The Wealth Flow

Making money is only half the equation. How much of it are you actually keeping? Financial advisor Alexey Sokolov shares lessons from 17 years in capital markets and explains how tax planning, liquidity, diversification, and risk management can help investors protect what they've built. He also breaks down emergency reserves, portfolio allocation, life insurance, and the "bond drag" that can quietly affect long-term returns. Tune in to learn how thoughtful financial planning can help you keep more of your wealth and prepare for whatever the market brings.

Key Takeaways To Listen For

• Why a lack of liquidity can force investors to sell at the worst possible time

• How much money investors should consider keeping accessible for emergencies

• The hidden concentration risk inside seemingly diversified market indexes

• What to consider when determining how much life insurance you may need

• "Bond drag" and how it can quietly affect long-term portfolio growth

Resources/Links Mentioned In This Episode

• Northwestern Mutual

• 401(k) Plans – IRS

• Individual Retirement Accounts (IRAs) – IRS

• S&P 500

• Too Big to Fail by Andrew Ross Sorkin | Kindle, Paperback, and Hardcover

About Alexey Sokolov

Alexey Sokolov is a Financial Advisor with Northwestern Mutual in Los Angeles, helping founders, investors, and high-earning professionals preserve and grow wealth through tax-efficient financial planning, liquidity strategies, and concentrated position management. With 17 years of experience in capital markets and wealth management, Alexey brings an operator's perspective to financial planning, having co-founded and led Grid Capital, a regulated investment platform serving high-net-worth and institutional clients, through a seven-figure exit in 2025. Over his career, he has helped build more than $100 million in assets under management and served clients representing over $5 billion in assets. His approach focuses on helping clients keep more of what they build by coordinating investment, tax, liquidity, and long-term wealth strategies while managing the risks that often accompany major exits and concentrated wealth.

Connect with Alexey

• Website: Northwestern Mutual

• Instagram: @alexey_sokolov_nwm

• LinkedIn: Alexey Sokolov

• Phone: 310-721-5013

• Email: [email protected]

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

Hashtags

#TheWealthFlow #AlexeySokolov #KeithBorie #FinancialPlanning #WealthManagement #WealthBuilding #TaxPlanning #TaxStrategy #TaxEfficiency #FinancialAdvisor #FinancialFreedom #FinancialIndependence #InvestmentPlanning #Investing #InvestmentStrategy #PortfolioManagement #PortfolioDiversification #RiskManagement #CapitalMarkets #Liquidity #EmergencyFund #RetirementPlanning #RetirementInvesting #LifeInsurance #AssetAllocation #TaxLossHarvesting #DirectIndexing #PersonalFinance #HighIncomeEarners #WealthPreservation

What if you could step away from managing rental properties without immediately giving up the tax advantages you've spent years building? Ashley Romiti breaks down how 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT strategies can help real estate investors transition from active ownership toward more passive investments. She explains the critical 45- and 180-day exchange rules, how to evaluate DST sponsors and underlying real estate, and why diversification, liquidity, and long-term planning matter when choosing a strategy. Tune in to learn how these tools can help investors reposition their portfolios, defer capital gains, and prepare for the next phase of their investment journey.

Key Takeaways To Listen For

• What investors should investigate before choosing a DST sponsor

• Why knowing the underlying real estate matters

• How a 721 UPREIT differs from a traditional DST strategy

• Main reasons why liquidity should factor into every DST and 721 decision

• Oil and gas royalties: how they can fit into certain 1031 exchange strategies

Resources/Links Mentioned In This Episode

• GCA 1031

• Marcus & Millichap

• Cantor Fitzgerald

• Bluerock

• ExchangeRight

• BlackRock

• The Richest Man in Babylon by George S. Clason | Kindle and Paperback

About Ashley Romiti

Ashley Romiti is the Founder and President of GCA1031, specializing in 1031 exchanges and Delaware Statutory Trusts (DSTs) for long-term real estate owners navigating the transition from active property management to passive investing. With more than 13 years of real estate experience, Ashley began her career as an investment property agent and has personally underwritten more than $500 million in real estate transactions, developing deep expertise in property financials, debt structures, market fundamentals, and exit strategies. Today, she applies that same asset-level underwriting discipline to evaluating DST opportunities, taking an independent, sponsor-agnostic approach that prioritizes real estate fundamentals, risk, diversification, sustainable income, and long-term flexibility. Through GCA1031, Ashley works primarily with retiring landlords, longtime property owners, and families seeking thoughtful strategies for simplifying ownership, preserving wealth, and planning their next chapter while collaborating closely with their CPAs, attorneys, and Qualified Intermediaries.

