Philly Fortune Talks with Jake Penny

Jake Penny

”Philly Fortune Talks” is an inspirational podcast that delves into the entrepreneurial spirit, celebrating the drive, determination, and ingenuity of entrepreneurs and business leaders not just in Philadelphia but also beyond its borders. Hosted by Jake Penny, each episode features insightful conversations with successful entrepreneurs, industry experts, and thought leaders who share their inspiring stories, valuable insights, and actionable tips for aspiring and established business professionals. Whether you’re looking for motivation, strategic advice, or a deeper understanding of what it takes to succeed in the business world, ”Philly Fortune Talks” is your go-to source for entrepreneurial wisdom and inspiration. So follow or subscribe wherever you get your podcasts to learn and be inspired. read less
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Episodes

Navigating Innovation: Ben Williams on Leading in Tech and Beyond
Yesterday
Navigating Innovation: Ben Williams on Leading in Tech and Beyond
In this episode of Philly Fortune Talks with Jake Penny, we explore the world of tech innovation with Ben Williams, a seasoned entrepreneur and the CEO of Exyn Technologies. Ben’s journey spans more than two decades across roles at major corporations like AT&T, Lockheed Martin, and numerous tech startups. As a former U.S. Navy officer and Wharton’s “40 Under 40” recipient, Ben brings unique insights on leadership, scaling businesses, and nurturing innovation. Ben dives into his core principles on effective communication, team culture, and clarity in customer understanding as essential to any business venture. He also discusses the challenges of balancing profitability with growth, maintaining resilient business models, and refining operations across industries. Tune in to learn from Ben’s experiences in tech, his advice on building sustainable businesses, and his strategies for handling M&A integration while preserving corporate culture. Key Takeaways: Balancing leadership and team culture in innovation-driven spacesImportance of customer focus in product and strategy developmentNavigating growth and profitability in early-stage startupsM&A strategies and integrating corporate cultures for success ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Mastering Growth: Matthew Brenner on Transforming Martial Arts Schools and Teaching Life’s Greatest Lessons
3d ago
Mastering Growth: Matthew Brenner on Transforming Martial Arts Schools and Teaching Life’s Greatest Lessons
In this episode of Philly Fortune Talks, Jake Penny sits down with Matthew Brenner, an accomplished martial artist, school owner, and visionary entrepreneur dedicated to reshaping the way martial arts can serve young students and empower school owners. Matt shares his unique approach to martial arts as a tool for teaching essential life skills—confidence, resilience, and focus—that are rarely addressed in traditional classrooms. Through his teaching philosophy, Matt is helping kids build grit and overcome adversity in a safe, structured environment. Beyond the mat, Matt’s passion extends to mentoring other martial arts school owners. He reveals his secrets to sustainable, organic growth without relying on ads, comparing his approach to “fishing in a barrel” by strategically partnering with schools, daycares, and local businesses to bring students directly to their dojos. Matt’s expertise has helped numerous school owners thrive, with his program, The Triangle Codex, now supporting dozens of locations across Philadelphia and New Jersey. Listeners will gain valuable insights on: The role of martial arts in developing life skills for kidsKey techniques for fostering confidence and resilienceMatt’s tried-and-true methods for building a sustainable student base without heavy ad spending ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
From Generation to Legacy: Pankaj Sharma on Building Multifamily Success and Mindset Mastery
5d ago
From Generation to Legacy: Pankaj Sharma on Building Multifamily Success and Mindset Mastery
In this episode of Philly Fortune Talks, host Jake Penny sits down with Pankaj Sharma, the President of S & S Property Investments and a second-generation multifamily real estate investor. Starting in the business at the age of 10, Pankaj’s journey evolved from property management chores to owning and managing a portfolio of over 2,400 units across Eastern Pennsylvania. Jake and Pankaj dive into multifamily real estate, exploring how Pankaj integrates meditation, mindset, and inner peace into his life and work. They discuss building a real estate empire from the ground up and the importance of preparing the next generation—Pankaj’s sons—for a lasting family legacy in real estate. Tune in to hear insights on: The early challenges and rewards of growing up in the family real estate businessNavigating market trends and finding opportunities outside of PennsylvaniaHow meditation and mindset shape his approach to leadership and decision-makingPreparing his children for a future in real estate with hands-on experience and compassion for all levels of work in the businessThoughts on “embodying spirit” and embracing a more holistic approach to success Pankaj’s story inspires anyone interested in multifamily investing or looking to balance success with mindfulness and family values. Don’t miss this engaging episode on how to turn generational knowledge into a meaningful legacy.   ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Empowering Minds: Natasha Bryant on Transformational Mental Health and Unapologetic Living
