In this episode of The Golden Mic Podcast, I sit down with Brett Swarts, Brett Swarts is an entrepreneur and founder of Capital Gains Tax Solutions. He is the author of Amazon's #1 best seller "Building a Capital Gains Tax Exit Plan," and SUCCESS® Certified Coach. He brings a unique approach to exit planning using the DST, real estate investment, and wealth management. In today’s episode, Brett and I discuss wealth management, capital gains tax, legal tax deferrals, and financial strategies. We dive into money and financial exits and what are the most important aspects of financial discussions. Brett explains his and his family’s real estate background. He shares the values a person needs growing up to understand wealth management and entrepreneurship, how financial hardships play a huge role, and his experience with wealth dividing families. We also talk about Brett’s academic and athletic journey, his ACL injury, and his study of the Bible. Brett also dives into wealth management strategies and the benefits and mechanics of the Deferred Sales Trust. Our discussion goes deeply into how the Deferred Sales Trust (DST) 1.0 works in different cases including death, the taxes involved, renewal options, and. DST 2.0.

ENJOY! 

CONNECT WITH Brett Swarts: 

Website: https://www.brettswarts.com/ Instagram: https://www.facebook.com/brett.swarts LinkedIn: https://www.linkedin.com/in/brett-swarts/ 

 

RESOURCES: 

Book: "Building a Capital Gains Tax Exit Plan" by Brett Swarts Book: "Rich Dad Poor Dad" by Robert Kiyosaki Book: "Never Split the Difference" by Chris Voss

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