Mastering Finance with Dean Tellone

Join Dean Tellone as he turns financial jargon into everyday language in this must-listen episode of Mastering Finance with Dean Tellone. We’ll walk you through over 30 essential terms—from budgets, cash flow, and net worth to compound interest and FDIC insurance—so you’ll never feel lost in a conversation about “amortization” or “asset allocation” again.

Next, we’ll untangle credit and debt concepts like credit scores, APR, and co...

Join Dean Tellone in Episode 13 of Mastering Finance as we demystify capital gains and show you exactly how they impact your investment returns. You’ll learn in plain English how gains are triggered when you sell an asset, why holding periods matter (short‑term vs. long‑term), and how those differences translate into your tax bill. We’ll cover which assets—from stocks and bonds to real estate, crypto, and collectibles—are subject t...

In Episode 12 of Mastering Finance with Dean Tellone, Dean tackles the often‑daunting world of tax accounting for entrepreneurs. Whether you’re a sole proprietor, an LLC owner, or run an S‑corp, Dean breaks down the essentials that turn tax season from a minefield into a strategic advantage. You’ll learn how to select the optimal accounting method (cash versus accrual), set up and fund your quarterly estimated tax payments, and kee...

Mastering Finance with Dean Tellone presents an in‐depth exploration of wealth protection—the crucial framework that ensures hard‐earned assets are safeguarded against the unexpected. This episode emphasizes that accumulating wealth is only half the journey; securing that wealth through sound strategies is equally important. Dean Tellone discusses five key areas essential for long‐term financial security:

• Risk Management and ...

This episode explores the unique role of private mortgage lending in today’s evolving financial landscape. Mastering Finance with Dean Tellone explains what private mortgage lending is and how it differs from traditional bank loans, highlighting its flexible criteria, faster turnaround, and short-term nature. Dean Tellone outlines why borrowers—from first-time homebuyers and real estate investors to self-employed business owners an...

This episode delves into how real estate prices may evolve by breaking down the key factors that drive market trends. Mastering Finance with Dean Tellone examines the roles of supply and demand, interest rates, inflation, economic growth, and government policies in shaping both residential and commercial markets. Listeners will gain a clear overview of how these fundamentals interact to create cyclical booms and busts, and what his...

In Episode 8 of Mastering Finance with Dean Tellone, mortgage lending is demystified through clear, jargon-free insights that cater to first-time homebuyers, refinancers, investors, and business owners alike. This episode covers the basics of loan types—explaining the differences between conventional and government-backed options—along with an in-depth look at fixed-rate versus adjustable-rate mortgages and how interest rates, cred...

This episode explores the crucial interplay between financial success and personal well-being. Mastering Finance with Dean Tellone examines how managing wealth can—and should—support a healthy, fulfilling life. The discussion covers key topics such as setting work-life boundaries, spending intentionally on experiences rather than accumulating more possessions, and achieving financial freedom without undue stress. Real-world example...

In this episode of Mastering Finance with Dean Tellone, Dean explores the four pillars of smart money management—budgeting, saving, investing, and debt management. He explains how creating a solid budget gives every dollar a purpose, how consistent saving builds a crucial safety net, and how investing wisely allows your money to grow over time, even in the face of inflation. Dean also discusses the importance of managing debt effec...

In this episode of Mastering Finance with Dean Tellone, Dean takes you through the essential tax resources available for individuals and businesses. He explains how to navigate IRS tools, reliable tax preparation software, professional advisors, and reputable online platforms to make your tax filing process smoother. You'll learn practical strategies to maximize your deductions—whether it’s by staying organized throughout the year,...

Welcome back to Mastering Finance with Dean Tellone! In Episode 4, "Tax Planning Strategies: How to Reduce Liabilities and Save More," Dean Tellone explains practical techniques that can help you minimize your tax burden and keep more of your hard-earned money. He covers essential strategies for individuals and families, such as boosting retirement contributions and leveraging Health Savings Accounts, while also breaking down valua...

Join Dean Tellone in this episode of Mastering Finance with Dean Tellone as he dives into the vital role insurance plays in protecting your financial future. Dean explains how insurance acts as a safety net when life throws an unexpected curveball—whether it's securing your family's well-being with life and health insurance, protecting your property through homeowners or auto coverage, or shielding your business with liability and ...

Step into a deep dive with Dean Tellone as he unpacks the essentials of estate planning—an often-overlooked strategy that’s crucial for everyone, not just the ultra-wealthy. In this engaging episode, Dean demystifies the core tools of estate planning, from creating a will and setting up trusts to navigating tax-efficient wealth transfers and avoiding probate. He explains how a well-structured estate plan can safeguard your assets, ...

Join Dean Tellone in this dynamic and interactive premiere episode of Mastering Finance with Dean Tellone, where he takes you on a journey into the heart of retirement planning. Dean breaks down how making smart financial choices today can build a safety net for your tomorrow. In this episode, you'll learn why starting early is crucial, how the magic of compound interest transforms even modest savings into a robust retirement fund,...