The Wealth Flow – Details, episodes & analysis

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The Wealth Flow

Keith Borie

Business

Frequency: 1 episode/5d. Total Eps: 169

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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Apple Podcasts

🇬🇧 Great Britain - investing
12/07/2025
#86

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https://bobocapitalventures.com/
336 shares
https://www.airbnb.com/
10 shares
https://www.biggerpockets.com/
9 shares

https://www.facebook.com/keith.borie
168 shares
https://www.facebook.com/groups/190845600239051/?ref=share_group_link
163 shares
https://www.facebook.com/
6 shares

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RSS feed quality

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Score global : 69%

Publication history

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Latest published episodes

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EP169: Building a Global Real Estate Portfolio from Thailand with Matthew Baltzell

Episode 169

Wednesday, July 9, 2025 • Duration 47:44

What happens when you leave LA for Thailand and raise $20M remotely? Matthew Baltzell shares how he built a 500+ unit portfolio, ran ultras, and used podcast guesting to raise capital, with no local meetups required. This episode is your blueprint for scaling your portfolio, regardless of your location. So, start listening!

Key Takeaways To Listen For

How a virtual meetup from Thailand grew Matthew’s real estate network fast
The power of digital marketing vs. traditional networking for raising capital
Key marketing mistakes and what investors should do to fix it
What a 100K jungle ultra taught Matthew about winning in business
Why building a strong brand helps investors trust you with their capital

Resources/Links Mentioned In This Episode

The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover
BiggerPockets

Master the art of guest podcasting and watch your portfolio scale. Download the step by step guide to raise your first million guest podcasting for FREE at https://myfirstmillionpodcasting.com/.

About Matthew Baltzell
As an American expat, Matthew Baltzell moved to Thailand in 2016, launching a life-changing journey. Since then, he has built a real estate portfolio of over 700 units, spent four years in private equity, hosted a Top 400 Business Podcast, and launched a successful online business. Today, he helps real estate investors and entrepreneurs grow their businesses through audience-building, podcasting, and creative digital marketing strategies.

Connect with Matthew

Website: Matthew Baltzell | CapXmedia
Podcast: Real Estate Journeys | Apple Podcasts
LinkedIn: Matthew Baltzell
Facebook: Matthew Baltzell
Instagram: @matthewbaltzell
X: @MatthewBaltzell

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

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EP168: How to Legally Cut Your Lifetime Tax Bill with Real Estate - Christopher J. Picciurro, CPA, MBA, PFS, ARA

Episode 168

Wednesday, July 2, 2025 • Duration 00:14

In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down powerful, tax-saving strategies for real estate investors. From the basics of passive investing to advanced tax planning tools, he shares how to legally reduce your lifetime tax burden. If you’re serious about building wealth, this is the playbook you need.

Key Takeaways To Listen For

Cash Flow vs. Tax Flow: Why your paper loss can still be a financial win
Understanding depreciation, “gold diagnoses,” and lifetime tax planning
How to use REP status and cost segregation for massive tax savings
Strategies to control capital gains when selling and when to use them
Income-shifting tactics using S corps, spousal payroll, Roth conversions, and health reimbursement hacks

Resources/Links Mentioned In This Episode

Defeating Taxes

About Christopher J. Picciurro, CPA, MBA, PFS, ARA
Chris Picciurro is a nationally recognized tax strategist specializing in real estate investing. A CPA, MBA, PFS, and ARA, Chris brings over two decades of experience helping investors and entrepreneurs legally and ethically reduce their lifetime tax burden. He’s the founder of Teaching Tax Flow, co-founder of Integrated CPA Group, and a sought-after speaker for organizations like NATP, MICPA, and NARPM.

Based in Franklin, TN, Chris is also a podcast co-host, former Intuit Tax Council member, and passionate educator dedicated to demystifying tax planning for investors and professionals alike. In his free time, he enjoys pickleball, travel, and family time.

Connect with Chris

Website: Teaching Tax Flow |

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

Episode 159

Wednesday, April 30, 2025 • Duration 49:00

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 Moeller
Courtney 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.

EP69: Is Multifamily Still A Hot Commodity in the US? - Jonathan Twombly

Tuesday, January 30, 2024 • Duration 46:27

It's time to make your investments work smarter, not harder, in this episode featuring Jonathan Twombly. Learn how to maximize returns on multifamily properties and get ready to revamp your investment strategy with game-changing insights tailored for the aspiring real estate investor. So, tune in!

