Afleveringen
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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 repairāit'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.āNever have a late paymentāset 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.ā
- John Boll
Connect 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 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
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Randall Avery is a CERTIFIED FINANCIAL PLANNERā¢ 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 audiencesāfrom youth organizations and schools to corporate executives and professional associationsāemphasizing 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.āFirst, have a budget. Tell your money what you want it to doālist 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 employerās retirement plan and invest consistently. Many people become accidental millionaires just by following this simple step early in their careers. Finally, invest in yourselfāyour health, skills, and knowledge. These investments will pay dividends later in life.ā - Randall Avery
Connect 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/
Randallās 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 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Zijn er afleveringen die ontbreken?
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Evan Wheeler, the Founder and Owner of Wheeler Insurance Solutions and Expertise. With a keen understanding of the insurance industry and a commitment to personalized service, Evan has built a reputable business dedicated to providing tailored insurance solutions for individuals and businesses alike. His extensive knowledge and innovative approach have made Wheeler Insurance Solutions a trusted name in the field, ensuring clients receive the best coverage to meet their unique needs. Passionate about empowering others through financial protection and security, Evan continues to lead his company with integrity and a client-centric focus.
In this episode Dante and Evan discuss:
Personalized insurance consulting for property damage claimsAdopting technology to meet expectations for rapid claims processingGuiding laypersons through interpreting complex insurance policiesMinimizing out-of-pocket costs for denied or underpaid claimsImportance of adequate coverage over lower premiums, especially in ColoradoKey Takeaways:
The importance of adopting technology in insurance consulting, enabling firms to meet client expectations for faster results despite the inherent complexity of the claims process.A key focus is on empowering property owners to navigate claims for disasters like floods, hurricanes, and fires, offering expert guidance to interpret policy language and maximize benefits.Operating nationwide but with a primary presence in Colorado, the firm minimizes out-of-pocket costs by leveraging free contracting services, financial advisor connections, and governmental assistance opportunities.Thorough research, asking the right questions, and comparing reviews are essential to prioritizing comprehensive coverage over cheaper premiums, especially given Colorado's high insurance rates.The firm escalated a claim to secure both temporary and long-term housing for a single mother of six after a flood, showcasing the human impact of their services.āI believe the type of person I am is here for serviceāto help people and make life a little bit easier, because life is hard. Point blank, if you're living life, it's hard. We all have our issues, and just being able to be here, to help people out and make life a little easier, has been incredibly rewarding for me.ā
- Evan Wheeler
Connect with Evan Wheeler:
Website: https://wiseconsultation.com/
LinkedIn: https://www.linkedin.com/in/evan-wheeler-fcls-ccls-pcls-5ab87444/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Donna J. Rogers, owner of Rā Legacy Realty LLC and Rā Legacy Academy Real Estate School, brings over 17 years of real estate expertise. A licensed Managing Broker, Real Estate Instructor, Investor, and Project Manager, she holds certifications as a HUD Housing Counselor and Seller Representative Specialist. With a background in education, Donna is a former Adjunct Business Professor and the author of the #1 Amazon book Who Got the Keys? Her commitment to youth education in real estate has impacted thousands nationwide. Currently serving as President of the Young Realists Division, Chicago Chapter, Donnaās dedication to community service has earned her numerous awards, continuing her late fatherās legacy of empowerment.
In this episode Dante and Donna discuss:
Building generational wealth through real estate investment and educationImportance of early exposure to real estate for informed decision-makingExpanding "Who Got the Keys?" with summits, camps, and licensing classesStaying authentic and educated in real estate pursuitsEncouraging purposeful conversations about goals and real estateKey Takeaways:
Real estate investing is a powerful pathway for building generational wealth, especially when approached wisely through research, networking, and education.Introducing young adults to real estate and homeownership early on empowers them to make informed choices and develop wealth-building skills.The "Who Got the Keys?" program educates and inspires youth about real estate investing through workbooks, summits, online camps, and realtor licensing classes.Donna embodies the value of authenticity and purposeful action in real estate, dedicating herself to writing bestselling books during the pandemic through an early morning routine.Inspired by her parentsā experiences in real estate, Donna is driven to educate others about using real estate to boost Black homeownership and generational wealth.āExposure makes a difference. You have no idea what your possibilities are unless you see it. For me, it's important to expose as many young people as possible to change the narrative before credit is messed up, before you have all this debt. Later in life, you donāt have to go back and fix these things because you didnāt get exposure. You can make well-informed decisions from the start as a young person, as a teenager going into adulthood with a game plan in mindāa game-changing plan that will put you on the path to building generational wealth through real estate.ā
- Donna Rogers
Connect with Donna Rogers:
Website: https://www.whogotthekeys.com/
Phone: (312) 276-5111
Donnaās BOOK: https://www.whogotthekeys.com/?page_id=231
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Matthew Sutika is an accomplished entrepreneur and CEO at Nimble, a leading multifamily insurance company based in Sarasota, Florida. With a proven track record of success in the insurance sector, Matthew is recognized for his innovative approach and commitment to excellence. Prior to founding Nimble, Matthew distinguished himself as the #1 ranked State Farm agent nationwide, showcasing his expertise and leadership in the field. His entrepreneurial spirit led him to establish Nimble, where he continues to drive growth and innovation in the industry.
