Episodes
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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
What the Heck Is EOS? by Gino Wickman and Tom Bouer
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
Website: Doron Levi
LinkedIn: Doron Levi
Facebook: Doron Levi
Instagram: @doronlevirei
YouTube: Doron Levi
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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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
Traction by Gino Wickman | Kindle, Audiobook, and Paperback
The Richest Doctor by David Auer | Paperback and Hardcover
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
Website: Marsh Lending
Email: [email protected]
YouTube: Marsh Lending
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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LinkedIn: Keith Borie
Investor Club: Secret Passive Cashflow Investors Club
Facebook: Keith Borie
X: @BoboLlc80554
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Missing episodes?
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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
Am I Being Too Subtle? by Sam Zell | Kindle and Hardcover
The Almanack of Naval Ravikant | Kindle, Paperback, and Hardcover
Thinking In Bets by Annie Duke | Hardcover & Audiobook
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
Website: Medical Expert Witness
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
LinkedIn: Keith Borie
Investor Club: Secret Passive Cashflow Investors Club
Facebook: Keith Borie
X: @BoboLlc80554
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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
Early Access to Simplified AI-Powered Tax Lien Investing
The ONE Thing by Gary Keller and Jay Papasan | Kindle, Audiobook, and Paperback
Tax Sale Resources
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
Website: JurisDeed
LinkedIn: Stephen Morel
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
LinkedIn: Keith Borie
Investor Club: Secret Passive Cashflow Investors Club
Facebook: Keith Borie
X: @BoboLlc80554
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Affordable housing shortages continue to create opportunities, but only for investors who understand the operational side of the business. In this episode, Nathan Jameson shares how he scaled from a 36-site mobile home park to managing over $150M in manufactured housing and RV assets. From utility systems and resident quality to fund structures and seasonal RV investing, Nathan explains how patient operators build long-term value in overlooked sectors. Listen now to learn why manufactured housing continues attracting capital despite changing markets.
Key Takeaways To Listen For
How experienced operators create value beyond simply raising lot rents
The hidden economics behind filling vacant sites profitably
Why smaller parks created opportunities before institutional capital caught on
Surprising advantages of age-restricted communities during uncertain markets
What changing market cycles are doing to seller expectations and deal flow
Resources/Links Mentioned In This Episode
"What Are People For?" by Wendell Berry | Kindle and Paperback
About Nathan Jameson
Nathan Jameson is the founder and managing partner of Arx Ventures, a real estate investment firm focused on identifying and operating high-performing multifamily and commercial assets. With experience across acquisitions, underwriting, asset management, and capital raising, Nathan specializes in building resilient investment strategies designed to perform across changing market conditions. Known for his disciplined approach to risk management and data-driven decision-making, he focuses on creating long-term value for investors while emphasizing operational excellence, strong partnerships, and sustainable growth.
Connect with Nathan
Website: Arx Ventures
LinkedIn: Nathan Jameson
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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Markets change fast, but disciplined investors adapt faster. In this episode, John Azar shares how decades of experience through crashes, distressed assets, and private equity have shaped his investment philosophy. From multifamily underwriting and car wash investments to distressed opportunities and operator selection, John breaks down how investors can build resilience in uncertain markets. Tune in to learn how disciplined underwriting and smart partnerships create long-term success.
Key Takeaways To Listen For
Why boots-on-the-ground due diligence beats relying solely on spreadsheets
The resilience advantage of B-class multifamily during economic shifts
How strong relationships and operator partnerships accelerate long-term growth
Reasons why some investors survive volatile markets while others get wiped out
Where savvy investors are uncovering overlooked opportunities in today's market
Resources/Links Mentioned In This Episode
Devil Take the Hindmost by Edward Chancellor | Kindle, Paperback, and Hardcover
Hope Is Not A Method by Gordon R. Sullivan | Kindle, Paperback, and Hardcover
About John Azar
John Azar is the founder and managing partner of Peak 15 Capital, where he focuses on multifamily and commercial real estate investments with an emphasis on value creation, disciplined underwriting, and long-term wealth building. With experience spanning acquisitions, asset management, and market analysis, John helps investors navigate complex market cycles while identifying opportunities in both traditional and alternative asset classes. Known for his data-driven yet relationship-focused approach, he specializes in building resilient investment strategies that prioritize downside protection, operational excellence, and sustainable growth.
