The Wealth Flow

Keith Borie
  • 5.0 (36)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 6D AGO

    EP202: The Wealth Elevator: How to Scale Beyond Rental Properties - Lane Kawaoka

    Lane Kawaoka went from being a civil engineer in Hawaii to controlling over 10,000 rental units by rejecting the traditional "401(k) and hope" strategy. If you want clarity on your financial position and which strategy best fits your net-worth stage, this conversation provides a roadmap. Listen now and identify which floor of the Wealth Elevator you're currently on. Key Takeaways To Listen For Why scaling beyond 10-15 rentals becomes operationally painful The mindset shift from landlord to passive LP in commercial deals How accreditation changes your investment options dramatically Infinite banking explained simply: why it's not an investment Oil & gas vs. real estate: which is a better tax strategy Resources/Links Mentioned In This Episode Chatham Financial FedWatch - CME Group The Wealth Elevator by Lane Kawaoka | Kindle and Paperback Grab your copy of The Wealth Elevator by Lane Kawaoka on Amazon, then take a screenshot of your purchase and email it to team@thewealthelevator.com. You'll get the free PDF plus the MP3 version hooked up as a bonus! About Lane Kawaoka Lane Kawaoka is a former civil engineer turned real estate investor and entrepreneur, and the founder of The Wealth Elevator, a private investment community that helps high-income professionals transition from single-family rentals to institutional-quality multifamily and alternative investments. After starting his investing journey with turnkey rentals while working in corporate engineering, Lane built a multimillion-dollar real estate portfolio and now focuses on large multifamily syndications and passive investment opportunities. He is also the host of the Simple Passive Cashflow podcast, where he shares strategies on scaling beyond "mom-and-pop" investing into true passive wealth-building. Lane specializes in helping accredited investors deploy capital into cash-flowing assets while emphasizing tax efficiency, risk mitigation, and long-term wealth strategy.   Connect with Lane Website: The Wealth Elevator   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

    47 min

  2. FEB 18

    EP201: Scaling Real Estate with Private Lending, DSCR Loans, and Asset-Based Capital - Matthew Medrano

    Matthew Medrano breaks down how real estate investors can scale faster using asset-based lending instead of traditional bank financing. From 100% loan-to-cost rehab loans to long-term DSCR financing, Matthew explains how private credit works, why control of capital matters, and how investors can adapt their strategy in changing rate environments, without relying on W-2 income or tax returns.   Key Takeaways To Listen For Why asset-based lending unlocks scale when traditional banks cap investor growth How DSCR loans really work and what lenders actually care about What 100% loan-to-cost financing looks like in real-world rehab deals The hidden risks of relying on outside capital partners and liquidity events A strong private lender vs. a deal killer in DSCR underwriting   Resources/Links Mentioned In This Episode Greenlights by Matthew McConaughey | Hardcover and Audiobook Poems & Prayers by Matthew McConaughey | Kindle and Hardcover   About Matthew Medrano Matthew Medrano is the Managing Partner and Chief Revenue Officer (CRO) of Dynamo Capital, a multifamily real estate investment firm focused on acquiring and operating workforce housing across the Midwest and Southeast. At Dynamo, Matthew leads capital formation, investor relations, and strategic partnerships, helping the firm scale responsibly while maintaining a strong investor-first culture. With a background in sales leadership, marketing, and relationship-driven growth, he is known for his transparent communication style and for helping passive investors understand multifamily fundamentals, risk, and long-term wealth strategy. Matthew is also an active educator and speaker in the real estate investing community.   Connect with Matthew Website: Dynamo Capital LinkedIn: Matthew Medrano Email: matthew@dynamocapital.com   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

    47 min

  3. FEB 11

    EP200: The Simple Framework Warren Buffett-Style Investors Actually Use - Sean Tepper

