The Wealth Flow

Hosted by Keith Borie

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Episodes

226

Latest episode

Aug 2026

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EN-US

About the show

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.

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August 19, 2026Episode 22754 min

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

August 12, 2026Episode 22652 min

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

August 5, 2026Episode 22549 min

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

July 29, 2026Episode 2241 hr 2 min

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

July 22, 2026Episode 22356 min

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

July 15, 2026Episode 22253 min

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

July 8, 2026Episode 22148 min

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

July 1, 2026Episode 22054 min

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

June 24, 2026Episode 21953 min

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

June 17, 2026Episode 21851 min

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