Michael grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Series 6, Series 63, and Series 65 Licenses. He obtained his "Certified Family Business Specialist “designation (CFBS) through the American College in Philadelphia in 2015.

Zach was born and raised in South Brunswick, NJ. Zach attended Rutgers University in New Brunswick, NJ where he was a member of the Men’s Lacrosse Team. He graduated with his Bachelor’s Degree in 2012 and began his career in the Financial Services Industry. Zach has been a registered representative of MML Investors Services, LLC. since 2013, and is one of the founding partners of Emeritus Wealth. Zach holds his Life, Health, Series 7, and Series 66 licenses, and he obtained his "Certified Family Business Specialist” designation (CFBS) through the American College in Philadelphia in the summer of 2015.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Creating different facets to make finances strong and stable.
• Real Estate versus Liquid Security Investments
• Biggest Frustration on the 1031 Exchange and Capital Gains Tax Deferral Options

Connect with Michael Soroko & Zach Zenda:

https://www.expertcresecrets.com/episode67

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Leisa Peterson is on a mission to help 1 million people elevate their financial consciousness by helping them realize their true value in the world and beyond. She's had the great fortune to witness 1000s of money breakthroughs while writing her book, The Mindful Millionaire. Her specialty is helping business owners overcome a cycle of scarcity, uncertainty, and economic volatility. They can heal themselves or their sense of self-worth and rebuild amazing confidence so they can build holistic wealth and ultimately semi-retire, which is pretty cool. a time where you can have flexibility and freedom to call your own shots and make a bigger impact.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• The Secret to becoming a mindful millionaire.
• Understanding yourself is a scarcity mindset or an abundance mindset.
• What's the cheapest way to solve a problem?
• Trust yourself and trust the decisions that you're making.

Connect with Leisa Peterson:

https://www.expertcresecrets.com/episode66

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Yael works to make property investing accessible, transparent, and streamlined with SolidBlock, where she is the Co-CEO and Co-founder. Prior to that, Yael has spent almost two decades in the financial markets. She started at a Wall Street broker-dealer as an analyst, moving to M&A and private equity, as well as financial engineering, structuring products and indices for pensions funds and family offices. Yael worked on the largest IPO of an Israeli real estate company on AIM and served as an executive on the largest MVNO in Israel that was listed on NASDAQ.

Yael is an influencer, who has appeared as a guest speaker in over 50 conferences and events, has a podcast (Apple podcast, Spotify: BlockSolid), and a full course on tokenization. Was listed in Top 25 Blockchain and Cryptocurrency Speakers and 100 Most Inspirational Women In Blockchain.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Freedom to create or give economics to people.
• Transforming real estate in fractional investments.
• REAT versus the Aspen Coin.
• Primary and Secondary Market offerings.

Connect with Yael Tamar:

https://www.expertcresecrets.com/episode65

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Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the nation. His audiences are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”)  so they can create and preserve more wealth. Brett is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of high-net-worth business professionals with the DST tool to help their high-net-worth clients break out of capital gains tax jail.

Connect with Brett Swarts:

https://www.expertcresecrets.com/episode64

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He's one of the most intelligent and articulate gentlemen that I have the pleasure to be able to work with. In fact, he is the founder and CEO of Anfield Capital. He spent a number of years at PIMCO, one of the larger, larger well-known money management firms in the world. He has an amazing background. He's actually a Chartered Financial analysis designation.

In our conversation, we discussed:

• US Economic Economy and Global Market Uptake
• Dollar Inflation
• Base effects, and the transition effects in the labor

Connect with David Young:

https://www.expertcresecrets.com/episode63

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Anfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital’s beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request. 

David Duford is the owner and operator of DavidDuford.com. He specializes in recruiting and training new and experienced insurance agents to become top producers utilizing proven sales and marketing systems such as Final Expense, Annuities, or Medicare Advantage.

In our conversation, we discussed:

• The secret to becoming a best-in-class insurance agent
• How to find good candidates to join your agency thru Youtube
• Benefits of final expense, life insurance
• Term Life Insurance vs Whole Life Plan

Connect with David Duford

https://www.expertcresecrets.com/episode62

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An eCommerce Entrepreneur, Founder & CEO of Star Name Registry, Maps for Moments and Pick a Poem. He has a unique way of taking business concepts and turning them into enterprise-level realities. Star-Name-Registry.com and Mapsformoments.com were formed in 2014 out of my interest and passion for space. He employs 37 members of staff across our offices in Australia, the USA, and the UK.

In our conversation, we discussed:

• What is Third-Party Hardware Wallet
• Keeping on Third-Party Exchanges
• Google Authenticator and Two-Factor Authentication
• Purchasing Cryptocurrency

Connect with Rhys King:

https://www.expertcresecrets.com/episode61

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He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions.

He specializes in building custom-tailored financial strategies that are unknown to the typical stock jock stock jockeys attorneys or other financial gurus. He's also the host of Not Your Average Financial Podcast.

In our conversation, we discussed:

• How to design, transfer, and start a new policy
• Bank on Yourself Strategy
• Start new policy inside DST

Connect with Mark Willis:

https://www.expertcresecrets.com/episode60

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Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM’s are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client’s investment yields. Juan is a detail-oriented entrepreneur.

Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.

In our conversation, we discussed:

• The four Plex and its 30-year financing
• The misconception on Cash Flow
• Biggest frustration on capital gains tax deferral
• Potential changes in the tax code

Connect with Juan Huizar:

https://www.expertcresecrets.com/episode59

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Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.

In our conversation, we discussed:

• How to find deals on the low inventory marketplace
• Playing the principal versus playing the broker
• Key metrics of success

Connect with Dan Lewkowicz:

https://www.expertcresecrets.com/episode58

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