Dec 13 2024
Empowering Minds: Natasha Bryant on Transformational Mental Health and Unapologetic Living
In this episode of Philly Fortune Talks, host Jake Penny sits down with Natasha Bryant, LCSW—founder of Speak Life Transformation and Unapologetic Living University. With over 14 years of experience in mental health, Natasha shares her journey from aspiring cosmetologist to transformational leader in mental health. Her dedication to helping women and thought leaders embrace unapologetic living comes through as she discusses the power of mental wellness outside the traditional therapy space. Natasha talks candidly about the societal and cultural challenges that her clients face, especially around overcoming "the 3 P’s"—pleasing, proving, and perfecting. Listeners will hear how she empowers clients to embrace self-confidence, authenticity, and healing. Jake and Natasha explore her programs, from Speak Life Transformation to Unapologetic Living University, and her latest projects, including her unique affirmation coloring book designed to support mindfulness and stress management. Guest Bio: Natasha Bryant, LCSW, is a licensed psychotherapist, mental health educator, and transformational speaker. She is the founder of Speak Life Transformation and Unapologetic Living University, where she helps people move from self-doubt to self-empowerment. Through her online programs, speaking engagements, and resources, Natasha is on a mission to make mental health accessible and meaningful beyond traditional therapy.   ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Strategic Sales Mastery: Josh Gelles on Building High-Level Relationships in Finance
Dec 5 2024
Strategic Sales Mastery: Josh Gelles on Building High-Level Relationships in Finance
In this episode of Philly Fortune Talks, host Jake Penny sits down with Josh Gelles, a seasoned sales and finance expert. Josh shares his journey from research to sales leadership in the elevator industry, revealing how he forged powerful relationships and navigated high-stakes negotiations. He provides a candid look at what it takes to build trust, manage contracts, and foster win-win outcomes in a B2B context. Josh also shares insightful strategies for sales professionals, highlighting the importance of understanding client needs, aligning solutions with customer pain points, and leading sales teams effectively. Whether you’re in finance, sales, or just curious about the elevator industry, this episode offers valuable takeaways for building lasting relationships and mastering strategic selling. Key Takeaways: Josh’s unique path from research to a thriving sales career.Strategies for building trust and maintaining long-term client relationships.The importance of creating win-win outcomes in contract negotiations.Leadership insights for managing successful sales teams. ---------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Disrupting Real Estate: Scott Morse's Journey from High-Ticket Sales to Transforming the REI Landscape
Nov 19 2024
Disrupting Real Estate: Scott Morse's Journey from High-Ticket Sales to Transforming the REI Landscape
In this episode of Philly Fortune Talks, Jake Penny sits down with Scott Morse, a true disruptor in the real estate investment space. With over 20 years of high-ticket sales experience, Scott shares how he went from leading a multi-million-dollar vacation membership company to launching his own 30-million-dollar marketing business. Scott opens up about the key turning points that led him to transition into the REI industry, identifying weak points and revolutionizing the marketplace with La Musa Media, an enterprise-level call center based in Colombia. Tune in to hear Scott's innovative approach to scaling real estate leads and transforming a marketing company into a powerhouse. Learn how extreme accountability and training foster a winning work culture that has helped Scott achieve unprecedented growth. Scott also shares personal stories of resilience, from nearly selling a company for $52 million to overcoming setbacks, and how his mindset of perseverance has driven him to continued success. Key Takeaways: Scott’s journey from high-ticket sales to real estate investmentThe strategies behind La Musa Media's success in generating quality leadsThe importance of extreme accountability in scaling businessesPersonal stories of resilience and business pivotsInsights into managing a 180+ team and scaling operations internationally ---------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Scaling Success Through Retention Marketing: Jason Donapel’s E-Commerce Journey
Nov 15 2024
Scaling Success Through Retention Marketing: Jason Donapel’s E-Commerce Journey