Outside of his professional pursuits, Matthew is a dedicated philanthropist, actively supporting initiatives focused on education and community development. In his leisure time, he enjoys exploring Sarasota's vibrant cultural scene and engaging in outdoor activities such as hiking and sailing. With a passion for entrepreneurship and a vision for the future of insurance, Matthew Sutika remains a dynamic force in both the business world and his local community.
In this episode Dante and Matt discuss:
Building innovative insurance programs for rental propertiesNavigating insurance challenges in natural disaster-prone areasAssessing risks and coverage needs for aging propertiesStrategic planning to adapt to shifts in the insurance marketBalancing competitive online rates with personalized broker guidanceKey Takeaways:
Emphasizing innovation in insurance programs can drive both customer satisfaction and business growth, especially when aligned with proactive service.Tackling challenges, such as natural disasters, requires adaptable strategies, prioritizing clear communication and creative problem-solving.Assessing property risks involves a thorough understanding of variables like building age, construction type, and geographic location, highlighting a tailored approach.Strategic planning and cash flow management are pivotal as the insurance market evolves, underscoring the need for flexibility and preparation.While online carriers offer appealing rates, expert brokers stand out by delivering personalized advice and optimized coverage for individual needs.āInsurance can no longer be something you take lightly. It needs to be something you consider when finding propertiesāwhere insurance is actually good. Not just finding a property and hoping the insurance works out; you really need to concentrate on it, because it can make or break your refi or your deal.ā
- Matt Sutika
Connect with Matt Sutika:
Website: https://nimbleins.com/
LinkedIn: https://www.linkedin.com/in/matthewsutikanimbleins/
Phone: 312-877-2692
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Samir and Darlene Rashed, the dynamic duo behind Crefco Financial Group. With over 27 years in the mortgage industry, they built a reputation for their commitment to educate, uplift, and inspire communities through home ownership. Their journey began with the purchase of their first home in their early twenties, sparking a passion for helping others achieve the dream of home ownership. Samir transitioned from corporate sales to become a loan officer, with Darlene following suit after a distinguished 26-year corporate career. For the past 15 years, they've been partners at Crefco Financial Group, where their expertise in real estate and dedication to customer satisfaction have driven success. Married for 30 years, their commitment to each other extends to their shared mission of making a positive impact in their community.
In this episode, Dante, Samir & Darlene discuss:
Founding Crefco Financial Group and empowering homebuyers through educationEconomic challenges impacting homebuyers and the importance of planningPopularity of multi-unit buildings and co-signing strategies for young buyersEfficient communication and debunking homebuyer myths through transparencyResearching AI trends and enhancing digital capabilities while maintaining a human touchKey Takeaways:
Founders emphasize the importance of empowering homebuyers through education and personalized attention, setting Crefco apart in the mortgage industry.Economic challenges require strategic education and planning, particularly for lower-income borrowers seeking affordable homeownership.Multi-unit buildings are highlighted as an investment option, offering both rental income and mortgage support for homeowners.Co-signing with parents emerges as a key solution for young buyers struggling with affordability in the housing market.Embracing technology, Crefco enhances the customer experience with digital tools while maintaining a human touch, focusing on education and transparency.āWe educate, uplift, and inspire through home ownership by humanizing the customer experience. From start to finish, we guide people with education, helping them feel comfortable so they can confidently reach the finish line.ā - Samir & Darlene Rashed
Connect with Samir & Darlene Rashed:
Website: https://www.cfgohio.com/
Facebook: https://www.facebook.com/cfgohio
Twitter: https://x.com/CFGOhio
Instagram: https://www.instagram.com/cfgohio/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Jess Ford is a seasoned professional in the mortgage industry. Born and raised in Detroit, Michigan, she began her career in 2010 as a loan officer after studying business at Eastern Michigan University. During her time at one of the largest consumer direct mortgage lenders in the country, she discovered her passion for learning and development, gaining experience in training, sales coaching, and underwriting.
