Dan Pascone | Episode #11

What 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 unique model his firm uses today. You’ll hear why every great plan begins with clarity, why no two financial lives should ever look the same, and how executives and business owners can build freedom long before retirement ever arrives. Dan also introduces his hybrid-retirement framework, the power of tax-diversification, and why the right planning process helps people regain time, direction, and peace of mind.  💡 In This Episode, You’ll Discover: • Why defining your “rich life” changes every financial decision • How proactive planning creates clarity for busy executives and business owners • Why hybrid retirement is becoming the new path to freedom • The role of tax diversification in long-term planning • How structure, process, and values shape better financial choices • Why learning and rethinking is essential for lasting confidence  👤 About Dan Pascone Dan Pascone is the founder of Tailored Wealth, where he helps high-achieving professionals and business owners design and live their version of a rich life. His work blends thoughtful planning, long-term partnership, and a people-first approach grounded in purpose, clarity, and stewardship. Connect With Dan Pascone 📍 Location: Fairfield, Connecticut🌐 Website: https://yourtailoredwealth.com 🔗 LinkedIn: https://www.linkedin.com/in/danpascone/ 📞 Contact: (860) 202-7102  🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose through grounded, meaningful conversations—not hype, not products, just wisdom that helps you live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #RichLifeMindset #FinancialClarity #PurposeDrivenPlanning #ExecutiveLife #BusinessOwnerWisdom #WealthPerspective #HybridRetirement #Stewardship #FinancialWellness #AdvisorInsights