In this episode of Philly Fortune Talks, we sit down with Jason Donapel, co-founder and CEO of The Email Experience, a retention marketing agency based in Philadelphia. Jason shares his inspiring journey, starting from his early days as a warehouse worker to becoming a leader in the e-commerce world. He talks about the lessons learned from his transition into marketing, building a successful agency, and generating over $100 million in email and SMS revenue for clients. Jason explains how personalization is at the core of his agency's approach, helping brands deliver better experiences for their customers. He also offers valuable insights into leadership, team development, and the challenges he faced transitioning from corporate life to entrepreneurship. If you’re curious about retention marketing, team management, or building an e-commerce business from the ground up, this episode is packed with strategies you can’t miss. Key Highlights: Jason's unique career path from warehousing to becoming the head of marketing for e-commerce brandsThe importance of personalization in retention marketingHow The Email Experience grew to generate over $100 million in email and SMS revenueLeadership strategies for managing a remote team of over 40 membersChallenges and lessons from transitioning from corporate roles to owning a business ---------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
How Rich O'Neill Built a Real Estate Empire and Coaches Others to Succeed
Nov 13 2024
How Rich O'Neill Built a Real Estate Empire and Coaches Others to Succeed
In this episode of Philly Fortune Talks, host Jake Penny welcomes seasoned real estate investor and coach Rich O'Neill. With over 8 years of experience and a portfolio of over 40 residential units valued at more than $5 million, Rich shares his journey from an eager college student attending foreclosure auctions to becoming the founder of Fleming Project Management. His story is packed with valuable lessons on property renovations, working with contractors, and how he successfully coaches others to navigate the complex world of real estate investing. Rich emphasizes the importance of buying the right deals, investing in quality construction, and managing properties efficiently to avoid costly mistakes down the road. Listeners will gain insights into: The early challenges Rich faced while building his real estate empire.The importance of strategic investments in construction and renovation.Practical advice for new investors on managing contractors and projects.How Rich helps others achieve financial independence through his coaching programs. ---------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Pushing Through: Shawn Lowery's Journey from W2 Job to Real Estate Syndication Success
Nov 11 2024
Pushing Through: Shawn Lowery's Journey from W2 Job to Real Estate Syndication Success
In this episode of Philly Fortune Talks, Jake Penny sits down with Shawn Lowery, a former W2 employee turned real estate syndicator, to explore his path to success. Shawn shares his inspiring journey from leaving his corporate job to taking bold risks in real estate investing. Starting with single-family rentals, Shawn eventually scaled to multifamily syndications, building a foundation for long-term wealth. Throughout the conversation, Shawn opens up about the mental and financial struggles he faced, the pivotal moments that shaped his career, and the importance of pushing beyond his comfort zone. He explains how surrounding himself with supportive networks, including groups like GoBundance, played a crucial role in overcoming limiting beliefs and achieving success. Tune in to hear: Why Shawn left his W2 job to pursue real estate full-time.How he transitioned from small residential investments to larger multifamily syndications.The challenges and strategies behind building wealth through syndication.The importance of relationships and mentorship in scaling a real estate business. Whether you're an aspiring real estate investor or looking for tips on scaling your business, this episode is packed with valuable insights.   ---------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Leading with Strategy: Brian Augsberger's Journey in Real Estate Finance
Nov 7 2024
Leading with Strategy: Brian Augsberger's Journey in Real Estate Finance
In this episode of Philly Fortune Talks, host Jake Penny sits down with Brian Augsberger, the Director of Sales at Rehab Financial Group. Brian shares his journey from advertising to finance, and how he’s driving remarkable growth in real estate lending at Rehab Financial Group. With nearly a decade of experience at RFG, Brian provides insights on what it takes to lead and manage a high-performing sales team, and how adaptability and recognition are critical in the world of real estate finance. He also shares valuable advice for new real estate investors looking to secure financing, explaining why having a reliable team—including contractors and agents—is essential for success. Listeners will learn about: Brian’s early career in advertising and finance at top firms like McCann Erickson and JP Morgan.The transition into real estate finance and leading a sales team of 18 at Rehab Financial Group.Key strategies for managing a successful team and adapting to industry changes.Tips for new investors on finding trustworthy contractors and making smart financial decisions. ----------------------------------------------------------   Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Unlocking Happiness: Insights for High Achievers with Mike Duffy
