Join Dean Tellone for a special Season 1 finale of Mastering Finance with Dean Tellone, where we look beyond today and explore The Future of Financial Services. In Episode 15, we unfold the innovations and trends that are reshaping banking, investing, and payments—from the rise of neobanks and AI-powered underwriting to blockchain’s quiet revolution of back-office systems. You’ll get a forward-looking tour of:

• Core Trends like embedded finance, open banking, and robo-advisors
• Real-World Applications that you’re already using (or will soon) in your favorite apps
• Challenges Ahead, from cybersecurity and regulatory hurdles to keeping finance inclusive and human

Whether you’re a fintech enthusiast, a traditional banker, or simply someone curious about where your money goes next, this episode will give you clear, actionable insights—no jargon required. As we wrap up Season 1, Dean shares his top takeaways and shines a light on what’s next in Season 2 of Mastering Finance.

Ready to stay ahead of the curve? Dive deeper into these trends and discover practical tools at:

https://deantellone.com/

https://deantellone.org/

https://deantellone.net/

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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 collateral, before demystifying investing buzzwords—stocks, bonds, ETFs, and diversification. Then we’ll decode the tax world (deductions, credits, capital gains) and wrap up with retirement essentials such as 401(k)s, IRAs, pensions, and Social Security. Each term comes with clear definitions and real-world examples, making this your go-to refresher whenever you need a quick financial vocabulary boost.

If you find this glossary helpful, please like, comment, and subscribe for more bite-sized finance insights from Dean Tellone.

Expand your financial toolkit and explore additional resources at:

https://deantellone.com/

https://deantellone.org/

https://deantellone.net/

https://dinotellone.com/

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 to capital gains tax, and how your income level determines whether you pay 0%, 15%, or 20% (plus any additional surtaxes).

Along the way, Dean walks you through real‑world scenarios: selling appreciated shares, leveraging the primary‑home exclusion, rebalancing a portfolio in a taxable account, and even using losses to offset gains with tax‑loss harvesting. You’ll also get actionable tips—like timing your sales in low‑income years, sheltering trades inside tax‑advantaged accounts, and using 1031 exchanges for real estate—to keep more of your investment profits working for you.

Ready to make capital gains taxes work in your favor? Dive deeper into strategies, charts, and tools at:

https://deantellone.com/

https://deantellone.org/

https://deantellone.net/

https://dinotellone.com/