    Most people don't avoid investing because they hate returns; they avoid it because they lack confidence. In this episode, Sean Tepper shares how his journey from athlete to entrepreneur led him to build a data-driven stock analysis platform that removes emotion and noise from investing. Listen now to learn how confidence, not complexity, is the real edge in the stock market.   Key Takeaways To Listen For Why copying stock tips and social media advice leads to inconsistent results Traffic-light rating system vs. spreadsheets and gut instinct The real reason investors use Tykr How to help investors know when to hold or sell What "stockpiling" does during market pullbacks   Resources/Links Mentioned In This Episode Rule #1 by Phil Town | Kindle, Paperback, and Hardcover Payback Time by Phil Town | Kindle, Paperback, and Hardcover Smarter Faster Better by Charles Duhigg | Kindle, Paperback, and Hardcover Libby   About Sean Tepper Sean Tepper is the Founder and CEO of Tykr, a global investment research platform that provides retail investors with institutional-grade financial data, valuation tools, and earnings transcripts. Prior to founding Tykr, Sean worked in private equity, where he saw firsthand how professional investors accessed information that everyday investors could not. He launched Tykr to level the playing field by making high-quality financial data transparent, affordable, and easy to use. Under his leadership, Tykr has grown into a widely used platform trusted by investors worldwide for fundamental analysis, long-term investing, and company research.   Connect with Sean Website: Tykr   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

    44 min

  4. FEB 4

    EP199: The Holistic Wealth Strategy High-Income Earners Actually Use - Dave Wolcott

    If the traditional financial plan worked, most people wouldn't feel stuck trading time for money. In this episode, Dave Wolcott shares how becoming a father to triplets pushed him to question Wall Street advice and design a holistic wealth strategy built on cash flow, tax efficiency, and control. Listen now to learn how sophisticated investors structure freedom outside the stock market.   Key Takeaways To Listen For The critical difference between active investing and truly passive wealth Why investors almost always move from active deals to syndications How niche real estate operators outperform broad market strategies Private credit benefits when banks pull back from small businesses What oil and gas investing can offset from your W-2 income   Resources/Links Mentioned In This Episode Rich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Hardcover and Paperback The Art of Impossible by Steven Kotler | Kindle, Paperback, and Hardcover Kolbe Assessment   Get a FREE copy of The Holistic Wealth Strategy by Dave Wolcott and learn how to build true, holistic wealth. Connect with Dave and explore Pantheon Investments opportunities at https://holisticwealthstrategy.com.   About Dave Wolcott Dave Wolcott is a Marine Corps veteran, entrepreneur, and the Founder and CEO of Pantheon Investments, a private real estate investment firm focused on helping investors build durable, passive wealth through multifamily, self-storage, and commercial real estate. After serving as a Marine officer, Dave transitioned into finance and investing, where he developed a disciplined, mission-driven approach to capital allocation and risk management. Through Pantheon, he emphasizes long-term wealth creation, conservative underwriting, and investor education. Dave is also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast, where he explores advanced tax strategy, asset protection, and legacy planning with leading experts.   Connect with Dave Website: Holistic Wealth Strategy Podcast: Wealth Strategy Secrets | Apple Podcasts and Spotify   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

    49 min

  5. JAN 28

    EP198: Breaking the Stress-Debt Cycle and Building Real Financial Security - Carrie Friedberg

    Money stress doesn't come from a lack of income; it comes from a lack of clarity, systems, and emotional safety. Certified money coach Carrie Friedberg shares how breaking the credit card cycle, building intentional savings, and staying connected to your numbers can radically change your financial life and your relationships. This episode reframes personal finance as a learnable life skill, not a moral failing, and shows how small, consistent changes lead to lasting peace with money. Key Takeaways To Listen For Why credit cards quietly keep people stuck, and when stopping their use is the fastest reset 2 savings accounts that prevent financial emergencies from turning into debt What "financial systems" actually look like and why habits matter more than formulas How money stress impacts relationships and why avoidance makes it worse over time Reasons why lifelong financial literacy matters even after you feel "stable"   Resources/Links Mentioned In This Episode At Peace with Money by Carrie Friedberg | Kindle and Paperback The Let Them Theory by Mel Robbins | Kindle, Paperback, and Hardcover Online Course: Financial Wellness Foundations Quicken (Mac) Monarch   About Carrie Friedberg Carrie Friedberg is a money coach and financial empowerment guide who helps individuals transform their relationship with money by addressing the emotional, behavioral, and mindset patterns behind financial decisions. Blending practical money skills with personal development, Carrie works with clients to reduce financial stress, build confidence, and create aligned, values-driven financial lives. Her approach focuses on clarity, self-trust, and sustainable habits rather than shame, restriction, or hustle-based money rules.   Connect with Carrie Website: SF Money Coach   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

