The Wealth Flow

Keith Borie
  • 5.0 (36)
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  • 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. 5D AGO

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 12/31/2025

    EP194: How to Solve the Real Estate Liquidity Trap - Derrick Barker

    What if your real estate portfolio showed millions on paper, but your bank account said otherwise? Derrick Barker breaks down how experienced operators solve liquidity gaps using flexible capital structures like mezzanine debt and preferred equity. Listen now to learn how modern capital stacks are reshaping commercial real estate investing.   Key Takeaways To Listen For Why low leverage and cash flow matter more than perfect operations A way for mezzanine debt and preferred equity fill gaps banks won't touch Real examples of operators using flexible capital to solve urgent problems How to protect investors when deals go sideways 2 main components that stabilize investor returns   Resources/Links Mentioned In This Episode Principles by Ray Dalio | Hardcover How Countries Go Broke by Ray Dalio | Kindle and Hardcover   About Derrick Barker Derrick Barker is the Founder and CEO of Nectar, an employee recognition and rewards platform designed to help organizations build stronger cultures through appreciation, connection, and engagement. With a background in entrepreneurship and workplace culture strategy, Derrick founded Nectar to address disengagement and burnout by making recognition simple, meaningful, and measurable. Under his leadership, Nectar has grown into a widely used platform supporting remote and in-office teams, helping companies improve retention, morale, and performance through values-driven recognition.   Connect with Derrick Website: Nectar LinkedIn: Derrick Barker   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

    46 min

  7. 12/24/2025

    EP193: From Hard Money to Industrial Wealth - Mike Zlotnik

    Stop gambling with volatility and start investing with predictable, risk-adjusted returns. In this episode, Mike Zlotnik shares how he built a career in private credit and industrial real estate using disciplined underwriting and "margin of safety" investing. Get to know the strategies that create stable cash flow and long-term wealth.   Key Takeaways To Listen For The "Jar of Honey" move that scored Mike a $160K deal discount How post-2008 chaos became the catalyst for Tempo Funding's rise Why underwriting the person matters more than underwriting the deal A sale-leaseback strategy that performs like a bond, but with upside Crucial mindset shift: invest to earn or invest to learn?   Resources/Links Mentioned In This Episode How to Choose a Smart Real Estate Investing Fund by Mike Zlotnik | Kindle Sometimes You Win, Sometimes You Learn by John C. Maxwell | Kindle, Paperback, and Hardcover   About Mike Zlotnik Mike Zlotnik is the CEO of TF Management Group and has been a real estate fund manager since 2009, following a successful career as a software executive. Known as "Big Mike" for both his stature and his integrity, he brings a deep analytical approach to private credit and real estate investing. A former political refugee from the USSR, Mike is now a U.S. citizen living in Brooklyn with his wife and four children. He holds a mathematics degree from Binghamton University, is a chess master, and is active in top investor mastermind groups. Mike is also the author of How to Choose a Smart Real Estate Investment Fund and host of The Big Mike Fund Podcast.   Connect with Mike Website: BigMikeFund Podcast: Big Mike Fund: Apple Podcasts   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. 12/17/2025

    EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP®

    Want to build wealth without a one-size-fits-all plan? In this episode, Mike Milligan shares how personalized strategies and proactive tax planning can change the trajectory of your financial life. Plus, powerful stories behind his "one-of-a-kind" approach, lessons from family entrepreneurship, and why every dollar should have a purpose.   Key Takeaways To Listen For The #1 financial skill most people lack Why tax rates in retirement won't automatically be lower Tax diversification tools every investor should know End-of-life planning: why 80% of men die married, and 80% of women die single An expert advice on true legacy you need to hear   Resources/Links Mentioned In This Episode The One of a Kind Financial Plan by Mike Milligan | Kindle and Paperback Build: An Unorthodox Guide to Making Things Worth Making by Tony Fadell | Kindle and Hardcover   About Mike Milligan, CFP® Mike Milligan, CFP®, is the Founder and Chief Financial Planner of One Oak Financial, where he helps families and business owners design simple, values-based financial plans that create clarity and long-term confidence. With more than 15 years of experience as a CERTIFIED FINANCIAL PLANNER™, Mike specializes in retirement planning, purposeful wealth-building, risk management, and personalized investment strategies. He is known for his relationship-driven approach and for helping clients navigate major life and career transitions with wisdom and financial stewardship. Mike also hosts educational workshops and community events focused on financial literacy and generational planning.   Connect with Mike Website: Mike Milligan LinkedIn: Mike Milligan, CFP®   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
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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
    199
  • Rating
    Explicit
  • Copyright
    © 2023
  • Show Website
    The Wealth Flow