Philly Fortune Talks with Jake Penny

In this episode of Philly Fortune Talks with Jake Penny, we delve into the world of real estate investment with Sanjay Patel. Sanjay, a former software engineer, shares his journey from the tech industry to founding Cascades Property Solutions. With over 800 properties and 1.6 million square feet of retail space under management, Sanjay reveals the strategies and insights that have led to his impressive success.
Key Points:
Sanjay’s transition from software engineering to real estate.
The importance of creating passive income and financial security.
The role of networking and partnerships in real estate success.
Insights into commercial real estate and investment strategies.
The concept of infinite banking and its benefits.
Building generational wealth through strategic financial planning.
Guest Bio: Sanjay Patel is the founder and managing partner of Cascades Property Solutions. With a background in software engineering and data science, Sanjay transitioned into real estate to help investors achieve financial security and peace of mind. Under his leadership, Cascades Property Solutions has grown to manage over 800 properties and 1.6 million square feet of retail space.
 
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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!"

Welcome to another episode of Philly Fortune Talks with Jake Penny! In this insightful episode, we sit down with Craig Eppler, the founder and CEO of Eppler Capital Funds, to discuss his journey and innovative investment strategies.
Craig shares his transition from working at Vanguard and Hoover Financial Advisors to starting his own firm in 2023. Learn about his unique approach to offering secure promissory notes with fixed returns up to 9% per year and how his diverse investment background has shaped his leadership style.
Key Takeaways:
Craig's journey from corporate finance to founding Eppler Capital Funds
The motivation behind creating a fund offering fixed returns
Insights into Craig's investment strategies and his focus on stability and high income opportunities
Challenges faced in the investment world and how Craig successfully navigated them
The importance of having multiple streams of income and how to achieve it
Guest Bio: Craig Eppler is the founder and CEO of Eppler Capital Funds, launched in 2023. With over a decade of experience in investment, Craig has worked at Vanguard and Hoover Financial Advisors, gaining expertise in both public and private market strategies. His firm focuses on providing secure promissory notes with consistent returns, making him a leader in asset management.
 
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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!"

In this episode of Philly Fortune Talks, host Jake Penny welcomes Dan Breslin, founder of Diamond Equity Investments, to discuss his journey in the real estate industry. Starting in 2006, Dan expanded his company from Philadelphia to Chicago and Atlanta, successfully flipping 330 houses in 2023 with a $57 million volume.
Dan shares his early inspiration from his father's rental properties, his struggles with addiction, and how a spiritual awakening in 2012 transformed his life and business. He moved to Chicago to be a more present father and to expand his company. Dan also delves into his leadership style, the importance of consistent follow-ups, and the significance of reading the Bible, especially the Book of Proverbs, for business insights.
Key Takeaways:
The impact of early exposure to real estate and the inspiration from family.
Overcoming personal struggles to achieve professional success.
The strategic expansion to new markets and the role of divine guidance.
The importance of focusing on core strengths and avoiding shiny object syndrome.
Financial planning, tax strategies, and the importance of being a deal source in real estate.
About Dan Breslin: Dan Breslin is the founder of Diamond Equity Investments, a high-volume house flipping organization. His company operates in Philadelphia, Chicago, and Atlanta, venturing into commercial real estate and land development. Dan's journey in real estate began in 2006, and his leadership style is influenced by his background in construction and a spiritual foundation.
 
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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!"

In this episode of Philly Fortune Talks with Jake Penny, we dive into the inspiring journey of Daniel Harvey, also known as Dan the Real Estate Man. From starting as a union electrician to building a multi-million dollar real estate portfolio, Dan's story is a testament to perseverance and strategic investment.
What You'll Learn in This Episode:
How Dan transitioned from a blue-collar worker to a successful real estate investor.
The strategies Dan used to build an extensive real estate portfolio.
The role of timing and market cycles in Dan's investment journey.
Challenges Dan faced, including navigating market fluctuations and dealing with rising interest rates.
Insights on the importance of networking, mentorship, and maintaining financial discipline.
Dan's approach to mentoring and helping the next generation of real estate investors.
Upcoming trends in real estate and how Dan is preparing for them.
About Daniel Harvey: Dan Harvey is the owner of the 8 Figure Development Company, DMH Investments, and the founder of the Real Estate Investor Alliance Group (BRAG). He is dedicated to mentoring aspiring real estate investors and sharing his unique strategies and perspectives.
 
