S4:E6 The Netflix of Exit Planning?!
Take The Great Wealth Heist Assessment Today!https://linktr.ee/kingdomroiIn 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📍 Timestamps00:00 – Intro to Brett Swarts and Capital Gains Tax Solutions01:05 – Brett’s family background, faith, and journey into real estate03:00 – How his parents’ divorce and wealth collapse shaped his mission05:30 – The “Steve” story: Losing $50M and a marriage due to poor exit planning07:00 – Why 1031 exchanges can trap families in financial stress08:10 – How Brett helps families align exit strategies with their relationships and legacy09:00 – Warren and Catherine’s story: Trading real estate headaches for time with twin daughters10:45 – What is “truly passive income” and why it matters12:00 – 1031 vs. Deferred Sales Trust: Blockbuster vs. Netflix analogy15:00 – Case study: $13M car wash sale + strategic Bitcoin investment17:00 – 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 journey21:00 – Uganda, clean water, and living out generosity with your kids22:00 – The $84–$100 trillion opportunity in the great wealth transfer24:10 – Christians must steward wealth actively—not store it away passively26:00 – Stewardship over Ownership: Shifting your mindset for impact28:00 – From fear, scarcity, and protection to abundance, peace, and impact29:00 – Biggest mindset shift: Understand your “tax flow,” not just cash flow31:00 – Brett’s 3D view: Tax flow, cash flow, debt flow34:00 – The cost of inaction and the ditches on both sides of wisdom35:00 – Brett’s book + how to schedule a strategy call36:30 – Final encouragement: Steward your story, steward your wealth, and take action🔔 Subscribe to stay updated on future episodes! #KingdomROI #WealthStewardship #CapitalGainsTax #DeferredSalesTrust #LegacyPlanning #FaithAndFinance #KingdomBusiness #ExitStrategy