เนื้อหาจัดทำโดย American IRA เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก American IRA หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Much is made about the creative decisions in ads for the Big Game, but how does all that money, those requisite celebrity cameos, and everything else that goes into these multi-million dollar investments translate into Return on investment? Today we’re going to talk about what the numbers tell us from all those high-profile ads and who the winners and losers of the Advertising Bowl are in 2025. To help me discuss this topic, I’d like to welcome Nataly Kelly, CMO at Zappi, who unveiled their annual Super Bowl Ad Success report on Monday. We’re here to talk about the approach, the results, and what those results mean for brands that invested a lot of money - and time - into their campaigns. About Nataly Kelly I help companies unlock global growth For more than two decades, I have helped scale businesses across borders, as an executive at B2B SaaS and MarTech companies. I’m Chief Marketing Officer at Zappi, a consumer research platform. I spent nearly 8 years as a Vice President at HubSpot, a multi-billion-dollar public tech company, driving growth on the international side of the business. Having served as an executive at various tech companies, I’ve led teams spanning many functions, including Marketing, Sales, Product, and International Ops. I’m an award-winning marketing leader, a former Fulbright scholar, and an ongoing contributor to Harvard Business Review. I love working with interesting people and removing barriers to access. RESOURCES Zappi website: https://www.zappi.io/web/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
เนื้อหาจัดทำโดย American IRA เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก American IRA หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Charlie Wessel, the founder and principal of Cordell Capital, to discuss various facets of real estate investing, the importance of networking, and unique investment opportunities like debt validation funds. Charlie shares his personal journey from being an entrepreneur in his twenties to creating Cordell Capital, a firm based in Charleston, South Carolina, that helps investors across the U.S. and Canada. He discusses how his past experiences in the stock market and real estate led him to develop a unique approach to investing, focusing on multifamily properties and specialized office spaces. You'll also hear about his innovative ventures, such as a debt validation fund aimed at supporting veterans, active military, and first responders. Whether you're an experienced investor or just starting out, Charlie offers valuable insights into making smarter investment choices, the importance of networking, and the benefits of self-directed IRAs. Join us for a compelling conversation that merges personal anecdotes with expert advice, offering a comprehensive look at how to make your investments work harder for you. Don't miss out!
Key Takeaways
Cordell Capital's Business Model: Charlie Wessel runs Cordell Capital, a private equity firm based in Charleston, SC that manages around $160 million in assets, including approximately 3,000 doors of multifamily and office properties. They focus on specialized properties like medical offices and strategic locations like their recent lawyer's office building across from a courthouse. Evolution from Single Family to Commercial Properties: Charlie shared his journey from losing money in the stock market and managing single-family rentals to focusing on larger commercial properties. He explained how apartment complexes offer better economies of scale compared to single-family homes, particularly regarding maintenance costs and vacancy risks. New Debt Validation Fund Initiative: Cordell Capital has launched a debt validation fund specifically targeting veterans, active military, and first responders to help with credit card debt. The fund offers a 20% annual percentage rate to investors while helping people manage their debt through the Fair Credit Reporting Act. Investment Requirements: Their investments require a minimum of $50,000 and are limited to accredited investors (those with over $1 million net worth excluding personal residence, or income of $200,000/year single/$300,000/year joint). They aim to double investors' money within 5 years. Industry Growth Trends: Charlie sees significant growth potential in alternative investments and self-directed IRAs, noting that many people still don't know about self-directed IRA options. He believes this investment space will continue to grow as more people learn about alternatives to traditional investment vehicles. Interested listeners can contact Charlie Wessel via the Cordell Capital website at cordellcapital.com. For more information or to submit a question to be answered on a future episode, reach out at marketing@americanira.com. [embed]https://youtu.be/xDE3h59abeE[/embed]
เนื้อหาจัดทำโดย American IRA เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก American IRA หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Charlie Wessel, the founder and principal of Cordell Capital, to discuss various facets of real estate investing, the importance of networking, and unique investment opportunities like debt validation funds. Charlie shares his personal journey from being an entrepreneur in his twenties to creating Cordell Capital, a firm based in Charleston, South Carolina, that helps investors across the U.S. and Canada. He discusses how his past experiences in the stock market and real estate led him to develop a unique approach to investing, focusing on multifamily properties and specialized office spaces. You'll also hear about his innovative ventures, such as a debt validation fund aimed at supporting veterans, active military, and first responders. Whether you're an experienced investor or just starting out, Charlie offers valuable insights into making smarter investment choices, the importance of networking, and the benefits of self-directed IRAs. Join us for a compelling conversation that merges personal anecdotes with expert advice, offering a comprehensive look at how to make your investments work harder for you. Don't miss out!