In 2013, Jess expanded her knowledge by earning credit certifications as a homeownership coach, where she educated potential borrowers, especially those with below-average FICO scores, preparing them for mortgages. Later, she transitioned to business-to-business mortgage lending, training and coaching hundreds of account executives and assisting mortgage brokers nationwide to expand and grow their businesses. She is known by her colleagues as hardworking and ethical, with an unwavering dedication to excellence and integrity. She has a solid reputation for meeting her clients' needs in a pleasant, prompt, and professional manner, maintaining confidentiality and providing a transparent process. Currently, Jess serves as a business development consultant and a licensed loan originator.
In this episode, Dante and Jess discuss:
Leadership approaches in sales accounting for personal factors and adult learning stylesEmphasizing ethics and integrity by prioritizing client interests over profitsDeveloping diverse salespeople and grooming future trainersMaintaining a growth mindset through consistent training and tailored communicationCoaching with a focus on being a "good human" in business practicesKey Takeaways:
A successful career is built on passion, ethics, and a commitment to client service, forming the foundation for long-term success.Effective leadership hinges on understanding the personal lives of salespeople, identifying issues, and guiding them back to core principles.Recognizing and adapting to individual learning styles is essential, as adult brain development significantly impacts learning capacity.Differentiating through superior client service, integrity, and ethics ensures a business thrives by prioritizing customer interests over profit.Leaders who prioritize consistent training and clear communication foster growth in their teams, enabling diverse salespeople to reach their potential and become future trainers.āSo, when it comes to coaching, training, and leadership, it's all about the attention to detail and the cadence of the coaching cycles. Each person needs something a little different, and it's our job as coaches and leaders to figure out what it is on that individual level and then build them a multilevel coaching platform to work through. If we can do that, as coaches and leaders, we're going to produce some really, really good salespeopleāsome honest salespeopleābut we're also going to build a lot of leaders at the same time.ā
- Jess Ford
Connect with Jess Ford:
Website: https://www.kscopeconsultants.com/
LinkedIn: https://www.linkedin.com/in/jess-ford-0020955/
Facebook: https://www.facebook.com/JFordConsulting
Instagram: https://www.instagram.com/jford_consulting/
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Paige Zautcke is an experienced Account Executive for Open Mortgage Wholesale, specializing in Non-QM and Portfolio Non-Agency programs. With over 20 years in the mortgage industry, Paige has spent the majority of her career working with mortgage brokers and bankers, helping them guide borrowers toward homeownership and building stronger communities. Her background also includes roles as a licensed Real Estate Salesperson and Senior Mortgage Operational Specialist at a global bank.
An alumna of the University of Arkansas-Fayetteville, Paige currently resides in Florida with her family. When sheās not helping clients achieve their dreams of homeownership, youāll likely find her beachside or poolside with a good book, or enjoying the company of friends.
In this episode, Dante and Paige discuss:
Non-QM loans help self-employed buyers own homesMortgage brokers guide and educate on non-QM optionsHomeownership strengthens communitiesUnderstanding rates and underwriting eases the mortgage processSmart real estate investing requires research and control over emotionsKey Takeaways:
Non-QM and portfolio programs provide flexible lending options for self-employed borrowers, offering alternatives to traditional financing.Mortgage brokers and loan officers play a vital role in guiding borrowers toward homeownership while also transforming communities through their expertise.Getting pre-approved and receiving financial counseling before house hunting ensures smoother transactions and sets realistic expectations for buyers.Understanding the mortgage processāfrom focusing on payments over rates to the role of underwritersācan reduce stress and help avoid common misconceptions.Thorough research and careful planning are essential for real estate investing, helping avoid impulsive decisions based on emotions.āIt's my job to provide the opportunity for loan officers and processors to learn my products, system, and process, which helps create a smoother, more enjoyable loan experience. I love teaching loan officers and processors something new, especially when someone comes to me who has never done a Non-QM product before. It excites me to help clear up the misconceptions about Non-QM products. And when it comes to buying a house, before you find a realtor or even look at homes, find a loan officer like Danteāsomeone you can talk to thoroughly about your finances, job history, and everything that can impact the underwriter's decision.ā
- Paige Zautcke
Connect with Paige Zautcke:
LinkedIn: https://www.linkedin.com/in/paige-zautcke-ab17a149/
Phone: 414-699-8333
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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H. Edward Gallatin, MBA, CPA, CTRS, a lifelong resident of the Wabash Valley is a distinguished professional with extensive academic background and a profound commitment to his community. With a foundation from Indiana State University including a Bachelor of Science in Political Science (1980), Bachelor of Science in Accounting (1996), and a Master of Business Administration (1998), Mr. Gallatin imparts wisdom as an Accounting and Finance educator at Indiana State University and is a sought-after guest speaker on Personal Finance and Tax Strategies.
