13 - Transforming Wealth: How to Plan Your Exit Strategy for Maximum Impact

Elizabeth Bieniek

Published on: 12/08/2025

In this episode, host Elizabeth Bieniek interviews Brett Swarts, Founder of Capital Gains Tax Solutions and author of Building a Capital Gains Tax Exit Plan. Brett shares his expertise in capital gains tax exit planning, focusing on strategies like deferred sales trusts to help clients achieve truly passive income and financial freedom. He discusses his faith-driven approach to stewardship, the importance of purposeful living, and the upcoming generational wealth transfer.