Podcast
The Wealth Flow
Hosted by Keith Borie · EN
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.
45episodes
Episodes
Newest firstAll episodes
EP196: Why the Best Real Estate Deals Are the Ones Banks Avoid - Joel Kraut
Jan 1400:47:47Tap to summarizeIf 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 KrautJoel 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 UsIf 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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EP195: What First-Generation Wealth Creators Know About Real Financial Freedom - Tad Fallows
Jan 700:50:03Tap to summarizeWhat 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 FallowsTad 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 UsIf 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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EP194: How to Solve the Real Estate Liquidity Trap - Derrick Barker
Dec 3100:45:54Tap to summarizeWhat 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 BarkerDerrick 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 UsIf 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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EP156: Self-Storage Investing Secrets for Maximum Returns - Mark Helm, CCIM
Apr 9, 202500:58:55Tap to summarizeJoin us as Mark Helm, CCIM, co-founder of a leading self-storage construction company and author of "Creating Wealth Through Self Storage," shares expert insights into self-storage investments. Explore development strategies, market analysis, financial planning, and portfolio management to understand the dynamics of this lucrative sector. Key Takeaways To Listen For The appeal of self-storage investments How the self-storage market withstands economic downturns Strategic techniques for expanding existing facilities Ingenious ways to optimize facility design Strategies for maximizing investor returns Resources/Links Mentioned In This Episode Creating Wealth Through Self Storage by Mark Helm | Kindle and Paperback The Science of Getting Rich by Wallace D. Wattles | Hardcover and Kindle Analyze self-storage projects like a pro with Storage World Analyzer—the ultimate tool for smaller investors! Know exactly how a property will perform and what to pay for it. Get it now at https://creatingwealththroughselfstorage.com/storage-world-analyzer About Mark Helm, CCIMMark Helm, CCIM, is a commercial real estate agent specializing in self-storage, who began his journey in the industry in the mid-1990s. By the year 2000, he purchased his first self-storage project. Mark is also an author known for his book "Creating Wealth Through Self Storage," where he shares his experiences and insights. He helped start a small construction company to address high construction costs, which has successfully reduced project costs by 15% to 27% compared to previous bids. Helm continues to contribute to the industry with over 1,000 one-on-one coaching calls and leading high-level mastermind sessions. Connect with Mark Website: Creating Wealth Through Self Storage | Resolve LinkedIn: Mark Helm, CCIM Facebook: Mark B. Helm, Author, Self Storage Owner Email: mark@helmproperties.com Connect With UsIf 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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EP155: The Strategic Value of Investing in Rare and Technology Metals - Louis O'Connor
Apr 2, 202500:50:15Tap to summarizeStep into the niche world of strategic, rare, and technology metals with expert Louis O'Connor. Discover the critical role metals like gallium, germanium, and rare earth elements play in modern technology and their complex geopolitical supply chains. Dive deep into this episode to understand the unique investment opportunities and technological advancements driven by these essential resources. Key Takeaways To Listen For How strategic metals are integral to modern technology applications Investment opportunities in the strategic metals market Safe storage and liquidity of these metals within the supply chain Potential risks involved in investing in strategic metals The evolving uses of strategic metals and their growing importance Resources/Links Mentioned In This Episode Endurance by Alfred Lansing | Kindle, Paperback, and Hardcover About Louis O'ConnorLouis O'Connor is the Founder and CEO of Strategic Metals Invest, the only industry broker offering private investors the opportunity to purchase and profit from strategic metals. These essential raw materials, including technology and rare earth metals, play a crucial role in industries such as electric vehicles, aerospace, and renewable energy. With a background in alternative investments, Louis has positioned Strategic Metals Invest as a pioneer in making these high-performing assets accessible to individual investors. His expertise has been featured in various financial platforms, where he educates investors on the advantages of diversifying with strategic metals, which have consistently outperformed traditional precious metals and stock indices in recent years. Connect with Louis Website: Strategic Metals Invest LinkedIn: Louis O' Connor Email: louis@strategicmetalsinvest.com Connect With UsIf 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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EP154: Turn Dirt into Dollars with Land Flipping Strategies from Travis King - Travis King
