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The Wealth Flow

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Rating
★★★★★
5
from
37 reviews
This podcast has
236 episodes
Language
English
Publisher
Keith Borie
Explicit
No
Date created
2023/06/10
Latest episode
2026/10/21
Average duration
53 min.
Release period
8 days

Description

Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success. Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlightening discussions with expert guests, providing you with diverse perspectives to foster personal and professional growth. Your investing career is as far as your imagination goes, and we're here to serve as your ultimate guide to transform your dreams into reality.

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How to Scale From RV Parks to Multifamily Real Estate - Weston Wappler (EP#236)
2026/10/21
What does it take to turn a small business acquisition into a real estate investment platform with billion-dollar ambitions? Weston Wappler shares how he went from running a landscaping business as a teenager to buying a laundromat, acquiring RV parks, and expanding into multifamily real estate. He reveals how seller financing, hands-on management, operational improvements, and disciplined acquisitions helped him uncover opportunities in overlooked properties while preparing his firm for larger investments. Tune in to learn why Weston believes patience, strong systems, and knowing when to shift strategies are essential to building a scalable real estate business.   Key Takeaways To Listen For What buying an RV park taught Weston about due diligence and scaling Why hiring for attitude and tracking performance can transform property management How Weston plans to scale his multifamily portfolio while prioritizing investor returns Which markets Weston is targeting for his next phase of acquisitions The investment mistake Weston believes new investors should avoid   Resources/Links Mentioned In This Episode LoopNet BizBuySell Baylor University National Association of REALTORS The Art of a Deal by Tony Schwartz and Donald J. Trump | Paperback and Hardcover   About Weston Wappler Weston Wappler is a real estate investor and entrepreneur associated with Wappler Capital, where he focuses on identifying investment opportunities, building strategic partnerships, and creating long-term wealth through real estate. He helps investors understand real estate investment strategies, evaluate opportunities, and pursue financial growth through disciplined investing. Through Wappler Capital, Weston emphasizes relationship building, thoughtful investment decisions, and sustainable wealth creation.   Connect with Weston Website: Wappler Capital  LinkedIn: Weston Wappler   Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554     #TheWealthFlow #WestonWappler #WapplerCapital #KeithBorie #RealEstateInvesting #MultifamilyInvesting #MultifamilyRealEstate #RVParkInvesting #CommercialRealEstate #RealEstateSyndication #PassiveIncome #CashFlowInvesting #ValueAddRealEstate #RealEstateInvestor #RealEstateEntrepreneur #SellerFinancing #RealEstateAcquisitions #AssetManagement #PropertyManagement #RealEstateDueDiligence #OperationalEfficiency #CapitalRaising #PrivateEquity #RealEstatePortfolio #TexasRealEstate #DistressedRealEstate #InvestmentStrategy #RiskManagement #WealthBuilding #FinancialFreedom
Build a Tax-Efficient Portfolio Without Sacrificing Liquidity - Alexey Sokolov (Ep#235)
2026/10/14
Making money is only half the equation. How much of it are you actually keeping? Financial advisor Alexey Sokolov shares lessons from 17 years in capital markets and explains how tax planning, liquidity, diversification, and risk management can help investors protect what they've built. He also breaks down emergency reserves, portfolio allocation, life insurance, and the "bond drag" that can quietly affect long-term returns. Tune in to learn how thoughtful financial planning can help you keep more of your wealth and prepare for whatever the market brings.   