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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.
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Latest Episodes

EP222: Smart Retirement Planning Strategies Every Investor Should Know - Ray Godleski, CFP®

July 15, 2026

The best retirement strategy starts long before you stop working. In this episode, Certified Financial Planner Ray Goodletsky shares practical strategies for building tax-efficient wealth, maximizing retirement accounts, and avoiding costly mistakes before and after retirement. From Roth conversions and inherited IRAs to long-term care planning and business-owner retirement strategies, Ray explains how thoughtful planning today can create greater financial flexibility tomorrow. Tune in to learn how smart financial planning can help you build and protect lasting wealth.

 

Key Takeaways To Listen For

  • Why tax diversification may matter more than investment returns

  • The retirement planning window most investors completely overlook

  • How Roth conversions can reduce future tax headaches

  • Overlooked retirement tools available to business owners and solopreneurs

  • Why having a flexible financial plan beats reacting to market uncertainty

 

Resources/Links Mentioned In This Episode

 

About Ray Godleski, CFP®

Ray Godleski, CFP®, is a financial advisor and partner at Southeast Wealth Partners, where he helps individuals, families, and business owners build long-term financial security through personalized wealth management and retirement planning. With expertise in investment management, tax-efficient strategies, retirement income, and estate planning, Ray takes a comprehensive, client-centered approach to helping clients achieve their financial goals. Known for simplifying complex financial decisions, he is committed to providing trusted guidance that empowers clients to make informed choices and build lasting financial confidence.

 

Connect with Ray

 

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If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

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EP221: The Investor Mindset That Turns Difficult Deals Into Big Wins - Doron Levi

July 8, 2026

The best real estate deals aren't always the easiest ones; they're often the ones everyone else overlooks. In this episode, Doron Levi shares how he built a real estate portfolio by combining creative deal structuring, development expertise, and a business-first mindset. From transforming industrial buildings into multifamily properties to negotiating seller financing and repositioning distressed assets, Doron reveals why understanding people and solving problems is often more valuable than simply finding properties. Dial in to learn how creative thinking can unlock opportunities others never see.

 

Key Takeaways To Listen For

  • A mindset shift that helped transform a business owner into a successful developer

  • How creative financing can unlock deals traditional lenders won't touch

  • Why learning to pivot separates successful investors from everyone else

  • The hidden value of understanding a seller's real motivation before negotiating

  • Reasons why listening can become your greatest competitive advantage

 

Resources/Links Mentioned In This Episode

 

About Doron Levi

Doron Levi is a real estate developer, builder, entrepreneur, and seasoned investor with a diverse background in business and real estate. After building, scaling, and successfully exiting multiple multimillion-dollar service companies, he reinvested his capital into real estate, focusing on the acquisition, development, and construction of multifamily and commercial properties. As the leader of several real estate ventures, Doron has overseen more than 8 million square feet of completed projects and enhanced over $70 million in multifamily, commercial, and residential assets through land entitlement, construction, redevelopment, and property restoration. With expertise spanning private equity, business acquisitions, and property management, he is known for his hands-on, innovative approach to creating long-term value and delivering profitable real estate investments.

 

Connect with Doron

 

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If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

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EP220: How Smart Investors Use LLCs, DSCR Loans & Cost Segregation - Aaron Marsh

July 1, 2026

Looking for financing options beyond what traditional banks offer? In this episode, Aaron Marsh, founder of Marsh Lending, explains how investors can use creative lending strategies to finance short-term rentals, multifamily properties, and commercial real estate. From DSCR loans and LLC structures to cost segregation and portfolio lending, Aaron breaks down practical ways investors can qualify for more opportunities while protecting their long-term wealth. Tune in to discover financing strategies that can help you grow your real estate portfolio with confidence. 

