エピソード

  • 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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    53 分
  • EP179: Investing Globally with The Wandering Investor - Ladisla Maurice

    EP179: Investing Globally with The Wandering Investor - Ladisla Maurice
    2025/09/17
    What if your wealth strategy included passports, residencies, and investments across continents? In this episode, Ladisla Maurice, The Wandering Investor, shares how he built a global portfolio through emerging market real estate, second citizenships, and smart diversification. From property in Kenya and Colombia to Turkish citizenship by investment, discover how to protect your wealth and create a lasting legacy. Key Takeaways To Listen For Why emerging markets often require flexibility beyond just real estate playsThe #1 mistake foreign investors make in developing countriesHow to safely invest even in post-conflict African markets3 markets that offer both returns and diversification benefitsWhere to find long-term global opportunities Resources/Links Mentioned In This Episode Interactive Brokers®The Gulag Archipelago by Aleksandr I. Solzhenitsyn | Paperback Avoid costly pitfalls with 12 Mistakes to Avoid When Investing in International Real Estate. This free eBook gives you on-the-ground insights to make smarter decisions and maximize your returns abroad. Sign up now to grab your copy at https://thewanderinginvestor.com/. Join thousands of investors reading Notes from the Road, The Wandering Investor’s free newsletter packed with boots-on-the-ground insights on international real estate, residencies, and second citizenships. Sign up at https://thewanderinginvestor.com/private-list/ About Ladisla Maurice Ladisla Maurice is an international investor and the founder of The Wandering Investor, a platform that guides people on building diversified, global investment portfolios. With a background in private banking, Ladisla has spent over a decade traveling the world, investing in real estate, second residencies, and offshore banking opportunities across emerging markets. He specializes in helping investors gain exposure to undervalued assets while legally reducing taxes and increasing personal freedom. Through his blog, newsletter, and consultations, he shares practical, boots-on-the-ground insights from markets like Turkey, Colombia, Paraguay, and the Philippines. Connect with Ladisla Website: The Wandering InvestorLinkedIn: The Wandering InvestorFacebook: The Wandering InvestorInstagram: @thewanderinginvestorX: @wander_investorYouTube: The Wandering Investor 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
    続きを読む 一部表示
    49 分
  • EP178: Why Student Housing Could Be Your Next Wealth Builder - Ryan Chaw

    EP178: Why Student Housing Could Be Your Next Wealth Builder - Ryan Chaw
    2025/09/10
    From room-by-room rentals and creative financing to systems, VAs, and SOPs, Ryan Chaw breaks down how he built a 90-tenant portfolio by mastering the art of student housing. Discover how he went from zero to 14 properties and quit his W2 job by 31. Tune in to learn how he scaled to financial freedom, one bedroom at a time. Key Takeaways To Listen For PRIME method: A strategy to screen student tenantsHow to streamline student housing managementWhy tenants, not landlords, cover utilities in Ryan’s modelRent collection systems you should be usingThe student housing system with a one-on-one model Resources/Links Mentioned In This Episode The Road Less Stupid by Keith J. Cunningham | Kindle and HardcoverWiseBuildiumRent ManagerDocuSign QuickBooksRingCentralZelleVenmoReddit Google DocsState FarmAllstate Build a $10,755/month rental portfolio in under 3 hours a week! Learn the mistakes to avoid, how to create time freedom, and the secret to doubling rental income. Get the free guide at https://www.newbierealestateinvesting.com/guide. About Ryan ChawRyan Chaw is a full-time real estate investor and the founder of Newbie Real Estate Investing, where he teaches others how to build cash-flowing rental portfolios using his proven room-by-room rental strategy. Starting in 2016 with a single property, Ryan grew his portfolio to over 30 tenants and a six-figure annual cash flow, all while working full-time as a pharmacist. He specializes in helping beginners invest in student housing near colleges using systems, SOPs, and virtual assistants to scale efficiently. Ryan is a frequent podcast guest and speaker, sharing insights on tenant screening, HELOC, and DSCR loan strategies, and how to succeed in real estate without quitting your job. Connect with Ryan Website: Newbie Real Estate InvestingLinkedIn: Ryan ChawInstagram: @ryanchaw1YouTube: Ryan Chaw 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
    続きを読む 一部表示
    50 分
  • EP177: How to Access $250K in Zero-Interest Business Credit - Patrick Pychynski

    EP177: How to Access $250K in Zero-Interest Business Credit - Patrick Pychynski
    2025/09/03

    Why are business owners burning through cash, and outdated funding strategies aren’t cutting it? Marine veteran and funding strategist Patrick Pychynski shares how to ethically hack the credit system without risking your personal credit. Dive in to learn how to grow smarter, get funded faster, and start your path to becoming bankable.

