• Epic Spotlight Podcast

  • 著者： Dante Royster
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Epic Spotlight Podcast

著者： Dante Royster
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  • Dante Royster, a seasoned mortgage broker and the author behind the book "The Ultimate Mortgage Guide," is a dynamic professional dedicated to transforming lives through financial empowerment. With a career spanning over two decades, Dante's journey in the mortgage industry began in 2002, and he wants to share his knowledge with you.


    With licensing in nine states, Dante interacts with individuals from diverse backgrounds and financial situations, utilizing his expertise to make the dream of homeownership a reality for many. His book, "The Ultimate Mortgage Guide," serves as a testament to his commitment to demystifying mortgages, offering practical guidance, and sharing real-life stories that showcase the transformative power of understanding one's financial options. Dante's ultimate goal remains steadfast: to empower individuals by making the complexities of mortgages comprehensible and achievable, thereby changing lives for the better.
    2023 Dante Royster
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Dante Royster, a seasoned mortgage broker and the author behind the book "The Ultimate Mortgage Guide," is a dynamic professional dedicated to transforming lives through financial empowerment. With a career spanning over two decades, Dante's journey in the mortgage industry began in 2002, and he wants to share his knowledge with you.


With licensing in nine states, Dante interacts with individuals from diverse backgrounds and financial situations, utilizing his expertise to make the dream of homeownership a reality for many. His book, "The Ultimate Mortgage Guide," serves as a testament to his commitment to demystifying mortgages, offering practical guidance, and sharing real-life stories that showcase the transformative power of understanding one's financial options. Dante's ultimate goal remains steadfast: to empower individuals by making the complexities of mortgages comprehensible and achievable, thereby changing lives for the better.
2023 Dante Royster
個人ファイナンス 経済学
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エピソード
  • Chris Panagiotu: Commanding Wealth with the CAPitalizer Mindset

    Chris Panagiotu: Commanding Wealth with the CAPitalizer Mindset
    2025/03/20
    Christopher A. Panagiotu—the “CAP” in CAPitalize—discovered his passion for investing at just 10 years old. By 18, he landed an internship at UBS, later working at Morgan Stanley before finding his true path at Lucia Capital Group. Over nearly seven years, he built CAPitalize Your Finances from scratch, growing it to nearly $100M. A CERTIFIED FINANCIAL PLANNER and Chartered Retirement Plans Specialist, Chris holds Series 7 and 66 licenses with LPL Financial. More than a financial advisor, he’s a CAPitalizer—driven by loyalty, stewardship, and a relentless pursuit of excellence. Outside the office, he shares his insights as the host of the CAPitalize podcast.In this episode Dante and Chris discuss:Early investing lessons and understanding stocks at a young ageBecoming the youngest advisor at UBS and redefining financial planningOvercoming setbacks and building a thriving financial firmEntrepreneurship, investment diversification, and long-term wealth strategiesInsights from Chris’s books on financial planning and sales successKey Takeaways: An unshakable faith in one's vision emerges as a fundamental pillar of entrepreneurial success, enabling resilience through economic fluctuations such as inflation.Separating emotions from investing, emphasizing the importance of understanding businesses firsthand to achieve long-term profitability.The conversation challenges conventional financial planning, advocating for innovative frameworks that prioritize growth, adaptability, and client satisfaction, even in volatile markets.Perseverance, mindset shifts, and an unwillingness to accept defeat are highlighted as crucial components in overcoming adversity and carving out lasting success.A strategic approach to wealth-building unfolds, illustrating the benefits of diversifying investments across public markets, private equity, and venture capital instead of relying solely on real estate.“As a business owner, you don't have an option of just giving up. And when you're trying to invest and plan for the long term, you should have the same mindset that a business owner has—owning it forever with an asterisk. If something materially changes within one of your investments, that forever becomes a never, and you gotta move on.” - Chris PanagiotuConnect with Chris Panagiotu:Website: https://capitalizeyourfinances.com/ LinkedIn: https://www.linkedin.com/in/christopher-panagiotu-cfp%C2%AE-crps%C2%AE-13a573176/ Podcast: https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij Chris’s Books: https://www.amazon.com/stores/author/B0BB197W43 Connect with Dante Royster:Website: https://www.danteroyster.com/Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086Facebook: EpicMortgage1885086Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRPLinkedIn: Dante Royster | LinkedInTwitter: https://twitter.com/DanteRoysterYouTube: Epic Spotlight Email: dante@epic.mortgageThe 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/TexasShow notes by Podcastologist: Angelo Paul TagamaAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    30 分
  • Frank Akridge Jr: Personalized Multi-Strategy Financial Solutions

