Description

Randall Avery is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst. His mission is to help the communities he serves to increase their wealth and use it to achieve their dreams. Randall specializes in guiding individuals toward their version of financial freedom.

He is the author of Hacking the System by Creating Your Own System, a self-help guide for those looking to improve their financial outlook. Randall frequently speaks to a diverse range of audiences—from youth organizations and schools to corporate executives and professional associations—emphasizing the importance of good financial stewardship.

In this episode, Dante and Randall discuss:

• Transitioning from corporate finance to empowering communities through wealth-building
• Importance of fiduciary duty and continuous education in financial certifications
• Strategies for "hacking the system" by cultivating awareness and self-control
• Transformative effects of financial freedom on original thinking and delayed gratification
• Insights on budgeting, automatic investing, and integrating AI in finance

Key Takeaways: 

• A journey from the corporate world to community-centered wealth-building highlights the transformative power of using financial knowledge to uplift others.
• The importance of fiduciary duty, continuing education, and mastery of investment management is emphasized through the CFA and CFP certifications.
• By fostering awareness, self-control, and community investments, individuals can challenge societal systems designed to extract wealth and create their own path to prosperity.
• Achieving financial freedom unlocks original thinking, while the inability to delay gratification can obstruct personal and financial growth.
• Practical strategies like budgeting, automatic investing, self-investment, niche specialization, and AI integration provide actionable steps toward sustainable wealth creation.

“First, have a budget. Tell your money what you want it to do—list your expenses and track them monthly. This is crucial for married couples; when you align financial goals, you strengthen your relationship. Second, utilize automatic investing. Sign up for your employer’s retirement plan and invest consistently. Many people become accidental millionaires just by following this simple step early in their careers. Finally, invest in yourself—your health, skills, and knowledge. These investments will pay dividends later in life.” - Randall 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/ 

Randall’s BOOK: https://www.amazon.com/Hacking-System-Creating-Your-Own/dp/0999403508 

Connect with Dante Royster:

Website:https://www.danteroyster.com/

Epic Mortgage Website:Epic Mortgage, Inc. NMLS 1885086

Facebook:EpicMortgage1885086

Epic Mortgage Instagram:https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn:Dante Royster | LinkedIn

Twitter:https://twitter.com/DanteRoyster

YouTube:Epic Spotlight 

Email: dante@epic.mortgage

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

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 byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.