Key Takeaways To Listen For Why a lack of liquidity can force investors to sell at the worst possible time How much money investors should consider keeping accessible for emergencies The hidden concentration risk inside seemingly diversified market indexes What to consider when determining how much life insurance you may need "Bond drag" and how it can quietly affect long-term portfolio growth   Resources/Links Mentioned In This Episode Northwestern Mutual 401(k) Plans – IRS Individual Retirement Accounts (IRAs) – IRS S&P 500 Too Big to Fail by Andrew Ross Sorkin | Kindle, Paperback, and Hardcover   About Alexey Sokolov  Alexey Sokolov is a Financial Advisor with Northwestern Mutual in Los Angeles, helping founders, investors, and high-earning professionals preserve and grow wealth through tax-efficient financial planning, liquidity strategies, and concentrated position management. With 17 years of experience in capital markets and wealth management, Alexey brings an operator's perspective to financial planning, having co-founded and led Grid Capital, a regulated investment platform serving high-net-worth and institutional clients, through a seven-figure exit in 2025. Over his career, he has helped build more than $100 million in assets under management and served clients representing over $5 billion in assets. His approach focuses on helping clients keep more of what they build by coordinating investment, tax, liquidity, and long-term wealth strategies while managing the risks that often accompany major exits and concentrated wealth.   Connect with Alexey Website: Northwestern Mutual  Instagram: @alexey_sokolov_nwm  LinkedIn: Alexey Sokolov  Phone: 310-721-5013 Email: [email protected]     Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554   Hashtags #TheWealthFlow #AlexeySokolov #KeithBorie #FinancialPlanning #WealthManagement #WealthBuilding #TaxPlanning #TaxStrategy #TaxEfficiency #FinancialAdvisor #FinancialFreedom #FinancialIndependence #InvestmentPlanning #Investing #InvestmentStrategy #PortfolioManagement #PortfolioDiversification #RiskManagement #CapitalMarkets #Liquidity #EmergencyFund #RetirementPlanning #RetirementInvesting #LifeInsurance #AssetAllocation #TaxLossHarvesting #DirectIndexing #PersonalFinance #HighIncomeEarners #WealthPreservation
How to Turn a 1031 Exchange Into Passive Real Estate Income - Ashley Romiti (EP#234)
2026/10/07
What if you could step away from managing rental properties without immediately giving up the tax advantages you've spent years building? Ashley Romiti breaks down how 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT strategies can help real estate investors transition from active ownership toward more passive investments. She explains the critical 45- and 180-day exchange rules, how to evaluate DST sponsors and underlying real estate, and why diversification, liquidity, and long-term planning matter when choosing a strategy. Tune in to learn how these tools can help investors reposition their portfolios, defer capital gains, and prepare for the next phase of their investment journey.   Key Takeaways To Listen For What investors should investigate before choosing a DST sponsor Why knowing the underlying real estate matters  How a 721 UPREIT differs from a traditional DST strategy Main reasons why liquidity should factor into every DST and 721 decision Oil and gas royalties: how they can fit into certain 1031 exchange strategies   Resources/Links Mentioned In This Episode GCA 1031 Marcus & Millichap Cantor Fitzgerald Bluerock ExchangeRight BlackRock The Richest Man in Babylon by George S. Clason | Kindle and Paperback   About Ashley Romiti Ashley Romiti is the Founder and President of GCA1031, specializing in 1031 exchanges and Delaware Statutory Trusts (DSTs) for long-term real estate owners navigating the transition from active property management to passive investing. With more than 13 years of real estate experience, Ashley began her career as an investment property agent and has personally underwritten more than $500 million in real estate transactions, developing deep expertise in property financials, debt structures, market fundamentals, and exit strategies. Today, she applies that same asset-level underwriting discipline to evaluating DST opportunities, taking an independent, sponsor-agnostic approach that prioritizes real estate fundamentals, risk, diversification, sustainable income, and long-term flexibility. Through GCA1031, Ashley works primarily with retiring landlords, longtime property owners, and families seeking thoughtful strategies for simplifying ownership, preserving wealth, and planning their next chapter while collaborating closely with their CPAs, attorneys, and Qualified Intermediaries.   Connect with Ashley Website: GCA 1031 Exchange Real Estate LinkedIn: GCA1031  Facebook: GCA 1031 YouTube: GCA 1031 Email:  [email protected] | [email protected]  Phone: (949) 235-5606    This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.   Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. Phone: (248) 824-6710. Ashley Romiti can be contacted at (949) 235-5606 or [email protected].    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP233: Why Retail Real Estate Is Making a Comeback - Andy Weiner
2026/09/30
