『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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  • EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA

    EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA
    2025/10/08

    How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SEC regulations, and why private wealth is the new frontier for alternative investing.

    Key Takeaways To Listen For

    • XA Investments’ origin story and mission to open private markets for individuals
    • How mutual funds, ETFs, and closed-end funds differ in liquidity and structure
    • Infrastructure investing: airports, toll roads, and built-in inflation hedges
    • Why private credit is dominating 2025 fund flows, and how yield drives adoption
    • A more resilient strategy than direct lending in volatile markets

    Resources/Links Mentioned In This Episode

    • Cliffwater Funds
    • KKR and Capital Group Launch Public Private Investment Solutions
    • Hamilton Lane
    • Partners Group
    • Murderland by Caroline Fraser | Kindle and Hardcover

    About Kimberly Flynn
    Kimberly Flynn, CFA, is the Managing Director of Alternative Investments at XA Investments. She leads product development, distribution, and investor education for interval funds and other alternative investment solutions. Before joining XA Investments, Kimberly was a Managing Director at Nuveen Investments, where she spent over a decade building and supporting alternative investment products. She is a recognized industry expert on closed-end funds and interval funds, frequently speaking at conferences and contributing to industry publications. Kimberly holds the Chartered Financial Analyst (CFA) designation and brings extensive experience in helping financial advisors and investors access institutional-quality alternative strategies.

    Connect with Kimberly

    • Website: XA Investments
    • LinkedIn: Kimberly Ann Flynn, CFA

    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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    52 分
  • EP181: Build Your Fortress for Wealth and Retirement - Mark Willis, CFP®

    EP181: Build Your Fortress for Wealth and Retirement - Mark Willis, CFP®
    2025/10/01
    Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial independence. Key Takeaways To Listen For The first step to building a solid money planMain difference between term insurance (renting) and whole life insurance (owning)Why whole life policies grow predictably and can still fund outside investmentsAnnuities as the most efficient tool for guaranteed lifetime incomeEffective strategies that create lasting wealth and exit options Resources/Links Mentioned In This Episode The Business Fortress by David Barnett and Mark Willis | Kindle and PaperbackDebt by David Graeber | PaperbackThe Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover Check out The Business Fortress webinars, available through New Banking Solution, for powerful business and financial insights. Don’t forget to sign up at https://newbankingsolution.com/. About Mark Willis, CFP®Mark Willis, CFP®, is a Certified Financial Planner™, best-selling author, and the owner of Lake Growth Financial Services, a Chicago-based firm helping clients take control of their finances with safe and predictable strategies. He co-hosts the Not Your Average Financial Podcast™, where he teaches how to pay for college without debt, invest in real estate, and create tax-free retirement income that can’t be outlived. Mark has been recognized as a three-time #1 Best-Selling Author and is on a mission to help people think differently about money, become their own source of financing, and build lasting financial freedom. Connect with Mark Website: New Banking Solution | Lake GrowthPodcast: Not Your Average Financial Podcast™ | Apple Podcasts and SpotifyLinkedIn: Mark Willis, ​CFP®Facebook: Lake Growth Financial ServicesInstagram: @notyouraveragefinancialYouTube: Not Your Average Financial Podcast™ 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
  • EP180: How to Reduce Taxes and Build Global Freedom with Expat Money - Mikkel Thorup

    EP180: How to Reduce Taxes and Build Global Freedom with Expat Money - Mikkel Thorup
    2025/09/24
    Discover how to cut taxes, secure a second passport, and grow wealth internationally. Mikkel Thorup, one of the world’s leading expat consultants with 25 years of nonstop travel, investments in 10+ countries, and a global family life. He reveals how to structure offshore wealth, gain residencies and citizenships, and build cash-flowing real estate portfolios abroad from beachfront property in Brazil to frontier plays in Paraguay. Key Takeaways To Listen For How Mikkel turned a dyslexia diagnosis into a worldwide investment journeyWhy Brazil’s northeast offers cash-flowing beachfront real estate under $100KThe hidden tax advantages of Panama and why structure matters more than locationResidencies that open doors to global mobility and tax benefitsUnexpected opportunities in frontier markets Resources/Links Mentioned In This Episode Brazil Beachfront NewsletterParaguay Potential NewsletterExpat Secrets: How To Pay Zero Taxes, Live Overseas & Make Giant Piles of Money By Mikkel Thorup | Kindle and PaperbackMindset by Carol H. Dweck | Kindle, Paperback, and Hardcover Stay ahead in the expat world with the Expat Money Newsletter! Get insider strategies, offshore tools, and global investment insights delivered straight to your inbox. Sign up now at https://expatmoney.com/newsletter. About Mikkel ThorupMikkel Thorup is the world’s most sought-after expat consultant and the Founder & CEO of Expat Money™, a private consultancy helping high-net-worth individuals legally reduce tax burdens, secure second residencies and citizenships, and build international investment portfolios that include real estate, agricultural land, and hard assets. He hosts The Expat Money Show podcast and authored the #1 best-selling book Expat Secrets – How To Pay Zero Taxes, Live Overseas And Make Giant Piles Of Money. Mikkel also co-founded the Expat International School of Freedom & Entrepreneurship, serves as Free Cities Ambassador with the Free Cities Foundation, and sits on several boards related to construction, development, and philanthropy, including 10 Eighteen Uganda, which supports teen mothers in Uganda’s Namuwongo slums. Connect with Mikkel Website: Expat Money® | Mikkel ThorupPodcast: The Expat Money Show | Apple Podcasts and SpotifyLinkedIn: Mikkel ThorupFacebook: Expat MoneyInstagram: @expatmoneyshowX: @ThorupMikkel 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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    53 分
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