What happens when financial planning becomes less about having every answer—and more about bringing the right people to the table?

In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Kate Seastone, founder of Simplistic Collaborative, to explore why collaboration, clarity, and ongoing client care matter so much in complex financial planning.

Kate shares her journey from software development and business turnarounds into financial planning, along with the perspective that led her to specialize in helping advisors navigate the insurance side of broader client strategies.