Operating under the banner of H Edward Gallatin CPA, his firm is situated at 18 S. 5th Street, Terre Haute, Indiana, serving the diverse needs of individuals and small businesses within the Wabash Valley. With a distinguished certification as a Certified Tax Resolution Specialist (CTRS), Mr. Gallatin offers personalized, confidential assistance in addressing IRS-related issues, standing in stark contrast to the impersonal promises of national firms.
In this episode Dante and Edward discuss:
Tax-saving strategies like cost segregation and 1031 exchangesThe value of proactive CPA partnerships and regular meetingsTax benefits of cost segregation and stepped-up basis at inheritanceReal estate professional status and rental loss deductionsChoosing advisors who offer proactive advice, not just compliance workKey Takeaways:
Real estate investors can leverage tax-saving strategies like cost segregation and 1031 exchanges, which offer significant benefits to reduce taxable income.Regular, proactive CPA meetings are essential, helping real estate investors navigate tax laws and make informed financial decisions throughout the year.Qualifying as a "real estate professional" provides investors the advantage of deducting rental losses against income, bypassing AGI limitations.Advisors should be chosen not just for their compliance skills but for their ability to offer strategic, forward-thinking advice tailored to real estate investments.Ignoring tax filings can lead to severe consequences, including forfeited refunds and potential legal action; professional assistance is crucial in avoiding these risks.āI think the biggest thing is cost segregation. Even those who are aware of it often think, āWell, I donāt own a big office complex or a mall.ā However, you can use cost segregation on residential rentals as well, which is often overlooked and can result in significant tax savings. For those playing the long game in real estate, the 1031 exchange is probably the best strategy for generating what I call generational wealth. Itās perfect for that.ā
- H. Edward Gallatin
Connect with H. Edward Gallatin:
Website: https://www.heg-taxrelief.com/
LinkedIn: https://www.linkedin.com/in/h-edward-gallatin-mba-cpa-ctrs-312a1354/
Phone: (812) 233-3989
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Erika J. Kendrick is a bestselling author, national speaker, and mental fitness expert. With a psychology degree from Stanford and an MBA from the University of Illinois at Chicago, Erika's diverse career includes being an NBA cheerleader for the Chicago Bulls and writing novels like Confessions of a Rookie Cheerleader and Appetite. Sheās currently touring her bestselling middle grade books Squad Goals and Cookie Monsters, with her next novel, Instafamous, set to release on October 1, 2024.
After overcoming personal struggles, Erika founded Mental Fitness for Life, launching the "Who Moved My Happy?" tour to inspire hope through conversations about mental health. She has spoken at colleges, Fortune 500 companies, and the military, and is a Hall of Fame inductee with the National Alliance on Mental Illness. Erika has been featured on major media outlets like Good Morning America and in publications such as The Huffington Post and The Chicago Tribune.
In this episode, Dante and Erika discuss:
Transition from cheerleading to mental health advocacyManaging depression and anxietyImpact of social media on emotional well-beingPromoting mental wellness in communities of colorConstructing a mental fitness planKey Takeaways:
Erika's personal narrative sheds light on the power of transformation, revealing how career changes can be catalysts for advocacy and personal fulfillment. Recognizing and accepting one's mental health struggles are highlighted as the first steps towards managing depression and anxiety effectively.The complex relationship between social media usage and our collective happiness, cautioning against the hidden pitfalls of digital engagement.The pressing need for better mental health support in underserved communities, advocating for a more inclusive approach to wellness resources.Practical advice surfaces on how to draft your own mental fitness plan, emphasizing support systems and professional guidance as foundational elements.āIt's been incredible to be able to use a lot of my pain for good now that I'm on the other side of it and I'm thriving and not just struggling to survive. It's a tremendous blessing.ā
- Erika J. Kendrick
Connect with Erika J. Kendrick:
Website: http://xoerika.com/
LinkedIn: https://www.linkedin.com/in/erika-kendrick-658284127/
Facebook: https://www.facebook.com/erikajkendrick/
Instagram: https://www.instagram.com/erikajkendrick/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Joshua Mercer is a true Chicago visionary with a heart for the community and a knack for entrepreneurship. A graduate of Howard University with a degree in marketing, he later received a master's in elementary education. His journey has been marked by impactful ventures, from founding Swish Dreams Sports and Educational Foundation to pioneering the largest black bar crawl with the Movemakers. His commitment to youth empowerment and community engagement is unparalleled. Not stopping there, he ventured into insurance with the Joshua Mercer Insurance Agency, serving thousands in the Chicagoland area, and later expanded into real estate with Mercer Capital LLC, now boasting over 135 units and a luxury lounge, The Hue Chicago. Beyond business, Joshua is deeply involved in organizations like 100 Black Men and finds joy in family moments with his wife, Kenya, and their two children.