Connect with John
Website: Peak 15 Capital
LinkedIn: John Azar
Email: [email protected]
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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Senior living is no longer a niche investment; it's becoming one of the biggest demographic opportunities of the next two decades. In this episode, Jerry Vinci breaks down why the "silver tsunami" is creating massive demand for senior housing, assisted living, and memory care communities. From occupancy growth and operational challenges to lead-generation systems and investment due diligence, Jerry reveals what separates thriving senior-living operators from struggling ones. Listen now to learn why this asset class is attracting serious attention from investors nationwide.
Key Takeaways To Listen For
How demographic shifts are driving sustained need for senior living communities
Overlooked gaps where senior housing communities lose revenue
Ways reliance on referral agencies can quietly erode your bottom line
Why robust marketing-to-move‑in systems are the engine of occupancy gains
How operator execution quality can make or break a senior housing deal
Resources/Links Mentioned In This Episode
Becoming a Category of One by Joe Calloway | Kindle, Paperback, and Hardcover
A Place for Mom
Caring
About Jerry Vinci
Jerry Vinci is the founder and CEO of CCR Growth, a marketing and growth agency dedicated exclusively to the senior living industry. With more than 20 years of experience in marketing, demand generation, and occupancy growth, Jerry helps senior living operators build scalable systems that generate qualified leads, improve move-ins, and create more predictable growth. He is also the host of the From Leads to Leases podcast, where he speaks with industry leaders about senior living marketing, operations, sales strategy, and the future of occupancy growth. Known for his direct, systems-driven approach, Jerry focuses on aligning marketing, sales, and operations to help communities grow sustainably and serve families more effectively.
Connect with Jerry
Website: CCR Growth
LinkedIn: Jerry Vinci
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
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Many investors believe that the biggest risk to their portfolio is volatility, but what if playing it "safe" is actually destroying their wealth? In this episode, Jonathan Blau breaks down the core principles of behavioral finance and explains why an investor's temperament is far more important than their intellect. Listen now to learn how to reprogram your natural biases, stop betting on apocalyptic speculation, and build a bulletproof, index-driven strategy!
Key Takeaways To Listen For
Why volatility is an illusory risk and the real external threat to wealth is actually inflation
How keeping just two to three years of living expenses in bonds protects against the sequence of return risk
The danger of the "Action Bias" and how our biological survival instincts sabotage long-term equity success
High dividend yields vs. a smart investment for total returns
A staggering reality about professional money managers failing to beat their benchmark index
Resources/Links Mentioned In This Episode
The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover
Crazy Wealthy Podcast | Fix It Fridays
About Jonathan Blau
Jonathan Blau is the Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based fee-only registered investment advisory firm with $1.6 billion in assets under management. His investment philosophy centers around shaping positive money behaviors and teaching high-net-worth individuals to make consistently rational financial decisions under uncertainty. He firmly believes that an investor's temperament, how they react to market vagaries and natural biases, is the dominant variable determining their ultimate success or failure.Connect with Jonathan
Website: Fusion Family Wealth
Podcast: Crazy Wealthy Podcast | Apple Podcasts and Spotify
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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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
Defeating Taxes by Chris Picciurro | Paperback
The Science of Scaling by Mark Roberge | Kindle and Hardcover
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
Website: Chris Picciurro | Defeating Taxes
Podcast: Teaching Tax Flow | Apple Podcasts and Spotify
LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA
Facebook: Chris Picciurro
Facebook Group: Defeating Taxes
Instagram: @chrispicciurro
YouTube: Teaching Tax Flow
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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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
Anti-Fragile by Nassim Nicholas Taleb: Kindle | Paperback
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
Website: Instant Nonprofit | Iconic Impact
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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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 Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback Berkshire Hathaway shareholder letters Lendr 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 Website: Harvey Capital Management Email: [email protected] 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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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 Anthem by Ayn Rand | Paperback 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 Website: Blanchard and Company LinkedIn: David Beahm Phone: 800-880-GOLD 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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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
