Brett Swarts - The Deal That Changed My Life

In this episode of The Deal That Changed My Life, we welcome back Brett Swarts, founder of Capital Gains Tax Solutions. Brett shares two powerful stories—one about a life-changing real estate deal that gave his family the freedom to start a new chapter in Florida, and another about a missed opportunity that shaped his mission to help others avoid costly mistakes with capital gains taxes.

From a record-breaking property sale to the heartbreaking story of an investor who lost everything, Brett explains how these experiences inspired him to create strategies that unlock wealth, preserve families, and provide financial freedom.

If you’re a real estate investor, business owner, or entrepreneur facing a big exit, you’ll want to hear Brett’s insights on deferred sales trusts, capital gains strategies, and why having the right plan can make or break your financial future.

🔑 What you’ll learn in this episode:

• The real estate deal that changed Brett’s life and funded his family’s next chapter

• A cautionary tale of a $50M portfolio lost to poor tax planning

• Why capital gains tax solutions are critical for investors

• How deferred sales trusts can protect wealth and multiply impact

• Practical lessons for entrepreneurs, investors, and families

📍 Connect with Brett Swarts:
Website: BrettSwarts.com
Capital Gains Tax Solutions: CapitalGainsTaxSolutions.com

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https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777