    Key Takeaways To Listen For

    • How a clubhouse debate about business credit changed everything
    • Why your statement closing date matters more than your due date
    • Trusted tools for tracking credit utilization and reporting accuracy
    • The four foundational pillars of becoming a bankable business
    • A way to leverage 90-day banking cycles for strategic funding timing

    Resources/Links Mentioned In This Episode

    • Experian
    • Think and Grow Rich by Napoleon Hill | Audiobook and Paperback

    Get matched with 0% and 20+ business funding programs in minutes—no hard pull, no commitment. See what you qualify for, from 0% cards to term loans and bank lines, all backed by real data from 200+ lenders. Start your Stacking Success Business Funding Scan at https://stackingsuccess.com/.

    About Patrick Pychynski
    Patrick Pychynski is the founder and CEO of Stacking Capital, a business funding company that helps entrepreneurs access $50K–$500K in 0% interest business credit through strategic credit stacking. With a background in finance and a deep understanding of lender compliance, Patrick specializes in helping clients build fundable business profiles, optimize their credit structure, and scale to bankability without relying on personal guarantees. He is also a coach and speaker, known for demystifying business credit and teaching founders how to leverage other people’s money for sustainable growth.

    Connect with Patrick

    • Website: Stacking Capital
    • LinkedIn: Patrick Pychynski
    • Facebook: Patrick Pychynski
    • YouTube: Patrick Pychynski

    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
    続きを読む 一部表示
    52 分
  • EP176: Scale Strategically From Flips to 30-Unit Acquisitions - Michael Root

    EP176: Scale Strategically From Flips to 30-Unit Acquisitions - Michael Root
    2025/08/27

    Receiverships, gut rehabs, and family legacy collided to shape Michael Root’s rise in Chicago real estate. In this episode, he shares how he scaled from inherited rentals to complex multifamily deals fueled by trust, operations, and bold decision-making. Hit play and discover how he turned legacy buildings and court cases into a winning strategy.

    Key Takeaways To Listen For

    • How coffee shops and street art led them to their first winning market
    • What hundreds of court-appointed properties taught them about scaling
    • From flips to full-scale multifamily: how their buy box leveled up
    • The five deals he regrets walking away from and the mindset lesson inside
    • Why property management is the foundation most investors skip

    Resources/Links Mentioned In This Episode

    • The Rising by Larry Silverstein | Kindle and Hardcover
    • Circuit Court of Cook County

    About Michael Root

    Michael Root is Co-Partner at Root Property Group, a full-service real estate firm specializing in investment, management, and renovation throughout Chicago. With over 20 years of experience, he has played a key role in the company’s growth, strategic direction, and acquisitions, helping scale the firm to over $160 million in assets under management. In 2024 alone, under his leadership, the team added 100 units to their portfolio and achieved an impressive 82% lease renewal rate across their properties.

    Connect with Michael

    • Website: Root Property Group
    • LinkedIn: Michael Root

    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
    続きを読む 一部表示
    24 分
  • EP175: How to Scale Your Rental Property Without Hiring a Manager - Jessie Lang

    EP175: How to Scale Your Rental Property Without Hiring a Manager - Jessie Lang
    2025/08/20

    What happens when a Craigslist roommate, a $92K condo, and a world tour collide? Jessie Lang shares how a breakup and a bold decision led her to real estate, eventually scaling to over 70 self-managed rentals in Columbus, Ohio, from DIY cold calls to mastering the BRRRR method. Watch the episode now and discover how Jessie scaled smart with systems, not stress.

    Key Takeaways To Listen For

    • How three rentals and a bold leap funded a year-long, bill-free world tour
    • The moment she stopped juggling strategies and went all-in on BRRRR
    • Why DSCR loans became her secret weapon for scaling without W-2 income
    • A tech + team combo that lets her self-manage 70+ doors without chaos
    • What her mastermind “Rentals Made Easy” can do that investors need

    Resources/Links Mentioned In This Episode

    • Buildium
    • TenantCloud
    • Avail
    • Die With Zero by Bill Perkins | Kindle, Hardcover, and Paperback
    • Rentals Made Easy by Jessie Lang | Kindle and Paperback

    Ready to build wealth through rentals without the chaos? Join the Rentals-Made-Easy Mastermind and learn the exact systems to scale your portfolio and simplify management. Just click the link and fast-track your path to early retirement. https://www.unlockedrentals.com/rmem297-2997

    About Jessie Lang
    Jessie Lang became an “accidental landlord” in 2013 and has since built a $10M+ rental portfolio using the BRRRR method, acquiring over 70 properties since 2021. She’s helped 100+ investors buy their first few rentals, with her students now owning hundreds of doors worth tens of millions. A frequent podcast guest and live speaker, Jessie also runs the Central Ohio Investor Network meetup. When she’s not coaching or managing properties, she’s traveling with her wife Laura, spoiling their five pets, or tackling hands-on DIY projects.

    Connect with Jessie

    • Website: UnlockedRentals.com
    • LinkedIn: Jessie Lang
    • Instagram: @jessielangofficial
    • Facebook:Jessie Lang
    • YouTube: Unlocked

    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
    続きを読む 一部表示
    47 分