudefinancialgroup

🎥 YouTube: hhttps://www.youtube.com/@LatitudeFinancialGroupDenver

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

🌐 More Episodes: https://makelifelesstaxingpodcast.com

📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply

#MakeLifeLessTaxing #FinancialClarity #LifeTransitions #RetirementPlanning #BusinessOwnerLife #AdvisorInsights #WealthMindset #LegacyBuilding #PurposeDrivenPlanning

What 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 accounting in a community college classroom, Trent’s journey reveals what happens when purpose and gifting collide. Today, he blends tax strategy, financial planning, and mindset work to help families build meaningful wealth not just bigger accounts.

You’ll hear Trent’s “Stand Like David” framework, why principles outperform tactics, and how anyone at any stage can build clarity, confidence, and long-term peace.

💡 In This Episode, You’ll Discover:

• Why principles, not tactics, create lasting financial peace

• How mindset shapes wealth, stewardship, and decision-making

• Why proactive planning matters more than April-only accounting

• The “three buckets” Trent teaches for taxes, lifestyle, and long-term wealth

• How to build passive income aligned with your strengths and purpose

• Why clarity not returns creates confidence at every stage of life

👤 About Trent Benedetti

Trent Benedetti is a CPA, CFP®, and founder of Benedetti Financial. For over 40 years he has helped business owners, retirees, and real estate investors build wealth with clarity, structure, and purpose-driven planning. His work integrates tax awareness, long-term strategy, and faith-aligned principles that help families “slay their financial giants.”

Connect With Trent Benedetti

📍 Location: Santa Maria, California

🌐 Website: https://benedettifinancial.com

🔗 LinkedIn: https://www.linkedin.com/in/trent-benedetti-4b7a62149/

🎧 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 #FinancialClarity #Stewardship #AdvisorInsights #PurposeDrivenWealth #LegacyBuilding #TaxPlanning #FaithAndFinance