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. 5d ago

    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://slipstreamaii.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

  2. Jul 8

    EP221: The Investor Mindset That Turns Difficult Deals Into Big Wins - Doron Levi

    The best real estate deals aren't always the easiest ones; they're often the ones everyone else overlooks. In this episode, Doron Levi shares how he built a real estate portfolio by combining creative deal structuring, development expertise, and a business-first mindset. From transforming industrial buildings into multifamily properties to negotiating seller financing and repositioning distressed assets, Doron reveals why understanding people and solving problems is often more valuable than simply finding properties. Dial in to learn how creative thinking can unlock opportunities others never see.   Key Takeaways To Listen For A mindset shift that helped transform a business owner into a successful developer How creative financing can unlock deals traditional lenders won't touch Why learning to pivot separates successful investors from everyone else The hidden value of understanding a seller's real motivation before negotiating Reasons why listening can become your greatest competitive advantage   Resources/Links Mentioned In This Episode What the Heck Is EOS? by Gino Wickman and Tom Bouer   About Doron Levi Doron Levi is a real estate developer, builder, entrepreneur, and seasoned investor with a diverse background in business and real estate. After building, scaling, and successfully exiting multiple multimillion-dollar service companies, he reinvested his capital into real estate, focusing on the acquisition, development, and construction of multifamily and commercial properties. As the leader of several real estate ventures, Doron has overseen more than 8 million square feet of completed projects and enhanced over $70 million in multifamily, commercial, and residential assets through land entitlement, construction, redevelopment, and property restoration. With expertise spanning private equity, business acquisitions, and property management, he is known for his hands-on, innovative approach to creating long-term value and delivering profitable real estate investments.   Connect with Doron Website: Doron Levi  LinkedIn: Doron Levi  Facebook: Doron Levi  Instagram: @doronlevirei  YouTube: Doron Levi    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. Jul 1

    EP220: How Smart Investors Use LLCs, DSCR Loans & Cost Segregation - Aaron Marsh

    Looking for financing options beyond what traditional banks offer? In this episode, Aaron Marsh, founder of Marsh Lending, explains how investors can use creative lending strategies to finance short-term rentals, multifamily properties, and commercial real estate. From DSCR loans and LLC structures to cost segregation and portfolio lending, Aaron breaks down practical ways investors can qualify for more opportunities while protecting their long-term wealth. Tune in to discover financing strategies that can help you grow your real estate portfolio with confidence.    Key Takeaways To Listen For Why experienced investors often choose LLCs over personal ownership How DSCR loans open doors that traditional lenders often close The overlooked tax strategy that can dramatically improve cash flow What lenders really evaluate before approving commercial properties Financing mindset that helps investors scale with confidence   Resources/Links Mentioned In This Episode Traction by Gino Wickman | Kindle, Audiobook, and Paperback The Richest Doctor by David Auer | Paperback and Hardcover   About Aaron Marsh Aaron Marsh brings a lifetime of real estate expertise, rooted in his Dallas upbringing, combined with a strong finance background and an MBA in Strategy. At Marsh Lending, we are dedicated to delivering seamless, customizable mortgage and lending solutions that meet the demands of today's dynamic personal and commercial markets. Our services include a diverse range of mortgage solutions, including DSCR loans for investment properties, no-income-or-employment-verification loans, bank-statement loans, portfolio loans, 1031 exchanges, and more. With a commitment to fast closings, we eliminate the frustrations often associated with traditional mortgage processes, making your path to financing smooth and stress-free. Now based along the scenic beaches of 30A, Aaron and his team are ready to serve clients wherever they are. We proudly   Connect with Aaron Website: Marsh Lending  Email: hello@marshlending.com  YouTube: Marsh Lending    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. Jun 24