Nov 5 2024
Unlocking Happiness: Insights for High Achievers with Mike Duffy
In this insightful episode of Philly Fortune Talks, Jake Penny sits down with Mike Duffy, an entrepreneur and coach with over 20 years of experience, to explore the intersection of success and happiness. Mike shares his personal journey from a corporate executive to a coach focused on helping high achievers find genuine joy and fulfillment. Mike opens up about the challenges high achievers face, including the surprising link between trauma and success, and the importance of finding your "zone of genius." He also provides practical advice on how to balance ambition with contentment, achieve serenity in daily life, and redefine what it means to be happy, especially in a world that emphasizes constant striving. Listeners will gain valuable insights into: How trauma shapes the drive for success.The difference between the "zone of excellence" and the "zone of genius."Practical tips on how to live in the present while still planning for future success. ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Mastering NYC Real Estate: Brett Fischer's Journey and Strategies
Oct 31 2024
Mastering NYC Real Estate: Brett Fischer's Journey and Strategies
In this episode of Philly Fortune Talks, host Jake Penny sits down with Brett Fischer, a seasoned New York City real estate executive with over 14 years of experience. Brett shares his unique journey, starting from his unexpected transition from sports broadcasting to becoming a leading broker in one of the most competitive real estate markets in the world. Listeners will hear about Brett’s early challenges, his key strategies for navigating NYC’s intricate market, and the lessons he’s learned from both his failures and successes. Brett talks candidly about the complexities of NYC real estate, such as dealing with co-ops, the value of reputation, and the importance of staying emotionally balanced in such a high-stakes environment. Whether you’re a new real estate agent or someone curious about New York's housing market, this episode offers valuable insights on what it takes to thrive and grow. Key Takeaways: How Brett transitioned from sports broadcasting to NYC real estate.The unique challenges and opportunities of the New York City market.Leadership lessons and maintaining a strong reputation.Practical advice for newcomers in the real estate industry. ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Pickle Parties and Print Design: Anthony Cataldi's Journey of Creativity and Entrepreneurship
Oct 29 2024
Pickle Parties and Print Design: Anthony Cataldi's Journey of Creativity and Entrepreneurship
In this episode of Philly Fortune Talks, host Jake Penny sits down with Anthony Cataldi, a man whose creativity knows no bounds. As the owner of Studio 27 Print and Design and co-founder of The Big Dill, the world’s largest pickle party, Anthony has found unique ways to turn his passions into successful ventures. With over 20 years of experience, Anthony shares how he transformed his artistic background into a thriving print business while simultaneously building an iconic event brand. From designing business cards for mortgage companies to crafting the image of pickle-themed festivals, Anthony’s story is packed with insights on blending creativity and business strategy. Join us as we discuss: The origins of Studio 27 Print and DesignHow Anthony created The Big Dill festival and scaled it into a nationwide eventLeadership lessons for managing multiple businessesAnthony’s thoughts on maintaining meaningful client relationshipsHis journey to faith and how it has shaped his approach to life and business ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
From Dentistry to Real Estate: Dr. David Iglewicz's Journey to Financial Freedom
Oct 24 2024
From Dentistry to Real Estate: Dr. David Iglewicz's Journey to Financial Freedom
In this episode of Philly Fortune Talks, we sit down with Dr. David "Iggy" Iglewicz, a pediatric dentist turned real estate investor, who shares his incredible story of transitioning from managing a dental practice to building a multifamily real estate empire. As the co-founder of Lake City Equity, Dr. Iglewicz has successfully overseen over $250 million in assets and helps other professionals, particularly in the medical field, navigate their own path to financial independence. Tune in to hear how a personal wake-up call led David to pursue real estate, how his experience as a dentist shaped his approach to property management, and the critical role mindset plays in his success. Whether you're a healthcare professional looking to diversify your investments or just interested in multifamily real estate, this episode is packed with actionable insights! Key topics: David’s transition from dentistry to real estateLessons learned from managing over $250 million in assetsHow healthcare professionals can start passively investing in real estateThe importance of mindset and taking action in building wealthReal-life strategies for achieving financial freedom ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Mastering the Art of Storytelling: How John Duffin Elevates Brands and Leaders
