Episodios

  • Paola Rodriguez: From Hustle to $100K Residuals

    Paola Rodriguez: From Hustle to $100K Residuals
    May 1 2025
    Paola Rodriguez is the powerhouse coach revolutionizing the insurance game. In just two years, she built a business that earns her $100K in residual commissions—talk about crushing it! With over 480 active clients, Paola's not just about numbers—she’s all about making a real impact. Her secret sauce? A blend of industry and sales expertise with a genuine passion for helping others succeed. Paola shares her winning strategies with insurance agents hungry for success. Learn the secrets of mortgage protection life insurance to help you save money, protect your future, and avoid major insurance mishaps.In this episode, Dante and Paola discuss:Paola’s journey from personal training to thriving in the insurance industryThe mindset, structure, and daily actions behind building a $100K residual incomeThe power of asking the right questions to diagnose client needs, like a financial doctorNew short-term insurance rules will impact many self-employed individualsHow Paola supports both clients and other insurance agents through education and strategyKey Takeaways: Mastery in sales isn't about flashy tactics but the quiet, consistent practice of speaking to more people, refining your skills, and following up with discipline.Success begins with presence—being sharp, enthusiastic, and credible isn't optional; it's the emotional handshake that builds lasting trust with clients.At the heart of Paola’s method lies empathy, where asking the right questions becomes more valuable than any sales pitch, shifting the focus from selling to genuinely serving.A looming industry shift unfolds, warning that healthy, self-employed individuals will likely face the harshest impact of short-term insurance policy changes.Success is demystified as a matter of belief, routine, and repetition, where systems and self-trust replace shortcuts and hype.“The reason I had that success in the beginning is because I learned a lot, I worked really hard, and I believed in myself. I knew I could do it—and that’s what helped me build a $100,000 residual income in just two years after going independent.” - Paola RodriguezConnect with Paola Rodriguez:Website: https://rwealthgroup.com/ LinkedIn: https://www.linkedin.com/in/paoladrodriguez/ Facebook: https://www.facebook.com/RWealthGroup/ Instagram: https://www.instagram.com/thepowerfulpaola/ 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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    19 m
  • Larry Anthony: Mediation & Arbitration Over Litigation

    Larry Anthony: Mediation & Arbitration Over Litigation
    Apr 17 2025
    Larry Anthony is a distinguished two-time U.S. Armed Forces Veteran, having served in both the U.S. Navy and Texas Army National Guard. With a strong foundation in political science, history, and Arabic from Southern Methodist University, he went on to earn his Juris Doctor from UNT Dallas College of Law. With over a decade of experience in the legal field, Larry has served as a third-party neutral, student attorney, law clerk, and paralegal. A skilled mediator, he has successfully mediated over 100 cases. He is a member of the Texas Association of Mediators, a mediator for the Texas Department of Insurance, a FINRA public arbitrator, and an active member of national mediation organizations. Passionate about community service, he dedicates time to mentoring young professionals and supporting local initiatives.In this episode Dante and Larry discuss:Transition from military service to legal and academic careersAlternative dispute resolution (ADR) methods like mediation and arbitrationRunning a private mediation company and balancing objectivity in disputesHandling ADR cases across state lines and evolving hybrid mediation-arbitration modelsRising divorce rates and financial issues leading to mandatory mediation before trialKey Takeaways: A veteran whose journey spans military service, legal academia, and the realm of mediation, illustrating how analytical thinking and a dedication to community service can shape a meaningful career in alternative dispute resolution.Mediation is explored as a powerful tool for resolving disputes, offering a neutral and structured environment where opposing parties can negotiate agreements without resorting to litigation.Arbitration surfaces as an effective alternative to court trials, allowing an impartial arbitrator to review evidence and issue legally binding decisions, streamlining conflict resolution outside the judicial system.The adaptability of alternative dispute resolution is emphasized, showcasing how broad training credentials enable professionals to manage cases across state borders while hybrid models continue to evolve, merging mediation and arbitration for greater efficiency.Mediation services are surging, driven by financial strain and rising divorce rates, as courts increasingly mandate mediation as a prerequisite to trial.“In the legal field—just like in medicine—everything is constantly evolving. You have to stay ahead of the trends, understand how courts are ruling, and adapt to new tools in mediation and arbitration. If you’re not learning, you’re falling behind. Staying on top of it all isn’t just an advantage—it’s a necessity.” - Larry AnthonyConnect with Larry Anthony:Website: https://iams.llc/ Phone: 682 325 7238Email: info@iams.llc 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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    20 m
  • Tammy Helfrich: Unapologetically You

    Tammy Helfrich: Unapologetically You
    Apr 3 2025
    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 m
  • Chris Panagiotu: Commanding Wealth with the CAPitalizer Mindset

    Chris Panagiotu: Commanding Wealth with the CAPitalizer Mindset
    Mar 20 2025
    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 m
  • Frank Akridge Jr: Personalized Multi-Strategy Financial Solutions

    Frank Akridge Jr: Personalized Multi-Strategy Financial Solutions
    Mar 6 2025
    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 m
  • Ryan Weiss: Process Alignment Meets Habit Cycles

    Ryan Weiss: Process Alignment Meets Habit Cycles
    Feb 20 2025
    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 m
  • Matt Glowiak: Self-Awareness as the Key to Wisdom

    Matt Glowiak: Self-Awareness as the Key to Wisdom
    Feb 6 2025
    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 m
  • Brittney Norwood: Housing, Hope, and Community

    Brittney Norwood: Housing, Hope, and Community
    Jan 23 2025
    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 m
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