Next Level 252: Family, Mission, Vision & Values with Brett Swarts

The Next-Level Income Show

In this episode, I welcome back my friend Brett Swarts—author, podcast host, and expert in capital gains tax solutions. We dive deep into how to engineer truly passive income, leverage Deferred Sales Trusts, and structure your financial legacy for multi-generational impact. Brett shares personal stories, real-life client examples, and practical frameworks around family mission, vision, and values. If you're looking to grow wealth and legacy at the same time, this episode is packed with gold. 🔥 What You’ll Learn in This Episode: ✅ Deferred Sales Trust vs. 1031 Exchange: Brett breaks down the pros and cons of each and explains why DST offers more flexibility and broader application. ✅ Mission, Vision & Values: Creating a family mission is critical for guiding generational wealth and impact. ✅ Truly Passive Income: Brett defines the TPIN (Truly Passive Income Number) and explains how focusing on that number unlocks freedom. ✅ Real Client Results: From real estate owners to business sellers, DSTs have helped clients defer taxes and reinvest with greater returns and flexibility. Meet our guest: Bio: Brett Swarts is a best-selling author of "Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. Contact Today's Guest: Website: www.brettswarts.com Expert CRE Secrets Podcast: https://podcasts.apple.com/us/podcast/expert-cre-secrets-podcast/id1542856955 Capital Gains Tax Solutions Podcast: https://podcasts.apple.com/us/podcast/capital-gains-tax-solutions-podcast/id1506283542 Build It To Billions Podcast: https://podcasts.apple.com/us/podcast/build-it-to-billions-podcast/id1763711234 FB: https://www.facebook.com/brett.swarts IG: https://www.instagram.com/brett_swarts/ YouTube: @CapitalGainsTaxSolutions Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com