Key Takeaways To Listen For

Business models and tips to help you establish your own RE business
How to optimize returns on value-add multifamily properties
An expert’s opinion on the future of cap rates and interest rates
Insider tips about the real estate hotel chain industry
Key tips and resources for aspiring real estate investors

Resources/Links Mentioned In This Episode

Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover

About Jonathan Twombly

Jonathan, a seasoned multifamily real estate investor, collaborates with pre-qualified investors to enhance their investment portfolios with high-quality real estate. As the founder of Two Bridges Asset Management, Jonathan assists successful individuals, families, and trusts in diversifying their portfolios. The focus is on multifamily residential real estate, particularly in the rapidly growing southeastern US region.

With a syndication model, Two Bridges allows pre-qualified investors to partake in the ownership of multifamily residential properties. These investments offer a unique combination of "equity-like" upside and "bond-like" security. His transition from a 12-year career as a corporate attorney equipped him with a keen eye for detail, creative thinking, and the ability to spot overlooked value. These skills now contribute to his success as a real estate investor.

EP68: How To Leverage Your Retirement Accounts Better - Parker Pursell

Thursday, January 25, 2024 • Duration 42:41

Join us as Parker Pursell shares insights into the world of financial empowerment, exploring the incredible flexibility and wealth-building potential of an enhanced qualified retirement plan. Discover the advantages of taking control of your retirement accounts by listening until the end of the episode.

Key Takeaways To Listen For

How does an eQRP help you achieve your financial freedom goals?
Pros and cons of self-directed individual retirement accounts (IRAs)
Self-directed IRAs vs. 401(k)
Misconceptions about self-directed 401(k)s and why they aren’t true
Important things you need to know about cryptocurrency and Bitcoin

Resources/Links Mentioned In This Episode

Empower
Rocket Money
Extreme Ownership by Jocko Willink and Leif Babin | Kindle, Hardcover, and Paperback

About Parker Pursell

Parker is an investor, podcast host, and the CEO of eQRP. He is dedicated to empowering, educating, and supporting individuals in achieving financial transformation. Whether it's real estate, crypto, or optimizing your retirement, he serves as an excellent resource dedicated to others' success. With a wealth of experience, he brings substantial value to the table, embodying a refreshing and seasoned professional.

EP67: Result-Oriented Strategies for Multifamily Investing Success - Jason Yarusi

Tuesday, January 23, 2024 • Duration 45:44

Are you ready to bring your real estate investing journey to the next level this 2024? Join us in a conversation with Jason Yarusi as he shares his expertise and insights on effective strategies for securing partnerships and identifying new business opportunities in today’s real estate market. So tap the play button now to learn more!

Key Takeaways To Listen For

Why it’s vital to educate potential investors when raising capital for a deal
2 ways to increase your property’s Net Operating Income (NOI)
Tips for navigating volatile real estate markets and lending landscapes
Strategies to find and leverage new business opportunities
Advantages of investing in multifamily assets

Resources/Links Mentioned In This Episode

About Jason Yarusi

Jason is a keynote speaker, real estate investor, mentor, and podcast host. He oversees a portfolio exceeding $245 million dedicated to multifamily real estate. His leadership at Yarusi Holdings has led to the acquisition of an impressive 2300 apartment units. His company specializes in property repositioning through operational streamlining, substantial renovations, and comprehensive rebranding.

Jason is also a dedicated ultra runner, fitness enthusiast, and the host of the Live 100 Podcast. Remarkably disciplined, he begins each day at 4:32 am, cherishing his role as a devoted father to three incredible kids and a loving husband.

EP66: How To Start Investing Passively in Real Estate (The Special Way) - Brian Davis

Thursday, January 18, 2024 • Duration 41:22

In this episode, Brian Davis reveals a unique and beginner-friendly way to get into real estate syndications as a passive investor. Brian will highlight what not to do as a newbie investor, the importance of diversification, and the perks of being in a club like SparkRental, so stay tuned.

