The World's First Podcast
Podcast profile
The Wealth Flow With Keith Borie cover art
Home > Business, facebook, Finance, Investing, real estate

The Wealth Flow With Keith Borie

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.
RSS logo RSS Feed All Podcasts

Stream this Podcast

Apple Podcasts

Connect

Social links have not been added yet.

Latest Episodes

EP213: Defeating Taxes and Maximizing the "One Big Beautiful Bill Act" - Christopher J. Picciurro, CPA, MBA, PFS, ARA

May 13, 2026

Many business owners and real estate investors overpay on taxes because they confuse looking backward (tax preparation) with looking forward (tax planning and strategy). In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down the massive paradigm shift in tax law passed on July 4th. Listen now to learn how to legally and ethically reduce your tax burden, structure your entities correctly, and stop treating the IRS as your most expensive involuntary business partner! 

 

Key Takeaways To Listen For

  • Crucial difference between tax compliance (looking back) and tax strategy (looking forward)

  • How to leverage four new temporary deductions reported on Schedule 1A, including no tax on tips, overtime, and specific new car loan interest

  • Why the increased SALT deduction limit (up to $40,000 for married couples) and the preserved $15 million estate tax exemption are massive wins for investors

  • The preservation of the 1031 exchange and how to prepare for the QOZ 2.0 rollout in 2027 to defer capital gains

  • Permanent return of 100% bonus depreciation and how it fuels cost segregation studies for real estate owners

 

Resources/Links Mentioned In This Episode

About Christopher Picciurro, CPA, MBA, PFS, ARA
Christopher Picciurro is a CPA, author, educator, and tax strategist who founded his own practice in 2002 at the age of 27. After realizing the accounting industry was heavily focused on compliance rather than proactive strategy, he created the Teaching Tax Flow community to bring elite tax planning to the everyday taxpayer. With over two decades of experience, Christopher recently published his new book, Defeating Taxes, to help entrepreneurs and investors logically navigate tax law to legally and ethically keep more of their hard-earned money.

Connect with Christopher

 

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

 

Open Audio Episode Page

EP212: Preserving Wealth and Building Legacy Through Nonprofits - Christian LeFer

May 6, 2026

Many successful entrepreneurs focus solely on building personal wealth, but the truly wealthy build ecosystems. In this episode, Christian LeFer shares his journey from issue advocacy to becoming the Founder and CEO of Instant Nonprofit. He breaks down the four primary types of nonprofits and explains how high-net-worth individuals can use a 501(c)(3) for wealth preservation, tax benefits, and legacy building. Listen now to learn how to seamlessly start a tax-exempt organization without getting bogged down by bureaucratic red tape!

 

Key Takeaways To Listen For

  • 4 primary types of nonprofits based on their revenue sources and whether they run programs or make grants

  • How business owners can pair a nonprofit with their for-profit company to boost employee retention and community impact 

  • The tax advantages of donating highly appreciated stock directly to a foundation instead of cashing it out 

  • Strategies for avoiding bureaucratic friction and minimizing paperwork when filing for 501(c)(3) status 

  • Why adopting an "anti-fragile" mindset can help you build stronger systems through stress and challenges 

 

Resources/Links Mentioned In This Episode

 

About Christian LeFer
Christian LeFer is the Founder and CEO of Instant Nonprofit, a company dedicated to making it fast, easy, and affordable to start and grow 501(c)(3) organizations. With decades of experience in nonprofit strategy, entrepreneurship, and system design, Christian has helped thousands of founders turn their mission into tax-exempt organizations that create real impact.

His passion lies in removing the red tape so changemakers can focus on making the world a better place. For existing entrepreneurs and those looking for institutional-level foundation building, he also operates Iconic Impact to accelerate their progress and help them navigate complexities

 

Connect with Christian LeFer

 

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

 

Open Audio Episode Page

EP211: From House Flipper to Hard Money Lender: Mastering the Wealth Flow in Real Estate - Will Harvey III