What if one of commercial real estate's most overlooked sectors is becoming one of its biggest opportunities? Andy Weiner, CEO and founder of Rockstep Capital, shares how his team acquires distressed shopping centers in secondary and tertiary markets and turns them into cash-flowing assets that strengthen local communities. He explains why local partners and community banks can reduce risk, how malls are being reinvented with new uses, and why today's retail supply-demand imbalance is creating opportunities for investors. Tune in to discover why Andy believes "boring cash" and overlooked hometown markets deserve a closer look.   Key Takeaways To Listen For How local partners can reduce risk and create value in smaller markets Why distressed enclosed malls can produce attractive cash flow A savvy way for a deal to still work even if your value-add plan doesn't What makes community bank financing valuable for repositioning retail properties Reasons why diversification matters when testing a new real estate strategy   Resources/Links Mentioned In This Episode RockStep Capital RockStep Capital Learning Center The Shopping Center Channel RockStep HomeTown America Fund Walmart Tractor Supply TJ Maxx Ross Dress for Less ALDI Five Below Burlington Costco Sam's Club BJ's Wholesale Club The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover   About Andy Weiner Andy Weiner is the Founder and CEO of RockStep Capital, a privately held real estate investment firm specializing in shopping centers and retail real estate. His background combines hands-on retail experience from his family business, Weiner Stores, with extensive expertise in real estate investment, redevelopment, and the evolving shopping center sector. Andy earned degrees in Economics and Political Science from Stanford University, an MBA from the University of Texas, and completed Harvard's executive business program for retail professionals. A proud Houstonian, he is also an aviation and history enthusiast with a passion for languages, speaking English, Spanish, and French fluently and having studied Italian, Japanese, Greek, and Hebrew.   Connect with Andy  Website: RockStep Capital  Instagram: @theshoppingcenterguy  LinkedIn: Andy Weiner    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP232: How to Survive Market Cycles as a Multifamily Real Estate Investor - Charles Seaman
2026/09/23
What can losing deals teach you that successful investments never will? Charles Seaman shares hard-earned lessons from building a multifamily portfolio through the pandemic, rising interest rates, soaring insurance costs, and shifting market cycles. From closing his first 92-unit property to navigating a complete loss on another investment, he explains why conservative underwriting, adequate reserves, strong property management, and timing matter. Tune in to learn how real-world wins and setbacks can make you a more disciplined multifamily investor.   Key Takeaways To Listen For How one successful deal can change your credibility with brokers and sellers What happened when the pandemic threatened a deal already under contract Why smaller multifamily properties gave Charles an unexpected competitive advantage The hidden renovation costs investors should consider with workforce housing One underwriting mistake that can quickly sink a multifamily investment   Resources/Links Mentioned In This Episode Fannie Mae Multifamily  Freddie Mac Multifamily Section 8 Housing Choice Voucher Program Master Passive Income How to Win Friends and Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle   About Charles Seaman Charles Seaman is a senior commercial real estate executive, investor, and Managing Partner of Cash Flow Champs, specializing in multifamily acquisitions and investments. His experience spans sourcing and underwriting opportunities, raising capital, securing financing, managing renovations, and overseeing multifamily assets through changing market conditions. Charles is also a multifamily coach with Master Passive Income and co-host of the MPI Multifamily Commercial Real Estate Investing podcast, where he shares practical insights on commercial real estate, deal analysis, financing, and portfolio growth. Through his investing, coaching, and educational work, he helps investors better understand multifamily real estate and build sustainable investment strategies.   Connect with Charles  Website: Cash Flow Champs | Master Passive Income Podcast: MPI Multifamily Commercial Real Estate Investing | Apple Podcasts  LinkedIn: Charles Seaman Email: [email protected]    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP231: Why Belize Real Estate Is Attracting International Investors - Will Mitchell
2026/09/16