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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!"

Imagine transforming your real estate business through exclusive events and strategic partnerships. This episode of "Philly Fortune Talks" delves into the journey of Joshua Buchter, a leading figure in Philadelphia's real estate networking scene. Joshua shares his story from his humble beginnings as a pot washer at a banquet facility to founding the successful Wolf of Broad Street Real Estate Events & Consulting.
Joshua, known as the "Wolf of Broad Street," specializes in creating unparalleled networking opportunities that empower real estate professionals. From casual happy hours to formal galas, his events provide the knowledge and connections needed to scale businesses to new heights.
Key Points:
Joshua's early experiences in event management and his journey through various roles.
The founding and growth of Wolf of Broad Street.
Key strategies for successful real estate networking events.
The importance of sponsor partnerships and how they are managed.
Joshua's philosophy on leadership and persistence.
The innovative panel-style events and their impact.
Upcoming trends and opportunities in the Greater Philadelphia real estate market.
Joshua's philanthropic efforts and community involvement.
Follow us: Don't miss out on Joshua's insights into the real estate networking world. Follow "Philly Fortune Talks" for more episodes featuring industry leaders and innovators. Leave a rating and review on Apple Podcasts and connect with us on social media for the latest updates.
 
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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!"

In this enlightening episode of Philly Fortune Talks with Jake Penny, we sit down with Dr. Deborah Egerton, an international Enneagram accredited professional and founder of Trinity Transition Consultants. Dr. Egerton, affectionately known as Dr. E, is a best-selling author and the president of the International Enneagram Association. She shares her incredible journey of using the Enneagram to foster inclusivity and dismantle marginalization. From her childhood fascination with human behavior to founding a transformative organization, Dr. E's story is one of divine inspiration and impactful leadership.
Key Points:
Dr. Egerton’s early interest in psychology and psychotherapy.
How discovering the Enneagram revolutionized her therapeutic approach.
The founding and mission of Trinity Transition Consultants.
Her metaphysical experiences and the importance of surrender and trust.
Success of her books "No Justice, No Peace" and "The Enneagram Made Easy."
Her role as the president of the International Enneagram Association and its global impact.
The importance of corporate culture and the humanity mosaic concept.
Practical examples of how her work has transformed organizations and communities.
The power of small acts of kindness and the importance of intent and impact.
Advice for entrepreneurs and professionals on making a significant impact.
Guest Information: Dr. Deborah Egerton is a renowned psychotherapist and Enneagram expert. She is the founder of Trinity Transition Consultants and the president of the International Enneagram Association. Dr. E is dedicated to fostering inclusivity and dismantling marginalization through her work and writings.
 
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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!"

Imagine unlocking your highest potential in both business and sports. In this episode, we explore the journey of Jordan Holbert, CEO of It's All Connected Coaching and Consulting, and a defensive coordinator for the Vox Cougars football team. Jordan's dynamic leadership empowers individuals and organizations through innovative coaching and consulting services. With a unique blend of business insight and athletic experience, Jordan has transformed countless clients in their personal, athletic, and organizational pursuits. His strategic prowess on the football field has earned him recognition for his tenacity and skill.
Key Points:
Jordan shares what initially motivated him to start It's All Connected Coaching and Consulting.
The importance of servant leadership and effective communication in both sports and business.
Jordan's philosophy on coaching and how sports teach valuable life skills.
The integration of physical, mental, emotional, and social health in his coaching approach.
The significance of filling one's own cup to effectively help others.
Jordan’s long-term goals for his coaching and consulting business and his commitment to community initiatives.
Guest Bio: Jordan Holbert is the CEO of It's All Connected Coaching and Consulting and a defensive coordinator for the Vox Cougars football team. He specializes in empowering individuals and organizations through innovative coaching and consulting services, combining business insight with athletic experience. Jordan's leadership has transformed countless clients, earning him recognition for his strategic prowess both on and off the field.
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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!"