Never Split the Difference by Chris Voss and Tahl Raz | Kindle, Paperback, and Hardcover
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
Website: Noteschool
LinkedIn: Eddie Speed
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
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What if building wealth wasn't about cutting expenses but making more money and protecting what you've built? In this episode, Dr. Adam Link, CFP®, shares a powerful framework for growing and preserving wealth through active risk management, income optimization, and strategic investing. From job-hopping to doubling your income to building dividend portfolios and exploring unconventional investments, Adam breaks down how to align your money with your life goals. Key Takeaways To Listen For The importance of aligning your investment philosophy with your advisor How active risk management helps protect your portfolio during downturns Why most investors fail by reacting emotionally during market crashes Trade-offs between passive investing and being an active operator Creative ways to invest outside traditional markets, including local businesses Resources/Links Mentioned In This Episode Monarch The First Tycoon by T.J. Stiles | Kindle, Paperback, and Hardcover About Dr. Adam Link, CFP® Dr. Adam Link is a Certified Financial Planner™ and financial strategist with experience spanning traditional wealth management and digital assets. He is affiliated with Coinbase, where he contributes to advancing access and education around cryptocurrency and digital financial systems. He is also the founder of Fireweed Capital, where he helps clients integrate comprehensive financial planning with emerging asset classes, including crypto, to support long-term wealth building. With a background that blends academic insight and practical financial strategy, Dr. Link focuses on helping individuals and investors navigate evolving markets, understand risk, and make informed decisions across both traditional and digital portfolios. Connect with Dr. Adam, CFP® Website: Fireweed Capital LinkedIn: Dr. Adam Link, CFP® Email: [email protected] 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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From swinging hammers on a six-unit deal during the Great Recession to building a vertically integrated real estate firm, Erik Strom and Erik Nordstrom share how discipline, operational excellence, and patience have driven consistent returns in multifamily investing. They break down today's market cycle, why underwriting conservatively matters more than ever, and how true wealth in real estate is built through execution, not hype.
Key Takeaways To Listen For
Why going through tough market cycles builds well-rounded operators
The power of lender relationships in unlocking off-market and distressed deals
One market focus vs. chasing multiple "hot" locations
Main advantage of mastering every part of the business
How conservative underwriting protects downside and drives long-term wealth
Resources/Links Mentioned In This Episode
AppFolio
Poor Charlie's Almanack by Peter D. Kaufman | Hardcover
Meditations by Marcus Aurelius | Kindle and Paperback
The One Minute Manager by Kenneth Blanchard Ph.D. and Spencer Johnson M.D. | Paperback and Hardcover
About Erik Strom and Erik Nordstrom
Erik Strom is a principal at Ironridge Capital with over 18 years of experience in syndication, property management, asset management, and commercial investment brokerage. He previously brokered more than $175 million in multifamily and land development transactions and founded Ironridge Investments in 2010, building a $53 million portfolio in the Seattle area before transitioning to Ironridge Capital in 2018. With a business administration degree from the University of Washington and a hands-on background in construction, Erik combines practical experience with financial expertise to lead acquisitions, fundraising, and strategic portfolio growth.Erik Nordstrom is the president of Ironridge Capital with over 18 years of experience in project management, operations, and team leadership. His background includes real estate lending, small business investments, and managing teams of over 200 employees in the health and fitness industry, where he was also a founding partner in a fitness franchise. A University of Florida attendee and licensed real estate professional since 2011, Erik oversees daily operations, property management teams, and capital improvement projects, emphasizing strong communication, teamwork, and operational excellence.
Connect with Erik and Erik
Website: Ironridge Capital's
LinkedIn: Erik Strom | Erik Nordstrom
Phone: Erik Strom (425) 466-5681 | Erik Nordstrom (352) 278-0415
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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Most investors chase deals. The smart ones build relationships that create them. In this episode, Wayne Seminoff shares how he scaled wealth through lending, trust, and consistent deal flow. without chasing every opportunity. If you want a predictable income, stronger partnerships, and a more stable path to wealth, this conversation will shift how you approach investing. Listen now and rethink where your next deal really comes from.