Looking beyond the U.S. for your next real estate investment? Will Mitchell, regional owner of RE/MAX Belize, joins Keith to break down what makes Belize attractive to international investors, from foreign ownership and short-term rentals to land development, financing, taxes, and growing tourism. Tune in to learn where Will sees opportunity, what risks investors need to understand, and why knowing the local market matters before putting your money to work abroad.    Key Takeaways To Listen For Financing options for foreign buyers, including vendor financing and local bank lending What land, condos, homes, and new construction can cost in Belize Why Will sees undervalued land and development potential around Ambergris Caye How tourism and retiring baby boomers are affecting short-term rental inventory Will's advice for new investors: stay committed, keep learning, and don't expect the biggest wins immediately   Resources/Links Mentioned In This Episode Belize Bank International Belize Trade and Investment Development Service (BELTRAIDE) Temporary Investment Residency Program Foreign Earned Income Exclusion — IRS Airbnb Vrbo Marriott Homes & Villas Mahogany Bay Village Philip S. W. Goldson International Airport Eleven Rings by Phil Jackson and Hugh Delehanty | Kindle, Paperback, and Hardcover   About Will Mitchell Will Mitchell is the Regional Owner of RE/MAX Belize and a leading specialist in Belize real estate, with nearly two decades of experience in the country. He oversees 13 offices and more than 100 agents nationwide, helping international buyers navigate vacation properties, land, luxury real estate, and investment opportunities throughout Belize. Will has been ranked the #1 RE/MAX agent in Central America and the Caribbean for multiple years, was ranked among the top three RE/MAX agents worldwide in 2024, and earned recognition as the #1 Luxury Agent RE/MAX Worldwide in 2025. He is also the author of The Investor's Guide to Belize Real Estate, sharing practical guidance on property ownership, taxes, and investing in Belize.    Connect with Will Website: RE/MAX Belize  YouTube: Will Mitchell - YouTube    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP230: Recession-Resistant Real Estate Strategies for Long-Term Wealth - Mark Khuri
2026/09/09
Want to build passive income without betting everything on a single property, market, or asset class? Mark Khuri shares how his team evaluates hundreds of opportunities across mobile home parks, self-storage, multifamily, industrial outdoor storage, and private real estate debt while investing in only a select few. He also explains why diversification, conservative underwriting, value-add opportunities, and experienced operating partners are central to reducing risk. Tune in to discover how a disciplined approach to real estate can help you pursue consistent cash flow and long-term wealth.    Key Takeaways To Listen For What makes a value-add deal stand out from hundreds of opportunities Why overlooked self-storage properties can hide significant upside How diversification can reduce risk across markets, sectors, and operators The costly lesson learned from a deal that looked almost too good to pass up A little-known industrial real estate niche attracting Mark's attention   Resources/Links Mentioned In This Episode What It Takes by Stephen A. Schwarzman | Kindle, Hardcover, and AudioCD    Explore passive real estate investment opportunities, educational resources, and investor insights through SMK Capital.   About Mark Khuri Mark Khuri is the Co-Founder of SMK Capital Management, bringing more than 17 years of experience in real estate investing and private equity. He is actively involved in sourcing, underwriting, acquisitions, capital raising, asset management, rehabilitation, and dispositions across residential and commercial investments throughout multiple U.S. markets. Throughout his career, Mark has successfully acquired, renovated, sold, and invested in more than 120 properties with a combined value exceeding $1 billion, while creating and managing over 65 real estate partnerships with investors. His extensive experience across multiple property types and market cycles allows him to focus on identifying attractive opportunities, managing risk, and building long-term value for his investment partners.   Connect with Mark Website: SMK Capital Management  LinkedIn: Mark Khuri    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP229: How to Build Wealth, Reduce Taxes, and Rethink Retirement - Mark Quann
2026/09/02