Oct 22 2024
Mastering the Art of Storytelling: How John Duffin Elevates Brands and Leaders
In this episode of Philly Fortune Talks, host Jake Penny welcomes John Duffin, creator of the Your Message Received podcast and voice training expert with over 25 years of experience in media, storytelling, and leadership development. John shares his journey from ad sales management to empowering leaders and brands through authentic storytelling. He dives deep into the importance of connecting with your true self to better serve others and improve communication. John also opens up about personal struggles, including his battle with authenticity and how embracing vulnerability transformed his professional life. From crafting stories that resonate with clients to optimizing communication for leadership success, John provides insightful strategies for anyone looking to elevate their personal brand or business. Key Takeaways: How to use storytelling to enhance personal and professional brandsThe impact of authenticity and vulnerability in leadershipWhy listening is a crucial part of effective communicationJohn's approach to coaching executives on crafting meaningful narratives Guest Info: John Duffin is the host of the Your Message Received podcast and a voice training expert with a passion for helping businesses and leaders communicate effectively. He specializes in helping people tap into the power of storytelling.   ----------------------------------------------------------- Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
From Battlefield to Boardroom: Building Financial Freedom with Rasool Mutawakkil
Oct 18 2024
From Battlefield to Boardroom: Building Financial Freedom with Rasool Mutawakkil
In this episode of Philly Fortune Talks, we sit down with Rasool Mutawakkil, a U.S. Army veteran turned multifamily real estate investor and financial coach. Rasool shares his remarkable journey from serving as a military intelligence operative after 9/11 to building a real estate portfolio of nearly 4,000 units worth over $420 million. He dives into the pivotal moment when he transitioned into real estate, explaining how a desire to find financial independence led him to read Rich Dad, Poor Dad and start house hacking. From there, Rasool scaled his investments into multifamily syndications, partnering with others to acquire and manage large properties. He also explains the power of networking and the importance of mastering financial analysis in real estate. Tune in as Rasool shares how he balances his business success with family life, the lessons he teaches his children about money, and his mission to help others build generational wealth. Whether you're a seasoned investor or new to real estate, Rasool’s story will inspire you to take control of your financial future. Key Takeaways: The transition from the military to real estate investing.How house hacking sparked Rasool's investment journey.The importance of networking in multifamily syndications.Financial analysis and underwriting as a crucial skill in real estate.Balancing work, family, and financial goals. Guest Bio: Rasool Mutawakkil is a multifamily investor and financial coach with a portfolio of nearly 4,000 units. He helps others achieve financial freedom through real estate investment strategies.    ------------------------------------------------------------ Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Building Wealth Through Multifamily Investments with Chutima Barrios
Oct 16 2024
Building Wealth Through Multifamily Investments with Chutima Barrios
In this episode of Philly Fortune Talks, Jake Penny sits down with Chutima Barrios, a multifamily real estate expert and seasoned entrepreneur. With over 15 years of experience in international and domestic investments, Chutima shares her journey from overseeing $500 million in private equity to building her own $5 million multifamily real estate portfolio. Chutima discusses how multifamily real estate can create both financial freedom and time for what matters most, all while balancing risk and maximizing opportunities. From her experiences raising rents and evaluating markets to managing large property portfolios, she offers valuable insights for busy professionals eager to build long-term wealth. Key Takeaways: How Chutima transitioned from private equity to multifamily investments.Tips for balancing risk and opportunity in multifamily real estate.The importance of understanding market conditions and property management.Common mistakes investors make and how to avoid them. Tune in to learn how you can unlock financial freedom through multifamily real estate with Chutima Barrios!   ------------------------------------------------------------ Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Faith, Finance, and Leadership: The Journey of Rev. Dr. Frank Clark Spencer
Oct 14 2024
Faith, Finance, and Leadership: The Journey of Rev. Dr. Frank Clark Spencer
