Shows
Wealth Building With FriendsEp 25: Learning and Growing, From Visitor to Investor with Joanne BradleyAfter hearing a podcast about Renault, Joanne Bradley decided to drive down to the winery just as a visitor. Being a big history buff, she got the feel of the place, the authenticity, and the vision shared and presented in a way she could understand. Along with its history, authentic people, wind, agriculture, golf, and deer – all that was enough for her to write a check. In this episode, Joanne Bradley shares more about her investing journey at Renault Winery.Joanne is an advocate of Accountable Equity’s Learn and Grow Event Series, because not only do you...2021-12-0319 minWealth Building With FriendsE24: SPECIAL EPISODE - Behind the Scenes at Accountable EquityIn this episode, Scott Bindas, operating partner at Accountable Equity, joins us as we discuss our new offering for Phase 2 of the Renault Winery Resort.The Renault Winery Resort was acquired almost three years ago, and it was expected to grow over five to 10 years. We were ready to stretch that to 15 years due to the pandemic, but surprisingly, we have already well exceeded our 10-year goal of revenue. Recognizing the demand for rooms, we have decided to launch the Phase 2 development process to increase our room quantity, potentially increasing profitability.Now, if you're not...2021-11-0928 minWealth Building With FriendsE023: Taking Baby Steps in Private Investing with Ryan & Mandy Rosenberg Born and raised in New Jersey, Ryan & Mandy Rosenberg met in high school, got married in 2003 and now live in Hightstown, New Jersey, an old, one-square-mile town founded in 1721. As a teacher and administrator in public education, Mandy never paid that much attention to the person who would show up in the faculty room once a month to talk to them about their investments. She later realized that once you open your mind to what this path could yield, it opens the door to more opportunities, and sometimes, you just have to take baby steps. They made their first j...2021-09-2831 minWealth Building With FriendsE022: Building Wealth Through Real Estate with Val Skripek & Mike GawellIn this episode, power couple Val Skripek and Mike Gawell join us as they share their investing journey. Val is one of the most talented real estate sales performance coaches. She has been in real estate with Keller Williams for over 10 years and heading on her 30th year in real estate, six years in coaching the rest as a sole proprietor agent. Mike, on the other hand, has an extensive retail background. He has a furniture wholesale business covering eleven states. Recently, Val and Mike have invested in Renault.Here’s what we talked about: What ma...2021-09-0233 min
Wealth Building With FriendsE021: Demystifying Tax Strategies and Investments with Chad GallagherChad Gallagher is the co-founder of SlateHouse Property Management, which currently manages over 7,000 units across the Mid Atlantic, SouthEast, and Southwest with local offices throughout.Today, he's going to teach different strategies to move pieces around so when the money comes in, you don't pay tax on profit.Here’s what we talked about: How Chad got into property management What is accelerated depreciation and how to make use of it Why you should refinance a property and who can help you do it People you should be talking to Re...2021-08-051h 06Wealth Building With FriendsE020: Cultivating a Purposeful Partnership with a Growth Mindset with Amit and Puja GaglaniToday's guests on the podcast are Amit and Puja Gaglani, who are not only investors in Accountable Equity, but they've also done the entire lifecycle of an entrepreneur.Amit is an investor in Renault as well as Capital H3. Amit owns a physical therapy company, and then transitioned on the business side of it. He was initially the producer as the physical therapist. Then he started hiring a team under him, stepping out of the clinician path, and started working on his business, instead of in his business. Currently, he has an equity stake in a larger c...2021-07-2831 minWealth Building With FriendsE019: Managing Student Rental Properties with Adam & Nicole ZellAdam and Nicole Zell are two exceptionally interesting and talented people. Adam currently works at a $100-million water purification company. This year, he helped secure a $140-million tax incentive from New Jersey and built a brand new factory in Camden. Nicole works as a grants and contracts specialist for a scientific research organization in University City, Philadelphia. Adam and Nicole have a number of student rental properties in Philadelphia, and they continue to grow their portfolio through leveraging friendly relationships with clients.Here’s what we talked about: Buying their first rental property Private investing to...2021-07-2144 minWealth Building With FriendsE018: The Greatest Wealth Builder with Aaron and Elena PowellFrom being a part-time realtor since 2014, Aaron Powell became a full-time realtor in 2017. Prior to that, I was a financial advisor for about 10 years. Elena has been a veterinarian for 21 years. Together, their passion is to help make people's lives better.Their first flip was an uptown duplex that had a liveable basement, where they ended up living in the basement and renting out the other two units which paid for his mortgage.Here’s what we talked about: The catalyst behind their decision to investing Real