<p>Take The Great Wealth Heist Assessment Today!</p><p>https://linktr.ee/kingdomroi</p><p><br /></p><p>In 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.</p><p><br /></p><p>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.</p><p><br /></p><p>👉 Learn how to avoid the 70% failure rate in wealth transfer</p><p>👉 Discover the Deferred Sales Trust strategy (the “Netflix” of wealth exits)</p><p>👉 Shift from fear and scarcity to abundance, peace, and impact</p><p><br /></p><p>🛠 Tools discussed: Deferred Sales Trust, 1031 exchanges, true passive income</p><p><br /></p><p>🎯 Ideal for: Business owners, real estate investors, dentists, Bitcoin holders, families with over $1M in gains</p><p><br /></p><p>📘 Grab Brett’s book: Building a Capital Gains Tax Exit Plan</p><p>📞 Book a call: https://www.capitalgainstaxsolutions.com</p><p>🔗 Learn more: https://www.brettswarts.com</p><p><br /></p><p>📍 Timestamps</p><p><br /></p><p>00:00 – Intro to Brett Swarts and Capital Gains Tax Solutions</p><p>01:05 – Brett’s family background, faith, and journey into real estate</p><p>03:00 – How his parents’ divorce and wealth collapse shaped his mission</p><p>05:30 – The “Steve” story: Losing $50M and a marriage due to poor exit planning</p><p>07:00 – Why 1031 exchanges can trap families in financial stress</p><p>08:10 – How Brett helps families align exit strategies with their relationships and legacy</p><p>09:00 – Warren and Catherine’s story: Trading real estate headaches for time with twin daughters</p><p>10:45 – What is “truly passive income” and why it matters</p><p>12:00 – 1031 vs. Deferred Sales Trust: Blockbuster vs. Netflix analogy</p><p>15:00 – Case study: $13M car wash sale + strategic Bitcoin investment</p><p>17:00 – Who qualifies: Ideal client profile (business owners, real estate, Bitcoin)</p><p>19:30 – Brett’s personal story: Taking his family on a 1,000-day, 100-location legacy journey</p><p>21:00 – Uganda, clean water, and living out generosity with your kids</p><p>22:00 – The $84–$100 trillion opportunity in the great wealth transfer</p><p>24:10 – Christians must steward wealth actively—not store it away passively</p><p>26:00 – Stewardship over Ownership: Shifting your mindset for impact</p><p>28:00 – From fear, scarcity, and protection to abundance, peace, and impact</p><p>29:00 – Biggest mindset shift: Understand your “tax flow,” not just cash flow</p><p>31:00 – Brett’s 3D view: Tax flow, cash flow, debt flow</p><p>34:00 – The cost of inaction and the ditches on both sides of wisdom</p><p>35:00 – Brett’s book + how to schedule a strategy call</p><p>36:30 – Final encouragement: Steward your story, steward your wealth, and take action</p><p><br /></p><p>🔔 Subscribe to stay updated on future episodes! </p><p><br /></p><p>#KingdomROI #WealthStewardship #CapitalGainsTax #DeferredSalesTrust #LegacyPlanning #FaithAndFinance #KingdomBusiness #ExitStrategy</p>

Kingdom ROI

Eric L. Dunavant, Chris Callahan

S4:E6 The Netflix of Exit Planning?!

SEP 17, 202537 MIN
Kingdom ROI

S4:E6 The Netflix of Exit Planning?!

SEP 17, 202537 MIN

Description

<p>Take The Great Wealth Heist Assessment Today!</p><p>https://linktr.ee/kingdomroi</p><p><br /></p><p>In 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.</p><p><br /></p><p>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.</p><p><br /></p><p>👉 Learn how to avoid the 70% failure rate in wealth transfer</p><p>👉 Discover the Deferred Sales Trust strategy (the “Netflix” of wealth exits)</p><p>👉 Shift from fear and scarcity to abundance, peace, and impact</p><p><br /></p><p>🛠 Tools discussed: Deferred Sales Trust, 1031 exchanges, true passive income</p><p><br /></p><p>🎯 Ideal for: Business owners, real estate investors, dentists, Bitcoin holders, families with over $1M in gains</p><p><br /></p><p>📘 Grab Brett’s book: Building a Capital Gains Tax Exit Plan</p><p>📞 Book a call: https://www.capitalgainstaxsolutions.com</p><p>🔗 Learn more: https://www.brettswarts.com</p><p><br /></p><p>📍 Timestamps</p><p><br /></p><p>00:00 – Intro to Brett Swarts and Capital Gains Tax Solutions</p><p>01:05 – Brett’s family background, faith, and journey into real estate</p><p>03:00 – How his parents’ divorce and wealth collapse shaped his mission</p><p>05:30 – The “Steve” story: Losing $50M and a marriage due to poor exit planning</p><p>07:00 – Why 1031 exchanges can trap families in financial stress</p><p>08:10 – How Brett helps families align exit strategies with their relationships and legacy</p><p>09:00 – Warren and Catherine’s story: Trading real estate headaches for time with twin daughters</p><p>10:45 – What is “truly passive income” and why it matters</p><p>12:00 – 1031 vs. Deferred Sales Trust: Blockbuster vs. Netflix analogy</p><p>15:00 – Case study: $13M car wash sale + strategic Bitcoin investment</p><p>17:00 – Who qualifies: Ideal client profile (business owners, real estate, Bitcoin)</p><p>19:30 – Brett’s personal story: Taking his family on a 1,000-day, 100-location legacy journey</p><p>21:00 – Uganda, clean water, and living out generosity with your kids</p><p>22:00 – The $84–$100 trillion opportunity in the great wealth transfer</p><p>24:10 – Christians must steward wealth actively—not store it away passively</p><p>26:00 – Stewardship over Ownership: Shifting your mindset for impact</p><p>28:00 – From fear, scarcity, and protection to abundance, peace, and impact</p><p>29:00 – Biggest mindset shift: Understand your “tax flow,” not just cash flow</p><p>31:00 – Brett’s 3D view: Tax flow, cash flow, debt flow</p><p>34:00 – The cost of inaction and the ditches on both sides of wisdom</p><p>35:00 – Brett’s book + how to schedule a strategy call</p><p>36:30 – Final encouragement: Steward your story, steward your wealth, and take action</p><p><br /></p><p>🔔 Subscribe to stay updated on future episodes! </p><p><br /></p><p>#KingdomROI #WealthStewardship #CapitalGainsTax #DeferredSalesTrust #LegacyPlanning #FaithAndFinance #KingdomBusiness #ExitStrategy</p>