Expert CRE Secrets Podcast

He is the Founder & CEO of Focus Wealth Group, specializing in wealth & protection strategies, tax-free money planning, and guaranteed retirement income planning.  He is the co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide. Barry speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, Infinite Banking, and how to take your business online and go virtual.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Infinite banking structure strategy
• Foundational background on infinite banking
• Grow money for tax-free
• Can I get the full million out on the borrow against it, or is there an LTV limit on the life insurance policy?

Connect with Barry Brooksby:

https://www.expertcresecrets.com/episode71

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Pierce York started his first business "Signature Business Consulting" in the summer of 2013 with his father Keith York. He has also interned for San Diego Social Venture Partners, Promoted for Eventvibe.com, and became a brand partner with Nerium International. He received his degree at San Diego State University College of Business, in Business Management with an emphasis in entrepreneurship. He was a member of the Entrepreneurship Society at SDSU, which allowed him the opportunity to network and form relationships with many potential clients and receive advice from highly successful entrepreneurs around the world. Pierce is a focused, hard-working, self-motivated, people person, who is driven to succeed. He is open to new ideas and experiences which allow him to see opportunities and capitalize on them.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Understanding the luxury real estate market
• Marketing strategy to get maximum exposure to make a great deal
• Competitive advantage on Deferred Sales Trust

Connect with Pierce York:

https://www.expertcresecrets.com/episode70

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Zack Boothe has done over 300 real estate deals and has generated millions of dollars for himself and for his friend's family and his students who learn how to do wholesales and all kinds of other things in real estate. In fact, he has an amazing company that we're going to learn about DFDMastery.com

He remembers what it was like when he first got started in real estate. He’d wake up every morning full of confidence and courage, ready to attack the day. He had a focused plan and he knew exactly how to find smoking hot real estate deals, and quickly turn those deals for huge profits. 

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Flip or wholesale it, strategy
• What's the best exit strategy?
• Fundamentals of finding off-market properties

Connect with Zack Boothe:

https://www.expertcresecrets.com/episode69

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Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Understanding the Cannabis Industry
• How to prepare Cannabis Business to avoid penalties.
• Capital Gains Tax Deferral on Cannabis

Connect with Andrew Hunzicker:

https://www.expertcresecrets.com/episode68

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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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