Mar 26, 202500:58:52Tap to summarizeUnlock the secrets of land flipping with Travis King, who has mastered the art across 28 states. From his blue-collar roots in Montana to becoming a land investing guru, Travis dives into his innovative strategies, including tax auctions, seller financing, and direct mail campaigns. Tune in to learn how you can replicate his success in the dynamic world of real estate. Key Takeaways To Listen For A powerful systematic approach in land flipping Challenges and strategies for land acquisition The importance of market selection How crucial are partnerships with real estate agents Motivational advice for new investors Resources/Links Mentioned In This Episode Bid4Assets.com PropStream DataTree Rich Dad Poor Dad by Robert Kiyosaki | Kindle, Paperback, and Mass Market Paperback The E-Myth Revisited by Michael E. Gerber | Paperback and Kindle The Land Investor’s Playbook by Travis King | Kindle and Hardcover About Travis KingTravis King is the founder of TravisKing.com and Land Investing Mastery, as well as the co-founder of Freedom Land Capital. As a committed believer, husband, and father, he is dedicated to helping others achieve financial freedom through land investing. Alongside his wife, Becca, Travis has successfully completed hundreds of land flips. He offers extensive coaching and educational services in land investing, aiding many in establishing profitable land investment operations. Travis has conducted over 1,000 one-on-one coaching calls and leads the premier mastermind in the land investing sector. His primary aim is to enable investors to attain financial independence using modern, accessible methods for profitable land investing. Connect with Travis Website: Travis King Facebook: Travis King Instagram: @_travisaking Connect With UsIf 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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EP153: How to Build Real Estate Wealth Faster and Smarter with Annette Hemmert
Mar 19, 202500:51:56Tap to summarizeFrom her beginnings in pharmaceutical sales to becoming a powerhouse in the Texas real estate market, Annette Hemmert shares her transformative journey. Dive into her world as she explains how she shifted from a W-2 employee to building a thriving real estate investment portfolio. Learn about the power of leveraging professional networks and the crucial role of personal development in achieving financial freedom. Key Takeaways To Listen For The value of masterminds within the real estate industry Tax benefits associated with real estate investments Alternative investment approaches for substantial wealth growth How to utilize LinkedIn for networking and growth in real estate Why you must thoroughly vet deals and partners Resources/Links Mentioned In This Episode Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle Best Ever Apartment Syndication Book by Joe Fairless and Theo Hicks | Paperback and Kindle 10x Is Easier than 2x by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover Bible Thou Shall Prosper by Rabbi Daniel Lapin | Kindle and Hardcover About Annette HemmertAnnette Hemmert, founder of Covenant Capital, began her corporate career in 2012, initially in financial services, before excelling as a top sales manager for a Fortune 500 pharmaceutical company. Seeking greater control over her investments, she turned to real estate in 2022, rapidly investing in 668 units within two years. Covenant Capital focuses on identifying properties that balance immediate cash flow with future appreciation, enhancing returns through property improvements and efficient management. Currently, the firm concentrates on the San Antonio area, with plans to expand into key Texas markets. Annette holds a B.S. in Biology from Texas Tech University and resides in San Antonio with her husband and two sons. Connect with Annette Website: Covenant Capital LinkedIn: Covenant Capital Facebook: Annette Hemmert Connect With UsIf 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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EP152: Leveraging Wealth for Global Impact - Andrew McNair