April 29, 2026
Many investors start with rental properties only to realize that managing tenants isn't for them. In this episode, Will Harvey III shares his journey from being an award-winning residential loan officer and house flipper to founding a dedicated hard money lending fund. He breaks down the power of using real estate tax benefits like bonus depreciation, the importance of staying hyper-focused on your local market, and why he ultimately chose the finance side of real estate. Listen now to learn how to adapt your investment strategy to fit your temperament and build long-term wealth. Key Takeaways To Listen For
  • Will's transition from active house flipping to passive apartment syndications and lending
  • How to utilize cost segregation and bonus depreciation to offset ordinary active income
  • Main benefits and challenges of operating a boutique hotel and wedding venue
  • Why sticking to a known local market (like the Richmond area) mitigates risk
  • The value of asset-based hard money lending and customizing loan terms for experienced borrowers
  Resources/Links Mentioned In This Episode   About Will Harvey III Will Harvey III began his real estate career in 2015 as an award-winning residential loan officer. After acquiring several residential rental properties and running a house flipping company, he realized he preferred the finance side of the industry over the day-to-day operations of being a landlord. This realization led him to invest heavily in private syndications as both a limited and general partner, eventually participating in boutique hotel and wedding venue investments. ​ Today, Will manages multiple funds, including a dedicated hard-money fund focused heavily on the Richmond area. His approach to lending is deeply relationship-driven and asset-based, focusing heavily on a borrower's competence and exit strategy rather than just the appraisal. Will is committed to shared success and personally invests alongside his partners in every venture. He is also actively exploring the purchase of discounted seller-financed notes. ​ Originally from Haymarket, Virginia, Will navigated a non-traditional educational path as a double college dropout before finding his passion in real estate finance. ​ Connect with Will   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
Open Audio Episode Page

EP210: Gold, Silver, and Rare Coins: How to Protect Wealth in Uncertain Times - David Beahm

April 22, 2026
Most investors chase returns, but the smartest ones focus on protecting what they've already built. In this episode, David Beahm breaks down how gold, silver, and rare coins act as insurance against market volatility, inflation, and global uncertainty. From the history of gold ownership to modern portfolio strategy and storage options, he explains how physical metals provide stability when traditional assets falter. Listen now to learn how to add resilience and long-term security to your portfolio.   Key Takeaways To Listen For
  • Gold's unique history as a store of value over thousands of years
  • How physical metals act as portfolio insurance during market volatility
  • Why a small allocation (5–15%) can improve overall portfolio stability
  • What drives the long-term outlook of silver
  • The role of trust and reputation when buying physical precious metals
  Resources/Links Mentioned In This Episode   About David Beahm David Beahm is the President and CEO of Blanchard and Company, Inc., one of the nation's leading firms specializing in precious metals and rare coins. He holds an MBA and began his career at The Whitney Bank (now Hancock Whitney) as a commercial lender. Over the years, he has grown within Blanchard, serving in key roles including Director of Client Information and Director of Marketing before stepping into his current leadership position, where he oversees the company's growth and strategic direction. ​ With a strong background in finance and extensive experience in the rare coin and precious metals markets, he brings a deep understanding of both economic fundamentals and the artistry that defines the industry. His leadership is grounded in a hands-on, relationship-driven approach, with a focus on trust, transparency, and integrity principles that have long been central to Blanchard's reputation. He approaches every decision with a long-term perspective, recognizing the enduring value of tangible assets and the legacy they help clients build. ​ Outside of his professional life, he enjoys spending time outdoors and with his family. His hobbies include sporting clay shooting, hiking, and cooking with his wife. Much of his free time is dedicated to his three children and their dog, and he especially enjoys watching his daughter play volleyball and spending time with his twin boys. ​ Connect with David   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
Open Audio Episode Page

EP209: Why Being the Bank Beats Owning Rental Properties - Eddie Speed

April 15, 2026

Most investors chase properties, but the real power in real estate is controlling the cash flow behind them. In this episode, Eddie Speed breaks down how buying mortgage notes can create consistent, passive income without tenants, repairs, or headaches. From understanding underwriting shifts to leveraging seller financing and building predictable cash flow, he reveals why more investors are choosing to "be the bank." Listen now to discover how note investing can simplify your real estate strategy while improving returns.

 

Key Takeaways To Listen For

  • Why owning the note, not the property, can create more predictable income

  • How tighter underwriting has reshaped today's real estate market

  • The role of seller financing in serving overlooked but qualified buyers

  • Note investing vs. rentals in both returns and effort

  • Main importance of underwriting, credit, and property quality in reducing risk

 

Resources/Links Mentioned In This Episode

 

New to note investing? Start here. Get 9 free videos from NoteSchool showing how to get paid first without tenants or repairs and why there's less competition. https://noteschool.com/wealthflow

 

About Eddie Speed

Eddie Speed is a nationally recognized real estate investor, note investing expert, and founder of NoteSchool, a leading education company that teaches investors how to buy and sell performing and non-performing mortgage notes. With over 40 years of experience in the note business, Eddie has been a pioneer in seller-financed notes and the secondary note market, helping thousands of investors generate passive income without owning property directly. Through NoteSchool, he focuses on simplifying note investing by emphasizing cash flow, risk mitigation, and scalable systems that help investors build long-term wealth.

 

Connect with Eddie

 

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

 

Open Audio Episode Page