The Wealth Flow

Keith Borie
  • 5.0 (37)
  • 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. 2d ago

    EP229: How to Build Wealth, Reduce Taxes, and Rethink Retirement - Mark Quann

    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

  2. Aug 26

    EP228: Why Cash Flow Matters More Than Appreciation in Real Estate - Dustin Heiner

    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

  3. Aug 19

    EP227: How to Resolve IRS Tax Debt Before It Becomes a Huge Problem - Jesus Abikarram, EA

    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

  4. Aug 12

    EP226: Capital Raising Strategies Every Growing Business Should Know - James Mendelson

    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

  5. Aug 5

    EP225: Why Intentional Investing Beats Chasing Every Real Estate Opportunity - Dani Lynn Robison

    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

  6. Jul 29

    EP224: How to Find, Flip, and Profit From Undervalued Rural Land - Sumner Healey

    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

  7. Jul 22

    EP223: Why Building Wealth Starts With Who You Become - Jonathan Berryhill

    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

  8. Jul 15

    EP222: Smart Retirement Planning Strategies Every Investor Should Know - Ray Godleski, CFP®

    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: info@sewealthpartners.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

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5
out of 5
37 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
    229
  • Rating
    Explicit
  • Copyright
    © 2023
  • Show Website
    The Wealth Flow

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