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PODCAST

The Wealth Flow

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

business investing

All Episodes

49:08

EP199: The Holistic Wealth Strategy High-Income...

The Wealth Flow ·

2026/02/04

If the traditional financial plan worked, most people wouldn't feel stuck trading time for money. In this episode, Dave Wolcott shares how becoming a father to triplets pushed him to question Wall Street advice and design a holistic wealth strategy built on cash flow, tax efficiency, and control. Listen now to learn how sophisticated investors structure freedom outside the stock market. Key Takeaways To Listen For The critical difference between active investing and truly passive wealth Why

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46:53

EP198: Breaking the Stress-Debt Cycle and Building...

The Wealth Flow ·

2026/01/28

Money stress doesn't come from a lack of income; it comes from a lack of clarity, systems, and emotional safety. Certified money coach Carrie Friedberg shares how breaking the credit card cycle, building intentional savings, and staying connected to your numbers can radically change your financial life and your relationships. This episode reframes personal finance as a learnable life skill, not a moral failing, and shows how small, consistent changes lead to lasting peace with money. Key Takeaways

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48:10

EP197: How Passive Income Proved Itself When Life...

The Wealth Flow ·

2026/01/21

What would happen to your income if you stopped working tomorrow? Ashley Garner shares how decades in real estate and a life-altering heart attack reshaped his approach to wealth, time, and risk. Listen now to learn how building systems, not hustle, creates true financial freedom. Key Takeaways To Listen For The $10,000-per-month passive income target that clarified his scaling strategy Why multifamily math never changes, but management must How surviving cardiac arrest proved passive income

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47:47

EP196: Why the Best Real Estate Deals Are the Ones...

The Wealth Flow ·

2026/01/14

If you want to know the real estate deals that most investors avoid, this episode is for you! Join in as Joel Kraut shares how he built a decades-long career financing "hard-to-lend" properties like gas stations, car washes, hotels, self-storage, and owner-occupied businesses. Listen now to learn how focusing on overlooked assets can unlock durable wealth and long-term opportunity. Key Takeaways To Listen For Why private and creative financing unlock deals banks won't touch How one gas-station

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50:03

EP195: What First-Generation Wealth Creators Know...

The Wealth Flow ·

2026/01/07

What really changes when your net worth jumps from $1 million to $10 million, and beyond? In this episode, Tad Fallows shares rare, data-driven insights from thousands of first-generation wealth creators navigating tax strategy, alternative investing, estate planning, and life after liquidity. Listen now to learn how sophisticated investors think beyond Wall Street. Key Takeaways To Listen For The real financial challenges that appear after a major liquidity event How Long Angle pools capital to

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45:54

EP194: How to Solve the Real Estate Liquidity Trap -...

The Wealth Flow ·

2025/12/31

What if your real estate portfolio showed millions on paper, but your bank account said otherwise? Derrick Barker breaks down how experienced operators solve liquidity gaps using flexible capital structures like mezzanine debt and preferred equity. Listen now to learn how modern capital stacks are reshaping commercial real estate investing. Key Takeaways To Listen For Why low leverage and cash flow matter more than perfect operations A way for mezzanine debt and preferred equity fill gaps banks

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48:07

EP193: From Hard Money to Industrial Wealth - Mike...

The Wealth Flow ·

2025/12/24

Stop gambling with volatility and start investing with predictable, risk-adjusted returns. In this episode, Mike Zlotnik shares how he built a career in private credit and industrial real estate using disciplined underwriting and "margin of safety" investing. Get to know the strategies that create stable cash flow and long-term wealth. Key Takeaways To Listen For The "Jar of Honey" move that scored Mike a $160K deal discount How post-2008 chaos became the catalyst for Tempo Funding's rise Why

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47:41

EP192: One-of-a-Kind Financial Planning and Tax...

The Wealth Flow ·

2025/12/17

Want to build wealth without a one-size-fits-all plan? In this episode, Mike Milligan shares how personalized strategies and proactive tax planning can change the trajectory of your financial life. Plus, powerful stories behind his "one-of-a-kind" approach, lessons from family entrepreneurship, and why every dollar should have a purpose. Key Takeaways To Listen For The #1 financial skill most people lack Why tax rates in retirement won't automatically be lower Tax diversification tools every

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45:41

EP191: The Psychology of Money and Legacy - Gino Barbaro

The Wealth Flow ·

2025/12/10

Can legacy and wealth truly go hand in hand? In this episode, investor and entrepreneur Gino Barbaro shares how he went from struggling restaurant owner to managing over 1,800 multifamily units and $450M in assets. Learn how to build a family business with intention, teach kids about money, and redefine wealth as a lasting legacy. Key Takeaways To Listen For Lessons from failed mobile home park investments and discovering multifamily as his calling The "Buy Right, Finance Right, Manage Right"

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47:16

EP190: How Carbon Real Estate Wins in Every Market...