Mar 12, 202500:48:59Tap to summarizeJoin Andrew McNair as he shares over a decade of wisdom in real estate and wealth management. Discover how he shifted from active to passive investing to build a diversified portfolio and the profound impact of his commitment to philanthropy, including his charitable books and initiatives. Tune in for a deep dive into the lessons he's learned from financial setbacks and the significant role charitable giving plays in wealth management. Key Takeaways To Listen For Critical importance of diversification in investments The creation of Andrew’s charitable LLC Major advantages of diversified asset classes Modern challenges of philanthropy An investment strategy for retirees to have passive income Resources/Links Mentioned In This Episode Don’t Be Penny Wise & Dollar Foolish by Andrew S McNair | Paperback Tithe: A Living Testimony by Andrew S. McNair | Paperback and Mass Market Paperback The Giving Crisis by Andrew McNair | Kindle and Hardcover About Andrew McNairAndrew McNair is the President and Founder of SWAN Capital, which stands for "Sleep Well At Night," reflecting its mission to ease retirement worries through integrated financial planning. He started his career with a financial internship at age 14 and later studied finance at the University of West Florida. McNair, a licensed investment adviser and insurance professional in Florida and Alabama, also teaches at Pensacola State College and hosts the "What Your Money Would Say" radio show and the "Rich Young & Powerful" podcast. He is an author and frequent media contributor, focusing on retirement income, wealth preservation, and estate planning. Connect with Andrew McNair Website: SWAN Capital | Everyday Philanthropy Podcast: Rich Young & Powerful | Apple Podcasts: Connect With UsIf 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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EP151: The A-to-Z Guide to Industrial Real Estate - Gregg Gruehl
Mar 5, 202500:44:46Tap to summarizeDive deep into industrial real estate development with Gregg Gruehl, who leverages a rich family legacy and experience from top-tier REITs alongside his entrepreneurial ventures with his brother. Explore the critical steps from land acquisition to tenanting and uncover the strategic insights that drive successful industrial projects. Tune in to discover how his extensive networks and deep industry knowledge propel his success in this complex field. Key Takeaways To Listen For Gregg's multi-generational involvement in real estate A development strategy shift for better investment return Main challenges in industrial development Future growth and business strategy for long-term hold How to navigate the complexities of industrial property development Resources/Links Mentioned In This Episode Rich Dad Poor Dad by Robert Kiyosaki | Paperback and Kindle Can’t Hurt Me by David Goggins | Kindle and Paperback About Gregg GruehlGregg Gruehl is the Co-Founder of Gruehl Capital Management Partners Inc. (GCMP), a regional commercial real estate investment firm specializing in industrial warehouses. Before establishing GCMP, Gregg held significant positions at STAG Industrial and Link Logistics. At STAG Industrial, he was responsible for sourcing and underwriting acquisition opportunities across the Midwest and Mid-Atlantic regions. Prior to that, at Link Logistics, Blackstone's industrial holding company, he served as an asset manager overseeing leasing and property operations for assets in Northern California. Connect with Gregg Website: Gruehl Capital Management Partners Inc. LinkedIn: Gregg Grueh Email: gregg@gruehlcmp.com Connect With UsIf 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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EP150: Renovate, Syndicate, Dominate: Multifamily Real Estate Playbook - Rochelle Petersen
Feb 26, 202500:44:37Tap to summarizeFrom her beginnings as a professional organizer to managing large-scale investments, Rochelle Petersen shares her unique journey and strategies for success. Dive into market research, investor communication, and effective renovation strategies to uncover how you can build wealth through real estate with Rochelle's expert insights and hands-on experience. Key Takeaways To Listen For Rochelle's background and transition to real estate investing Importance of underwriting and connecting with the right people in the industry The difficulties encountered while raising capital How crucial is effective property management? Main keys to maintaining trust and managing investor expectations Resources/Links Mentioned In This Episode Raising Capital for Real Estate by Hunter Thompson | Paperback and Kindle Buy Back Your Time by Dan Martell | Hardcover and Kindle About Rochelle PetersenRochelle Petersen is the Co-Founder and Managing Partner of Growth Capital Investors, a real estate investment firm based in Folsom, California. She holds a Bachelor of Arts in Speech Communications with a business minor from San Jose State University. Rochelle's diverse professional background includes experience in banking, property management, recruiting, and entrepreneurship, having established her own professional organizing business. Inspired by her son Cade's interest in real estate investing, she transitioned full-time into multifamily real estate. In her personal life, Rochelle enjoys traveling and spending quality time with her husband and their four sons, who are active in sports and acting. Connect with Rochelle Website: Growth Capital Investors Email: rochelle@growthcapitalinvestors.com Phone: (916)342-5924 Connect With UsIf 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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