meta_pixel
Tapesearch Logo
Log in
Action Academy | Replace The Job You Hate With A Life You Love

The Secret Tax Strategy That Could Save You MILLIONS (Not The 1031 Exchange) w/ Brett Swarts

Action Academy | Replace The Job You Hate With A Life You Love

Brian Luebben

Corporate, Careers, Business, Financial Freedom, Small Business, Entrepreneurship, Biggerpockets, Investing, Millionaire, Real Estate, Passive Income, Alex Hormozi, Commercial Real Estate

5683 Ratings

🗓️ 24 October 2023

⏱️ 31 minutes

🧾️ Download transcript

Summary

Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate: How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide? Follow Me As I Travel & Buil...

Transcript

Click on a timestamp to play from that location

0:00.0

Brett, my man, what's going on? Brian, it's amazing to be here. I'm grateful to be here. Thanks for

0:06.6

having me. Brett, welcome to the Action Academy, man. I'll allow you to introduce yourself to the audience.

0:12.7

Yeah, hey, everybody. My name's Brett Swartz and founder Capital Gains Tax Solutions. And we were just really

0:17.1

passionate about helping people unlock freedom when they're selling highly appreciated assets.

0:21.7

But it didn't always go that way.

0:23.0

When starting out, I didn't really know how to do a lot of these exit planning strategies beyond just the 1031 exchange.

0:28.7

And in fact, it started out at a young age, just helping my parents build real estate in California, mostly in the Bay Area.

0:35.6

And then moved up to Sacramento, studying and

0:38.1

practice multifamily brokers at a place called Marcus and Milichap. And everything was going

0:42.9

really good until the 08 crash. I started in 06. And then the 08 crash happened and our clients,

0:47.9

friends and family lost a lot of wealth. And then my wife and I at the time, just barely married,

0:52.8

could barely make it. We're making like next to

0:54.5

zero. I commissioned only real estate. And so went to from selling and sleighing cheesecake at that

1:00.4

point, if I were from selling real estate to try to sell some cheesecake. And at Cheesecake Factory,

1:05.9

became a server nights and weekends. And my day, I negotiate with banks and help my clients work

1:10.2

through one of the hardest hit markets in the history of real estate. But I learned a lot during those times of what

1:14.6

was really important to me and how I could serve an invest. Sometimes you're going through the storm

1:18.4

and you don't know that it's preparing you to help other people through future storms. And that was

1:22.3

our storm for two years. We lived my brother in a small condo, work 67 or weeks. I'd be ducking out on the side

1:28.8

of a cheesecake factory when I saw a potential client that was trying to list a property on the other

1:32.0

room. I always start there because you might be going through something similar, right? And you're

1:36.2

wondering, hey, what's the other end of this thing? I'm going to hire you, I don't want you to close a deal for $50,000 and walk away.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brian Luebben, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Luebben and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.