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?
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Get Brett Swarts’s book, “Building a Capital Gains Tax Exit Plan“ here: https://amzn.to/45tebEp
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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
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