『The Wealth Flow』のカバーアート

The Wealth Flow

The Wealth Flow

著者： Keith Borie
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 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.2023 個人ファイナンス 経済学
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  • EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP®

    EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP®
    2025/12/17

    Want to build wealth without a one-size-fits-all plan? In this episode, Mike Milligan shares how personalized strategies and proactive tax planning can change the trajectory of your financial life. Plus, powerful stories behind his "one-of-a-kind" approach, lessons from family entrepreneurship, and why every dollar should have a purpose.

    Key Takeaways To Listen For

    • The #1 financial skill most people lack
    • Why tax rates in retirement won't automatically be lower
    • Tax diversification tools every investor should know
    • End-of-life planning: why 80% of men die married, and 80% of women die single
    • An expert advice on true legacy you need to hear

    Resources/Links Mentioned In This Episode

    • The One of a Kind Financial Plan by Mike Milligan | Kindle and Paperback
    • Build: An Unorthodox Guide to Making Things Worth Making by Tony Fadell | Kindle and Hardcover

    About Mike Milligan, CFP®
    Mike Milligan, CFP®, is the Founder and Chief Financial Planner of One Oak Financial, where he helps families and business owners design simple, values-based financial plans that create clarity and long-term confidence. With more than 15 years of experience as a CERTIFIED FINANCIAL PLANNER™, Mike specializes in retirement planning, purposeful wealth-building, risk management, and personalized investment strategies. He is known for his relationship-driven approach and for helping clients navigate major life and career transitions with wisdom and financial stewardship. Mike also hosts educational workshops and community events focused on financial literacy and generational planning.

    Connect with Mike

    • Website: Mike Milligan
    • LinkedIn: Mike Milligan, CFP®

    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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    48 分
  • EP191: The Psychology of Money and Legacy - Gino Barbaro

    EP191: The Psychology of Money and Legacy - Gino Barbaro
    2025/12/10
    Can legacy and wealth truly go hand in hand? In this episode, investor and entrepreneur Gino Barbaro shares how he went from struggling restaurant owner to managing over 1,800 multifamily units and $450M in assets. Learn how to build a family business with intention, teach kids about money, and redefine wealth as a lasting legacy. Key Takeaways To Listen For Lessons from failed mobile home park investments and discovering multifamily as his callingThe "Buy Right, Finance Right, Manage Right" framework that builds resilient investmentsWhy Carbon integration and profit per unit (PPU) matter more than chasing sizeSurviving 2008's crash and lessons on timing, leverage, and emotional resilienceHow to teach children financial stewardship and legacy Resources/Links Mentioned In This Episode Happy Money Happy Family Happy Legacy by Gino Barbaro | Kindle and PaperbackSecrets of the Millionaire Mind by T. Harv Eker | Kindle, Paperback, and HardcoverRich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Mass Market PaperbackThe Psychology of Money by Morgan Housel | Kindle, Paperback, and HardcoverThe 7 Habits of Highly Effective People by Stephen R. Covey | Kindle, Paperback, and HardcoverThe Miracle Morning by Hal Elrod | Kindle and PaperbackThe Richest Man in Babylon by George S. Clason | Kindle and Paperback About Gino BarbaroGino Barbaro is an investor, business owner, author, and entrepreneur who has expanded his real estate portfolio to over 2,000 multifamily units, amassing $450 million in assets under management. He co-founded Jake & Gino, a multifamily real estate education company that provides coaching and training based on their proprietary framework: Buy Right, Manage Right, and Finance Right. Gino has authored three best-selling books, Wheelbarrow Profits, The Honey Bee, and Family, Food and the Friars, and earned his Certified Professional Coach designation from the Institute for Professional Excellence in Coaching. Residing in St. Augustine, Florida, he lives with his wife, Julia, and their six children. Connect with Gino Website: Barbaro 360 | Jake & GinoPodcast: Jake and Gino Multifamily Investing Entrepreneurs: Apple Podcasts | SpotifyX: @JakeandGinoYouTube: Jake & GinoLinkedIn: Gino Barbaro: Gino Barbaro 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 BorieInvestor Club: Secret Passive Cashflow Investors ClubFacebook: Keith BorieX: @BoboLlc80554
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    46 分
  • EP190: How Carbon Real Estate Wins in Every Market Cycle - Michael Pouliot, CFA, CAIA

    EP190: How Carbon Real Estate Wins in Every Market Cycle - Michael Pouliot, CFA, CAIA
    2025/12/03

    How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the Southeast offers lasting opportunity, all while revealing how the right team fuels sustainable investor growth.

    Key Takeaways To Listen For

    • Why the BRRRR strategy still works and how it scales assets
    • Lessons from buying a 36-unit property on Chicago's South Side
    • The power of broker relationships and how 20% of brokers control 80% of multifamily deal flow
    • How Carbon's approach adapts to shifting market cycles and distressed opportunities
    • Survive till 2025: why now is one of the best times in a decade to buy workforce housing

    Resources/Links Mentioned In This Episode

    • Think and Grow Rich by Napoleon Hill | Audiobook and Paperback
    • The Magic of Thinking Big by David J. Schwartz | Paperback, Hardcover, and Kindle
    • Traction by Gino Wickman | Kindle, Audiobook and Paperback

    About Michael Pouliot, CFA, CAIA
    Michael Pouliot, CFA, CAIA, is the Chief Investment Officer at Carbon Real Estate Investments, where he oversees investment strategy, capital deployment, and portfolio performance across the firm's vertically integrated real estate platform. With deep experience in institutional acquisitions, asset management, and private equity, Michael has led transactions across multifamily, workforce housing, and value-add real estate throughout the Southeast and Sunbelt regions. Prior to joining Carbon, he held senior roles at real estate investment firms and advisory groups, specializing in underwriting, capital markets, and large-scale portfolio operations. Known for his data-driven approach and expertise in market-cycle strategy, Michael is a frequent speaker on real estate economics, financing structures, and operational efficiency. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

    Connect with Michael

    • Website: Carbon® Real Estate Investments
    • Podcast: Deal Flow Podcast | YouTube and Audacy
    • LinkedIn: Michael Pouliot, CFA, CAIA

    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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    47 分
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