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Wealth Building With Friends

Bob & Usha with Melanie & Josh McCallen

Join Usha Patel & Bob Wells, and Melanie & Josh McCallen for thoughtful conversations with everyday, hardworking families like yours: as we discuss the experiences that have been the touchst...

Episodes

20 of 33 episodes

Ep 25: Learning and Growing, From Visitor to Investor with Joanne Bradley

After hearing a podcast about Renault, Joanne Bradley decided to drive down to the winery just as a visitor. Being a big history buff, she g...

00:19:12Dec 3, 2021

E24: SPECIAL EPISODE - Behind the Scenes at Accountable Equity

In this episode, Scott Bindas, operating partner at Accountable Equity, joins us as we discuss our new offering for Phase 2 of the Renault W...

00:28:02Nov 9, 2021

E023: 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...

00:31:11Sep 28, 2021

E022: Building Wealth Through Real Estate with Val Skripek & Mike Gawell

In this episode, power couple Val Skripek and Mike Gawell join us as they share their investing journey. Val is one of the most talented rea...

00:33:20Sep 2, 2021

E021: Demystifying Tax Strategies and Investments with Chad Gallagher

Chad Gallagher is the co-founder of SlateHouse Property Management, which currently manages over 7,000 units across the Mid Atlantic, SouthE...

01:06:21Aug 5, 2021

E020: Cultivating a Purposeful Partnership with a Growth Mindset with Amit and Puja Gaglani

Today'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...

00:31:46Jul 28, 2021

E019: Managing Student Rental Properties with Adam & Nicole Zell

Adam and Nicole Zell are two exceptionally interesting and talented people. Adam currently works at a $100-million water purification compan...

00:44:46Jul 21, 2021

E018: The Greatest Wealth Builder with Aaron and Elena Powell

From 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 abo...

00:40:29Jul 7, 2021

E017: Transforming Lives Through Real Estate with Matt and Liz Faircloth

Matt and Liz Faircloth are world-class wealth builders for so many families. Hundreds of families have built their wealth with and through t...

00:42:36Jun 30, 2021

E016: The Golden Carousel Ride to Wealth Building

At Accountable Equity , we have designed to create a magical carousel of wealth building that defrays taxes forever, and allows you to compo...

00:30:20Jun 16, 2021

E015: The Power of Community in Building Your Wealth

Today, we discuss the power of community in investing and building your wealth and what role does learning the science of investing play in...

00:38:05Jun 8, 2021

E014: Creating More Family Time Through Investing with Mike and Chrissy Koperna

Work 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 tim...

00:32:03May 11, 2021

E013: Learning Financial Mastery with Mary Pat and Brian Kling

Mary Pat and Brian Kling are shifting from a situation where they are both actively generating income in an "active" way to more of a passiv...

00:35:42Apr 13, 2021

E012: Downsizing to Make Room for Better Opportunities with Arlene and Dean Quirk

Based in Milford, Pennsylvania, Arlene Quirk has been a realtor for 22 years now and has been with Keller Williams since 2010. Both Arlene a...

00:28:32Mar 30, 2021

E011: From Chemical Engineering to Real Estate investing with Scott and Lisa Loper

Prior to real estate, Scott and Lisa Loper were working as chemical engineers, which they liked but they didn’t really love. Eventually, Sco...

00:34:00Mar 23, 2021

E010: When Investing Gets Real with Chad and Ashleigh Gallagher

From 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 in...

00:42:37Mar 16, 2021

E009: Creating Your Legacy Wealth with Erik and Jane Cabral

As their family was growing, Erik and Jane Cabral realized they needed more to their name. They wanted to pass something on to their kids an...

00:30:02Mar 9, 2021

E008: Investing Early with Greg and Nancy Taylor

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...

00:45:55Mar 2, 2021

E007: Looking at Multiple Income Streams with Mega Real Estate Agent Mark McGuire

Mark is a mega real estate agent, investor, and entrepreneur. He leads his residential real estate sales team in the Philadelphia suburbs. H...

00:37:21Feb 23, 2021

E006: Living the American Dream with Michael and Anna Trefel

College sweethearts Michael and Anna Trefel made their careers on Wall Street. Then at some point, they decided to leave the corporate world...

00:43:49Feb 16, 2021