What if building wealth required unlearning most of what you've been taught about money? Mark Quann, founder and CEO of The Perfect Portfolio, breaks down the "Buy, Borrow, Die" strategy, the five asset pillars he uses to build wealth, and why he believes borrowing against appreciating assets can be more powerful than selling them. Tune in to discover a radically different approach to investing, taxes, debt, and financial independence.    Key Takeaways To Listen For The career decision that forced Mark to rebuild his financial life from scratch Buy, Borrow, Die": why selling assets may not be the only way to access your wealth 5 asset classes Mark believes can reshape the way you build and preserve wealth When borrowing against assets can become a wealth-building tool instead of a liability Why changing your financial habits may matter more than how much money you start with   Resources/Links Mentioned In This Episode M1 Finance Be Smart Pay Zero Taxes by Mark J. Quann | Kindle and Paperback Rich Man Poor Bank by Mark J Quann | Kindle and Paperback Top 10 Ways to Avoid Taxes by Mark J Quann | Kindle and Paperback Top 25 Ways an IUL Can Secure Your Financial Future by Mark J Quann | Kindle and Paperback Conscious Capitalism by John Mackey and Rajendra Sisodia | Kindle, Hardcover, and Paperback Ikigai by Héctor García, and Francesc Miralles | Kindle, Hardcover, and Paperback   About Mark Quann Mark Quann is a bestselling author, financial educator, speaker, and founder of The Perfect Portfolio, where he teaches strategies designed to help individuals build wealth, reduce taxes, and gain greater control over their financial futures. His approach explores diversified investing across stocks, real estate, life insurance, cryptocurrency, and precious metals, as well as wealth strategies such as "Buy, Borrow, Die." Mark is also the author of Be Smart Pay Zero Taxes: Use the Buy, Borrow, Die Strategy to Get Rich and Stay Rich, which became a #1 bestseller in Amazon's Personal Taxes category. Through his courses, mastermind programs, books, and mentorship, he focuses on making sophisticated wealth-building and tax strategies more understandable and accessible to everyday investors.    Connect with Mark Website: The Perfect Portfolio LinkedIn: Mark Quann  Instagram: @markjquann X: @markjquann YouTube: The Perfect Portfolio  Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP228: Why Cash Flow Matters More Than Appreciation in Real Estate - Dustin Heiner
2026/08/26
Financial freedom becomes possible when your income no longer depends on a paycheck. In this episode, real estate investor Dustin Heiner shares how he went from being laid off from a government job to building enough rental income to become "successfully unemployed" at 37. He explains why cash flow beats speculation, how to build your investing team before buying, and why boring rental properties can create lasting wealth. Tune in to learn how to build an income-producing real estate business that works without you.    Key Takeaways To Listen For An effective way to accelerate your path to financial freedom How recycling the same capital can help investors keep acquiring properties What most investors get backward about building a rental property business The "cookie-cutter" rental property Dustin looks for in cash-flowing markets Why waiting to start may be the most expensive investing decision you make   Resources/Links Mentioned In This Episode Income Builder The 4-Hour Workweek by Timothy Ferriss | Kindle, Hardcover, and Paperback The Richest Man in Babylon by George S. Clason | Kindle and Paperback Bible  Free Real Estate Investing Course   Text RENTAL to 33777 for Dustin's FREE investing course.   About Dustin Dustin Heiner is a real estate investing expert, entrepreneur, and founder of Master Passive Income, where he helps aspiring investors build rental property businesses that generate lasting passive income and financial freedom. After becoming "successfully unemployed" at age 37 through real estate investing, Dustin made it his mission to help 1 million people invest in real estate and break their dependence on traditional employment. He is also the creator of IncomeBuilder.io, a software platform for real estate investors, and Income Building Live, an educational event that brings together investors focused on building wealth through rental properties. Through his coaching, content, and community, Dustin teaches investors—including those living in expensive markets- how to identify, acquire, and manage profitable rental properties across the country. Connect with Dustin  Website: Master Passive Income  Podcast: Master Passive Income  LinkedIn: Dustin Heiner Facebook: Master Passive Income with Dustin Heiner   Instagram: @thedustinheiner  YouTube: Dustin Heiner X: @dustinheiner    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP227: How to Resolve IRS Tax Debt Before It Becomes a Huge Problem - Jesus Abikarram, EA
2026/08/19
