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Wealth Building With Friends  

Wealth Building With Friends

Author: Bob & Usha with Melanie & Josh McCallen

Join Usha Patel & Bob Wells, and Melanie & Josh McCallen for thoughtful conversations with everyday, hardworking families like yours: as we discuss the experiences that have been the touchstones of our unique journeys to financial freedom.
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Language: en

Genres: Business, Investing

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Ep 25: Learning and Growing, From Visitor to Investor with Joanne Bradley
Episode 25
Friday, 3 December, 2021

After hearing a podcast about Renault, Joanne Bradley decided to drive down to the winery just as a visitor. Being a big history buff, she got the feel of the place, the authenticity, and the vision shared and presented in a way she could understand. Along with its history, authentic people, wind, agriculture, golf, and deer – all that was enough for her to write a check. In this episode, Joanne Bradley shares more about her investing journey at Renault Winery. Joanne is an advocate of Accountable Equity’s Learn and Grow Event Series, because not only do you get to come to a beautiful place, you also have the opportunity to meet great people, enjoy good food, and have fun –  without the pressure! You don't have to invest.  It's all about the education and seeing how our investor community works. Here’s what we talked about: The relationships that come from investing How Joanne started her investing journey with Renault The emotional connection being part of the Renault community Why more Renault is more than just a winery! What to expect from attending Learn and Grow at Renault Episode Highlights: More Than Just a Winery! The good news is that Renault is a winery, in fact, the second oldest winery in America. The better news is that it’s not dependent on just wine sales. It’s the biggest wedding business in America, having sold over 800 weddings. Renault is not just a winery but a community. It provides an asset for the investors as well as an income for those employees that need it. It’s a little more complex, but in a good way, because it brings in different cash flows. You can own private real estate deals and get distributions along with building wealth and building relationships. The Relationships That Come From Investing A nice side effect that comes from investing is the relationship you get to build with other people. When it comes to privately investing, the safest way to do it is to get to know the people you're going to invest with on top of really understanding the business. Links: Learn & Grow Event Series Renault Winery Accountable Equity

 

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