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Mindful Millionaire with Leisa Peterson


Jul 27, 2021

Today, I'm interviewing Brett Swarts. Brett is a specialist in Advanced Real Estate investing, tax-savings strategies, and while this might be advanced for some of you. For those of you, who are interested in real estate investing and also are interested in various ways that you can protect your assets even as a real estate investor, I think you'll find this conversation very enlightening. I also enjoyed listening to Brett talked about the success he'd had in his business and where he's come from and how he got into doing what he does because there's always a story inside of a story. And here, there's the entrepreneurial journey as well as what Brett does to help his clients. Enjoy...

Brett said - You got to blaze the trail, right? To the degree that you're sold on whatever you're selling is to the degree of your effective selling. To the degree you're willing to burn the shifts in a lot of ways and go all in is to the degree that you'll succeed as well. I mean a lot of other factors should go into that. But you know, on these other sides of things now, I get 10 years later plus... and they'll say "Oh you're..." It's not that they say an overnight success. Some people might think "Oh that was easy - no". Let me tell you about the humble beginnings... I'm not sure how many have afforded right away - the rent or what they put on the table...

Brett Swarts is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. He is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. Brett is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.