Key Takeaways To Listen For
Lending vs. owning: how to generate income without operational headaches
The hidden power of becoming the "go-to" capital partner
Risk management: what experienced lenders look for before funding deals
Why saying no to deals is often what builds long-term wealth
How to position yourself for repeat business and compounding growth
Resources/Links Mentioned In This Episode
Ask Wayne Anything
TheFutureWasPerfect
Turn overlooked land into real profit with Junk Land into Gold—a step-by-step program with two books and 50+ videos showing you how to transform "junk" land into high-value property. Grab it now at https://junklandintogold.com and use code "fun if you win" to get it for $500 (normally $1,000).
Looking to level up your mindset, too? Check out Achieve Love Energy at https://www.activateloveenergy.com/ for a simple daily practice to stay grounded, energized, and genuinely happy through quick mantras and laughter routines.
About Wayne Seminoff
Wayne Seminoff is a land investor, entrepreneur, and founder of Junk Land into Gold, a platform that teaches investors how to acquire undervalued land and turn it into profitable opportunities. After transitioning from traditional real estate, Wayne built a business focused on buying "junk" or overlooked parcels and transforming them into income-generating assets through strategic marketing, seller financing, and creative deal structuring. Today, he helps others replicate this model by simplifying land investing, breaking down deal analysis, and showing how to build consistent cash flow without tenants, rehabs, or heavy overhead. His approach emphasizes scalability, low competition, and leveraging direct-to-seller marketing.
Connect with Wayne
Website: Junk Land Into Gold
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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What happens when debt spirals, currencies weaken, and global trust shifts? In this episode, Dana Samuelson breaks down why gold and silver are surging, and what that means for investors. From central bank buying to supply shortages and geopolitical shifts, Dana reveals how precious metals act as both protection and opportunity. Listen now to understand where the market is heading, and how to position yourself before the next wave.
Key Takeaways To Listen For
Coins vs. bars: the smarter choice for liquidity and counterfeit protection
How global debt and currency devaluation are driving gold's long-term surge
Central banks are buying gold at record levels: here's why that matters
Silver's industrial demand (AI, EVs, solar) is creating a supply squeeze
Why 5–10% in precious metals can protect and enhance your portfolio
Resources/Links Mentioned In This Episode
Principles by Ray Dalio | Hardcover
How Countries Go Broke by Ray Dalio | Kindle and Hardcover
Robert Kiyosaki
About Dana Samuelson
Dana Samuelson is the President of American Gold Exchange, a nationally recognized precious metals firm specializing in gold, silver, platinum, and rare coins. With decades of experience in the precious metals industry, Dana is known for his deep expertise in physical gold ownership, market cycles, and wealth preservation strategies.
He works closely with investors to help them understand the role of hard assets in protecting purchasing power, particularly during periods of inflation and economic uncertainty. Dana is also a frequent podcast guest and industry commentator, sharing insights on monetary policy, global markets, and the long-term value of owning physical precious metals.
Connect with Dana
Website: American Gold Exchange
LinkedIn: American Gold Exchange
X: @AmGoldEx
YouTube: American Gold Exchange
Email: [email protected]
Phone: 800-613-9323
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 -
After 25 years in IT and telecom, Jens Nielsen realized financial stability alone wasn't enough; he wanted control over his time and a greater sense of purpose. Jens shares lessons from scaling fast, surviving floating-rate debt shocks, pivoting into industrial real estate, and building a coaching practice focused on clarity and courage. Listen now to learn how vision, not just strategy, drives long-term wealth and fulfillment.
Key Takeaways To Listen For
How partnering on a 38-unit deal opened the door to raising capital
What scaling during 2020–2022 taught him about debt risk and floating rates
A gut-wrenching lesson of short-term floating-rate debt without a rate cap
Why diversification across deals matters more than any single "home run"
The #1 breakthrough in coaching: clarity of vision before goals
Resources/Links Mentioned In This Episode
Thinking In Bets by Annie Duke | Hardcover & Audiobook
How to Invest in Real Estate by Brandon Turner and Joshua Dorkin | Kindle, Paperback, and Spiral-bound
Download Jens Nielsen's Vision Workbook eBook at https://jensnielsen.us and start getting clear on where you're headed. While you're there, explore his coaching programs, real estate opportunities, and book a call directly through his calendar link. Take the next step and connect.