estate investing as the best wealth bu...2021-07-0740 minWealth Building With FriendsE017: Transforming Lives Through Real Estate with Matt and Liz FairclothMatt and Liz Faircloth are world-class wealth builders for so many families. Hundreds of families have built their wealth with and through this wonderful family. Today, they're going to teach us a lot about this new way of thinking that's a little different from how we grew up with mutual funds.Matt and Liz Faircloth are the owners of DeRosa Group, a family-owned business headquartered in Trenton, New Jersey. They have been investing in residential and commercial property with a mission to “transform lives through real estate.” Matt and Liz, started investing in real estate in 2004 with the...2021-06-3042 minWealth Building With FriendsE016: The Golden Carousel Ride to Wealth BuildingAt Accountable Equity, we have designed to create a magical carousel of wealth building that defrays taxes forever, and allows you to compound on the money that you would have given to the federal government. In this episode, we help you understand how the billionaire mind works – well, not necessarily a billionaire, but anybody that knows how the real game of money works.The way a carousel works is inertia. It takes a lot of energy to get it going. In today's episode, we're going to tell you the backstory on why we care about carousels because no...2021-06-1630 minWealth Building With FriendsE015: The Power of Community in Building Your WealthToday, we discuss the power of community in investing and building your wealth and what role does learning the science of investing play in wealth creation? In the Investor Community - Accountable Equity, we take pride in such an amazing community we’ve created – a community that creates a safe space for people to learn more about investing and explore opportunities, no matter which level you are.Here’s what we talked about: Why community is part of our company name The power of a community The incentives for putting our energies into improving real estate Why you need to learn...2021-06-0838 minWealth Building With FriendsE014: Creating More Family Time Through Investing with Mike and Chrissy KopernaWork can take over our lives, and if you don't protect your time, somebody else will. Now, one of the most effective ways to create more time for yourself and your family is through passive income.Today’s guests are Mike and Chrissy Koperna. Chrissy is a radiographer for 22 years now and while her hands are full working at the hospital, Mike works as a real estate agent and an investor. Mike’s first investment property was a duplex back in 2000. Eventually, he went into full-time real investing and started wholesaling properties and his income tripled.Th...2021-05-1132 minWealth Building With FriendsE013: Learning Financial Mastery with Mary Pat and Brian KlingMary Pat and Brian Kling are shifting from a situation where they are both actively generating income in an "active" way to more of a passive income strategy.Mary Pat is a realtor with Keller Williams and a professional coach, and Brian is the owner of a water treatment business who has been an entrepreneur his whole career. Brian is currently in the middle of a buyout, which he hopes to be completed by the end of 2022. His exit strategy to get out by the end of 2022 has been in play so it has been a five-year...2021-04-1335 minWealth Building With FriendsE012: Downsizing to Make Room for Better Opportunities with Arlene and Dean QuirkBased in Milford, Pennsylvania, Arlene Quirk has been a realtor for 22 years now and has been with Keller Williams since 2010.Both Arlene and Dean have backgrounds in food and beverage and hotel management. Arlene went into hotel management for 15 years and Dean went from restaurant management to food administration in the prison system. 30 years out, Dean’s retirement fund gave way for Arlene to jump into real estate investing.They bought a condo as a real estate rental investment knowing that when the market got good, they would sell their house and downsize – and so they...2021-03-3028 minWealth Building With FriendsE011: From Chemical Engineering to Real Estate investing with Scott and Lisa LoperPrior to real estate, Scott and Lisa Loper were working as chemical engineers, which they liked but they didn’t really love. Eventually, Scott dove full-on into real estate sales – and Lisa into mothering – and both going from receiving solid income to just full commission.Now, Scott has been in the real estate business for 21 years now, and Lisa, 16 years. Having knowledge of cash flow and return on investment, Scott grew the confidence to venture into investing. But it was the idea of having a passive income that mainly motivated him to jump on board. Once they made t...2021-03-2334 minWealth Building With FriendsE010: When Investing Gets Real with Chad and Ashleigh GallagherFrom a chance encounter in New York, Chad and Ashleigh Gallagher are now living their dream as a family – but that doesn’t mean it didn’t involve any hard work. Ashley is a powerhouse entrepreneur and Instagram influencer and Chad has been leading an explosive team over at SlateHouse Group Property Management. They've built one of the biggest East Coast regional property management companies with thousands and thousands of dollars.Here’s what we talked about: What got Chad into investing and his first real estate