Connect with Ashley

• Website: GCA 1031 Exchange Real Estate

• LinkedIn: GCA1031

• Facebook: GCA 1031

• YouTube: GCA 1031

• Email: [email protected] | [email protected]

• Phone: (949) 235-5606

This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. Phone: (248) 824-6710. Ashley Romiti can be contacted at (949) 235-5606 or [email protected].

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

What if one of commercial real estate's most overlooked sectors is becoming one of its biggest opportunities? Andy Weiner, CEO and founder of Rockstep Capital, shares how his team acquires distressed shopping centers in secondary and tertiary markets and turns them into cash-flowing assets that strengthen local communities. He explains why local partners and community banks can reduce risk, how malls are being reinvented with new uses, and why today's retail supply-demand imbalance is creating opportunities for investors. Tune in to discover why Andy believes "boring cash" and overlooked hometown markets deserve a closer look.

Key Takeaways To Listen For

• How local partners can reduce risk and create value in smaller markets

• Why distressed enclosed malls can produce attractive cash flow

• A savvy way for a deal to still work even if your value-add plan doesn't

• What makes community bank financing valuable for repositioning retail properties

• Reasons why diversification matters when testing a new real estate strategy

Resources/Links Mentioned In This Episode

• RockStep Capital

• RockStep Capital Learning Center

• The Shopping Center Channel

• RockStep HomeTown America Fund

• Walmart

• Tractor Supply

• TJ Maxx

• Ross Dress for Less

• ALDI

• Five Below

• Burlington

• Costco

• Sam's Club

• BJ's Wholesale Club

• The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover

About Andy Weiner

Andy Weiner is the Founder and CEO of RockStep Capital, a privately held real estate investment firm specializing in shopping centers and retail real estate. His background combines hands-on retail experience from his family business, Weiner Stores, with extensive expertise in real estate investment, redevelopment, and the evolving shopping center sector. Andy earned degrees in Economics and Political Science from Stanford University, an MBA from the University of Texas, and completed Harvard's executive business program for retail professionals. A proud Houstonian, he is also an aviation and history enthusiast with a passion for languages, speaking English, Spanish, and French fluently and having studied Italian, Japanese, Greek, and Hebrew.

Connect with Andy

• Website: RockStep Capital

• Instagram: @theshoppingcenterguy

• LinkedIn: Andy Weiner

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

What can losing deals teach you that successful investments never will? Charles Seaman shares hard-earned lessons from building a multifamily portfolio through the pandemic, rising interest rates, soaring insurance costs, and shifting market cycles. From closing his first 92-unit property to navigating a complete loss on another investment, he explains why conservative underwriting, adequate reserves, strong property management, and timing matter. Tune in to learn how real-world wins and setbacks can make you a more disciplined multifamily investor.

Key Takeaways To Listen For

• How one successful deal can change your credibility with brokers and sellers

• What happened when the pandemic threatened a deal already under contract

• Why smaller multifamily properties gave Charles an unexpected competitive advantage

• The hidden renovation costs investors should consider with workforce housing

• One underwriting mistake that can quickly sink a multifamily investment

Resources/Links Mentioned In This Episode

• Fannie Mae Multifamily

• Freddie Mac Multifamily

• Section 8 Housing Choice Voucher Program

• Master Passive Income

• How to Win Friends and Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle

About Charles Seaman

Charles Seaman is a senior commercial real estate executive, investor, and Managing Partner of Cash Flow Champs, specializing in multifamily acquisitions and investments. His experience spans sourcing and underwriting opportunities, raising capital, securing financing, managing renovations, and overseeing multifamily assets through changing market conditions. Charles is also a multifamily coach with Master Passive Income and co-host of the MPI Multifamily Commercial Real Estate Investing podcast, where he shares practical insights on commercial real estate, deal analysis, financing, and portfolio growth. Through his investing, coaching, and educational work, he helps investors better understand multifamily real estate and build sustainable investment strategies.

