From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
The Retirement Fiduciary Podcast
Release Date: 05/08/2025
Timing the Market vs. Following the Trend: What Actually Works
The Retirement Fiduciary Podcast
In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to help clients protect and grow their wealth. This episode covers everything from election-season uncertainty to the pros and cons of trend following, what most people misunderstand about timing the market, and why building the right portfolio is...
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From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire
The Retirement Fiduciary Podcast
In 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...
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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi
The Retirement Fiduciary Podcast
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Momentum and Volume - The Other Major Factors to Consider When Investing
The Retirement Fiduciary Podcast
In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends. ...
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Price and Trend - 2 of The Major Factors to Consider When Investing
The Retirement Fiduciary Podcast
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Libertas Wealth: Subscribe on...
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The Retirement Fiduciary Podcast
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The Retirement Fiduciary Podcast
"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by smoothing out short-term fluctuations. Adam explains how this metric can help investors make better decisions, especially when market conditions are unpredictable or erratic. Using examples from the past five years, Adam illustrates how Daylight has...
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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
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The Retirement Fiduciary Podcast
In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimming investments you own that have unrealized losses to wash out gains from earlier in the year. He also covers when it makes sense to utilize tax-loss harvesting, addressing some of the main complaints about the practice and offering...
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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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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