189: How to Lose Money by Drowning in Dumb Debt with Brett Swarts

189: How to Lose Money by Drowning in Dumb Debt with Brett Swarts

Author: Paul Moore and Josh Thomas December 9, 2019 Duration: 32:09

Brett Swarts is the CEO of Capital Gains Tax Solutions, and each year he equips hundreds of business professionals with a deferred sales trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous deferred sales trusts, Delaware statutory trusts, 1031 exchanges, and 85 million in closed commercial real estate brokers transactions. He's an active commercial real estate broker and an investor himself with experience and holdings in multifamily, senior housing, retail, medical, office, and mixed use properties. Brett is considered one of the most well-rounded capital gains deferral experts and informative speakers on the west coast. His audiences are challenged to lean in to multiple capital gains deferral strategies, create and develop a passive cashflow wealth plan, and execute on this plan so they can create and preserve more wealth.


Paul Moore and Josh Thomas host How to Lose Money, but don't let the title fool you. This is a wealth-building conversation built on a simple, powerful premise: the most valuable lessons often come from what went wrong, not what went right. Each episode delves into the honest, sometimes gut-wrenching stories behind business failures and costly missteps. You'll hear from entrepreneurs in the thick of a tough season and executives analyzing strategic errors, all sharing the hard-won insights they gained in the process. The focus isn't on the failure itself, but on the clarity and resilience forged in those moments. For anyone building a business, leading a team, or simply fascinated by the real, unvarnished path to success, this podcast offers a unique and compelling perspective. New conversations arrive every Monday, providing a regular dose of practical wisdom earned the hard way. Tune in for a refreshingly candid look at how the road to financial and professional growth is often paved with lessons learned from losing.
Author: Language: English Episodes: 100

How to Lose Money
Podcast Episodes
155: How to Lose Money by Chasing the Wrong Dream with Ellie Perlman [not-audio_url] [/not-audio_url]

Duration: 38:25
Ellie Perlman is a real estate investor who owns 2,000 units across the U.S., worth over $250 million. Ellie is the founder and CEO of Blue Lake Capital, a real estate investing firm specializing in multifamily investmen…
154: How to Lose Money by Signing Bad Contracts with AJ Osborne [not-audio_url] [/not-audio_url]

Duration: 43:54
AJ Osborne has been in real estate since the early 2000s. He created Bitterroot Holdings, a self-storage company that has a $100 million asset holding portfolio. He got his start in insurance running one of the largest b…
148: How to Lose Money by Not Having Boundaries with Michael Levitt [not-audio_url] [/not-audio_url]

Duration: 38:40
Michael Levitt, with Breakfast Leadership and published author of 369 Days: How to Survive a Year of Worst-Case Scenarios, brings people back to life. He's focused on helping individuals and leaders within corporations l…