    Frank Akridge Jr: Personalized Multi-Strategy Financial Solutions
    2025/03/06
    Frank Akridge Jr. is a Certified Financial Planner, the owner of Financial Pathfinder LLC, and an investment advisor representative with Optivise. He specializes in supporting business owners and executives by transforming their largest expenses into valuable assets. He offers advanced strategies for wealth management, retirement planning, and financial growth. With over two decades of experience, Frank has a proven track record of helping clients achieve their financial goals through innovative and personalized solutions. He holds a master's degree in Christian Education and Conflict Management from Wheaton College and has extensive experience working with high-net-worth clients. Based in Forney, Texas, Frank is committed to educating and guiding professionals towards a more abundant and rewarding retirement. Additionally, he enjoys mentoring and supporting his community, making a significant impact both professionally and personally.In this episode Dante and Frank discuss:Inflation, taxes, and pension loss challenge retirement income and savingsMultiple income streams and financial education support long-term financial successClarity about goals creates urgency and informs strategic planningPersonalized multi-strategy financial plans mitigate risk with insurance safeguardsBalanced portfolios and tax deferral strategies address unforeseen retirement costsKey Takeaways: There's an emphasis on macroeconomic challenges, as inflation, taxes, and corporate bankruptcies erode pension values and reduce retirement income.A strategic focus on diversifying income streams and enhancing financial education underpins sustainable, long-term financial success.Clear and well-defined financial goals spark a sense of urgency, setting the stage for targeted retirement planning.Advisors collaborate with legal experts to implement trusts, charitable giving, and multi-faceted investment strategies that safeguard and grow family wealth.Innovative tax strategies—such as overfunded life insurance contracts and deferred sales trusts—are championed to secure tax-advantaged retirement income while deferring capital gains.“Not all realtors, mortgage brokers, or financial advisors excel at what they do. Be sure to choose a professional—whether in your industry or mine—who has real-world experience, skin in the game, and employs multiple strategies.” - Frank Akridge JrConnect with Frank Akridge Jr:Website: https://www.financialpathfinder.net/ LinkedIn: https://www.linkedin.com/in/frankakridgecfp/ Phone: 404-738-9234Email: frank@frankfp.com Connect with Dante Royster:Website: https://www.danteroyster.com/Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086Facebook: EpicMortgage1885086Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRPLinkedIn: Dante Royster | LinkedInTwitter: https://twitter.com/DanteRoysterYouTube: Epic Spotlight Email: dante@epic.mortgageThe 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/TexasShow notes by Podcastologist: Angelo Paul TagamaAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    25 分
  • Ryan Weiss: Process Alignment Meets Habit Cycles

    Ryan Weiss: Process Alignment Meets Habit Cycles
    2025/02/20
    Ryan Weiss, a seasoned leader with over 20 years of experience, is passionate about driving meaningful change in businesses and industries. His career spans founding and leading ventures from a young age, managing global teams in 20+ countries, and serving as a global executive at a $20B chemical company. In 2016, Ryan founded EPS, a thriving company delivering proprietary software solutions and coaching services across diverse sectors. With degrees in Chemistry and Finance, he developed the OPTICS™ System, a powerful framework empowering companies to align and accelerate performance. Currently working on his second book, Ryan continues to inspire leaders with his clarity-driven approach to tackling business challenges.In this episode Dante and Ryan discuss:Clarity-driven approach to integrating people into processes for business successImpact of process inefficiencies on profits, waste, and employee turnoverSolutions for reducing miscommunications, rework, and costs in processesRole of the Optics five-step process in driving organizational changeInsights from Weiss's "OPTICS" book on aligning people and processes to enhance organizational performanceKey Takeaways: The transformative power of habit cycles in integrating people and processes, underscoring their pivotal role in driving successful business outcomes.A stark reality emerges, illustrating how poorly aligned processes can cascade into significant losses, including wasted resources, frustrated employees, and diminished customer satisfaction.By refining inefficient processes and synchronizing expectations, businesses can not only save time and money but also mitigate the risks associated with miscommunications and redundant efforts.Through a practical lens, Weiss’s OPTICS book reveals strategies for aligning people and processes to drive organizational performance.The Optics five-step framework, detailed with precision, proves invaluable for process clarity, offering outsiders a sharper understanding of a business than its own insiders.“Processes are only impactful if people use them right. When you start thinking about people and process together, that's really a habit cycle—because when people follow a process, or when you create processes that truly help people, it naturally forms a habit cycle.” - Ryan WeissConnect with Ryan Weiss:Website: https://epsoptics.com/ LinkedIn: https://www.linkedin.com/in/ryancweiss/ Ryan’s Book: https://book.epsoptics.com/ Connect with Dante Royster:Website: https://www.danteroyster.com/Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086Facebook: EpicMortgage1885086Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRPLinkedIn: Dante Royster | LinkedInTwitter: https://twitter.com/DanteRoysterYouTube: Epic Spotlight Email: dante@epic.mortgageThe 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/TexasShow notes by Podcastologist: Angelo Paul TagamaAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    18 分

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