The Tellone Perspective

In this episode of The Tellone Perspective, Dean Tellone steps away from finance and real estate to explore a lifelong passion that has shaped his perspective on leadership, collaboration, and personal growth: music. Drawing on years of experience playing piano and singing in bands, Dean shares the valuable lessons that emerge from the creative process. He discusses why listening is often the most...

In this episode of The Tellone Perspective, Dean Tellone provides an inside look at the world of private mortgage lending and explains why it remains an important part of the real estate financing landscape. While traditional banks rely on strict lending guidelines and standardized underwriting requirements, private lenders often take a more flexible, asset-based approach. Dean explores how privat...

In this episode of The Tellone Perspective, Dean Tellone provides a practical step-by-step guide to the mortgage process and explains how homebuyers can navigate one of the largest financial transactions of their lives with greater confidence and clarity. From pre-approval to closing day, Dean breaks down the key stages of securing a mortgage and explains the terminology, financial requirements, a...

In this episode of The Tellone Perspective, Dean Tellone provides a straightforward analysis of today’s real estate market and examines the major forces shaping housing trends in 2026. Drawing on decades of experience in financial services and mortgage analysis, Dean explains how rising interest rates, inventory shortages, and long-term housing cycles are influencing both buyers and sellers. He di...

In this episode of The Tellone Perspective, Dean Tellone breaks down the essential tax considerations that every small business owner needs to understand in order to operate efficiently and avoid costly mistakes. Drawing on decades of experience working with entrepreneurs and building his own firm, Dean explains how early tax decisions—particularly entity selection—can have long-term financial imp...

In this episode of The Tellone Perspective, Dean Tellone provides a detailed look at the role of an Enrolled Agent (EA) and explains why this credential is one of the most specialized and valuable in the field of taxation. An Enrolled Agent is a federally authorized tax practitioner licensed directly by the Internal Revenue Service, with the ability to represent taxpayers in all matters before the...

In this episode of The Tellone Perspective, Dean Tellone introduces the concept of proactive tax planning and explains why many individuals and businesses miss valuable opportunities by thinking about taxes only once a year. Most taxpayers approach the process reactively—gathering forms, submitting documents, and filing returns after the year has already ended. Dean explains why this approach ofte...

In this episode of The Tellone Perspective, Dean Tellone explores one of the most significant professional decisions many people consider—leaving a stable corporate career to start a business of their own. Drawing from his personal experience transitioning from a leadership role at Teledyne to founding Tellone Financial Services, Dean discusses the realities of entrepreneurship, the preparation re...

In this episode of The Tellone Perspective, Dean Tellone discusses how a Master of Business Administration can influence long-term professional development and leadership capability. Drawing on his MBA experience from Cal Poly Pomona, Dean explains how graduate business education strengthens strategic thinking, financial literacy, communication, and ethical decision-making. He highlights the pract...

In the first episode of The Tellone Perspective, Dean Tellone draws on more than fifty years of experience in financial services to outline the principles that define a lasting and ethical career. Dean reflects on the evolution of financial planning from its early days to today’s technology-driven landscape, discussing major market cycles, regulatory milestones, and the profession’s shift toward f...