In this episode Dante and Joshua discuss:
Joshua's motivations and journey in his diverse entrepreneurial venturesThe shift from traditional employment to thriving as an entrepreneurStrategic problem-solving and partnership building across various businessesThe pressures of entrepreneurship and the resilience needed to push through challengesEssential advice for aspiring entrepreneurs, including reputation management and the balance between professional growth and giving back to the communityKey Takeaways:
Understanding how the desire for freedom and financial autonomy can drive the leap into entrepreneurship, while also highlighting the importance of utilizing one's unique skill set to address market needs.The narrative of shifting from teaching to entrepreneurship accentuates the critical role of strategic problem-solving and partnership formations in cultivating business growth.Examining the intense pressures of entrepreneurship reveals that the immense financial and personal investment often makes quitting a viable option.This insightful discussion delves into the complexities of serial entrepreneurship, from sustaining brand integrity and achieving work-life balance to effective team building.Offering invaluable guidance for budding entrepreneurs, Mercer touches upon the pillars of a strong reputation, clear problem identification, adaptability, leadership, and the impact of giving back to the community.āThe true mark of a leader is somebody who makes other people better. You can lead from the front, the middle, or the back, but if you're not making other people better, you're not a leader.ā
- Joshua Mercer
Connect with Joshua Mercer:
Websites: https://www.movemakerevents.com/ , https://www.homecomingathoward.com/ , https://hue-chicago.com/ ,
https://www.listwithmercer.com/
LinkedIn: https://www.linkedin.com/in/joshuamercer/
Facebook: https://www.facebook.com/JoshuaMercerInsurance/
Instagram: https://www.instagram.com/josh4insurance/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Trent Ehrlich is a seasoned insurance professional dedicated to providing personalized coverage solutions throughout Colorado. With over a decade of experience, Trent is known for his attentive customer service, unwavering integrity, and ability to simplify complex insurance concepts. He holds a Bachelor's degree in Business Administration with a concentration in Finance, which enables him to combine industry expertise with a strong financial background to offer tailored solutions for both families and businesses. Outside of his professional endeavors, Trent is an active community member, volunteering with local charities and youth organizations. He enjoys hiking in the picturesque Colorado mountains, skiing in the winter, and spending quality time with his family.
In this episode Dante and Trent discuss:
Trent's dedicated approach to offering customized insurance solutions and the relevance of personal integrity and education in his workThe unexpected path that led Ehrlich to the insurance sector, underscoring the importance of interpersonal connection, a positive mindset, and technological savvyThe significant challenges confronting the insurance industry such as surging insurance rates tied to an increase in crime, thefts, and economic issues post-2020State Farm's strategic response to industry challenges and its success in retaining its market in high-risk areasKey insights for budding insurance professionals around the importance of resilience, maintaining an upbeat attitude, and not taking obstacles personallyKey Takeaways:
Tailoring insurance solutions to individual clients is paramount, and this is grounded in the consultant's experience and integrity.Success in the insurance industry can often stem from an ability to foster strong interpersonal relations, remain optimistic, and adapt to technological changes.The insurance landscape is influenced by a variety of factors including crime rates and economic conditions, requiring customer education and clear communication of changes.Companies like State Farm can succeed in challenging environments by adopting competitive strategies that address regional risks.Aspiring insurance agents should focus on persevering through setbacks, staying positive, and viewing challenges as stepping stones to success.āStaying up-to-date with technology and being highly customer-focusedāensuring that customers come first and receive accurate informationāare key to success. It's also important to remain optimistic and positive during challenging times, which are inevitable in the insurance industry. Staying informed about the latest technology and industry trends, and effectively communicating this knowledge to customers, is crucial.ā
- Trent Ehrlich
Connect with Trent Ehrlich:
Website: https://www.statefarm.com/agent/us/co/boulder/trent-ehrlich-1cdc678mbge
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Jesse Pettway is a Husband, Father, Firefighter Paramedic, and Licensed Funeral Director. He is a dedicated professional with a passion for guiding aspiring Funeral Directors on their journey to obtaining licensure. As an honors graduate of Malcolm X College's Mortuary Science Program, Jesse brings a wealth of knowledge and experience to the field. Who is Jesse Pettway? Jesse is more than just a licensed funeral director; he's a loving husband and father to 11 children, having experienced the heartache of losing two of them at an early age. His unique perspective and commitment to family drive his unwavering dedication to his work. Balancing Act In addition to his role in the world of mortuary science, Jesse serves as a full-time Firefighter Paramedic for the City of Chicago.
