From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
The Retirement Fiduciary Podcast
Release Date: 05/08/2025
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The Retirement Fiduciary Podcast
In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driven leadership, and client-first experiences. He dives deep into why he calls Libertas a “marketing firm that happens to do financial planning,” and how that shift unlocked new levels of trust, growth, and fulfillment. You’ll hear...
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From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
The Retirement Fiduciary Podcast
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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
The Retirement Fiduciary Podcast
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The Retirement Fiduciary Podcast
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Price and Trend - 2 of The Major Factors to Consider When Investing
The Retirement Fiduciary Podcast
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The Retirement Fiduciary Podcast
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The Retirement Fiduciary Podcast
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The Retirement Fiduciary Podcast
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Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"
The Retirement Fiduciary Podcast
In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal role this close-knit community played in inspiring her to establish her coaching business, "Small Town Leadership," which focuses on harnessing the values and lessons from small-town life to achieve professional success. Natalie also delves into her...
info_outlineIn this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more.
Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success.
Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.
Episode Highlights:
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00:00 Welcome to The Retirement Fiduciary Podcast
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00:28 Introducing Sharad Mehta: From Frustration to Innovation
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01:30 The Journey to Real Estate Investing
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03:21 Building a Real Estate Empire
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03:30 Creating REsimpli: Solving Business Inefficiencies
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06:01 Flipping Houses and Managing Rentals
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14:03 Scaling the Business with Systems and Processes
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18:24 Analyzing Property Investments
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18:34 The Role of Agents and Contractors
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20:32 Building Trust and Relationships
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21:26 Challenges in Property Management
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22:11 Introducing REsimpli: A Turnkey Solution
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24:27 Consistency: The Key to Success
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29:16 Navigating High Interest Rates
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31:23 The Numbers Game in Real Estate
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33:36 Conclusion and Contact Information
Connect with Sharad Mehta and REsimpli:
Website: REsimpli Website
Facebook: REsimpli Facebook
LinkedIn: Sharad Mehta on LinkedIn
Instagram: REsimpli Instagram
Twitter: REsimpli Twitter
YouTube: REsimpli YouTube Channel
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Libertas Wealth Management Group, Inc.
5003 Horizons Drive, Suite 200
Columbus, OH 43220
(614) 543-1350
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Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
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The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).