Key Takeaways To Listen For

The structure and story behind SparkRental
Why it’s crucial to diversify your investment portfolio
2 perks of being a passive investor in a real estate syndication
Ideal criteria for selecting a real estate sponsor to invest in
Valuable advice for real estate investing beginners

Resources/Links Mentioned In This Episode

Groundfloor
Personal Success Made Simple by Brian Tracy | Audio CD
Traction by Gino Wickman | Kindle, Hardcover, and Paperback
A Gentleman in Moscow by Amor Towles | Kindle, Hardcover, and Paperback

About Brian Davis

Brian is a real estate investor and a co-founder of SparkRental. His expertise spans various domains, including e-commerce management, digital strategy, conversion rate optimization, pay-per-click advertising, and usability testing. He has become a rental industry expert known for his commitment to education and has also played a pivotal role in revolutionizing how people manage their rental properties.

EP65: From Massive Life Setbacks to Real Estate Success - Nick Prefontaine

Tuesday, January 16, 2024 • Duration 44:37

Access your limitless potential in life and wealth-building by listening to this episode with Nick Prefontaine. From his remarkable journey of moving past a major life obstacle to out-of-the-box tactics for acquiring your first real estate investments, you’ll find inspiration from our conversation, so tune in!

Key Takeaways To Listen For

Breaking down the S.T.E.P. System
Why it’s crucial to foster a resilient mind and self-trust
Creative ways to acquire a real estate property
How Nick’s team help their buyer clients secure properties seamlessly
The inspiring mission of Common Goal

Resources/Links Mentioned In This Episode

Dysphonia International
The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
Frequency by Penney Peirce | Kindle, Paperback, and Hardcover

Are you facing the toughest challenges in life right now? Visit https://nickprefontaine.com/step to download the S.T.E.P System for FREE to overcome traumas and setbacks and reach your limitless potential!

Start investing in real estate creatively and without risking your cash or credit by visiting and signing up for the FREE masterclass today.

EP64: This is How You Underwrite Multifamily Deals Like a Pro - Vessi Kapoulian

Thursday, January 11, 2024 • Duration 43:19

Listen to this episode with Vessi Kapoulian as we talk about insider tips and strategies to elevate your underwriting and the perks of investing in multifamily real estate. You'll also hear how to negotiate with lenders and evaluate deals smartly, so don't miss out on our conversation!

Key Takeaways To Listen For

The beauty of real estate investing
Criteria that lenders use in assessing real estate deals
Unspoken elements you must know when negotiating with lenders
What you shouldn’t miss out on when underwriting deals
Advantages of actively and passively investing in real estate

Resources/Links Mentioned In This Episode

Lifetime Cashflow Academy
10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
Tax-Free Wealth by Tom Wheelwright | Paperback and Spiral-bound

About Vessi Kapoulian

Vessi Kapoulian is a speaker, passive investor, and the founder of Dream Believe Achieve Capital Group, a Los Angeles-based real estate investment company. With 15 years in commercial lending and 4 years in business management, Vessi entered real estate in 2017. She now manages a portfolio of 319 doors across 7 properties in Florida, Tennessee, and Georgia, totaling $35.5MM AUM.

EP63: Why Senior Assisted Living Is Real Estate’s Next Big Thing - Adam Benton

Tuesday, January 9, 2024 • Duration 45:46

Take action and explore the wealth-building potential of senior assisted living when you tune into this episode featuring Adam Benton. Don’t miss his insights on leveraging this niche market to not only build financial success but also to provide exceptional care and set the standard for senior living.

Key Takeaways To Listen For

Stellar Senior Living: Who they are, their property acquisition process, and offered services
Things you need to know about senior living before acquiring assisted living properties
Factors contributing to the continuous growth of assisted living businesses
Assisted living vs. skilled nursing
Strategic ways to improve senior living spaces

Resources/Links Mentioned In This Episode

Medicaid
Elon Musk by Walter Isaacson | Kindle, Audiobook, and Hardcover

About Adam Benton

Adam is the senior vice president of Stellar Senior Living. He is also a recipient of the prestigious "40 Under 40" award by Argentum for his exemplary leadership. He has devoted three years to the Utah Alzheimer’s Association board, advocating dementia advocacy, raising awareness, and supporting research efforts. He also holds a bachelor’s degree in finance from Brigham Young University and an MBA with a Real Estate emphasis from Columbia University. After five years in finance on Wall Street, he co-founded Stellar Senior Living in 2011 with his family.

The Wealth Flow – Details, episodes & analysis

Podcast details

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The Wealth Flow – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

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RSS feed quality and score

Publication history

Latest published episodes

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Apple Podcasts

Spotify

Related Shows Based on Content Similarities

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Amazon99+

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