Key Takeaways
Cordell Capital's Business Model: Charlie Wessel runs Cordell Capital, a private equity firm based in Charleston, SC that manages around $160 million in assets, including approximately 3,000 doors of multifamily and office properties. They focus on specialized properties like medical offices and strategic locations like their recent lawyer's office building across from a courthouse. Evolution from Single Family to Commercial Properties: Charlie shared his journey from losing money in the stock market and managing single-family rentals to focusing on larger commercial properties. He explained how apartment complexes offer better economies of scale compared to single-family homes, particularly regarding maintenance costs and vacancy risks. New Debt Validation Fund Initiative: Cordell Capital has launched a debt validation fund specifically targeting veterans, active military, and first responders to help with credit card debt. The fund offers a 20% annual percentage rate to investors while helping people manage their debt through the Fair Credit Reporting Act. Investment Requirements: Their investments require a minimum of $50,000 and are limited to accredited investors (those with over $1 million net worth excluding personal residence, or income of $200,000/year single/$300,000/year joint). They aim to double investors' money within 5 years. Industry Growth Trends: Charlie sees significant growth potential in alternative investments and self-directed IRAs, noting that many people still don't know about self-directed IRA options. He believes this investment space will continue to grow as more people learn about alternatives to traditional investment vehicles. Interested listeners can contact Charlie Wessel via the Cordell Capital website at cordellcapital.com. For more information or to submit a question to be answered on a future episode, reach out at marketing@americanira.com. [embed]https://youtu.be/xDE3h59abeE[/embed]
We are back with another episode of the IRA Cafe podcast. Our host, Jasmine Trocchia, is joined by Jared Benson from Clotine Capital. Together, they’re getting into the intricacies of self-directed funds, the benefits of taking control of your investments, and the current trends in the real estate market. Jared shares insights into how Clotine Capital offers investors the unique opportunity to choose their investment paths, allowing for personalized risk and return profiles. Tune in as they discuss emerging trends in the real estate market, the influence of economic factors, and Jared's personal journey, including the impact of mentor figures like his father. They also dive into the importance of content creation in today's business world and Jared’s personal interests outside of his professional life. Whether you're a seasoned investor or just curious about the world of self-directed investing, this episode promises valuable insights and engaging conversation. Key Takeaways: Understanding Self-Directed Funds: Jared explains the concept of a self-directed fund, highlighting the flexibility it offers investors in choosing where to allocate their capital. This approach empowers investors to participate in projects that match their risk tolerance and financial goals. Trends in the Real Estate Market: The conversation covers current economic factors affecting real estate, including interest rates and housing shortages. Jared shares insights into how these elements influence investment opportunities and market dynamics. The Impact of the Presidential Transition: Jared touches on how political changes, like the inauguration of President Trump, may impact the housing and real estate market, forecasting potential government incentives for housing and construction. Personal Journey and Influences: Jared shares stories about his personal journey from a criminology graduate to a capital manager. Key influences on his career include his father, a former CPA, who provided invaluable advice and guidance throughout his professional life. Advice for Aspiring Investors: Jared emphasizes the importance of understanding investment structures, conducting due diligence, and the benefits of learning from others’ experiences in the investing world. Insights into Personal Life and Values: Outside of his professional commitments, Jared is a dedicated family man with a passion for Star Wars and Legos, and shares his hopes to impart financial literacy and investment mentality to his children. Join Jasmine Trocchia and Jared Benson as they explore the world of self-directed investing, unravel the complexities of real estate trends, and discuss the personal journeys that shape successful financial careers. For more information on Clotnie Capital, reach out to Jared at jared@clotinecapital.com. If you have questions for the IRA Cafe podcast, send them to marketing@AmericanIRA.com.…