    EP219: Building Wealth One Deal at a Time - Dr. Jordan Romano

    What happens when a physician applies curiosity, patience, and long-term thinking to real estate investing? In this episode, Dr. Jordan Romano shares how he built a portfolio of single-family and multifamily properties while maintaining a full-time medical career. From finding deals on Craigslist and turning one property into multiple opportunities through subdivision, Jordan reveals why staying hyper-local and thinking differently can uncover value others miss. Tune in to learn how patience, optionality, and disciplined investing can help create long-term wealth.   Key Takeaways To Listen For Overlooked opportunities hiding in plain sight within local markets How curiosity often uncovers value that other investors miss Why optionality can be more valuable than immediate cash flow The surprising benefits of staying hyper-local with your investments Mindset shift that helps investors avoid costly mistakes   Resources/Links Mentioned In This Episode Am I Being Too Subtle? by Sam Zell | Kindle and Hardcover  The Almanack of Naval Ravikant | Kindle, Paperback, and Hardcover Thinking In Bets by Annie Duke | Hardcover & Audiobook   About Dr. Jordan Romano Dr. J. Jordan Romano is an Ivy League–trained physician with more than 15 years of clinical experience practicing in major academic medical centers. In addition to his clinical work, he has spent nearly a decade consulting in the medical malpractice field, providing expert witness services for both plaintiff and defense firms across the United States. His expertise includes reviewing medical records, evaluating standards of care, analyzing complex medical cases, and delivering expert testimony. Passionate about education and professional development, Dr. Romano is committed to helping fellow healthcare professionals succeed by sharing the knowledge and insights gained throughout his clinical and medical-legal career.   Connect with Dr. Jordan   Website: Medical Expert Witness   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. Jun 17

    EP218: Tax Lien Investing Made Simple - Stephen Morel

    Tax lien investing has delivered double-digit returns for institutional investors for decades, but most investors have been locked out by complexity and legal barriers. In this episode, Stephen Morel shares how his experience as a title attorney and entrepreneur led him to build technology that simplifies tax lien investing nationwide. From Hurricane Katrina's impact on New Orleans to the creation of a platform that automates compliance, asset management, and due diligence, he explains how investors can access one of real estate's most overlooked opportunities. Tune in to learn how technology is transforming tax lien investing and making it accessible to more investors than ever before.   Key Takeaways To Listen For Why tax lien investing has remained dominated by institutions for over a century Artificial barriers that keep everyday investors out of a $20 billion market How technology is simplifying one of real estate's most complex asset classes The surprising reason most tax liens never reach foreclosure Main difference between investing for interest income versus property ownership   Resources/Links Mentioned In This Episode Early Access to Simplified AI-Powered Tax Lien Investing   The ONE Thing by Gary Keller and Jay Papasan | Kindle, Audiobook, and Paperback Tax Sale Resources   About Stephen Morel Stephen Morel is the founder of JurisDeed, a legal services firm focused on helping real estate investors, entrepreneurs, and business owners protect and structure their assets through strategic legal planning. With a background in law and real estate, Stephen specializes in entity formation, asset protection, estate planning, and legal frameworks designed to support long-term wealth creation. Through JurisDeed, he provides practical, investor-focused guidance that helps clients navigate complex legal matters with clarity and confidence while building a strong foundation for growth and legacy.   Connect with Stephen  Website: JurisDeed  LinkedIn: Stephen Morel    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. Jun 10

    EP217: How Mobile Home Parks and RV Communities Create Long-Term Cash Flow - Nathan Jameson

    Affordable housing shortages continue to create opportunities, but only for investors who understand the operational side of the business. In this episode, Nathan Jameson shares how he scaled from a 36-site mobile home park to managing over $150M in manufactured housing and RV assets. From utility systems and resident quality to fund structures and seasonal RV investing, Nathan explains how patient operators build long-term value in overlooked sectors. Listen now to learn why manufactured housing continues attracting capital despite changing markets.   Key Takeaways To Listen For How experienced operators create value beyond simply raising lot rents The hidden economics behind filling vacant sites profitably Why smaller parks created opportunities before institutional capital caught on Surprising advantages of age-restricted communities during uncertain markets What changing market cycles are doing to seller expectations and deal flow   Resources/Links Mentioned In This Episode "What Are People For?" by Wendell Berry | Kindle and Paperback   About Nathan Jameson Nathan Jameson is the founder and managing partner of Arx Ventures, a real estate investment firm focused on identifying and operating high-performing multifamily and commercial assets. With experience across acquisitions, underwriting, asset management, and capital raising, Nathan specializes in building resilient investment strategies designed to perform across changing market conditions. Known for his disciplined approach to risk management and data-driven decision-making, he focuses on creating long-term value for investors while emphasizing operational excellence, strong partnerships, and sustainable growth.   Connect with Nathan Website: Arx Ventures  LinkedIn: Nathan Jameson    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