Connect with Charles

• Website: Cash Flow Champs | Master Passive Income

• Podcast: MPI Multifamily Commercial Real Estate Investing | Apple Podcasts

• LinkedIn: Charles Seaman

• Email: [email protected]

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

Looking beyond the U.S. for your next real estate investment? Will Mitchell, regional owner of RE/MAX Belize, joins Keith to break down what makes Belize attractive to international investors, from foreign ownership and short-term rentals to land development, financing, taxes, and growing tourism. Tune in to learn where Will sees opportunity, what risks investors need to understand, and why knowing the local market matters before putting your money to work abroad.

Key Takeaways To Listen For

• Financing options for foreign buyers, including vendor financing and local bank lending

• What land, condos, homes, and new construction can cost in Belize

• Why Will sees undervalued land and development potential around Ambergris Caye

• How tourism and retiring baby boomers are affecting short-term rental inventory

• Will's advice for new investors: stay committed, keep learning, and don't expect the biggest wins immediately

Resources/Links Mentioned In This Episode

• Belize Bank International

• Belize Trade and Investment Development Service (BELTRAIDE)

• Temporary Investment Residency Program

• Foreign Earned Income Exclusion — IRS

• Airbnb

• Vrbo

• Marriott Homes & Villas

• Mahogany Bay Village

• Philip S. W. Goldson International Airport

• Eleven Rings by Phil Jackson and Hugh Delehanty | Kindle, Paperback, and Hardcover

About Will Mitchell

Will Mitchell is the Regional Owner of RE/MAX Belize and a leading specialist in Belize real estate, with nearly two decades of experience in the country. He oversees 13 offices and more than 100 agents nationwide, helping international buyers navigate vacation properties, land, luxury real estate, and investment opportunities throughout Belize. Will has been ranked the #1 RE/MAX agent in Central America and the Caribbean for multiple years, was ranked among the top three RE/MAX agents worldwide in 2024, and earned recognition as the #1 Luxury Agent RE/MAX Worldwide in 2025. He is also the author of The Investor's Guide to Belize Real Estate, sharing practical guidance on property ownership, taxes, and investing in Belize.

Connect with Will

• Website: RE/MAX Belize

• YouTube: Will Mitchell - YouTube

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

Want to build passive income without betting everything on a single property, market, or asset class? Mark Khuri shares how his team evaluates hundreds of opportunities across mobile home parks, self-storage, multifamily, industrial outdoor storage, and private real estate debt while investing in only a select few. He also explains why diversification, conservative underwriting, value-add opportunities, and experienced operating partners are central to reducing risk. Tune in to discover how a disciplined approach to real estate can help you pursue consistent cash flow and long-term wealth.

Key Takeaways To Listen For

• What makes a value-add deal stand out from hundreds of opportunities

• Why overlooked self-storage properties can hide significant upside

• How diversification can reduce risk across markets, sectors, and operators

• The costly lesson learned from a deal that looked almost too good to pass up

• A little-known industrial real estate niche attracting Mark's attention

Resources/Links Mentioned In This Episode

• What It Takes by Stephen A. Schwarzman | Kindle, Hardcover, and AudioCD

Explore passive real estate investment opportunities, educational resources, and investor insights through SMK Capital.

About Mark Khuri

Mark Khuri is the Co-Founder of SMK Capital Management, bringing more than 17 years of experience in real estate investing and private equity. He is actively involved in sourcing, underwriting, acquisitions, capital raising, asset management, rehabilitation, and dispositions across residential and commercial investments throughout multiple U.S. markets. Throughout his career, Mark has successfully acquired, renovated, sold, and invested in more than 120 properties with a combined value exceeding $1 billion, while creating and managing over 65 real estate partnerships with investors. His extensive experience across multiple property types and market cycles allows him to focus on identifying attractive opportunities, managing risk, and building long-term value for his investment partners.

Connect with Mark

• Website: SMK Capital Management

• LinkedIn: Mark Khuri

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

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

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

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

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