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:
- Brett Swarts
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
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