About Jens Nielsen
Jens Nielsen is a multifamily real estate investor and Certified High Performance Coach dedicated to helping people live life to the fullest through strategic real estate investing and personal performance growth. He combines multifamily investment expertise with high-performance coaching principles to help investors scale their portfolios while building clarity, discipline, and sustainable success. Jens focuses on mindset, execution, and long-term wealth creation, guiding clients not just to invest better, but to operate at a higher level in business and life.
Connect with Jens
Website: Jens Nielsen
LinkedIn: Jens Nielsen
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 -
Franchising isn't just burgers and drive-thrus. Jon Ostenson breaks down the world of non-food franchising from home services and senior care to health clinics and B2B models. If you've been thinking about leaving your W2 or building a scalable second income, this conversation gives you a framework to evaluate if franchising is the right move for you. Listen now and decide if it's time to get off the sidelines and into the game.
Key Takeaways To Listen For
● The real value of franchise support systems vs. "brand name" recognition
● Semi-absentee ownership: what it really takes (and what it doesn't)
● Typical startup investment ranges and smart leverage strategies
● When do most franchises realistically break even
● Franchise success rates and why following the system matters
Resources/Links Mentioned In This Episode
● The Compound Effect by Darren Hardy | Kindle and Paperback
● Holy Bible by Christian Art Publishers
You know where you want to be, we'll help you get there. Request your FREE downloadable copy of Non-Food Franchising by Jon Ostenson, and after you submit your email, you'll get access to schedule a call directly on his calendar. Get started today at https://franbridgeconsulting.com/
About Jon Ostenson
Jon Ostenson is the Founder and CEO of FranBridge Consulting, a leading franchise consulting firm that helps professionals and executives invest in non-food, non-retail franchise opportunities aligned with their goals and lifestyle. A former Inc. 500 executive and multi-brand franchise owner, Jon has extensive experience in franchise development, operations, and scaling emerging brands. He is the author of Non-Food Franchising and a frequent contributor to publications such as Forbes and Entrepreneur, where he shares insights on franchise ownership, semi-passive income models, and wealth-building strategies outside traditional business paths. Through FranBridge, Jon has helped hundreds of individuals diversify income streams and pursue financial independence through vetted franchise investments.
Connect with Jon
● Website: FranBridge Consulting
● LinkedIn: Jon Ostenson
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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Lane Kawaoka went from being a civil engineer in Hawaii to controlling over 10,000 rental units by rejecting the traditional "401(k) and hope" strategy. If you want clarity on your financial position and which strategy best fits your net-worth stage, this conversation provides a roadmap. Listen now and identify which floor of the Wealth Elevator you're currently on.
Key Takeaways To Listen For
Why scaling beyond 10-15 rentals becomes operationally painful The mindset shift from landlord to passive LP in commercial deals How accreditation changes your investment options dramatically Infinite banking explained simply: why it's not an investment Oil & gas vs. real estate: which is a better tax strategy
Resources/Links Mentioned In This Episode
Chatham Financial FedWatch - CME Group The Wealth Elevator by Lane Kawaoka | Kindle and PaperbackGrab your copy of The Wealth Elevator by Lane Kawaoka on Amazon, then take a screenshot of your purchase and email it to [email protected]. You'll get the free PDF plus the MP3 version hooked up as a bonus!
About Lane Kawaoka
Lane Kawaoka is a former civil engineer turned real estate investor and entrepreneur, and the founder of The Wealth Elevator, a private investment community that helps high-income professionals transition from single-family rentals to institutional-quality multifamily and alternative investments. After starting his investing journey with turnkey rentals while working in corporate engineering, Lane built a multimillion-dollar real estate portfolio and now focuses on large multifamily syndications and passive investment opportunities. He is also the host of the Simple Passive Cashflow podcast, where he shares strategies on scaling beyond "mom-and-pop" investing into true passive wealth-building. Lane specializes in helping accredited investors deploy capital into cash-flowing assets while emphasizing tax efficiency, risk mitigation, and long-term wealth strategy.Connect with Lane
Website: The Wealth ElevatorConnect 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 - Show more