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Charlie Wessel, the founder and principal of Cordell Capital, to discuss various facets of real estate investing, the importance of networking, and unique investment opportunities like debt validation funds. Charlie shares his personal journey from being an entrepreneur in his twenties to creating Cordell Capital, a firm based in Charleston, South Carolina, that helps investors across the U.S. and Canada. He discusses how his past experiences in the stock market and real estate led him to develop a unique approach to investing, focusing on multifamily properties and specialized office spaces. You'll also hear about his innovative ventures, such as a debt validation fund aimed at supporting veterans, active military, and first responders. Whether you're an experienced investor or just starting out, Charlie offers valuable insights into making smarter investment choices, the importance of networking, and the benefits of self-directed IRAs. Join us for a compelling conversation that merges personal anecdotes with expert advice, offering a comprehensive look at how to make your investments work harder for you. Don't miss out! Key Takeaways Cordell Capital's Business Model: Charlie Wessel runs Cordell Capital, a private equity firm based in Charleston, SC that manages around $160 million in assets, including approximately 3,000 doors of multifamily and office properties. They focus on specialized properties like medical offices and strategic locations like their recent lawyer's office building across from a courthouse. Evolution from Single Family to Commercial Properties: Charlie shared his journey from losing money in the stock market and managing single-family rentals to focusing on larger commercial properties. He explained how apartment complexes offer better economies of scale compared to single-family homes, particularly regarding maintenance costs and vacancy risks. New Debt Validation Fund Initiative: Cordell Capital has launched a debt validation fund specifically targeting veterans, active military, and first responders to help with credit card debt. The fund offers a 20% annual percentage rate to investors while helping people manage their debt through the Fair Credit Reporting Act. Investment Requirements: Their investments require a minimum of $50,000 and are limited to accredited investors (those with over $1 million net worth excluding personal residence, or income of $200,000/year single/$300,000/year joint). They aim to double investors' money within 5 years. Industry Growth Trends: Charlie sees significant growth potential in alternative investments and self-directed IRAs, noting that many people still don't know about self-directed IRA options. He believes this investment space will continue to grow as more people learn about alternatives to traditional investment vehicles. Interested listeners can contact Charlie Wessel via the Cordell Capital website at cordellcapital.com . For more information or to submit a question to be answered on a future episode, reach out at marketing@americanira.com. [embed]https://youtu.be/xDE3h59abeE[/embed]…
Welcome back to the IRA Cafe! In this episode, Jasmine Trocchia sits down with Jeff Johnson, the mastermind behind New Path Properties and an accomplished author. Jeff shares his transformative journey from being a civil engineer to a full-time real estate investor. Diving deep into the intricacies of real estate investment, Jeff provides multi-faceted insights ranging from property development, investment strategies, and the significance of using self-directed IRAs in real estate. He also touches on his personal and professional philosophies, business operations, and future opportunities in the real estate market, making this episode a must-listen for novice and experienced investors alike. Key Takeaways: Career Evolution : Jeff transitioned from civil engineering to full-time real estate in 2009 after realizing his passion lay in the visionary aspects of business rather than detailed engineering tasks. By 2014, he was fully immersed in real estate and co-founded Better Path Homes in 2018, which focuses on large-scale home building projects, Real Estate Ventures : He has diversified his investments to include flips, new constructions, and custom homes, with a special focus on rental properties, all centered within the Charlotte, NC area. Jeff is also venturing into flex space projects and townhome developments, providing a balanced approach to real estate investing. Use of Self-Directed IRAs : Jeff is an advocate for using self-directed IRAs for real estate investments and practices what he preaches. He uses his own IRA funds to finance multiple real estate deals, emphasizing investment in hard assets over other forms. Market Trends and Investment Strategies : The current market's focus is shifting due to interest rate fluctuations. Jeff notes affordability and the rise in rental market demand due to higher interest rates pricing out potential homeowners. He identifies built-to-rent properties and the Southeast region, particularly around Charlotte, as strategic locations for real estate investments. Networking and Mentorship : Building long-lasting relationships through giving back to the community and offering knowledge is crucial. Jeff conducts workshops and maintains an open-door policy for consultations to foster a supportive network. Educational Initiatives : Jeff authored "Retirement Returns with Real Estate" to educate potential investors on maximizing their IRA funds in real estate. The book serves as a primer for those interested in exploring real estate investment opportunities. Advice for New Investors : Essential due diligence involves checking the track record and references of potential investment partners, understanding their business operations, and ensuring they employ conservative project evaluations. For young investors, starting with responsibility over finances at a young age is vital, promoting the importance of personal experience in financial management. Investment Opportunities : Jeff presents various opportunities for investors, including private lending for new construction homes and participating in