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 access top-tier private investments
• Music royalties explained: predictable cash flow from intellectual property
• Why private credit and energy stand out for consistent income
• Practical tax strategies wealthy investors actually use, and what to avoid

Resources/Links Mentioned In This Episode

• Unconventional Success by David F. Swensen | Kindle and Hardcover
• Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin | Kindle, Paperback, and Hardcover

About Tad Fallows
Tad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad's background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.

Connect with Tad

• Website: Long Angle
• Podcast: Navigating Wealth Podcast | Apple Podcasts and Spotify
• LinkedIn: Tad Fallows | Long Angle

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

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 won't touch
• Real examples of operators using flexible capital to solve urgent problems
• How to protect investors when deals go sideways
• 2 main components that stabilize investor returns

Resources/Links Mentioned In This Episode

• Principles by Ray Dalio | Hardcover
• How Countries Go Broke by Ray Dalio | Kindle and Hardcover

About Derrick Barker
Derrick Barker is the Founder and CEO of Nectar, an employee recognition and rewards platform designed to help organizations build stronger cultures through appreciation, connection, and engagement. With a background in entrepreneurship and workplace culture strategy, Derrick founded Nectar to address disengagement and burnout by making recognition simple, meaningful, and measurable. Under his leadership, Nectar has grown into a widely used platform supporting remote and in-office teams, helping companies improve retention, morale, and performance through values-driven recognition.

Connect with Derrick

• Website: Nectar
• LinkedIn: Derrick Barker

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

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 underwriting the person matters more than underwriting the deal
• A sale-leaseback strategy that performs like a bond, but with upside
• Crucial mindset shift: invest to earn or invest to learn?

Resources/Links Mentioned In This Episode

• How to Choose a Smart Real Estate Investing Fund by Mike Zlotnik | Kindle
• Sometimes You Win, Sometimes You Learn by John C. Maxwell | Kindle, Paperback, and Hardcover

About Mike Zlotnik
Mike Zlotnik is the CEO of TF Management Group and has been a real estate fund manager since 2009, following a successful career as a software executive. Known as "Big Mike" for both his stature and his integrity, he brings a deep analytical approach to private credit and real estate investing. A former political refugee from the USSR, Mike is now a U.S. citizen living in Brooklyn with his wife and four children. He holds a mathematics degree from Binghamton University, is a chess master, and is active in top investor mastermind groups. Mike is also the author of How to Choose a Smart Real Estate Investment Fund and host of The Big Mike Fund Podcast.

Connect with Mike

• Website: BigMikeFund
• Podcast: Big Mike Fund: Apple Podcasts

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