In this episode of The Point of Impact, I sit down with Brett Swarts—CEO of Capital Gains Tax Solutions, serial entrepreneur, and a man on a mission to flip the script on how we think about taxes, wealth, and legacy.
From humble beginnings at The Cheesecake Factory to helping clients unlock over half a billion dollars in transactions, Brett drops pure gold on how to reframe your financial mindset—from fearing taxes to leveraging them for freedom. If you're serious about multiplying your wealth, stewarding your influence, and buying back your time, this one’s for you.
We go deep into:
Why “unlocking” capital is more powerful than just “raising” it
Trusts, 1031 exchanges, and the Deferred Sales Trust strategy—broken down clearly and practically
Rethinking taxes as tools instead of burdens
The power of syndications for real estate and how to optimize tax benefits
How time, mindset, and stewardship drive legacy-level impact
Focusing on impact and family instead of Obsessing over returns
Brett doesn’t just talk finance—he challenges you to become the leader of your wealth, your family, and your future. This episode will stretch your thinking and give you tools to make high-impact, freedom-forward financial moves starting now.
Countdown to Impact:
3 Books:
The Bible
Never Split the Difference by Chris Voss – https://a.co/d/fQ1xR86
Buy Back Your Time by Dan Martell – https://a.co/d/el6aAxP
2 Quotes:
“Success is never owned, it's only rented—and the rent is due every day.” – Rory Vaden
“Work harder on yourself than you do on your job.” – Jim Rohn
1 Person:
His mother – A prayer warrior whose faith, love, and belief shaped his life and mission
Connect with Brett Swarts:
🔹 CapitalGainsTaxSolutions.com – Learn the DST strategy and get his free eBook
🔹 Get the Book: Building a Capital Gains Tax Exit Plan – The blueprint to unlock your ideal wealth strategy
🔹 BrettSwarts.com – Access podcasts, YouTube, and social channels
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Disruptor Nation—your wealth isn't just for you. Let’s build legacy with wisdom, strategy, and impact.