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EP199: The Holistic Wealth Strategy High-Income Earners Actually Use – Dave Wolcott

EP199: The Holistic Wealth Strategy High-Income Earners Actually Use – Dave Wolcott

by Keith Borie

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...
EP198: Breaking the Stress-Debt Cycle and Building Real Financial Security – Carrie Friedberg

EP198: Breaking the Stress-Debt Cycle and Building Real Financial Security – Carrie Friedberg

by Keith Borie

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...
EP197: How Passive Income Proved Itself When Life Came to a Stop – Ashley Garner

EP197: How Passive Income Proved Itself When Life Came to a Stop – Ashley Garner

by Keith Borie

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...
EP196: Why the Best Real Estate Deals Are the Ones Banks Avoid – Joel Kraut

EP196: Why the Best Real Estate Deals Are the Ones Banks Avoid – Joel Kraut

by Keith Borie

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...
EP195: What First-Generation Wealth Creators Know About Real Financial Freedom – Tad Fallows

EP195: What First-Generation Wealth Creators Know About Real Financial Freedom – Tad Fallows

by Keith Borie

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,...
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Recent Posts

  • EP209: Why Being the Bank Beats Owning Rental Properties – Eddie Speed
  • EP208: How High Earners Actually Get Rich – Dr. Adam Link, CFP
  • EP207: Multifamily Wealth: Why Operations Beat Finding the Next Deal – Erik Strom and Erik Nordstrom
  • EP206: Build Wealth Through Lending and Relationships – Wayne Seminoff
  • EP205: Gold, Silver & the Debt Crisis: How to Protect Your Wealth

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830-822-3567

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keith@bobocapitalventures.com

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San Antonio, TX

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Bobo Capital Ventures, LLC and its members do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice.

You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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