The Wealth Flow ·

2025/12/03

How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the Southeast offers lasting opportunity, all while revealing how the right team fuels sustainable investor growth. Key Takeaways To Listen For Why the BRRRR

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46:47

EP189: How to Unlock Retirement Wealth Through...

The Wealth Flow ·

2025/11/26

Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditional markets to build true diversification and long-term wealth. Key Takeaways To Listen For The story behind Honest Dollar Why big financial

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47:57

EP188: Buy the Dip: Multifamily Recovery and Passive...

The Wealth Flow ·

2025/11/19

Ready to make your money work for you, without becoming a landlord? Travis Watts breaks down how limited partners build wealth through multifamily syndications. He shares lessons from his journey from single-family "DIY investor" to full-time LP, explains how rising rates reshaped the market, and why 2025 may be the perfect time to "buy the dip." Tune in to learn what mindset shifts are needed to invest for freedom, not stress! Key Takeaways To Listen For Single-family mistakes to becoming a

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46:46

EP187: How Tax Liens Create Double-Digit Returns -...

The Wealth Flow ·

2025/11/12

Want to earn 10–16% returns through real estate that others overlook? Brian Seidensticker breaks down how investors profit from tax liens, tax deeds, and untapped property opportunities nationwide. He shares his journey from aerospace engineer to leading a platform tracking 9,000+ auctions a year and managing $2.5B in assets, plus how accredited investors can earn quarterly payouts. Key Takeaways To Listen For The U.S. tax-sale system explained: how liens and deeds really work Supreme Court's

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48:13

EP186: Defer, Defer, Die: The Power of 1031 Exchanges...

The Wealth Flow ·

2025/11/05

Keep more of your profits and build wealth tax-deferred as Jon Hilley reveals how the 1031 exchange helps investors legally defer taxes while compounding their wealth. He shares insights from the cannabis industry and explains how Delaware Statutory Trusts (DSTs) are changing the game for passive investors. Dial in as he breaks down complex tax strategies into simple, actionable steps for long-term financial growth. Key Takeaways To Listen For Why betting on regulatory reform is risky The rise of

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47:35

EP185: How Life Settlements Unlock Hidden Value in...

The Wealth Flow ·

2025/10/29

Most people don't realize their life insurance policy is an asset they can sell. Rob Haynie explains how seniors and business owners can tap hidden value in term and whole life policies. From cash surrender options to retained death benefits, he shares insider knowledge on how life settlements work, the 90-day process, and why fiduciary duty and transparency matter. Key Takeaways To Listen For Why policy conversion before age 70 can create settlement opportunities The little-known option to

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48:02

EP184: Proven System for 300% + Returns in Land...

The Wealth Flow ·

2025/10/22

Can you really build wealth from land nobody else wants? In this episode, Mark Podolsky, “The Land Geek,” reveals how he turned burnout into over 6,000 land deals with returns of 300%–1,000%. Learn his system for finding sellers, flipping land, and creating passive income without tenants or toilets. Key Takeaways To Listen For The “neighbor letter” method and how seller financing creates mailbox money Which states and markets offer the strongest demand for land buyers Bread-and-butter deal sizes

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51:39

EP183: Why Self Storage Is the Best-kept Secret in...

The Wealth Flow ·

2025/10/15

What do you do when a business fails, a market collapses, or an entire strategy dries up? For serial entrepreneur Joe Downs, the answer has always been reinvention. From bars and restaurants to mortgages, tax liens, distressed second mortgages, and now self-storage, he shares how he built wealth by leaning into niches within niches. Key Takeaways To Listen For How business failures forced Joe to reinvent and ultimately led him into real estate Tax lien seminars to distressed second mortgages and

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51:45

EP182: How Interval Funds Are Democratizing...

The Wealth Flow ·

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

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45:59

EP181: Build Your Fortress for Wealth and Retirement...

The Wealth Flow ·

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 plan Main difference between term insurance (renting) and whole life

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52:32

EP180: How to Reduce Taxes and Build Global Freedom...

The Wealth Flow ·

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

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200 results

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