    47 min

  6. JAN 21

    EP197: How Passive Income Proved Itself When Life Came to a Stop - Ashley Garner

    What would happen to your income if you stopped working tomorrow? Ashley Garner shares how decades in real estate and a life-altering heart attack reshaped his approach to wealth, time, and risk. Listen now to learn how building systems, not hustle, creates true financial freedom.   Key Takeaways To Listen For The $10,000-per-month passive income target that clarified his scaling strategy Why multifamily math never changes, but management must How surviving cardiac arrest proved passive income works when life stops Direct-mail strategy that unlocked a 32-unit acquisition at a massive discount An effective way to create scale and expose new capital-raising realities   Resources/Links Mentioned In This Episode How to Win Friends & Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle   About Ashley Garner Ashley B. Garner is a seasoned real estate investor, multifamily operator, and licensed broker with over 30 years of experience in the real estate industry as an owner, operator, manager, and advisor. He is the founder and president of ABG Multifamily / ABG & Associates, a real estate investment company focused on multifamily apartments and helping others pursue financial freedom through real estate investing. Ashley currently owns and operates a portfolio of 132+ units (368 beds) across multiple states, and leverages his deep industry knowledge to support investor education and community building in the multifamily space. In addition to his investing work, he has been a real estate broker since the mid-1990s and is active in coaching and content that helps other investors understand underwriting, value-add strategies, and operational efficiencies in multifamily investing.   Connect with Ashley Website: ABG Multifamily LinkedIn: Ashley Garner Facebook: Ashley B. Garner & Associates YouTube: Ashley B. Garner & Associates, Inc.   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

    48 min

  7. JAN 14

    EP196: Why the Best Real Estate Deals Are the Ones Banks Avoid - Joel Kraut

    If you want to know the real estate deals that most investors avoid, this episode is for you! Join in as Joel Kraut shares how he built a decades-long career financing "hard-to-lend" properties like gas stations, car washes, hotels, self-storage, and owner-occupied businesses. Listen now to learn how focusing on overlooked assets can unlock durable wealth and long-term opportunity.   Key Takeaways To Listen For Why private and creative financing unlock deals banks won't touch How one gas-station loan unexpectedly became a career-defining niche Environmental realities that make gas-station financing misunderstood Businesses that are increasingly attractive to community banks The golden rule of private lending you should be aware of   Resources/Links Mentioned In This Episode Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover VTSAX-Vanguard Total Stock Market Index Fund Admiral Shares   About Joel Kraut Joel Kraut is the founder of BRRRR Loans, a lending company specializing in financing solutions for real estate investors using the BRRRR strategy (Buy, Rehab, Rent, Refinance, Repeat). With deep expertise in DSCR loans, short-term rentals, and investor-focused mortgage products, Joel helps investors scale rental portfolios without relying on traditional income verification. Known for his hands-on, investor-first approach, he works closely with clients to structure financing that supports long-term cash flow, velocity, and portfolio growth.   Connect with Joel Website: Brrrr Loans   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

    48 min

  8. JAN 7

    EP195: What First-Generation Wealth Creators Know About Real Financial Freedom - Tad Fallows

    What really changes when your net worth jumps from $1 million to $10 million, and beyond? In this episode, Tad Fallows shares rare, data-driven insights from thousands of first-generation wealth creators navigating tax strategy, alternative investing, estate planning, and life after liquidity. Listen now to learn how sophisticated investors think beyond Wall Street.   Key Takeaways To Listen For The real financial challenges that appear after a major liquidity event How Long Angle pools capital to access top-tier private investments Music royalties explained: predictable cash flow from intellectual property Why private credit and energy stand out for consistent income Practical tax strategies wealthy investors actually use, and what to avoid   Resources/Links Mentioned In This Episode Unconventional Success by David F. Swensen | Kindle and Hardcover Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin | Kindle, Paperback, and Hardcover   About Tad Fallows Tad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad's background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.   Connect with Tad Website: Long Angle Podcast: Navigating Wealth Podcast | Apple Podcasts and Spotify LinkedIn: Tad Fallows | Long Angle   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

    50 min
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Trailer

5
out of 5
36 Ratings

About

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.

Information

  • Creator
    Keith Borie
  • Years Active
    2023 - 2026
  • Episodes
    202
  • Rating
    Explicit
  • Copyright
    © 2023
  • Show Website
    The Wealth Flow

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