I thought I was interviewing Brett Swarts about capital gains tax strategy, instead, I got a masterclass on how financial planning reveals our deepest values about life, legacy, and what truly matters. His story of forgiving his father at 14, working nights at Cheesecake Factory while building an empire, and raising five kids with intentional daily questions showed me that the best wealth strategies aren’t just about deferring taxes, they’re about designing a life aligned with your soul. Sometimes, the most profound business conversations happen when we stop talking about business entirely. What’s one conversation that unexpectedly shifted your entire perspective on success? Connect with Brett Swarts: Get Brett Swarts’s book, “Building a Capital Gains Tax Exit Plan“ here: https://amzn.to/45tebEp Listen to "Capital Gains Tax Solutions Podcast" on all your favorite platforms! Website: https://bit.ly/45ttUmT Apple Podcasts: https://apple.co/46SP6VV Connect with Brett Swarts: Website: https://bit.ly/410xu6K Website: https://bit.ly/4oy7pGb YouTube: https://bit.ly/3J5eQ7P Instagram: https://bit.ly/3HwVesB TikTok: https://bit.ly/4ljQX9J Facebook: https://bit.ly/3H7lxWj LinkedIn: https://bit.ly/4mn2Woc Timestamps: 00:00 Intro of Show 00:32 Tax Planning Strategies 05:03 Brett’s Back Story 08:04 The Gift of Humility and Forgiveness 15:13 Brett’s Spiritual Faith 22:17 How Brett Got into Capital Gains Tax 30:15 Probability of Tax Code Changes 36:14 Million Dollar Gain Per Transaction as the Minimum Investment 39:56 Establishing the Dream Team 45:03 Spreading the Word on Building a Capital Gains Tax Exit Plan 48:27 When Is It Too Late to Sell? 53:57 Cryptocurrency, Smart Contracts, and Artificial Intelligence 55:07 Determining and Attaining Your Truly Passive Income Number 59:20 The Future of Bitcoin 1:02:02 What’s Next for Brett? 1:05:31 Parenthood and Teaching Values 1:12:19 Connect with Brett 1:13:15 Do We Really Have Free Will? 1:29:08 Unique Relationships with God Watch the “David Guttman Podcast” every Tuesday at 8 AM EST on YouTube https://bit.ly/3ZGK2yv Connect with David Guttman Website: https://bit.ly/4jclYvK Instagram: https://bit.ly/4iARMe9 TikTok: https://bit.ly/3P19NVm Facebook: https://bit.ly/49CQjQx X: https://bit.ly/4gH28aR LinkedIn: https://bit.ly/3Bx7Tc2 SUBSCRIBE TO: https://www.youtube.com/@OfficialDavidGuttman Download the “David Guttman Podcast” on all your favorite podcast platforms: Spotify: https://spoti.fi/3VE3fzVApple Podcasts: https://bit.ly/3VLzm0v
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