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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

EP226: Capital Raising Strategies Every Growing Business Should Know - James Mendelson

August 12, 2026

Raising capital isn't just about getting funding; it's about choosing the right strategy at the right stage of growth. In this episode, James Mendelson shares how businesses can balance debt and equity, prepare for acquisitions, and maximize company value before seeking outside investors. Learn what capital providers look for, why clean financials matter, and how founders can position themselves for long-term success. 

 

Key Takeaways To Listen For

  • Biggest mistakes founders make before raising capital

  • When debt becomes a smarter option than giving up equity

  • Why clean financials can dramatically increase your company's value

  • How private equity firms decide which businesses to acquire

  • The hidden milestones that make companies more attractive to investors

 

Resources/Links Mentioned In This Episode

 

About James Mendelson

James Mendelsohn is the Managing Director of Proximo Capital, where he advises businesses on debt and equity financing, capital strategy, and long-term growth. A seasoned financial services executive, James has extensive experience in lending, payments, and capital markets, helping companies optimize capital structures, expand into new markets, execute mergers and acquisitions, and accelerate growth. Throughout his career, he has held leadership positions at Capital One, CAN Capital, and McKinsey & Company, where he advised global organizations and emerging fintech firms on strategy, marketing, and business development. Combining deep financial expertise with a practical, growth-focused approach, James helps businesses secure the capital and strategic direction needed to scale successfully.

 

Connect with James

 

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/. 

 

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EP225: Why Intentional Investing Beats Chasing Every Real Estate Opportunity - Dani Lynn Robison

August 5, 2026

Building wealth isn't about owning more properties; it's about putting your money to work with intention. In this episode, Dani Lynn Robison shares her journey from cruise ship musician to real estate entrepreneur, explaining how she evolved from turnkey rentals to managing diversified, needs-based investment funds. She breaks down why passive investing, strategic partnerships, and aligning every investment with a clear purpose can create greater financial freedom. Tune in to learn how intentional investing can help you build wealth with confidence and peace of mind.

 

Key Takeaways To Listen For

  • The surprising difference between owning rentals and creating passive income

  • Why needs-based real estate continues attracting capital across market cycles

  • A mindset shift from being an operator to becoming a capital allocator

  • How every investment dollar should have a specific purpose

  • Best-in-class operators: how they can outperform doing everything yourself

 

Resources/Links Mentioned In This Episode

 

About Dani Lynn Robison

Dani Lynn Robison is the Co-Founder, Owner, Chief Investment Officer, and CEO of Freedom Capital Investments, a private equity real estate firm specializing in multifamily acquisitions, asset management, and investor relations. With a background in finance, capital raising, and strategic leadership, Dani has helped grow the firm by combining disciplined investment strategies with a strong focus on building lasting relationships with investors. Passionate about financial education and wealth creation, she is dedicated to helping individuals achieve long-term financial freedom through passive real estate investing while leading a values-driven organization committed to transparency, integrity, and sustainable growth.

 

Connect with Dani Lynn

 

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/. 

 

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EP224: How to Find, Flip, and Profit From Undervalued Rural Land - Sumner Healey

July 29, 2026

What if some of the best real estate opportunities are hiding in markets most investors have never heard of? Land investor and entrepreneur Sumner Healey shares how he went from buying his first property for just over $1,000 to completing nearly 800 land deals and building a business capable of operating at scale. He breaks down how to identify high-demand markets, find motivated sellers, structure profitable acquisitions, add value to rural land, and build the right local team. Tune in to discover why land investing has changed, what works in today's market, and how patience and persistence can turn a simple strategy into a life-changing business.

 

Key Takeaways To Listen For

  • Why the old "low-hanging fruit" approach to land investing stopped working

  • What sell-through rates can reveal about overlooked markets before you invest 

  • 3 questions that help identify which landowners may actually be ready to sell

  • How simple improvements can unlock significant value

  • Sumner's "three-year rule": the timeline most entrepreneurs underestimate 

 

Resources/Links Mentioned In This Episode

 

About Sumner Healey

Sumner Healey is a land investor, entrepreneur, and founder of Land Insights, a software platform built to help land investors make smarter, data-driven decisions when evaluating properties and markets. Drawing from his hands-on experience in land investing, Sumner focuses on using technology, research, and streamlined systems to identify opportunities and improve the acquisition process. Through Land Insights, he helps investors access and analyze the information they need to evaluate land deals more efficiently and confidently.

 

Connect with Sumner

 

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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EP223: Why Building Wealth Starts With Who You Become - Jonathan Berryhill

July 22, 2026

What if building wealth starts with who you become, not how much you earn? Entrepreneur, Army combat veteran, and real estate broker Jonathan Berryhill shares how discipline, faith, and a powerful sense of purpose helped him transform his life and build multiple successful businesses. From overcoming personal struggles to creating a family legacy, Jonathan reveals why identity and consistent action are at the heart of meaningful success. Tune in to discover how to build wealth, freedom, and a legacy that extends far beyond money. 

 

Key Takeaways To Listen For

  • Why the people around you can quietly influence how far you go

  • What separates consistent performers from people who rely on motivation

  • How being intentional with your priorities changes the way you define purpose

  • What building wealth looks like when freedom matters more than money

  • How thinking about legacy can change the decisions you make today 

 

Resources/Links Mentioned In This Episode

 

About Jonathan Berryhill

Jonathan Berryhill is a combat veteran, former law enforcement officer, seasoned entrepreneur, and business leader with more than 18 years of experience building companies and leading teams. A former U.S. Army Infantry Sergeant and narcotics task force officer, Jonathan is the founder and CEO of B&B Health Services and a multi-state real estate broker leading more than 50 agents, earning recognition as Broker of the Year among over 100 offices nationwide. Drawing on lessons forged through military service, law enforcement, entrepreneurship, and leadership, he shares practical, field-tested frameworks for helping men lead with greater discipline, purpose, and direction. Jonathan and his family also operate Berryhill Farms, where they raise American Quarter Horses and put the principles of patience, stewardship, hard work, and generational legacy into practice every day.

 

Connect with Jonathan

 

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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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

 

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

 

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