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

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