investment Thinking long-term bets and not judging cycles Inve...2021-03-1642 minWealth Building With FriendsE009: Creating Your Legacy Wealth with Erik and Jane CabralAs their family was growing, Erik and Jane Cabral realized they needed more to their name. They wanted to pass something on to their kids and create a legacy wealth, which you normally can’t do in the corporate world.As a creative director going up the corporate ladder, little did Erik know that he was absorbing everything around him and was able to leverage that to build his own companies. He became a real estate investor full-time, building teams, systems, and investor networks. He realized his calling was to help investors become creative. And seeing Erik’s st...2021-03-0930 minWealth Building With FriendsE008: Investing Early with Greg and Nancy TaylorBoth in their 30's, Greg and Nancy Taylor are taking the long-term strategy when it comes to looking at investments. Nancy worked in medical sales while Greg has been in medical device sales for 14 years now. Although fairly new to investing in real estate, they feel lucky to meet great people they can grow with, especially that they’re starting at a fairly young age.Here’s what we talked about: Nancy declining PA school for medical sales Greg’s mindset on wealth creation How they deal with risks as a couple Their financ...2021-03-0245 minWealth Building With FriendsE007: Looking at Multiple Income Streams with Mega Real Estate Agent Mark McGuireMark is a mega real estate agent, investor, and entrepreneur. He leads his residential real estate sales team in the Philadelphia suburbs. He got started investing in real estate five years ago. Prior to real estate, Mark used to play in a professional band for seven years.Here’s what we talked about: How he translated his success in real estate to investing in real estate Mark’s musical career A decision-making process that led him to appreciate the value of multiple income streamsEpisode Highlights:How He Translated His Succ...2021-02-2337 minWealth Building With FriendsE006: Living the American Dream with Michael and Anna TrefelCollege sweethearts Michael and Anna Trefel made their careers on Wall Street. Then at some point, they decided to leave the corporate world and focus on real estate investing to be able to spend more time with family and live the American Dream.Here’s what we talked about: Michael’s background as a global strategist for Lehman bank Anna leaving Wall Street to follow her retirement dream Their first flip in college and venturing into real estateEpisode Highlights:From Wall Street to Real Estate InvestingOne day...2021-02-1643 minWealth Building With FriendsE005: Turning Liabilities into Opportunities with Dan and Carrie ViceLiving in Pennsylvania, Dan and Carrie Vice’s journey into investing was accidental. Dan's grandparents had owned one floor of a duplex down in Long Beach Island, a family shore house acquired way back in 1977. After his grandfather passed in 2010, he had to grow up quickly and learn how to manage a house.Initially, the property was a liability when Hurricane Sandy wiped out their entire first floor. They started to do a renovation project to put everything back together. After which, they decided to launch it and turn it into an investment property because they needed to...2021-02-0933 minWealth Building With FriendsE004: Investing in Things You Understand – From Horses to Houses with Joanne BradleyJoanne Bradley started investing in horses until she found her way to investing in hospitality and real estate. A major theme in her investing career is to understand the industry where you’re putting your money in.Here’s what we talked about: When she decided to switch to investing Why she loves horses What is the REIA and the benefits from attending their meetingsEpisode Highlights:The Beginning of Joanne’s Investing JourneyJoanne did the traditional 401k and all that stuff but her approach to investing is tha...2021-02-0232 minWealth Building With FriendsE003: Taking One Step at a Time with Michelle Maran and Craig SmithMichelle Maran and Craig Smith both had prior exposure to rentals but it wasn’t until they started looking at multifamily rental and purchased one that they actually started seeing real estate as a huge investment opportunity. They had to grow their confidence over the years – and the key was taking it one step at a time.Here’s what we talked about: When they started investing The first time they’ve owned rental buildings The rental market landscape in the UK Why you don’t want to chase dealsEpisode Highlights...2021-01-2645 minWealth Building With FriendsE002: Taking Risks in Investing with Zach and Kelly ZimmerMarried for 12 years, Zach and Kelly Zimmer have two kids and they've lived in five houses in the duration of their marriage. Zach is the numbers guy in their team while Kelly considers herself as the design person. And one recipe for their success is trust, especially at the beginning of the journey.Here’s what we talked about: The start of their investing journey Taking the “red pill” Being risk-averse in investmentsEpisode Highlights:How They Got into InvestingOne defining moment for Kelly was when Zach came t...2021-01-1942 minWealth Building With FriendsE001: The Secret to Lifelong Partnership in Life (and in Business) with Bob Wells and Usha PatelBob Wells and Usha Patel are leadership partners with Keystone Partners Group of Keller Williams Real Estate. Bob has been prospecting Usha for nine months. Five months after, they got married. Today, they have been journeying together, growing together, and trusting each other.Here’s what we talked about: The power of perseverance and prospecting How people have evolved in their careers over the years The front row factor The secret sauce for a lifelong partnershipEpisode Highlights:Perseverance is KeyIn life, if you have some qu...2021-01-1251 min
