Capital Gains Tax Solutions Podcast

Brett Swarts
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Dec 27, 2025 • 16min

60-Day Cash Flow, No Property Ownership with Daanish Azim

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Dec 25, 2025 • 47min

The No-BS Guide to Insurance with Wallis Tsai

In this chat with Wallis Tsai, a former Goldman Sachs investment banker and co-founder of Above Board, they dive deep into insurance basics and wealth planning strategies. Wallis shares insights from her impressive background, emphasizing a no-nonsense approach to insurance. She discusses the importance of regular reviews, disaster mitigation, and tax-efficient wealth accumulation. Wallis also explains how to utilize trusts for asset appreciation and clarifies the differences between whole life and variable insurance products. Her focus on understanding client goals is both refreshing and practical.
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Dec 23, 2025 • 38min

Scalable Strategies for Business Growth with Mark Willis

Mark Willis, a Certified Financial Planner and Bank on Yourself expert, shares his transformative journey from the Great Recession to financial independence. He discusses the power of EADs (Eliminate, Automate, Delegate) to streamline business efforts and the importance of after-action reviews in refining processes. Mark highlights using AI for creative brainstorming and the benefits of whole life policies as a solid financial strategy. His insights on stewardship versus ownership add depth to the conversation, making it a must-listen for business growth enthusiasts.
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Dec 20, 2025 • 48min

Built 8–9 Figure Businesses With Zero Industry Experience with David Guttman

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Dec 20, 2025 • 30min

Passive Income for High-Net Entrepreneurs with George Stefanou

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Nov 23, 2025 • 42min

Family Office Investing & Tax Strategies with Mark Miller

Mark Miller, seasoned financial expert and CEO of Hilton Wealth, shares valuable insights from his 40 years in managing family offices. He highlights the importance of transitioning to holistic legacy planning when reaching a net worth of $10–12 million. Mark delves into the need for safety in investments compared to retail focus and emphasizes building coordinated teams to avoid costly mistakes. He also discusses innovative tax strategies, the significance of diversified portfolios, and the staggering $84–100 trillion generational wealth transfer that requires careful stewardship.
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Jun 15, 2025 • 44min

Faith, Leadership, and Stewardship with Reggie Brooks

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May 21, 2025 • 38min

Wealth Preservation: Gold & Silver with Dana Samuelson

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Apr 14, 2025 • 36min

Navigating the Real Estate Maze with Frank Rohde

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Apr 10, 2025 • 36min

Using Blockchain to Upgrade the Auto Industry with Alex Rawitz

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