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

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 investor should know
• End-of-life planning: why 80% of men die married, and 80% of women die single
• An expert advice on true legacy you need to hear

Resources/Links Mentioned In This Episode

• The One of a Kind Financial Plan by Mike Milligan | Kindle and Paperback
• Build: An Unorthodox Guide to Making Things Worth Making by Tony Fadell | Kindle and Hardcover

About Mike Milligan, CFP®
Mike Milligan, CFP®, is the Founder and Chief Financial Planner of One Oak Financial, where he helps families and business owners design simple, values-based financial plans that create clarity and long-term confidence. With more than 15 years of experience as a CERTIFIED FINANCIAL PLANNER™, Mike specializes in retirement planning, purposeful wealth-building, risk management, and personalized investment strategies. He is known for his relationship-driven approach and for helping clients navigate major life and career transitions with wisdom and financial stewardship. Mike also hosts educational workshops and community events focused on financial literacy and generational planning.

Connect with Mike

• Website: Mike Milligan
• LinkedIn: Mike Milligan, CFP®

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

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 strategy still works and how it scales assets
• Lessons from buying a 36-unit property on Chicago's South Side
• The power of broker relationships and how 20% of brokers control 80% of multifamily deal flow
• How Carbon's approach adapts to shifting market cycles and distressed opportunities
• Survive till 2025: why now is one of the best times in a decade to buy workforce housing

Resources/Links Mentioned In This Episode

• Think and Grow Rich by Napoleon Hill | Audiobook and Paperback
• The Magic of Thinking Big by David J. Schwartz | Paperback, Hardcover, and Kindle
• Traction by Gino Wickman | Kindle, Audiobook and Paperback

About Michael Pouliot, CFA, CAIA
Michael Pouliot, CFA, CAIA, is the Chief Investment Officer at Carbon Real Estate Investments, where he oversees investment strategy, capital deployment, and portfolio performance across the firm's vertically integrated real estate platform. With deep experience in institutional acquisitions, asset management, and private equity, Michael has led transactions across multifamily, workforce housing, and value-add real estate throughout the Southeast and Sunbelt regions. Prior to joining Carbon, he held senior roles at real estate investment firms and advisory groups, specializing in underwriting, capital markets, and large-scale portfolio operations. Known for his data-driven approach and expertise in market-cycle strategy, Michael is a frequent speaker on real estate economics, financing structures, and operational efficiency. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Connect with Michael

• Website: Carbon® Real Estate Investments
• Podcast: Deal Flow Podcast | YouTube and Audacy
• LinkedIn: Michael Pouliot, CFA, CAIA

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

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 institutions resist alternative investments
• How self-directed IRAs empower investors to fund private real estate
• What true diversification means in investing
• Psychological advantages of investing through tax-advantaged retirement accounts

Resources/Links Mentioned In This Episode

• Honest Dollar
• Greenlights by Matthew McConaughey | Hardcover and Audiobook
• The Richest Man in Babylon by George S. Clason | Kindle and Paperback
• Rocket Dollar Knowledge Base

About Henry Yoshida, CFP®
Henry Yoshida, CFP®, is the Co-Founder and CEO of Rocket Dollar, a platform that empowers individuals to unlock their retirement savings by investing through Self-Directed IRAs and Solo 401(k)s. A three-time entrepreneur in the retirement services industry, Henry previously founded Honest Dollar, which was acquired by Goldman Sachs, and served as a Vice President of Retirement Business at Merrill Lynch, where he managed over $2.5 billion in client assets. He has been recognized by InvestmentNews as one of the "Top 40 Under 40" financial professionals and is a nationally sought-after voice on retirement innovation, alternative investing, and fintech. Henry frequently appears in major media outlets, including CNBC, Bloomberg, Yahoo! Finance, and TechCrunch, where he shares insights on modern retirement planning and wealth-building strategies.

Connect with Henry

• Website: Rocket Dollar
• LinkedIn: Henry Yoshida, CFP®
• Phone: (855) 762-5383

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

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 full-time limited partner in multifamily deals
• What rising interest rates taught investors about risk, leverage, and timing
• How supply-chain issues and insurance spikes doubled renovation costs post-pandemic
• Why conservative leverage (60–65%) and fixed-rate debt are key to surviving cycles
• Rent-growth trends: Midwest stability, Sun Belt recovery, and value-add upside

Resources/Links Mentioned In This Episode

• Best Ever Conference
• Passive Investor Tips by Travis Watts | Paperback
• Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Mass Market Paperback

About Travis Watts
Travis Watts is a proven leader in the real estate industry, where he's been investing since 2009 in multi-family, single-family, and vacation rentals. He began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities. After experiencing above-average communication, reporting, deal volume, and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team. Travis also has a background in traditional Wall Street investing and obtained a Series 7 and Series 63 license while working at a major brokerage firm with more than 400 billion in assets. He now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies to help others achieve and maintain wealth in real estate.

Connect with Travis

• Website: Ashcroft Capital
• Instagram: @passiveinvestortips
• Facebook: Travis Watts
• LinkedIn: Travis Watts:

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