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Family, Faith, And Core Values - E1070 - CFC

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Manage episode 484215864 series 2407926
Content provided by Cash Flow Connections - Real Estate Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cash Flow Connections - Real Estate Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors obsess over returns, tax strategy, and estate planning…

But what if the most critical legacy you leave behind isn’t financial?

In today’s episode of Cashflow Connections, I sat down with Brett Swarts—best-selling author, tax strategist, and host of the Capital Gains Tax Solutions podcast—to explore something far deeper:

The mission, vision, and values that should guide your family’s wealth.

This isn’t a conversation about deferred sales trusts (though we touch on it). It’s about how legacy-focused families can avoid the “shirtsleeves to shirtsleeves in three generations” curse by being intentional stewards of both wealth and wisdom.

Inside the episode, Brett shares:

  • The 5 core values his family lives by
  • How to hold a “family board meeting” that strengthens generational bonds
  • Why entitlement destroys legacy and the mindset shift that prevents it
  • The exact questions he asks his kids every single day
  • How to pass on purpose, not just property

If you have kids, plan to have kids, or care about what your wealth truly means...this episode is a must-listen.

Take Control, Hunter Thompson

Resources mentioned in the episode:

  1. Brett Swarts

Brett Swarts Website

Capital Gains Tax Solutions Website

Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.

Learn more here: https://raisingcapital.com/cre

  continue reading

564 episodes

Artwork
iconShare
 
Manage episode 484215864 series 2407926
Content provided by Cash Flow Connections - Real Estate Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cash Flow Connections - Real Estate Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors obsess over returns, tax strategy, and estate planning…

But what if the most critical legacy you leave behind isn’t financial?

In today’s episode of Cashflow Connections, I sat down with Brett Swarts—best-selling author, tax strategist, and host of the Capital Gains Tax Solutions podcast—to explore something far deeper:

The mission, vision, and values that should guide your family’s wealth.

This isn’t a conversation about deferred sales trusts (though we touch on it). It’s about how legacy-focused families can avoid the “shirtsleeves to shirtsleeves in three generations” curse by being intentional stewards of both wealth and wisdom.

Inside the episode, Brett shares:

  • The 5 core values his family lives by
  • How to hold a “family board meeting” that strengthens generational bonds
  • Why entitlement destroys legacy and the mindset shift that prevents it
  • The exact questions he asks his kids every single day
  • How to pass on purpose, not just property

If you have kids, plan to have kids, or care about what your wealth truly means...this episode is a must-listen.

Take Control, Hunter Thompson

Resources mentioned in the episode:

  1. Brett Swarts

Brett Swarts Website

Capital Gains Tax Solutions Website

Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.

Learn more here: https://raisingcapital.com/cre

  continue reading

564 episodes

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