Capital HackingE161: Start “Wealth Building with Friends” - Our New Podcast!We have a big announcement to make! We are excited to introduce to you a brand new show we are launching called Wealth Building with Friends.This new show is a round table discussion hosted by couples Josh & Melanie McCallen, and Usha Patel & Bob Wells, where we have thoughtful conversations with everyday, hardworking families as we discuss the experiences that have been the touchstones of our unique journeys to financial freedom.In this episode, we replay our official Facebook Live announcement for Wealth Building with Friends. We feature many special guests as we talk about...2021-01-0943 minWealth Building With FriendsPREVIEW: Looking at Multiple Income Streams with Mega Real Estate Agent Mark McGuireThis mini episode is a Preview of a full episode coming soon.Mark is a mega real estate agent, investor, and entrepreneur. He leads his residential real estate sales team in the Philadelphia suburbs. He got started investing in real estate five years ago. Prior to real estate, Mark used to play in a professional band for seven years.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 minWealth Building With FriendsPREVIEW: Investing Early with Greg and Nancy TaylorThis mini episode is a Preview of a full episode coming soon.Both in their 30's, Greg and Nancy Taylor are taking the long-term strategy when it comes to looking at investments. Nancy worked in medical sales while Greg has been in medical device sales for 14 years now. Although fairly new to investing in real estate, they feel lucky to meet great people they can grow with, especially that they’re starting at a fairly young age.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 minWealth Building With FriendsPREVIEW: Living the American Dream with Michael and Ana TrefelThis mini episode is a Preview of a full episode coming soon.College sweethearts Michael and Ana Trefel made their careers on Wall Street. Then at some point, they decided to leave the corporate world and focus on real estate investing to be able to spend more time with family and live the American Dream.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0508 minWealth Building With FriendsPREVIEW: Turning Liabilities into Opportunities with Dan and Carrie ViceThis mini episode is a Preview of a full episode coming soon.Living in Pennsylvania, Dan and Carrie Vice’s journey into investing was accidental. Dan's grandparents had owned one floor of a duplex down in Long Beach Island, a family shore house acquired way back in 1977. After his grandfather passed in 2010, he had to grow up quickly and learn how to manage a house.Initially, the property was a liability when Hurricane Sandy wiped out their entire first floor. They started to do a renovation project to put everything back together. After which, they de...2021-01-0509 minWealth Building With FriendsPREVIEW: Investing in Things You Understand – From Horses to Houses with Joanne BradleyThis mini episode is a Preview of a full episode coming soon.Joanne Bradley started investing in horses until she found her way to investing in hospitality and real estate. A major theme in her investing career is to understand the industry where you’re putting your money in.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 minWealth Building With FriendsPREVIEW: Taking One Step at a Time with Michelle Maran and Craig SmithThis mini episode is a Preview of a full episode coming soon.Michelle Maran and Craig Smith both had prior exposure to rentals but it wasn’t until they started looking at multifamily rental and purchased one that they actually started seeing real estate as a huge investment opportunity. They had to grow their confidence over the years – and the key was taking it one step at a time.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 minWealth Building With FriendsPREVIEW: Taking Risks in Investing with Zach and Kelly ZimmerThis mini episode is a Preview of a full episode coming soon.Married for 12 years, Zach and Kelly Zimmer have two kids and they've lived in five houses in the duration of their marriage. Zach is the numbers guy in their team while Kelly considers herself as the design person. And one recipe for their success is trust, especially at the beginning of the journey.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 minWealth Building With FriendsPREVIEW: The Secret to Lifelong Partnership in Life (and in Business) with Bob Wells and Usha PatelThis mini episode is a Preview of a full episode coming soon,Bob Wells and Usha Patel are leadership partners with Keystone Partners Group of Keller Williams Real Estate. Bob has been prospecting Usha for nine months. Five months after, they got married. Today, they have been journeying together, growing together, and trusting each other.Be sure to Like, Subscribe, and Leave a review to be notified when the full episode is released!2021-01-0509 min