The Wealth Flow

The Wealth Flow

By Keith BorieBusinessInvesting
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The Wealth Flow episodes

  • EP165: Overcome The Mental Game of Wealth - Anmol Singh

    Dive into the mental and emotional game behind wealth creation, from building LiveTraders to mastering emotional detachment. Anmol Singh reveals powerful insights on risk, discipline, and fulfillment that apply far beyond the trading world. Ready to level up your mindset and strategy? Tap in now and take control of your wealth journey.

    Key Takeaways To Listen For

    • Why mindset mastery is the ultimate return on investment
    • What trading taught Anmol about identity and ego
    • The biggest mistakes rookies make and how to avoid them
    • How meditation and emotional regulation built business resilience
    • Ways of balancing public influence with private discipline

    Resources/Links Mentioned In This Episode

    • TradingView
    • Interactive Brokers
    • Lofty.ai
    • Prepping for Success by Anmol Singh | Kindle, Paperback, and Hardcover
    • The Three Laws of Performance by Steve Zaffron and Dave Logan | Kindle, Paperback, and Hardcover
    • Mindset by Carol S. Dweck | Kindle, Paperback, and Hardcover

    Ready to trade like a pro and live at your peak? Get a FREE chapter of Anmol Singh's best-selling book at https://anmol.net/ and start leveling up in trading and life.

    About Anmol SinghAnmol is a seasoned trader and investor with over a decade of experience. He is widely recognized for his market expertise and frequent appearances on major financial platforms like CNBC and Fox Business. As a successful entrepreneur and business mentor, he has founded multiple companies and supports others in building their own. Beyond finance, Anmol is also a respected personal development coach, dedicated to helping individuals unlock their potential, overcome limitations, and lead purpose-driven lives.

    Connect with Anmol

    • Website: Live Traders
    • LinkedIn: Anmol Singh
    • Facebook: Anmol Singh
    • YouTube: Anmol Singh
    • Instagram: @deltaninety
    • X: @DeltaNinety

    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
    56 min
  • EP164: What Makes The Best Blueprint For Real Estate Wealth - Omar Khan, CFA

    Want to know how the top 1% build wealth in real estate without falling for the hype? Omar Khan, CFA, built a $760 million real estate empire through brilliant capital structuring, institutional partnerships, and operational excellence. Listen now and know how he gets real about landlord laws, coaching scams, and why cutting costs alone won't cut it.

    Key Takeaways To Listen For

    • The global upbringing that shaped Omar's investing mindset
    • Strategies on development, value-add acquisitions, and opportunistic takeovers
    • How Boardwalk Wealth finishes 95% leased before other developers break ground
    • An honest take on interest rates, recession risk, and compressed margins
    • Why real estate is about preparation, not perfection

    Resources/Links Mentioned In This Episode

    • Winning Ugly by Brad Gilbert | Kindle and Paperback

    About Omar Khan, CFAOmar Khan is the principal of Boardwalk Wealth and a seasoned investor with over a decade of experience in real estate and commodities. He has structured and advised on $3.7 billion in capital financing and M&A deals, raising more than $50 million in equity from private and institutional sources. A CFA charterholder and graduate of the Rotman School of Business at the University of Toronto, Omar leads investor relations and strategic partnerships. His track record includes closing over $250 million in assets across Texas, Georgia, Florida, and South Dakota.

    Connect with Omar

    • Website: Boardwalk Wealth
    • LinkedIn: Omar Khan, CFA

    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
    50 min
  • EP163: The Blueprint You Need For Affordable Real Estate Investing - Charles Covey

    In this episode, developer Charles Covey shares how his journey from rural roots to large-scale real estate projects led to a mission: creating affordable, high-quality housing for working families. From mobile home parks to prefab builds and private utilities, he's redefining the build-to-rent model across Texas, so don't miss out!

    Key Takeaways To Listen For

    • How Charles tackles Texas's 675,000-unit housing shortage
    • Effective ways to give investors an early equity win
    • The positive outcome of using prefab construction and design simplification
    • Single-deal raises vs. diversified, five-year funds
    • Why do affordable units prioritize dignity, privacy, and outdoor space

    Resources/Links Mentioned In This Episode

    • Dallas Business Journal
    • WSJ

    About Charles Covey

    Charles is a visionary entrepreneur, real estate innovator, and expert land developer dedicated to solving big problems in a transformative way. As the Founder of multiple companies, Charles has built a reputation for turning challenges into opportunities and delivering innovative solutions that address the pressing issues of today.

    Connect with Charles

    • Website: Charles Covey
    • LinkedIn: Charles Covey
    • Facebook: Charles Covey
    • Instagram: @charlescovey

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    48 min
  • EP162: What It Really Takes to Build Wealth Abroad - Anne-Michelle Wand

    What does it take to go from single mom in Colorado to debt-free investor in a tropical paradise? Anne-Michelle Wand shares her journey into international real estate, covering everything from overwater homes to raising capital. Tune in to learn what kind of mindset it takes to make it happen.

