The Wealth Flow

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.

The Wealth Flow is a business podcast hosted by Keith Borie, with 225 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Keith Borie hosts The Wealth Flow, a business show with 225 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #226

  EP226: Capital Raising Strategies Every Growing Business Should Know - James Mendelson

  Aug 12, 202653 min

  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

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  Episode #222

  EP224: How to Find, Flip, and Profit From Undervalued Rural Land - Sumner Healey

  Jul 29, 20261h 2m

  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

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  Episode #223

  EP223: Why Building Wealth Starts With Who You Become - Jonathan Berryhill

  Jul 22, 202657 min

  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

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  Episode #222

  EP222: Smart Retirement Planning Strategies Every Investor Should Know - Ray Godleski, CFP®

  Jul 15, 202654 min

  The best retirement strategy starts long before you stop working. In this episode, Certified Financial Planner Ray Goodletsky shares practical strategies for building tax-efficient wealth, maximizing retirement accounts, and avoiding costly mistakes before and after retirement. From Roth conversions and inherited IRAs to long-term care planning and business-owner retirement strategies, Ray explains how thoughtful planning today can create greater financial flexibility tomorrow. Tune in to learn how smart financial planning can help you build and protect lasting wealth. Key Takeaways To Listen For Why tax diversification may matter more than investment returns The retirement planning window most investors completely overlook How Roth conversions can reduce future tax headaches Overlooked retirement tools available to business owners and solopreneurs Why having a flexible financial plan beats reacting to market uncertainty Resources/Links Mentioned In This Episode Retirement Planning Guidebook by Wade Pfau | Kindle , Paperback , and Hardcover The 7 Habits of Highly Effective People by Stephen R. Covey | Kindle , Paperback , and Hardcover Atomic Habits by James Clear | Kindle , Audiobook , and Paperback About Ray Godleski, CFP® Ray Godleski, CFP®, is a financial advisor and partner at Southeast Wealth Partners, where he helps individuals, families, and business owners build long-term financial security through personalized wealth management and retirement planning. With expertise in investment management, tax-efficient strategies, retirement income, and estate planning, Ray takes a comprehensive, client-centered approach to helping clients achieve their financial goals. Known for simplifying complex financial decisions, he is committed to providing trusted guidance that empowers clients to make informed choices and build lasting financial confidence. Connect with Ray Website: Southeast Wealth Partners Podcast: Executive Retirement Compass | Apple Podcasts Email: info@sewealthpartners.com Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/ . Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

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  Episode #221

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

  Jul 8, 202648 min

  The best real estate deals aren't always the easiest ones; they're often the ones everyone else overlooks. In this episode, Doron Levi shares how he built a real estate portfolio by combining creative deal structuring, development expertise, and a business-first mindset. From transforming industrial buildings into multifamily properties to negotiating seller financing and repositioning distressed assets, Doron reveals why understanding people and solving problems is often more valuable than simply finding properties. Dial in to learn how creative thinking can unlock opportunities others never see. Key Takeaways To Listen For A mindset shift that helped transform a business owner into a successful developer How creative financing can unlock deals traditional lenders won't touch Why learning to pivot separates successful investors from everyone else The hidden value of understanding a seller's real motivation before negotiating Reasons why listening can become your greatest competitive advantage Resources/Links Mentioned In This Episode What the Heck Is EOS? by Gino Wickman and Tom Bouer About Doron Levi Doron Levi is a real estate developer, builder, entrepreneur, and seasoned investor with a diverse background in business and real estate. After building, scaling, and successfully exiting multiple multimillion-dollar service companies, he reinvested his capital into real estate, focusing on the acquisition, development, and construction of multifamily and commercial properties. As the leader of several real estate ventures, Doron has overseen more than 8 million square feet of completed projects and enhanced over $70 million in multifamily, commercial, and residential assets through land entitlement, construction, redevelopment, and property restoration. With expertise spanning private equity, business acquisitions, and property management, he is known for his hands-on, innovative approach to creating long-term value and delivering profitable real estate investments. Connect with Doron Website: Doron Levi LinkedIn: Doron Levi Facebook: Doron Levi Instagram: @doronlevirei YouTube: Doron Levi Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/ . Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

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