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In this episode of the Kingdom ROI Podcast, Christopher Callahan sits down with Brett Swarts, founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. Brett shares his powerful personal story and how it shaped his mission to help families steward wealth in a way that protects relationships, enhances legacy, and maximizes impact.
If you're a business owner or real estate investor considering an exit, this conversation could save your wealth—and your family—from the traps of poor planning and short-sighted strategies.
👉 Learn how to avoid the 70% failure rate in wealth transfer
👉 Discover the Deferred Sales Trust strategy (the “Netflix” of wealth exits)
👉 Shift from fear and scarcity to abundance, peace, and impact
🛠 Tools discussed: Deferred Sales Trust, 1031 exchanges, true passive income
🎯 Ideal for: Business owners, real estate investors, dentists, Bitcoin holders, families with over $1M in gains
📘 Grab Brett’s book: Building a Capital Gains Tax Exit Plan
📞 Book a call: https://www.capitalgainstaxsolutions.com
🔗 Learn more: https://www.brettswarts.com
📍 Timestamps
00:00 – Intro to Brett Swarts and Capital Gains Tax Solutions
01:05 – Brett’s family background, faith, and journey into real estate
03:00 – How his parents’ divorce and wealth collapse shaped his mission
05:30 – The “Steve” story: Losing $50M and a marriage due to poor exit planning
07:00 – Why 1031 exchanges can trap families in financial stress
08:10 – How Brett helps families align exit strategies with their relationships and legacy
09:00 – Warren and Catherine’s story: Trading real estate headaches for time with twin daughters
10:45 – What is “truly passive income” and why it matters
12:00 – 1031 vs. Deferred Sales Trust: Blockbuster vs. Netflix analogy
15:00 – Case study: $13M car wash sale + strategic Bitcoin investment
17:00 – Who qualifies: Ideal client profile (business owners, real estate, Bitcoin)
19:30 – Brett’s personal story: Taking his family on a 1,000-day, 100-location legacy journey
21:00 – Uganda, clean water, and living out generosity with your kids
22:00 – The $84–$100 trillion opportunity in the great wealth transfer
24:10 – Christians must steward wealth actively—not store it away passively
26:00 – Stewardship over Ownership: Shifting your mindset for impact
28:00 – From fear, scarcity, and protection to abundance, peace, and impact
29:00 – Biggest mindset shift: Understand your “tax flow,” not just cash flow
31:00 – Brett’s 3D view: Tax flow, cash flow, debt flow
34:00 – The cost of inaction and the ditches on both sides of wisdom
35:00 – Brett’s book + how to schedule a strategy call
36:30 – Final encouragement: Steward your story, steward your wealth, and take action
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