In this episode Dante and Jesse Pettway discuss:
Jesse's multifaceted career and his dedication to serving others in various capacities, including the often misunderstood funeral industry.The unexpected journey into funeral direction and the importance of pre-planning to reduce the financial and emotional burden on loved ones.The practicalities of life insurance planning, especially the advantages of planning early.A closer look into the costs and processes of burial and cremation services, challenging common myths about the industry.The personalized approach to providing compassionate support to grieving families, and the significance of personalizing funerals to honor the memory of the deceased.Key Takeaways:
Jesse Petway showcases how personal experiences can shape professional paths, leading to a fulfilling career that blends empathy with service.Preplanning critical end-of-life services, like funerals and life insurance, can be an invaluable gift, easing the practical and financial stress on families during difficult times.Understanding the costs and processes involved in funeral services can dispel myths and bring clarity to a topic often shrouded in mystery.An empathetic and flexible approach towards grief can redefine the experience of morticians' interactions with grieving families, moving away from the traditional stoic image.There is a powerful desire to build a lasting legacy, not just through the services offered but through the impact and care imparted to each individual and the community.āMortuary science or death care is pretty much similar to clergy in the fact that we take care of people. The journey of grief is a long journey and it helps to have somebody with you that's familiar with that journey, so that you could get to the other side.ā
- Jesse Pettway
Connect with Jesse Pettway:
Website: https://nbeexamprep.com/home
LinkedIn: https://www.linkedin.com/in/jesse-pettway-5340b27b/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Dr. Shadae Booker-Shelton is a distinguished Family Nurse Practitioner specializing in primary care, with a doctoral degree in nursing from Northern Kentucky University, earned in 2022. She holds a masterās degree in nursing from Governor State University and is nationally board-certified by the American Nurses Credentialing Center (ANCC). She is licensed to provide high-quality care to individuals of all ages.
In addition to her clinical practice, she is a nursing professor at Rasmussen University. She is also an accomplished entrepreneur, co-owning A & S Divine Healthcare, founding The Corner of Aspirationsāa life coaching and business/entrepreneur coaching serviceāand serving as Vice President of the non-profit youth organization, Angelās Helping Hand.
Passionate about education and empowerment, Dr. Booker-Sheltonās philosophy of care centers on delivering informed, high-quality care to her clients and their families.
In this episode Dante and Dr. Booker- Shelton discuss:
Dr. Booker Shelton's journey from the business sector to the nursing field, revealing the personal motivations behind her career changeThe rigorous training and challenges faced by nurse practitioners, and Dr. Booker Shelton's focus on building trust and realistic patient careCritical barriers to healthcare access, including the significance of annual exams, issues with insurance, and cultural perceptions of medical assistanceEffective approaches for individuals and businesses to set and achieve goals, with an emphasis on balanced life coaching and operational efficiencyThe shared vision of community empowerment and the actionable steps towards democratizing healthcare accessKey Takeaways:
A transition to a career in healthcare can be driven by a holistic approach and a personal passion for improving patient well-being.Building trust with patients requires a realistic and empathetic approach, encouraging them to take an active role in managing their health.Understanding and overcoming barriers to healthcare is crucial in preventing chronic illnesses and improving patient outcomes.Life coaching and support in operational effectiveness are essential tools for individuals and businesses aiming to realize their objectives.Regular annual exams and affordable healthcare options play a vital role in community empowerment and preventative medicine.āI like to let my clients know that they're the driver, and I'm the passenger. I have the knowledge and the science behind me, but I want you to take control.ā
- Dr. Shadae Booker- Shelton
Connect with Dr. Shadae Booker- Shelton:
Website: https://coaspirations.com/
LinkedIn: https://www.linkedin.com/in/dr-shadae-booker-shelton-dnp-fnp-bc-1a22881a9/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Sharon E. Buck, an Amazon best-selling author renowned for her humorous cozy
mysteries with a Florida twist, balances her creative endeavors with the meticulous work of editing, formatting, and ghostwriting business books. She lives in northeast Florida close enough to the Atlantic Ocean to smell the salt air but far enough away that she doesnāt have to wash the beach sugar sand from her feet. With a prolific career spanning over a thousand newspaper and magazine articles and over twenty fiction books, Sharon has captivated audiences both nationally and internationally.
