Philly Fortune Talks with 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.
Episodes
Friday Oct 18, 2024
Friday Oct 18, 2024
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!"
Wednesday Oct 16, 2024
Building Wealth Through Multifamily Investments with Chutima Barrios
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
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!"
Monday Oct 14, 2024
Faith, Finance, and Leadership: The Journey of Rev. Dr. Frank Clark Spencer
Monday Oct 14, 2024
Monday Oct 14, 2024
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!"
Friday Oct 11, 2024
Mastering Wealth Protection: Strategies with JJ Childers
Friday Oct 11, 2024
Friday Oct 11, 2024
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 strategies
The importance of having a customized legal plan
Why you need to think like an entity, not an individual
How LLCs and legal structures can protect your assets
Common 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!"
Wednesday Oct 09, 2024
Unlocking Success: The Legacy Blueprint with Joe Evangelisti
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
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!"
Monday Oct 07, 2024
Monday Oct 07, 2024
In this episode of Philly Fortune Talks, Jake Penny welcomes Skye Michiels, a motivational speaker, coach, and national real estate leader. Skye shares his journey from humble beginnings as a high school history teacher to becoming a full-time real estate professional and founder of With Heart Coaching. Drawing on his competitive nature and passion for helping others, Skye has transformed the careers and lives of thousands of entrepreneurs and real estate professionals.
During the conversation, Skye discusses key principles that have shaped his success, including the importance of empathy in leadership, building positive relationships, and maintaining balance between personal and professional life. He explains the concept of "being healthy selfish"—the idea that taking care of your mental, physical, and spiritual well-being is crucial for leading others effectively. Skye also dives into strategies for developing positive energy, embracing relationships, and focusing on the process rather than being outcome-driven.
If you're interested in how to lead with heart in your career, especially in real estate or as an entrepreneur, this is an episode you won’t want to miss.
Key Takeaways:
Skye’s journey from teacher to real estate leader
Lessons on balancing business success with personal fulfillment
"Healthy selfishness" for maintaining mental, physical, and spiritual health
The importance of energy, relationships, and focusing on the process
------------------------------------------------------------ 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!"
Thursday Oct 03, 2024
Revolutionizing AI: Ethical Innovation with Todd Kueny
Thursday Oct 03, 2024
Thursday Oct 03, 2024
In this episode of Philly Fortune Talks, host Jake Penny sits down with Todd Kueny, a seasoned entrepreneur and the founder of Claris AI. With over 20 years of experience in technology, Todd is on a mission to make artificial intelligence both accessible and ethical. He shares his journey from a software engineer to a leader in AI innovation, tackling challenges across industries like life sciences and finance.
Todd discusses the importance of AI's ethical use, how his team at Claris AI is pushing the boundaries of technology, and the growing role of automation in business workflows. They dive into practical AI applications that reduce repetitive tasks, enhance client outcomes, and maintain honesty and reliability in data processes. Todd also shares stories of challenges and successes, emphasizing that not every business needs AI — and how sometimes, less is more when it comes to tech.
Key Takeaways:
Todd’s journey from leading a patient recruitment company to founding Claris AI
The importance of ethical AI in client solutions
How AI can transform industries like healthcare and finance
Claris AI’s approach to ensuring reliability in AI processes
The future of AI and upcoming trends Todd is most excited about
------------------------------------------------------------ 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!"
Tuesday Oct 01, 2024
Tuesday Oct 01, 2024
In this episode of Philly Fortune Talks, host Jake Penny chats with Guillermo Campoamor, CEO and co-founder of Meep. Guillermo shares his vision for the future of urban transportation and how Meep is transforming cities with its mobility-as-a-service (MaaS) platform. Tune in to learn how Guillermo’s experiences navigating public transit across various cities sparked the creation of Meep and how it is helping users seamlessly plan, book, and pay for multimodal transportation.
Discover how Meep is expanding in the U.S. and Europe, the challenges they face in changing traditional transportation habits, and the exciting trends in urban mobility that Guillermo believes will shape the future—such as autonomous vehicles and smart city logistics. This episode is full of insights into how technology can revolutionize daily commuting and city transportation.
Guest Bio:Guillermo Campoamor is the CEO and co-founder of Meep, a company at the forefront of urban mobility solutions. With a background in marketing and sales, Guillermo transitioned from the wine industry to launching Meep, which integrates various transportation modes into one streamlined platform, making commuting more efficient for city dwellers worldwide.
------------------------------------------------------------ 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!"
Friday Sep 13, 2024
Empowering Communities: Christine Ivery’s Fight for Health Equity
Friday Sep 13, 2024
Friday Sep 13, 2024
In this enlightening episode of Philly Fortune Talks with Jake Penny, we welcome Christine Ivery, the inspiring founder and CEO of Public Health Jawn. Christine shares her passionate journey toward addressing healthcare inequities, particularly the Black Infant and Maternal Mortality Crisis. She explains what motivated her to dedicate her career to public health and the pivotal experiences that shaped her focus on health equity. Christine also discusses the evolution of Public Health Jawn, an organization that aims to empower communities through consulting, coaching, and community-building efforts.
Join us as Christine delves into the key strategies that have been essential for her organization in achieving successful outcomes, the importance of mentorship and networking, and how Public Health Jawn’s podcast, Public Health Gems, continues to amplify critical health topics and provide actionable strategies for making lasting impacts. Christine’s dedication to advocacy and education in public health is evident, and her insights are sure to inspire anyone looking to make a difference in their communities.
Guest Information: Christine Ivery is the founder and CEO of Public Health Jawn. She is a public health advocate dedicated to addressing healthcare disparities and empowering communities through education and advocacy. Christine also hosts the podcast Public Health Gems and is an adjunct professor at Thomas Jefferson University.
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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!"
Wednesday Sep 11, 2024
Driving Change: The Power of DEI in Workforce Solutions with Liz Gillespie
Wednesday Sep 11, 2024
Wednesday Sep 11, 2024
In this episode of Philly Fortune Talks, Jake Penny sits down with Liz Gillespie, a seasoned workforce solutions consultant with over a decade of experience in change management and DEI (Diversity, Equity, and Inclusion) strategies. Liz shares her journey from the advertising world to becoming a leader in workforce solutions, discussing the challenges she faced and the impactful changes she's driven along the way.
Liz talks about her passion for helping organizations build inclusive environments, especially for working mothers. Drawing from her personal experience navigating maternity leave, Liz highlights the significant gaps in the corporate workforce's approach to supporting mothers returning to work. She emphasizes the need for strong communication, clear expectations, and strategic planning to ensure a smooth transition back into the workplace.
Throughout the episode, Liz provides valuable insights on leadership principles, change management, and fostering an inclusive work environment. She shares practical strategies for staying ahead of trends in the ever-evolving workforce landscape and emphasizes the importance of empathy and honesty in leadership.
Whether you’re a business leader looking to improve your organization’s DEI strategies or an aspiring leader in workforce solutions, this episode is packed with actionable advice and heartfelt stories from Liz’s experiences.
Guest Bio: Liz Gillespie is a workforce solutions consultant with extensive experience in people management, strategic planning, and DEI advocacy. She is passionate about creating inclusive environments and helping organizations navigate the complexities of workforce changes.
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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!"