Expert CRE Secrets Podcast

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, Se...

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...

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...

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...

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 T...

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 agenc...

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 conve...

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 custo...

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....

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, industr...

Seth Bradley helps attorneys and other high-income earning individuals achieve their financial goals by diversifying their investment portfolios through intelligent, alternative investments in exceptional commercial real estate projects. His passion is educating others on how to passively invest in commercial real estate so that they can quickly scale and enjoy truly passive cash flow while retain...

As the CEO of Invst, he built his company around a core vision: Crafting the ultimate uncommon experience. Specializing in providing a comprehensive wealth management solution, they have overcome the pitfalls of the micro-specialist. Their goal is to be an industry transformer, continually innovating our anything but traditional approach. Scott Jarred is on a mission to help make all things invest...

Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income. This led her to founding Erbe Wealth and authoring The Insurance Professional’s Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom...

He has always been defined by his zealous love of business, a Swiss Army knife, and a commitment to building leaders and great companies. He is an expert when it comes to all things m&a, business brokerage, entrepreneurialism, and leadership and also has a love for real estate and he is with eXp Commercial and he is helping to disrupt an industry and the business brokerage world. Connect with Sean...

He is a rock star when it comes to all things, marketing, and all things Commercial Real Estate, he's really kind of pioneered the way to recall the future-proofing your business as well as in your marketing. He's a nationally recognized leader and content creator in the Commercial Real Estate, Retail Restaurant, Franchise, and Digital Media Spaces. He actually started his Commercial Real Estate c...

Since 1979 he's been building flexible workspace companies under the Alliance brand and its predecessor companies, focusing on new ways of working that genuinely meet the needs of today’s entrepreneurs by combining three fundamental components: people, place, and technology. His primary areas of expertise include integrating flexible workspace models to assist with corporate real estate reposition...

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad n...

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad n...

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad no...

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad n...

Michael LaFido is the founder of the Marketing Luxury Group, assisting other real estate agents, brokers, and affluent homeowners by providing top-tier services including consulting, lifestyle marketing, public relations, and coaching to help agents and owners sell their luxury homes; utilizing proven and innovative strategies. The Marketing Luxury Group has been recognized as the ‘Best Property C...

Adam Gilbert is a third-generation resident of Palm Springs and an entrepreneur involved in various fields related to real estate. Adam began his career as a civil litigation attorney and quickly found his passion for real estate, focusing his skills on Sales and Development. As a principal and President of The Firm Commercial, Adam leads a team of dedicated agents with offices in Palm Springs & P...

He has 50 years of financial leadership experience in a broad range of industries, including being a licensed Certified Public Accountant. His background stretches across accounting, tax, manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more. He has held his series seven and 6366 licenses. And...

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Rachel Richards. At the age of 27, she quit her job and retired, and now living off over $15,000 per month in passive income. She is on a mission to empower female millennials to take control of their financial future. Financial coach for millennials. Bestselling author of "Money Honey," and "Passive Income, Aggressive Retirement." Real estate investor with almost 40 rental units. A former financi...