Summary
Tune into the Prosperity Podcast to hear Kim Butler interview Brett Swarts of Capital Gains Tax Solutions. Discover tax strategies for entrepreneurs and investors, and learn from Brett's inspiring personal stories on financial growth, parenthood, and turning failures into success..
Episode Highlights
00:00:22 - Brett Swarts: A background in real estate.
00:02:25 - Concept of value creation for young entrepreneurs.
00:04:39 - Reflecting on personal money mistakes.
00:07:08 - Learning from lost collaboration opportunities.
00:09:09 - Brett's personal financial success: Family-focused living.
00:13:14 - Teaching kids financial skills through practical experiences.
00:15:44 - HP-12C: Financial calculation tools for teaching.
00:17:17 - Purpose-driven entrepreneurs: Serving the right clients.
00:19:30 - Deferring taxes and optimizing wealth management.
00:21:39 - The concept of truly passive income.
00:22:05 - The evolving idea of retirement and longevity.
Episode Resources
Keywords
Prosperity Podcast
Kim Butler
Brett Swarts
Capital Gains Tax Solutions
Real Estate Investing
Marcus & Millichap
Wealth Building
Capital Gains Tax
Purpose-Driven Entrepreneurs
Deferred Sales Trust
Mentorship
Passive Income
Financial Intelligence
Homeschooling
Worldschooling
Unschooled
Financial Calculators
Commission-Based Earnings
Investment Real Estate
Whole Life Insurance
Tax-Advantaged Investments
1031 Exchange
Wealth Transfer
Legacy Planning
Stewardship
Entrepreneurship
Baby Boomers
Cash Flow
Financial Education