    Key Takeaways To Listen For

    • How to turn one smart investment into global freedom
    • Why Anne shifted from real estate sales to community development
    • What investors need to know about Panama's two property ownership types
    • The advantages of English speakers in Panama
    • Reasons why divers, surfers, and nomads are all heading to Bocas del Toro

    Resources/Links Mentioned In This Episode

    • Think and Grow Rich by Napoleon Hill | Kindle, Paperback, and Hardcover

    About Anne-Michelle WandAnne-Michelle is an international real estate veteran with over 40 years of experience developing projects across Panama, Mexico, and the U.S. Now based in Bocas del Toro, she's built everything from commercial properties and senior-living communities to eco-friendly tiny-home villages. A former single mother and salon owner, Anne-Michelle leverages her entrepreneurial journey to mentor investors in global diversification and guide them toward true financial freedom abroad.

    Connect with Anne-Michelle

    • Website: Passive Profit Partners
    • LinkedIn: Anne-Michelle Wand

    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
    46 min
  • EP161: Mobile Home Park Investing: Unlocking Affordable Real Estate Wealth - Jack Martin

    What began as a failed apartment deal turned into Jack Martin's most profitable real estate pivot: mobile home parks. In this episode, Jack shares how he scaled from flipping homes to owning institutional-quality parks across the country, all while building a fully integrated company focused on consistent cash flow and community impact. If you are serious about building long-term wealth, this is a conversation you will not want to miss.

    Key Takeaways To Listen For

    • How a failed apartment deal led Jack to discover mobile home parks
    • Why tenant ownership creates unmatched stability
    • The physical features that turn a rundown park into an investor magnet
    • How mobile home parks generate outsized tax benefits
    • Why community feel and tenant pride outperform traditional rentals

    Resources/Links Mentioned In This Episode

    • The Secret Life of Real Estate and Banking by Phillip J. Anderson | Hardcover

    About Jack MartinJack is the Co-Founder and Chief Investment Officer of 52TEN, a real estate investment firm specializing in mobile home parks. After serving in the U.S. Army, he launched his entrepreneurial career as a general contractor, focusing on land and custom home development. Over the course of 14 years with an Arizona-based real estate firm, he honed his ability to source off-market deals and build strong relationships with capital partners. Jack has successfully acquired and sold more than 2,000 single-family homes and over 900 apartment units and mobile home park lots. Since co-founding 52TEN in 2016, he has dedicated his expertise to providing stable, recession-resistant investments through value-add mobile.

    Connect with Jack

    • Website: 52TEN

    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
    51 min
  • EP160: Why the 30-Year Mortgage is America's Best Wealth-Building Tool - Adiel Gorel

    What if the most powerful wealth-building tool in America has been right in front of you all along? Adiel Gorel reveals how the 30-year fixed mortgage can help regular people beat inflation, grow equity, and achieve early retirement using simple real estate strategies. If you're serious about building long-term wealth, this episode will open your eyes.

    Key Takeaways To Listen For

    • Why this U.S.-only tool is the best-kept wealth-building secret
    • How time and inflation make fixed loans your best investment partner
    • A simple case study with massive equity gains
    • Where Adiel invests today and why some booming metros no longer work
    • Why today's 6 to 7 percent rates are better than you think

    Resources/Links Mentioned In This Episode

    • From Fear to Fortitude: Inflation, Time, and Debt for Lifelong Wealth
    • Book: Remote Control Retirement Riches by Adiel Gorel | Kindle and Paperback

    Want to learn directly from experts and see real investment opportunities? Join Adiel Gorel's free quarterly ICG Real Estate Expo on Zoom. You'll hear from realtors, CPAs, attorneys, and 1031 experts, see actual properties with numbers, and get your questions answered live. It's just four hours and completely free. Register at https://icgre.com under the Events tab.

    About Adiel GorelAdiel is the CEO of International Capital Group (ICG), a leading real estate investment firm based in the San Francisco Bay Area. Since 1983, he has helped thousands of investors purchase properties across the United States, facilitating more than 10,000 transactions in markets like Phoenix, Las Vegas, Dallas, Orlando, Atlanta, and beyond. A seasoned investor himself, Adiel has personally acquired hundreds of properties and is known for championing the power of the 30-year fixed mortgage as a wealth-building tool. He holds a master's degree from Stanford University and previously held leadership roles at companies including Hewlett-Packard, Excel Telecommunications, and several biotech firms. Today, Adiel continues to educate and mentor investors through ICG, live events, and his national media appearances.

    Connect with Adiel

    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
    1 hr
  • EP159: How to Use Oil and Gas to Outsmart the IRS (Legally!) - Courtney Moeller

    What do international oil deals, tax strategy, and high-stakes investing have in common? Courtney Moeller, a Navy vet turned oil and gas powerhouse, shares how she transformed her father's company, avoided a Ponzi scheme, and now helps investors protect wealth while drilling for real returns. From fracking to tax-code hacks, this episode is a masterclass in smart energy investing.

