The Financially Fit Couple
The Financially Fit Couple
Podcast Description
Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
Podcast Insights
Content Themes
The podcast focuses on personal finance topics specific to married couples, with episodes covering areas like disability insurance, the home buying process, and real estate financing, exemplified by interviews with experts who share insights on insurance coverage, realtor relationships, and mortgage lending nuances.
Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
Matthew Gray interviews Harrisonburg/Shenandoah Valley REALTOR® Brad Cohen about moving from solo agent to building Connexa, a boutique brokerage. Brad shares his early start in real estate as a college student, selling 27 homes his first year by networking, taking undesirable leads, and learning business-building skills not taught in licensing.
Brad explains the necessity and vision behind starting Connexa. He highlights the grind of the first year, leaving significant income, hiring his first full-time employee, adding agents, and buying an office in 2024. He discusses unexpected management demands, mentorship, turnover, and balancing marriage with business ownership. Stay tuned at the end for his brief thoughts on the value of a college education based on his life experience!
00:38 Meet Brad Cohen
01:38 Brad’s Origin Story
03:16 First-Year Breakthrough
06:41 Brokerages and Models
12:01 Why Build a Team
17:45 Crunching the Numbers
20:45 Scrappy Startup Year One
24:49 Expected vs Unexpected
27:15 Learning to Lead People
30:55 Marriage Amid the Grind
32:25 Work Life Counterbalance
35:18 Team Turnover and Rebuild
36:56 Boutique Vision and Equity
40:39 Survive to Thrive Stage
41:47 Advice for New Owners
45:21 Is College Necessary?
48:17 Hiring for Grit and Network
49:15 Where to Connect and Wrap
Resources
Brad Cohen
https://connexare.com/agents/brad-cohen
Matthew Gray
https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/
https://schrockfin.com/
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Disclaimer
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