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From Cold Calls to Capital Gains: Persisting through adversity with Brett Swarts

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Manage episode 494594079 series 3582150
Content provided by Dave Gulas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Gulas 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.

In this episode of Beyond Fulfillment, host Dave Gulas sits down with Brett Swarts, founder of Capital Gains Tax Solutions, to dive deep into the entrepreneurial grind and real strategies for thriving through tough times.

Brett shares his personal story, from weathering the financial storm of 2008 to building a unique firm that helps entrepreneurs, real estate investors, and business owners defer capital gains taxes on major exits. Listen in for honest insights on hard work, resilience, and lessons learned through years of hustle—including cold calls, side gigs, and family sacrifices.

Brett’s journey covers everything from surviving the real estate market collapse, to working 70-hour weeks, to the inflection point that grew his business nationally through podcasting and digital content. Discover the mindset shifts and real-life tactics he used to transition from struggling sales calls to managing over $150 million in assets for high-net-worth clients.

Make sure to check the links in the description for Brett’s book, resources on capital gains strategies, and more ways to connect!

Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-swarts/

Rate this podcast: https://ratethispodcast.com/beyondfulfillment

#Entrepreneurship #WealthBuilding #TaxStrategy #FounderJourney #ImpactOverIncome

  continue reading

194 episodes

Artwork
iconShare
 
Manage episode 494594079 series 3582150
Content provided by Dave Gulas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Gulas 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.

In this episode of Beyond Fulfillment, host Dave Gulas sits down with Brett Swarts, founder of Capital Gains Tax Solutions, to dive deep into the entrepreneurial grind and real strategies for thriving through tough times.

Brett shares his personal story, from weathering the financial storm of 2008 to building a unique firm that helps entrepreneurs, real estate investors, and business owners defer capital gains taxes on major exits. Listen in for honest insights on hard work, resilience, and lessons learned through years of hustle—including cold calls, side gigs, and family sacrifices.

Brett’s journey covers everything from surviving the real estate market collapse, to working 70-hour weeks, to the inflection point that grew his business nationally through podcasting and digital content. Discover the mindset shifts and real-life tactics he used to transition from struggling sales calls to managing over $150 million in assets for high-net-worth clients.

Make sure to check the links in the description for Brett’s book, resources on capital gains strategies, and more ways to connect!

Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-swarts/

Rate this podcast: https://ratethispodcast.com/beyondfulfillment

#Entrepreneurship #WealthBuilding #TaxStrategy #FounderJourney #ImpactOverIncome

  continue reading

194 episodes

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