 

Key Takeaways To Listen For

  • Why experienced investors often choose LLCs over personal ownership

  • How DSCR loans open doors that traditional lenders often close

  • The overlooked tax strategy that can dramatically improve cash flow

  • What lenders really evaluate before approving commercial properties

  • Financing mindset that helps investors scale with confidence

 

Resources/Links Mentioned In This Episode

 

About Aaron Marsh

Aaron Marsh brings a lifetime of real estate expertise, rooted in his Dallas upbringing, combined with a strong finance background and an MBA in Strategy. At Marsh Lending, we are dedicated to delivering seamless, customizable mortgage and lending solutions that meet the demands of today's dynamic personal and commercial markets.

Our services include a diverse range of mortgage solutions, including DSCR loans for investment properties, no-income-or-employment-verification loans, bank-statement loans, portfolio loans, 1031 exchanges, and more.

With a commitment to fast closings, we eliminate the frustrations often associated with traditional mortgage processes, making your path to financing smooth and stress-free.

Now based along the scenic beaches of 30A, Aaron and his team are ready to serve clients wherever they are. We proudly

 

Connect with Aaron

 

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://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

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EP219: Building Wealth One Deal at a Time - Dr. Jordan Romano

June 24, 2026

What happens when a physician applies curiosity, patience, and long-term thinking to real estate investing? In this episode, Dr. Jordan Romano shares how he built a portfolio of single-family and multifamily properties while maintaining a full-time medical career. From finding deals on Craigslist and turning one property into multiple opportunities through subdivision, Jordan reveals why staying hyper-local and thinking differently can uncover value others miss. Tune in to learn how patience, optionality, and disciplined investing can help create long-term wealth.

 

Key Takeaways To Listen For

  • Overlooked opportunities hiding in plain sight within local markets

  • How curiosity often uncovers value that other investors miss

  • Why optionality can be more valuable than immediate cash flow

  • The surprising benefits of staying hyper-local with your investments

  • Mindset shift that helps investors avoid costly mistakes

 

Resources/Links Mentioned In This Episode

 

About Dr. Jordan Romano

Dr. J. Jordan Romano is an Ivy League–trained physician with more than 15 years of clinical experience practicing in major academic medical centers. In addition to his clinical work, he has spent nearly a decade consulting in the medical malpractice field, providing expert witness services for both plaintiff and defense firms across the United States. His expertise includes reviewing medical records, evaluating standards of care, analyzing complex medical cases, and delivering expert testimony. Passionate about education and professional development, Dr. Romano is committed to helping fellow healthcare professionals succeed by sharing the knowledge and insights gained throughout his clinical and medical-legal career.

 

Connect with Dr. Jordan  

 

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://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

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EP218: Tax Lien Investing Made Simple - Stephen Morel

June 17, 2026

Tax lien investing has delivered double-digit returns for institutional investors for decades, but most investors have been locked out by complexity and legal barriers. In this episode, Stephen Morel shares how his experience as a title attorney and entrepreneur led him to build technology that simplifies tax lien investing nationwide. From Hurricane Katrina's impact on New Orleans to the creation of a platform that automates compliance, asset management, and due diligence, he explains how investors can access one of real estate's most overlooked opportunities. Tune in to learn how technology is transforming tax lien investing and making it accessible to more investors than ever before.

 

Key Takeaways To Listen For

  • Why tax lien investing has remained dominated by institutions for over a century

  • Artificial barriers that keep everyday investors out of a $20 billion market

  • How technology is simplifying one of real estate's most complex asset classes

  • The surprising reason most tax liens never reach foreclosure

  • Main difference between investing for interest income versus property ownership

 

Resources/Links Mentioned In This Episode

 

About Stephen Morel

Stephen Morel is the founder of JurisDeed, a legal services firm focused on helping real estate investors, entrepreneurs, and business owners protect and structure their assets through strategic legal planning. With a background in law and real estate, Stephen specializes in entity formation, asset protection, estate planning, and legal frameworks designed to support long-term wealth creation. Through JurisDeed, he provides practical, investor-focused guidance that helps clients navigate complex legal matters with clarity and confidence while building a strong foundation for growth and legacy.

 

Connect with Stephen 

 

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://slipstreamaii.com/.

 

Follow Keith's social media pages

 

Open Audio Episode Page