#35 How to Defer Capital Gains Taxes Legally! | Brett Swarts

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

Om Podcasten

The David Guttman Podcast: Where Substance Meets Success Join David Guttman, a seasoned entrepreneur with over 30 years of experience and multiple 8- and 9-figure exits, as he redefines success through a holistic lens. This podcast brings you conversations with C-Suite Executives and high-profile leaders who balance professional achievements with integrity, purpose, and an unwavering moral compass. Each episode dives deep into actionable insights, life lessons, and authentic mentorship, helping you build not just wealth, but a fulfilling life. From navigating complex business challenges to fostering meaningful relationships and personal growth, David and his guests provide a roadmap for achieving balance and excellence. Tune in weekly for thought-provoking discussions that will inspire you to lead with authenticity, create lasting impact, and embrace a well-rounded approach to success. 🎧 Available on YouTube, Apple Podcasts, and Spotify.