Tax problems rarely disappear on their own, and waiting can make them far more expensive. In this episode, tax resolution strategist Jesus Abikarram explains how unpaid taxes escalate, the resolution options available to taxpayers, and why entrepreneurs need to stay ahead of estimated payments and IRS notices. Tune in to learn how proactive tax planning can protect your finances and keep a manageable problem from becoming a crisis.   Key Takeaways To Listen For What really happens when you owe the IRS and can't pay everything at once The lesser-known IRS resolution strategies beyond a standard payment plan How unresolved tax debt can unexpectedly interfere with international travel Why getting ahead of an IRS problem can dramatically change your options Tax planning mistake entrepreneurs should avoid before building wealth   Resources/Links Mentioned In This Episode Hispanic Tax Alliance  Free Yourself from the IRS by Jesus Zacarias Abikarram | Kindle, Paperback, and Hardcover Never Split the Difference by Chris Voss and Tahl Raz | Kindle, Paperback, and Hardcover   About Jesus Abikarram, EA Jesus Abikarram, EA is a tax resolution strategist, entrepreneur, educator, and founder of Freedom Tax Resolution, with more than 30 years of experience in the U.S. tax industry. He is also CEO and Co-Founder of the Hispanic Tax Alliance, where he helps educate and empower tax professionals, particularly within the Latino community. An Enrolled Agent, Certified Acceptance Agent (CAA), NTPI Fellow, national instructor, and Amazon bestselling author, Jesus specializes in IRS tax resolution and taxpayer representation, helping individuals and businesses address tax debt and compliance challenges.    Connect with Jesus  Website: Freedom Tax Resolution LinkedIn: Jesus Abikarram, EA, CAA, NTPI Fellow,Amazon Best Seller | Freedom Tax Resolution    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP226: Capital Raising Strategies Every Growing Business Should Know - James Mendelson
2026/08/12
Raising capital isn't just about getting funding; it's about choosing the right strategy at the right stage of growth. In this episode, James Mendelson shares how businesses can balance debt and equity, prepare for acquisitions, and maximize company value before seeking outside investors. Learn what capital providers look for, why clean financials matter, and how founders can position themselves for long-term success.    Key Takeaways To Listen For Biggest mistakes founders make before raising capital When debt becomes a smarter option than giving up equity Why clean financials can dramatically increase your company's value How private equity firms decide which businesses to acquire The hidden milestones that make companies more attractive to investors   Resources/Links Mentioned In This Episode John Maxwell How to Get a Return on Failure by John C. Maxwell | Kindle and Hardcover   About James Mendelson James Mendelsohn is the Managing Director of Proximo Capital, where he advises businesses on debt and equity financing, capital strategy, and long-term growth. A seasoned financial services executive, James has extensive experience in lending, payments, and capital markets, helping companies optimize capital structures, expand into new markets, execute mergers and acquisitions, and accelerate growth. Throughout his career, he has held leadership positions at Capital One, CAN Capital, and McKinsey & Company, where he advised global organizations and emerging fintech firms on strategy, marketing, and business development. Combining deep financial expertise with a practical, growth-focused approach, James helps businesses secure the capital and strategic direction needed to scale successfully.   Connect with James Website: Proximo Capital  LinkedIn: James Mendelson    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP225: Why Intentional Investing Beats Chasing Every Real Estate Opportunity - Dani Lynn Robison
2026/08/05
Building wealth isn't about owning more properties; it's about putting your money to work with intention. In this episode, Dani Lynn Robison shares her journey from cruise ship musician to real estate entrepreneur, explaining how she evolved from turnkey rentals to managing diversified, needs-based investment funds. She breaks down why passive investing, strategic partnerships, and aligning every investment with a clear purpose can create greater financial freedom. Tune in to learn how intentional investing can help you build wealth with confidence and peace of mind.   