エピソード

  • Tammy Helfrich: Unapologetically You

    Tammy Helfrich: Unapologetically You
    2025/04/03
    Tammy Helfrich is a Life & Mindset Coach, host of the Intentional Life podcast, and author of Ablaze and Unapologetic. She helps women trust their intuition, believe in themselves, and take powerful, intentional action toward the life and business they desire. With over 30 years of experience in business development, leadership, corporate sales, and coaching, she blends her expertise with a deep passion for empowerment. Tammy also played a key role in launching a successful nonprofit and now guides women in growing their businesses with confidence. She believes that when women are supported, they flourish—bringing their unique gifts to the world unapologetically.In this episode Dante and Tammy discuss:Empowering women through business leadership coaching and authorshipTransformative career transitions from corporate dissatisfaction to fulfillmentRediscovering inner self and passions after prioritizing life rolesSupportive partnerships enabling self-growth and goal alignmentCreating harmony in work-life integration by resisting societal pressuresKey Takeaways: Tammy’s leadership coaching, authorship, and community initiatives serve as catalysts for women seeking deeper fulfillment, guiding them toward purpose-driven personal and professional growth.Midlife often becomes a turning point where individuals reassess their careers, relationships, and aspirations, uncovering a desire for transformation that expert coaching can help navigate.The role of supportive partnerships extends beyond encouragement, fostering environments where self-care, shared dreams, and mutual goals create space for personal rediscovery and empowerment.Rather than chasing an elusive work-life balance, the conversation highlights the importance of crafting a harmonious lifestyle—one shaped by intentional choices rather than external societal pressures.Society 57 exemplifies the power of community collaboration, demonstrating how shared visions can breathe new life into historic spaces while simultaneously supporting local nonprofits and fostering meaningful connections.“I always start by asking women questions and challenging them to really think about what they want. Sometimes, we tell ourselves stories that we’re unhappy, but when we pause and reflect, we might realize we actually like our lives—we just need to see them from a different perspective.” - Tammy HelfrichConnect with Tammy Helfrich:Website: https://tammyhelfrich.com/ Podcast: https://podcasts.apple.com/us/podcast/intentional-life/id668580718 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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    21 分
  • 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
  • Matt Glowiak: Self-Awareness as the Key to Wisdom

    Matt Glowiak: Self-Awareness as the Key to Wisdom
    2025/02/06
    Dr. Matt Glowiak is clinical faculty in the Southern New Hampshire University (SNHU) and Yorkville University (YU) Master’s in Mental Health Counseling (MHC) programs. As an individual who is passionate about everything mental health, he has a diverse background in higher education, private practice, addiction, servant leadership, presenting, publishing, and advocacy work. Dr. Glowiak has worked with many clients diagnosed with a variety of conditions as well as those aiming to increase their overall wellbeing.In this episode Dante and Matt discuss:Impact of the COVID-19 pandemic on mental health issues like depression and anxietyRole of self-awareness, supportive communication, and individualized treatment approachesTreatability and curability of mental health disorders and short-term use of medicationPersistent stigma and lack of resources in mental health servicesEthical concerns about providers profiting from prolonged patient dependencyKey Takeaways: The COVID-19 pandemic highlighted both the rise in mental health struggles and the simultaneous destigmatization of mental health, leading to greater awareness and increased access to services.Self-awareness, supportive communication, and tailored treatment approaches are essential for overcoming mental health challenges, fostering resilience and recovery.Mental health disorders are highly treatable with proper intervention, and seeking help not only improves individual well-being but strengthens community connections.Medication should play a minimal, short-term role in mental health care, with ongoing therapy as the cornerstone of sustainable recovery and personal growth.Despite free alternatives, the high cost of mental health services, persistent stigma, and unethical practices by some providers remain barriers to achieving accessible and effective care for all.“Be real with yourself. There's a saying, 'The more aware you are of yourself, the more aware you become of others.' Wisdom flourishes from self-awareness. While we all perceive and respond to the world differently, certain universals connect us—pain, desires, and shared experiences. If something doesn’t feel right, acknowledge it sooner rather than later.” - Matt GlowiakConnect with Matt Glowiak:Facebook: https://www.facebook.com/dr.mattglowiak/ LinkedIn: https://www.linkedin.com/in/matt-glowiak-phd-lcpc-caadc-ncc-acs-1162841ab/ Email: dr.mglowiak@gmail.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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    32 分
  • Brittney Norwood: Housing, Hope, and Community