    Key Takeaways To Listen For

    • The Ponzi scheme that reshaped Courtney's due diligence process
    • Why only partners with major operators
    • How horizontal drilling revolutionized oil production
    • Return potential of strategic oil investments
    • A way to verify ownership and production records yourself

    Resources/Links Mentioned In This Episode

    • What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle, Hardcover, and Paperback

    Want the inside scoop on oil and gas investing? Grab Courtney Moeller's detailed Oil & Gas Report covering the economic outlook, why oil & gas matters, massive tax benefits, and smart investment strategies. Download it now at https://oilandgasreport.net.

    About Courtney MoellerCourtney Moeller is a U.S. Navy veteran, bestselling author, international speaker, entrepreneur, and blockchain expert who served five years as an aviation electronics technician aboard the USS Nimitz in support of Operation Iraqi Freedom. A lifelong Midland, Texas oil-and-gas insider, she inherited her family's drilling business and now helps professionals access direct oil and gas opportunities—partnering with billion-dollar operators like EOG and Continental—to secure massive tax benefits, mitigate risk, and generate steady cash flow. Her mission is to help others build wealth while keeping more of their hard‑earned money out of the IRS's hands.

    Connect with Courtney

    • Website: Courtney Moeller
    • LinkedIn: Courtney Moeller
    • Facebook Group: Advanced Tax Strategies for Professionals

    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
    49 min
  • EP158: Keep More of Your Money Using Cost Segregation - Erik Oliver

    Erik Oliver, Vice President of National Accounts at Cost Segregation Authority, dives deep into the benefits and processes of cost segregation in real estate. He clarifies how this tax strategy can accelerate depreciation, reduce tax liability, and enhance cash flow for property owners. With new tax policies on the horizon, understanding these advantages is more crucial than ever.

    Key Takeaways To Listen For

    • What is cost segregation?
    • Cash flow benefits of accelerated depreciation
    • A strategy for managing large capital gains and tax liabilities
    • How shifts in political climate can affect tax benefits
    • Expert advice for new investors

    Resources/Links Mentioned In This Episode

    • Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback

    About Erik Oliver​Erik Oliver serves as the Vice President of National Accounts at Cost Segregation Authority, a national provider of cost segregation services that help building owners maximize tax benefits through specialized depreciation strategies. With a solid accounting background, Erik educates commercial real estate owners nationwide on tax deductions, simplifying complex tax incentives. He is a sought-after speaker at regional and national events, sharing his expertise on accelerating depreciation, minimizing tax liabilities, and optimizing wealth building.

    In addition to his role at Cost Segregation Authority, Erik holds a Bachelor of Applied Science in Accounting from Westminster College. Before joining the company, he gained valuable experience in operations management. His practical knowledge and ability to simplify complex tax incentives make him a sought-after speaker at regional and national events. His work helps real estate investors accelerate depreciation, minimize tax liabilities, and optimize wealth building.

    Connect with Erik

    • Website: Cost Segregation Authority
    • LinkedIn: Erik Oliver

    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
    55 min
  • EP157: Essential Planning for Life and Beyond - Greg Barnsdale, CEA, CFP, LFD

    Unveil the secrets of effective end-of-life planning with Greg Barnsdale, CEA, CFP, LFD. In this vital episode, he shares insights from his personal health scare and professional experience, underscoring the importance of clear communication and thorough documentation to safeguard your wishes and prevent family conflicts. Don't miss these essential strategies to ensure your legacy is managed exactly as you envision.

    Key Takeaways To Listen For

    • The importance of pre-planning
    • What are medical directives for?
    • Pros and cons of setting up wills online
    • How planning ahead can prevent financial overspending
    • Why you need a certified executor advisor

    Resources/Links Mentioned In This Episode

    • Do Not Ignore Your Mortality by Greg Barnsdale | Kindle, Paperback, and Hardcover

    Take the Living Legacy Quiz and find out if you're truly prepared. Start now at https://www.donotignoreyourmortality.com/quiz.html.

    Start meaningful conversations about end-of-life planning with Top 30 Questions To Ask Yourself Right Now. Access the free resource and Canadian planning tools at https://www.donotignoreyourmortality.com/resources.html.

    About Greg Barnsdale, CEA, CFP, LFDGreg Barnsdale is a seasoned professional in the funeral industry and financial planning, with credentials as a Certified Executor Advisor, Certified Financial Planner, and licensed Funeral Director since 1985. His diverse experience spans roles in various funeral homes, as an examination proctor, and a life insurance specialist, educating financial advisors across Canada. Greg, who is also a hospice volunteer and holds a certificate in Estate & Trust Administration from STEP Canada, has authored the book "Do Not Ignore Your Mortality," which aims to encourage proactive end-of-life planning. His work promotes the Death Positive Movement and offers practical advice for legacy planning, blending seriousness with a touch of humor. His book is available on major platforms, including Amazon and Barnes & Noble.

    Connect with Greg

    • Website: • GREG BARNSDALE •
    • LinkedIn: Greg Barnsdale CEA/CFP/LFD
    • Facebook: Do Not Ignore Your Mortality
    • YouTube: Greg Barnsdale

    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
    44 min
  • EP156: Self-Storage Investing Secrets for Maximum Returns - Mark Helm, CCIM

    Join 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: [email protected]

    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
    59 min

About The Wealth Flow

From the publisher's feed

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.