In this episode of Philly Fortune Talks, host Jake Penny sits down with Rev. Dr. Frank Clark Spencer, a leader who blends faith, finance, and civic engagement in extraordinary ways. With a career that spans over 30 years, Frank shares his journey from leading a real estate company on the New York Stock Exchange to becoming President of the Board of Pensions for the Presbyterian Church (USA). He discusses the balance of theology and finance, his approach to leadership, and the importance of compassion and excellence in all aspects of life. Dr. Spencer reveals how his career pillars—faith, civic engagement, and finance—shaped his path and his work overseeing $13 billion in assets for 65,000 beneficiaries. From the challenges of taking a company public to leading one of the most secure pension funds in the U.S., he highlights the intersection of business acumen and spiritual leadership. Tune in for a rich conversation about leadership, entrepreneurship, and how spiritual values can guide financial decision-making. Guest Information: Rev. Dr. Frank Clark Spencer is the President of the Board of Pensions for the Presbyterian Church (USA). With extensive experience in finance and theology, he also holds a Masters of Divinity and has led various civic engagements throughout his career.    ------------------------------------------------------------ Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Mastering Wealth Protection: Strategies with JJ Childers
Oct 11 2024
Mastering Wealth Protection: Strategies with JJ Childers
In this episode of Philly Fortune Talks, host Jake Penny dives into the world of wealth protection with expert attorney JJ Childers. With over 20 years of experience helping entrepreneurs, small business owners, and investors, JJ shares invaluable strategies for securing financial futures. From legal protection to innovative tax reduction techniques, JJ simplifies complex concepts so you can take charge of your financial destiny. Tune in to discover why protecting your wealth is crucial and learn actionable tips to safeguard your assets. Guest Information: JJ Childers is a seasoned wealth protection attorney with a focus on helping entrepreneurs and investors protect their assets from lawsuits, taxes, and other financial risks. He’s authored several books, including Millionaire’s Heir and Real Wealth Without Risk.  Key Topics: Simplifying asset protection and tax strategiesThe importance of having a customized legal planWhy you need to think like an entity, not an individualHow LLCs and legal structures can protect your assetsCommon mistakes in wealth protection and how to avoid them ------------------------------------------------------------ Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"
Unlocking Success: The Legacy Blueprint with Joe Evangelisti
Oct 9 2024
Unlocking Success: The Legacy Blueprint with Joe Evangelisti
In this episode of Philly Fortune Talks, host Jake Penny sits down with Joe Evangelisti, a powerhouse entrepreneur, coach, and former Navy CB. With over 5,000 hours of coaching experience and a mission to help entrepreneurs reach 7, 8, and even 9-figure success, Joe shares his insights on business growth, real estate, and mindset shifts. Joe’s passion for leadership shines as he discusses his journey from construction to real estate, his pivot to self-storage, and his extensive coaching practice, "Legacy Builder Real Estate Academy." Joe emphasizes the importance of having the right mindset, overcoming limiting beliefs, and surrounding yourself with supportive and like-minded individuals. He also talks about his unique hiring and firing strategies, his approach to scaling businesses, and his dedication to mentoring the next generation of entrepreneurs. Learn how Joe balances running multiple successful companies, while still prioritizing his family and giving back through charitable projects like the Veterans Villages. If you're looking to transform your business or life, this episode is packed with strategies to help you reach the next level. Key Takeaways: How mindset is crucial in overcoming limiting beliefs.The pivot from fix-and-flip to self-storage and commercial real estate.The power of mentorship and coaching in achieving exponential growth.Joe’s insights on building legacy wealth through real estate.Managing time and responsibilities while leading multiple businesses.The importance of vertical alignment in scaling companies. Guest Information: Joe Evangelisti is the host of the Legacy Blueprint Podcast, a real estate coach, and the CEO of several companies. His coaching program, Legacy Builder Real Estate Academy, has helped entrepreneurs achieve incredible levels of success.   ------------------------------------------------------------ Ready to Share Your Story? If you're a leader, innovator, or entrepreneur from the Philadelphia area and you're ready to inspire and connect with like-minded professionals, we'd love to hear from you. Fill out our brief questionnaire and book a time for your interview here (https://phillyfortunetalks.com/guest). Let's make something great together. Philly's finest, this is your spot to shine on "Philly Fortune Talks!"