flips and built-to-rent projects. The objective is to build mutually beneficial relationships that foster long-term business growth. This episode provides an enriching dialogue on strategic real estate investment, the power of self-directed IRAs, and the importance of community-oriented business practices. Jeff Johnson's journey and insights offer valuable lessons for anyone looking to navigate or thrive in the real estate market. IRA Cafe Q&A: Carlos asked "What is an FMV and do I have to submit one?" Jasmine explains FMV (Fair Market Valuation), its importance, and the necessity of submitting it annually to your IRA custodian for accurate asset reporting. Have a question for the IRA Cafe Q&A segment? Email us at marketing@americanira.com. Get Jeff’s book: "Retirement Returns with Real Estate" by Jeff Johnson, available on Amazon. [embed]https://youtu.be/39anGOIWeBI[/embed]…
Welcome to the very first episode of the IRA Café podcast! Hosted by Jasmine Trocchia, this episode dives deep into the foundational knowledge needed for anyone considering self-directed IRAs. Jasmine is joined by Kyle Moody, Business Development Manager at American IRA. Throughout the episode, Kyle shares invaluable insights from his eight years of experience, addressing common questions and concerns that potential clients often have. From understanding the nuances of self-directed IRAs to the importance of due diligence, this episode is a comprehensive guide for beginners. Key Takeaways: Self-Directed IRAs: Not for Everyone: Kyle explains that self-directed IRAs are not a one-size-fits-all solution. They are best suited for individuals looking to diversify their investments beyond traditional stocks and bonds, such as real estate, private lending, or investing in private companies. Know Your Funds: It's crucial to understand the type of funds you have in your retirement accounts. Kyle emphasizes the importance of knowing whether your funds are traditional or Roth, as well as the implications for future distributions and tax responsibilities. The Role of Due Diligence: Since American IRA is not a fiduciary and does not provide financial advice, clients must perform their own due diligence. This includes researching potential investments thoroughly and consulting with external advisors such as CPAs or attorneys. The Process of Getting Started: Kyle outlines the steps for opening and funding a self-directed IRA account at American IRA. The process involves completing an application, setting up the account, and then transferring or rolling over funds from existing retirement accounts. The Importance of Timing: Timing is critical when setting up a self-directed IRA, especially if you have a specific investment opportunity in mind. Kyle advises that potential clients should start the process well in advance to avoid any timing issues. Kyle’s Journey to American IRA: Jasmine and Kyle also touch on Kyle’s background in real estate and how it led him to his current role at American IRA. His journey underscores the importance of networking and seizing opportunities as they arise. If you're considering a self-directed IRA and want to learn more, this episode is a must-listen. Make sure to subscribe, like, and review the podcast wherever you listen to gain deeper insights into managing your retirement investments. [embed]https://youtu.be/U5l07NFGNGU[/embed]…
Welcome to The IRA Café , the podcast where retirement planning feels as warm and inviting as your favorite coffee shop. Hosted by Jasmine Trocchia of American IRA, this show is all about making your financial future approachable, empowering, and maybe even a little fun. When you’re saving for retirement, you’re investing—it’s as simple as that. But did you know you have a choice about what your money is invested in? While most traditional plans keep your funds in the stock market through mutual funds and individual stocks, sometimes it pays to think outside the stock market. That’s where The IRA Café comes in. This podcast is your guide to exploring alternative investments through self-directed IRAs. Whether you’re a beginner dipping your toes into retirement planning, an experienced saver ready to diversify, or an entrepreneur looking for innovative ways to grow your wealth, this show is for you. Our mission is simple: to demystify alternative investing and make it accessible to everyone. Each episode breaks down the intimidating concepts of self-directed IRAs and opens the door to exciting opportunities like real estate, private equity, precious metals, venture capital, hedge funds, oil and gas interests, private lending portfolios, and more. But it’s not just about the technical details—we’re here to change how you think about your money. We’ll share real-life success stories, actionable strategies, and insights that fit your unique financial journey. With straightforward tips and zero financial jargon, we make retirement planning feel like a conversation with a friend. Whether your dream retirement includes financial independence, the freedom to travel, or the chance to leave a legacy for your loved ones, The IRA Café will help you get there. Tune in every other week as we break down the rules of self-directed IRAs, explore creative investment options, and make planning your financial future a little easier—and a lot more enjoyable. Your path to retirement should be as unique as you are, and The IRA Café is here to help you chart the course. Pull up a chair, grab your favorite brew, and join us for a fresh take on retirement planning.…