Key Takeaways To Listen For The surprising difference between owning rentals and creating passive income Why needs-based real estate continues attracting capital across market cycles A mindset shift from being an operator to becoming a capital allocator How every investment dollar should have a specific purpose Best-in-class operators: how they can outperform doing everything yourself   Resources/Links Mentioned In This Episode Chat With Freedom - Freedom Family Investments – Education-First Real Estate Investing Calm Money Never Panics by Dani Lynn Robison | Kindle, Paperback and Hardcover Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover   About Dani Lynn Robison Dani Lynn Robison is the Co-Founder, Owner, Chief Investment Officer, and CEO of Freedom Capital Investments, a private equity real estate firm specializing in multifamily acquisitions, asset management, and investor relations. With a background in finance, capital raising, and strategic leadership, Dani has helped grow the firm by combining disciplined investment strategies with a strong focus on building lasting relationships with investors. Passionate about financial education and wealth creation, she is dedicated to helping individuals achieve long-term financial freedom through passive real estate investing while leading a values-driven organization committed to transparency, integrity, and sustainable growth.   Connect with Dani Lynn Website: Freedom Family Investment  LinkedIn: Danielle (Dani Lynn) Robison  Instagram: @danilynnrobison    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP224: How to Find, Flip, and Profit From Undervalued Rural Land - Sumner Healey
2026/07/29
What if some of the best real estate opportunities are hiding in markets most investors have never heard of? Land investor and entrepreneur Sumner Healey shares how he went from buying his first property for just over $1,000 to completing nearly 800 land deals and building a business capable of operating at scale. He breaks down how to identify high-demand markets, find motivated sellers, structure profitable acquisitions, add value to rural land, and build the right local team. Tune in to discover why land investing has changed, what works in today's market, and how patience and persistence can turn a simple strategy into a life-changing business.   Key Takeaways To Listen For Why the old "low-hanging fruit" approach to land investing stopped working What sell-through rates can reveal about overlooked markets before you invest  3 questions that help identify which landowners may actually be ready to sell How simple improvements can unlock significant value Sumner's "three-year rule": the timeline most entrepreneurs underestimate    Resources/Links Mentioned In This Episode BiggerPockets Jack Bosch Land Insights (free account) Land Investor Seven-Day Challenge LIA 2.0 Community   The Power of Now by Eckhart Tolle | Kindle, Audiobook and Paperback  How to Get Rich by Felix Dennis | Kindle, Paperback, and Hardcover   About Sumner Healey Sumner Healey is a land investor, entrepreneur, and founder of Land Insights, a software platform built to help land investors make smarter, data-driven decisions when evaluating properties and markets. Drawing from his hands-on experience in land investing, Sumner focuses on using technology, research, and streamlined systems to identify opportunities and improve the acquisition process. Through Land Insights, he helps investors access and analyze the information they need to evaluate land deals more efficiently and confidently.   Connect with Sumner Website: LandInvestor.co   Facebook Group: Land Investing Accelerated  Instagram: @sumnerhealey  YouTube: Sumner Healey    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP223: Why Building Wealth Starts With Who You Become - Jonathan Berryhill
2026/07/22
What if building wealth starts with who you become, not how much you earn? Entrepreneur, Army combat veteran, and real estate broker Jonathan Berryhill shares how discipline, faith, and a powerful sense of purpose helped him transform his life and build multiple successful businesses. From overcoming personal struggles to creating a family legacy, Jonathan reveals why identity and consistent action are at the heart of meaningful success. Tune in to discover how to build wealth, freedom, and a legacy that extends far beyond money.    Key Takeaways To Listen For Why the people around you can quietly influence how far you go What separates consistent performers from people who rely on motivation How being intentional with your priorities changes the way you define purpose What building wealth looks like when freedom matters more than money How thinking about legacy can change the decisions you make today    Resources/Links Mentioned In This Episode Warrior to Wealth by Jonathan Berryhill The Purpose Driven Life by Rick Warren  | Paperback, Hardcover, and Kindle     About Jonathan Berryhill Jonathan Berryhill is a combat veteran, former law enforcement officer, seasoned entrepreneur, and business leader with more than 18 years of experience building companies and leading teams. A former U.S. Army Infantry Sergeant and narcotics task force officer, Jonathan is the founder and CEO of B&B Health Services and a multi-state real estate broker leading more than 50 agents, earning recognition as Broker of the Year among over 100 offices nationwide. Drawing on lessons forged through military service, law enforcement, entrepreneurship, and leadership, he shares practical, field-tested frameworks for helping men lead with greater discipline, purpose, and direction. Jonathan and his family also operate Berryhill Farms, where they raise American Quarter Horses and put the principles of patience, stewardship, hard work, and generational legacy into practice every day.   