In this episode Dante and Sharon discuss:
Balancing humorous cozy mysteries with editing and ghostwritingWriting a cozy mystery book each month with clean, fun contentProviding readers with laughter and enjoyment amidst daily stressCreating relatable characters based on people from Sharonās hometownSharonās daily writing routine and influences from other authorsKey Takeaways:
Commit to the craft by consistently putting words on the page. Even a few paragraphs a day can make a significant difference.Seeking inspiration from favorite authors and engaging with the writing community offers motivation and practical advice from shared experiences and diverse styles.Character-driven writing helps create relatable and engaging stories by focusing on the depth and development of characters. This approach allows readers to connect emotionally with the characters, making the narrative more compelling.Balancing creative writing with other professional endeavors is possible with dedication and time management.Reading from a young age can foster a lifelong passion for writing. It nurtures storytelling skills and inspires creativity.āCommit to yourself. If you say you want to be a writer, sit down and write. Just write.ā
- Sharon Buck
Connect with Sharon Buck:
Website: https://sharonebuck.com/
LinkedIn: https://www.linkedin.com/in/sharonebuck/
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Damon Royster, originally from Chicago and now residing in Los Angeles, has made a name for himself in the world of comedy. He has written and directed sketch comedy for both Second City in Chicago and the Pack Theater in L.A. His writing has been featured on The Gag, a Comedy Central-owned LGBTQ Instagram account, the tabletop game Cards Against Humanity, and Cracked. Damon is also the creator of the award-winning web series AppQueen, which was a finalist at the 2019 Outfest Film Festival. Additionally, he co-wrote the parody play Love, Factually, which was performed at the Kennedy Center in Washington D.C. in 2018 and 2019. Currently, Damon serves as an executive assistant for the award-winning documentary production company Firelight Films.
In this episode, Dante and Damon discuss:
Damon's multifaceted career as a writer, actor, and comedianEarly influences and the desire to understand the formula of comedyThe interplay between acting and writing in self-produced comedic workCreating comedic characters based on real-life encountersDamon's approach to stand-up comedy and connecting with the audienceKey Takeaways:
Comedy brings together the unique skills of acting and writing, drawing from personal experiences.Exaggerating quirks of real-life people can be a source of comedic character creation.Establishing a connection with the audience through personal stories is crucial in stand-up comedy.Aspiring actors and comedians should have a day job while constantly creating and refining their craft.Setting short-term goals is essential for personal and professional growth in the comedy industry.āIf you're going to go into the world of comedy and call yourself a comedian, you do need to have a little bit of both acting and writing skills, because both those things coincide with comedy.ā
- Damon Royster
Connect with Damon Royster:
LinkedIn: https://www.linkedin.com/in/damon-royster-29667540/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Osazee Thompson is a passionate motivator who believes that everyone has a specific unique purpose to fulfill in life, and a part of his purpose is to educate, empower, train, and equip business owners and their employees to be most effective, proficient, and efficient in their respective industries and fields of work. He accomplishes this through leadership development, strategic planning/goal accomplishment, financial empowerment, and legacy planning.
As a corporate trainer, instructional designer, and certified professional life and business coach, he assists corporations and organizations with the development and implementation of business leadership-related training through instructional design development and facilitation.
In this episode Dante and Osazee discuss:
Exploring New Real Estate Opportunities in TexasCreating a Realistic Financial Plan for ClientsTailoring Financial Strategies for Individual GoalsEmpowering Clients Through Financial EducationReassessing Financial PlansKey Takeaways:
Discover strategies to build generational wealth and fulfill your life's purpose through investing, income strategies, and personal developmentLearn about the differences between the Chicago and North Dallas real estate markets and the growth potential in TexasUnderstand the importance of identifying your vision and purpose for your money and how to create a customized financial planExplore the factors to consider when developing a financial strategy, such as personal goals, risk profile, income, and life stageFind out how to make better financial decisions by understanding your money personality and identifying opportunitiesā I love empowering people financially and throughout life, helping them understand and fulfill their sense of purpose. Essentially, I help people build generational wealth through investing, income strategies, and by guiding them to walk in and fulfill their life purpose.ā
- Osazee Thompson
Connect with Osazee Thompson:
LinkedIn: https://www.linkedin.com/in/osazeethompson/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Stephen Searles II, a construction pro with nearly 30 years of experience. From his early days on job sites with his father's company to full-time trade school and advanced studies in project management and civil engineering, Stephen's passion for construction runs deep. He's dabbled in real estate investing and served as a trusted general contractor for investors, all driven by his unwavering love for the craft. For Stephen, construction isn't just a jobāit's a lifelong pursuit of mastery and dedication.