  7. Jun 3

    EP216: Private Equity Strategies for Smarter Real Estate Investing - John Azar

    Markets change fast, but disciplined investors adapt faster. In this episode, John Azar shares how decades of experience through crashes, distressed assets, and private equity have shaped his investment philosophy. From multifamily underwriting and car wash investments to distressed opportunities and operator selection, John breaks down how investors can build resilience in uncertain markets. Tune in to learn how disciplined underwriting and smart partnerships create long-term success.   Key Takeaways To Listen For Why boots-on-the-ground due diligence beats relying solely on spreadsheets The resilience advantage of B-class multifamily during economic shifts How strong relationships and operator partnerships accelerate long-term growth Reasons why some investors survive volatile markets while others get wiped out Where savvy investors are uncovering overlooked opportunities in today's market   Resources/Links Mentioned In This Episode Devil Take the Hindmost by Edward Chancellor | Kindle, Paperback, and Hardcover Hope Is Not A Method by Gordon R. Sullivan | Kindle, Paperback, and Hardcover   About John Azar John Azar is the founder and managing partner of Peak 15 Capital, where he focuses on multifamily and commercial real estate investments with an emphasis on value creation, disciplined underwriting, and long-term wealth building. With experience spanning acquisitions, asset management, and market analysis, John helps investors navigate complex market cycles while identifying opportunities in both traditional and alternative asset classes. Known for his data-driven yet relationship-focused approach, he specializes in building resilient investment strategies that prioritize downside protection, operational excellence, and sustainable growth.   Connect with John Website: Peak 15 Capital  LinkedIn: John Azar  Email: azar@peak15cap.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

  8. May 27

    EP215: The Senior Living Boom: Why Investors Are Watching the "Silver Tsunami" - Jerry Vinci

    Senior living is no longer a niche investment; it's becoming one of the biggest demographic opportunities of the next two decades. In this episode, Jerry Vinci breaks down why the "silver tsunami" is creating massive demand for senior housing, assisted living, and memory care communities. From occupancy growth and operational challenges to lead-generation systems and investment due diligence, Jerry reveals what separates thriving senior-living operators from struggling ones. Listen now to learn why this asset class is attracting serious attention from investors nationwide.   Key Takeaways To Listen For How demographic shifts are driving sustained need for senior living communities Overlooked gaps where senior housing communities lose revenue Ways reliance on referral agencies can quietly erode your bottom line Why robust marketing-to-move‑in systems are the engine of occupancy gains How operator execution quality can make or break a senior housing deal   Resources/Links Mentioned In This Episode Becoming a Category of One by Joe Calloway | Kindle, Paperback, and Hardcover A Place for Mom Caring    About Jerry Vinci Jerry Vinci is the founder and CEO of CCR Growth, a marketing and growth agency dedicated exclusively to the senior living industry. With more than 20 years of experience in marketing, demand generation, and occupancy growth, Jerry helps senior living operators build scalable systems that generate qualified leads, improve move-ins, and create more predictable growth. He is also the host of the From Leads to Leases podcast, where he speaks with industry leaders about senior living marketing, operations, sales strategy, and the future of occupancy growth. Known for his direct, systems-driven approach, Jerry focuses on aligning marketing, sales, and operations to help communities grow sustainably and serve families more effectively.   Connect with Jerry Website: CCR Growth  LinkedIn:  Jerry Vinci    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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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
    222
  • Rating
    Explicit
  • Copyright
    © 2023
  • Show Website
    The Wealth Flow

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