In this episode of Philly Fortune Talks, Jake Penny sits down with Mohit Chopra, a dynamic executive in the real estate industry. With a background in supply chain, business strategy, and leadership across multiple sectors including consumer goods, medical devices, and pharmaceuticals, Mohit has mastered delivering quality results through teamwork and planning. Known for his methodical and process-oriented approach, Mohit excels in fast-paced, complex environments and has navigated cultural differences across four continents.
Key Points and Takeaways:
Mohit shares his journey from starting with a chemical engineering degree to transitioning into supply chain and eventually real estate.
He discusses the importance of job security and how his perspective on it changed over time.
Insights into his MBA experience at Wharton and how it influenced his career direction.
Mohit’s strategic approach to real estate, focusing on cash flow and net worth rather than just the number of properties.
The significance of balancing professional commitments with personal life, and the daily habits that help Mohit stay focused and effective.
Upcoming trends and opportunities in the real estate market that Mohit is excited about.
The importance of financial planning and partnerships in achieving success in real estate.
Mohit’s long-term goals and how he plans to achieve them.
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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!"

In this episode of Philly Fortune Talks, host Jake Penny sits down with Carl Adams, a seasoned real estate professional with over 20 years of experience. Carl shares his journey from photography to real estate, highlighting the pivotal moments and strategies that have shaped his successful career.
Listen as Carl discusses how he balances competing client goals, navigates challenging markets, and leverages his expertise in tech marketing and social media to secure the best outcomes for his clients. From residential to commercial real estate, Carl's approach is all about understanding client needs and providing exceptional service.
Tune in to hear Carl's insights on the importance of having multiple income streams, the value of mentorship, and the lessons he's learned from industry leaders. Whether you're a new investor or a seasoned pro, Carl's wisdom and experience offer valuable takeaways for anyone interested in real estate.
Guest Bio:
Carl Adams is a veteran real estate professional with over two decades of experience. Licensed since 1994, Carl is a global property specialist and a member of the Associate Leadership Council at Keller Williams. He holds degrees from the Antonelli Institute and Eastern University and is an active member of the National Association of Realtors, Pennsylvania Association of Realtors, and Tri-county Realtor Association.
------------------------------------------------------------- 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!"

In this episode of Philly Fortune Talks, host Jake Penny sits down with Ian Walsh, managing partner at Hard Money Bankers PA. Ian brings over 11 years of experience in financial management and a passion for creative lending solutions. He shares insights into the world of hard money lending and how his firm provides flexible financing options for real estate investors.
Ian’s journey began in college after reading "Rich Dad, Poor Dad," which inspired him to delve into real estate through wholesaling. Over the years, Ian has transitioned from wholesaling to property management, and eventually, to hard money lending. Now, Hard Money Bankers offers nationwide lending solutions for various real estate projects, including property flips, rehabs, and commercial deals, with loan approvals in as little as 24 hours.
Key takeaways from this episode:
The evolution of Ian Walsh's career in real estate and hard money lending.
The importance of understanding the market to make sound lending decisions.
Strategies for balancing professional and personal life as an entrepreneur.
The future of private lending and how to adapt to market changes.
Join us as we uncover Ian’s journey, the vision behind Hard Money Bankers, and his valuable advice for aspiring real estate investors.
Guest Bio: Ian Walsh is the managing partner at Hard Money Bankers PA, dedicated to providing creative lending solutions for real estate investors. With over a decade of experience, Ian and his team offer fast and flexible financing options, helping investors achieve their real estate goals.
 
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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!"