In this episode Dante and Stephen discuss:
Keeping Construction Projects on Time and BudgetNavigating Challenges in Construction ProjectsChoosing and Working with SubcontractorsContingency Reserves and Industry UpdatesSocial Media: The Ultimate Construction ResourceKey Takeaways:
The importance of establishing a detailed schedule and budget to keep construction projects on trackChallenges faced in construction projects, such as material delays and unforeseen circumstances, and the need for flexibility
The process of selecting and working with subcontractors as a general contractor, including competitive bids and clear scope of workContingency reserves in construction projects and how contractors stay updated on industry changesThe role of social media platforms in providing free access to the latest construction knowledge and techniques for contractors and homeownersā As a contractor, we always try to do our very best to, once the budget is established, we try to do our very best to make sure that we don't go over budget, because we understand that whether the client has a little amount of money or a lot of money, no one wants to spend more than what they anticipate is spending.ā
- Stephen Searles II
Connect with Stephen Searles II:
LinkedIn: https://www.linkedin.com/in/stephen-searles-ii-94433752/
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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Kim Kriel has been in the mortgage industry in a variety of sales and operational roles for over 20 years. She began her mortgage career as a Loan Officer in Arizona working primarily in new construction lending. She transitioned over to Wholesale Operations and ultimately became an Account Executive. She is currently an Account Executive at TPO Go. Kim has been nationally ranked by Scotsman Guide as a top producing Account Executive. She finds it rewarding introducing new programs to her broker partners and helping them obtain the best financing options for their borrowers. Prior to her career in the mortgage industry, Kim was a high school economics teacher and cross-country coach in New York. Kim believes setting personal and professional goals along with being disciplined are the keys to success. Kim and her husband are outdoor enthusiasts who enjoy hiking national parks, playing golf and traveling.
In this episode Dante and Kim discuss:
Building Lasting Client RelationshipsAchieving Sales Goals Through TeamworkChallenges Facing the Mortgage IndustryNavigating the Mortgage Industry Involves Managing Remote Work and Building Team TrustMentorship and Adaptability: Keys to SuccessKey Takeaways:
Discover the importance of working with a knowledgeable real estate agent and lender when buying a home and learn how to build and maintain client relationships by addressing their unique needs and preferencesExplore strategies for servicing mortgage clients nationally and adapting to post-pandemic changesGain insights on setting and achieving sales goals through leveraging strengths and involving the teamRecognize the challenges faced by the mortgage industry in attracting talent and staying relevantUnderstand the impact of business fluctuations on staffing and the need for adaptability in the mortgage marketā So, kind of just figuring out what makes your customers tick and what their business needs are and how I'm able to make their life easier, make their job easier and make it more profitable for them, I think that's how I've continued to develop and maintain the relationships that I've had over the last 20 years.ā
- Kim Kriel
Connect with Kim Kriel:
Website: https://www.tpogo.com/
LinkedIn: https://www.linkedin.com/in/kim-kriel-17a5a820/
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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John Rogers is a seasoned professional with decades of experience in the Mortgage Lending Industry. Joining ACRAnet in 2016, his passion for the industry and keen attention to detail have always driven him to find the best product solutions for every situation. He delves into the complexities of the credit system and its profound impact on consumers. With insights honed from years in the industry, he discusses charged-off debts, credit scores, disputes, and the vital importance of maintaining good credit.
He shares his experiences emphasizing the significance of representation and the pursuit of one's passions. Ultimately, his goal is to empower everyone to solve credit problems, achieve homeownership, and live their best lives.
In this episode, Dante and John discuss:
Understanding Credit Scores: Enigmas and AlgorithmsCredit Disputes: Impact and Best PracticesDiscipline and Vigilance in Maintaining Credit and the Strategies for Dealing with CreditorsThe Broken Credit System and The Evolving Landscape of Credit ScoresStrategies for Avoiding Credit HeadachesKey Takeaways:
Gain insights into the enigmatic nature of credit scores and the factors that can impact themDiscover how high credit utilization on low-limit credit cards and late payments can negatively affect credit scoresExplore the impact of credit disputes on credit scores and how new score models will handle disputes differentlyLearn the key principles of maintaining good credit, including discipline, treating credit as an asset, and being proactiveUnderstand the importance of persistence and discipline when dealing with creditors and how to achieve desired resultsā So, I would say that for maintaining credit, number one, be disciplined. So, I think discipline is a big part of being a good consumer and to get positive use out of it.ā - John Rogers
Connect with John Rogers:
Website: https://www.acranet.com/
LinkedIn: https://www.linkedin.com/in/john-l-rogers-ccs-7861b164/
Email: [email protected]
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
āThe Ultimate Mortgage Guideā book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: [email protected]
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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