Connect with Jonathan Website: Jonathan Berryhill | B&B Health Services | America's Outdoor Realty  LinkedIn: Jonathan Berryhill Facebook: Jonathan Berryhill  Instagram: @jon.berryhill    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
EP222: Smart Retirement Planning Strategies Every Investor Should Know - Ray Godleski, CFP®
2026/07/15
The best retirement strategy starts long before you stop working. In this episode, Certified Financial Planner Ray Goodletsky shares practical strategies for building tax-efficient wealth, maximizing retirement accounts, and avoiding costly mistakes before and after retirement. From Roth conversions and inherited IRAs to long-term care planning and business-owner retirement strategies, Ray explains how thoughtful planning today can create greater financial flexibility tomorrow. Tune in to learn how smart financial planning can help you build and protect lasting wealth.   Key Takeaways To Listen For Why tax diversification may matter more than investment returns The retirement planning window most investors completely overlook How Roth conversions can reduce future tax headaches Overlooked retirement tools available to business owners and solopreneurs Why having a flexible financial plan beats reacting to market uncertainty   Resources/Links Mentioned In This Episode Retirement Planning Guidebook by Wade Pfau | Kindle, Paperback, and Hardcover The 7 Habits of Highly Effective People by Stephen R. Covey | Kindle, Paperback, and Hardcover  Atomic Habits by James Clear | Kindle, Audiobook, and Paperback   About Ray Godleski, CFP® Ray Godleski, CFP®, is a financial advisor and partner at Southeast Wealth Partners, where he helps individuals, families, and business owners build long-term financial security through personalized wealth management and retirement planning. With expertise in investment management, tax-efficient strategies, retirement income, and estate planning, Ray takes a comprehensive, client-centered approach to helping clients achieve their financial goals. Known for simplifying complex financial decisions, he is committed to providing trusted guidance that empowers clients to make informed choices and build lasting financial confidence.   Connect with Ray Website: Southeast Wealth Partners Podcast: Executive Retirement Compass | Apple Podcasts Email: [email protected]    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Podcast reviews

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5 out of 5
37 reviews
★★★★★
Noah from the Flood 2026/07/22
Guest on Show
Was awesome being a guest on your show. Amazing conversation and talk. Love your flow brother.
★★★★★
G4Rules2019 2025/08/12
A wide variety of top operators
One of the things that I like best about the Wealth Flow by Keith Borie is the extraordinary range of operators that he brings onto the show. There is...
★★★★★
Annette Hemmert 2025/03/18
Podcast packed with value!
The Wealth Flow is a fantastic place to expand your knowledge on wealth creation! Great guests and great conversations!
★★★★★
Randalls0105 2024/11/26
Great Interviewer
Keith does a great job interviewing guests. This is a must listen.
★★★★★
dogzzilla 2024/08/07
real pro of an interviewer / gets interesting stories!
Keith gets the most in interest and investor info value out if his guests.
★★★★★
at ggghubd 2024/07/30
Great info on real estate investing!
Lots of good info on various investing strategies!
★★★★★
Travis Word 2 2024/07/10
Excellent Podcast!
Keith is a great host and the topics are relevant and practical. Thank you for creating this show!
★★★★★
Clayton Hep 2024/07/08
Great Podcast
Love the name. Keith goes deep with interesting guests. It’s worth a listen in a world of overpodcastication…
★★★★★
dtcray 2024/06/28
Excellent podcast!
Keith does a great job of having guests that offer value and expertise. Perfect shows for entrepreneurs and those with a passion for real eatate.
★★★★★
ihvhope 2024/04/02
Enjoy the show
Really great interviews. Thank you.
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