    Brittney Norwood: Housing, Hope, and Community
    2025/01/23
    Brittney Norwood is a dedicated public servant and the newly elected trustee in Dolton. With a strong commitment to her community, Brittney aims to foster positive change and enhance the quality of life for Dolton's residents. Her proactive approach and fresh perspective are focused on addressing local issues and ensuring that the voices of the citizens are heard and respected. In addition to her public service, Brittney is a trusted realtor. She leverages her extensive knowledge of the local real estate market to provide exceptional service to her clients, making every transaction seamless and stress free. Brittney is deeply involved in her community, participating in local events and initiatives outside of her professional life. She enjoys exploring the Midwest, scenic landscapes and spending quality time with family and friends.In this episode Dante and Brittney discuss:Inspiration from grandmother's community involvement driving trusteeshipResponsibilities of a trustee in empowering residents and fostering economic growthVision for revitalizing abandoned homes and enhancing neighborhood safetyImpact of rising taxes and economic shifts on homeownership and real estate investmentsCurrent real estate market favoring landlords and investors over typical buyersKey Takeaways: The trustee's role is portrayed as multifaceted, emphasizing empowering residents, crafting budgets, and addressing administrative hurdles to drive business growth and economic development.A forward-thinking vision emerges in revitalizing abandoned homes, which boosts property tax revenue, stabilizes businesses, and enhances community safety, contributing to a thriving neighborhood.Educational initiatives and housing programs are highlighted as transformative efforts, addressing tax concerns while enabling renters to become homeowners, fostering happier, more secure communities.A dynamic shift in the real estate landscape is unveiled, where rising taxes, economic shifts, and higher interest rates favor landlords and investors while slowing opportunities for traditional homebuyers.The Village of Dolton's permitting process is identified as a critical barrier to home sales and development, spotlighting the need for streamlined solutions to support community growth.“One thing I've always been big on—even before becoming a trustee, right? —is bringing homebuyer seminars to the community. As a realtor for the last nine years, I’ve always aimed to help people understand how mortgages work. So, if we can create a program that makes it easier for renters in Dolton to become homeowners, we’ll not only add a house to the tax roll but also eliminate an eyesore, making our neighborhoods safer—and, in turn, happier” - Brittney NorwoodConnect with Brittney Norwood:Facebook: https://www.facebook.com/p/Trustee-Elect-Brittney-Norwood-100063653930083/ 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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    15 分
  • John Boll: Guide to Building and Maintaining Stellar Credit

    John Boll: Guide to Building and Maintaining Stellar Credit
    2025/01/09
    John Boll is a seasoned professional with over a decade of expertise in elevating individuals' financial profiles. With a distinguished career spanning 13 years, he has passionately devoted himself to empowering people to enhance their credit scores and unlock their financial potential. Starting as a Mortgage Consultant, John spent seven years navigating the complexities of credit landscapes before transitioning into a FICO Certified Credit Restoration Specialist, a role he has excelled in for the past eight years. What sets him apart is his commitment to holistic solutions tailored to individual needs, catalyzing transformative change in countless lives. For John, the journey extends beyond credit repair—it's about fostering lasting financial wellness and prosperity, fueling his passion to help others achieve financial freedom.In this episode, Dante and John discuss:Transformative strategies for credit restoration and personalized financial solutionsKey components of achieving an 800-credit score, including credit mix and utilizationPractical tips for maintaining a strong credit profile and avoiding late paymentsEffective techniques for negotiating settlements and managing open debtNavigating specific credit challenges, including medical collections and FHA loan charge-offsKey Takeaways: A balanced credit profile starts with building the right credit mix and keeping credit utilization low, highlighting the importance of strategic borrowing habits.Paying bills on time emerges as a cornerstone for maintaining a strong payment history, showcasing discipline as a critical factor in financial success.Timing plays a pivotal role in debt negotiation, with end-of-month settlements often yielding better outcomes for individuals managing open balances.Establishing business credit is simplified through vendor partnerships with major retailers like Walmart and Home Depot, emphasizing the power of strategic alliances.Overcoming specific credit challenges involves ignoring medical collections under $1,000 and understanding FHA loan charge-off rules, offering practical steps for financial recovery.“Never have a late payment—set up autopay so all you need to remember is having enough in the account each month. Keep credit card balances below 20%, and if possible, just pay everything off. Use credit cards to build credit or for emergencies; those interest rates are phenomenal.” - John BollConnect with John Boll:Website: https://www.creditcareco.com/ LinkedIn: https://www.linkedin.com/in/ficocertifiedcreditpro/ 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/Texas
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    19 分
  • Randall Avery: Hacking the System for Financial Success

    Randall Avery: Hacking the System for Financial Success
    2024/12/26
    Randall Avery is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst. His mission is to help the communities he serves to increase their wealth and use it to achieve their dreams. Randall specializes in guiding individuals toward their version of financial freedom.He is the author of Hacking the System by Creating Your Own System, a self-help guide for those looking to improve their financial outlook. Randall frequently speaks to a diverse range of audiences—from youth organizations and schools to corporate executives and professional associations—emphasizing the importance of good financial stewardship.In this episode, Dante and Randall discuss:Transitioning from corporate finance to empowering communities through wealth-buildingImportance of fiduciary duty and continuous education in financial certificationsStrategies for "hacking the system" by cultivating awareness and self-controlTransformative effects of financial freedom on original thinking and delayed gratificationInsights on budgeting, automatic investing, and integrating AI in financeKey Takeaways: A journey from the corporate world to community-centered wealth-building highlights the transformative power of using financial knowledge to uplift others.The importance of fiduciary duty, continuing education, and mastery of investment management is emphasized through the CFA and CFP certifications.By fostering awareness, self-control, and community investments, individuals can challenge societal systems designed to extract wealth and create their own path to prosperity.Achieving financial freedom unlocks original thinking, while the inability to delay gratification can obstruct personal and financial growth.Practical strategies like budgeting, automatic investing, self-investment, niche specialization, and AI integration provide actionable steps toward sustainable wealth creation.“First, have a budget. Tell your money what you want it to do—list your expenses and track them monthly. This is crucial for married couples; when you align financial goals, you strengthen your relationship. Second, utilize automatic investing. Sign up for your employer’s retirement plan and invest consistently. Many people become accidental millionaires just by following this simple step early in their careers. Finally, invest in yourself—your health, skills, and knowledge. These investments will pay dividends later in life.” - Randall AveryConnect with Randall Avery:Website: https://deasilwm.com/ LinkedIn: https://www.linkedin.com/in/randallavery/ Facebook: https://www.facebook.com/randall.avery.7 Instagram: https://www.instagram.com/rsadeasil50/ Randall’s BOOK: https://www.amazon.com/Hacking-System-Creating-Your-Own/dp/0999403508 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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    13 分