Stewarding Wealth, Not Hoarding It: with Brett Swarts
I was truly inspired by Brett Swarts' approach to business and money—his courage to keep going, his commitment to impact over accumulation, and his deep knowledge of tax planning and wealth management that he’s sharing.
Here are the key takeaways from our conversation:
Brett is the bestselling author of Building a Capital Gains Tax Exit Plan and has closed over half a billion in Deferred Sales Trust (DST) and real estate transactions.
He went from making just $5,000 in a year and working at Cheesecake Factory to support his family to becoming a successful entrepreneur and financial advisor.
Brett emphasized the importance of having a clear mission, vision, and core values, not just in business but in family life too.
Stewardship vs. Ownership – Brett believes wealth is something to steward, not own. This mindset leads to gratitude instead of entitlement.
Most people don’t realize how much they lose to taxes or how much they don’t know about capital gains tax planning.
Brett’s philosophy: "It's not just about cash flow, it's about tax flow." Smart tax planning can help entrepreneurs keep 20-50% more wealth.
He explained how instead of hurting the government, deferring taxes actually reinvests capital into the economy, creating jobs and generating other tax revenue.
Brett shared so much wisdom on how to think differently about wealth, taxes, and financial freedom. If you want to dive deeper into his strategies and insights, check out his work below
Connect with Brett here
Listen to Brett's Build It To Billions Podcast here
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