Real Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Simon Severino discusses his background in strategy advising for Fortune 500 boards and his passion for helping businesses enter and dominate markets. He explains the concept of pipeline coaching, which focuses on filling the sales pipeline, de-risking the buying process, and making it easy for customers to buy. The conversation also covers the importance of creating irresistible offers,...
info_outline 257: Growing Your Network and Audience Through Podcast Guesting with Mischa ZvegintzovReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Paul and Mischa discussed strategies for podcasting, including the use of guest speaking to increase impact and income, and the importance of building relationships within the podcasting community. They also explored tools for finding podcast email addresses and tracking appearances, as well as the benefits of leveraging hosts' audiences and repurposing content. Key Takeaways:...
info_outline 256: Finding Opportunities in the Current Market with Ron KoenigsbergReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Ron Koenigsberg, president of American Investment Properties, discusses the importance of relationships and communication in the commercial real estate industry. He emphasizes the value of working with commercial real estate brokers to gain access to the best deals and shares his insights on finding opportunities in a challenging market. Ron also highlights the significance of active...
info_outline 255: Exploring Alternative Assets: The Cignet Fund with Andrew McNairReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Paul interviews the president and founder of Swan Capital, a wealth management firm, Andrew McNair. Andrew shares his background and how he got into finance and real estate investing. He discusses the importance of diversification and the lessons he learned from losing a significant amount of money in the stock market. Andrew also talks about creating Swan Capital and the...
info_outline 254: The Transformative Power of Intentional Living with Chris KingReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this thought-provoking episode, Paul and Chris delve into the profound concepts of individual agency, self-sabotage, and the power of alignment between our inner experiences and external realities. They explore strategies for breaking free from limiting beliefs, overcoming procrastination, and harnessing the transformative potential within each of us. With real-life examples and...
info_outline 253: The Power of Intellectual HumilityReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this thought-provoking episode, Paul shares a profound life lesson he learned from a humbling experience in his corporate career. He emphasizes the importance of intellectual humility – recognizing that we don't have all the answers and being open to learning from our mistakes. Paul discusses how embracing intellectual humility can lead to greater success, resilience, and...
info_outline 252: From Debt to Empire Building with Steven AndrewsReal Estate 10
Description: In this insightful episode, Steven, a seasoned real estate investor, shares his journey from being in debt to building a successful real estate empire. He emphasizes the importance of due diligence, active management, and assessing individual circumstances before investing in properties. Additionally, Steven discusses creative financing strategies, location considerations, and the potential of distressed properties for wealth building. Paul and Steven delve into the evolving interpretation of the American Dream, highlighting the increasing interest in real estate...
info_outline 251: Empowering Landlords to Build Successful Portfolios with Krista ReutherReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, Krista and Paul discussed the advantages of Turbo Tenant, an all-in-one landlord software solution. Krista emphasized that the software, developed with input from landlords, offers a comprehensive suite of features and a free trial, making it accessible to a wider range of users. She also highlighted the company's affordable pricing, driven by its commitment to...
info_outline 250: Structuring Family-Owned Businesses and Real Estate Investments with Carmen Da SilvaReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this episode, Carmen and Paul dived in to the intricacies of structuring family-owned businesses and managing real estate investments. They discuss the use of subsidiaries, parent entities, and the advantages and challenges of various business structures. Additionally, they explore the benefits of self-directed IRAs for real estate investing, tax planning strategies, and asset...
info_outline 249: Unconventional Journey to Real Estate Success with Engelo RumoraReal Estate 10
Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. In this insightful episode, host Paul welcomes Engelo, a self-made real estate entrepreneur with a unique background. From dropping out of school at 14 to playing professional soccer in Hong Kong, and later transitioning to construction and self-development, Engelo's journey is a testament to perseverance and the pursuit of one's passions. Engelo shares his experiences in the...
info_outlineYour WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.
In this episode of “The WakeUp Call” podcast, Host Paul Thompson is joined by Brett Swarts as they go into heavy detail regarding Deferred Sales Trusts, the primary focus on Brett’s business: “Capital Tax Solutions”. For people with large value assets, using this strategy involves utilizing high and low tax states to your advantage– creating Trusts and designating Trustees that give you the opportunity to make large amounts of wealth off maximizing local interest rates.
Key Points From This Episode:
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Brett Breaks Down in detail the elements that go into a Deferred Sales Trust
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The Benefits of Building and setting up a “Trust” involving a company like Capital Gains Tax Solutions.
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Hire the WHO Don’t Be the HOW
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82 Trillion Dollars Will Pass from Boomers to Millennials in the next 20 Years: The largest wealth transfer in the history of the planet.
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DST is LEGAL, and LUCRATIVE, but you have to plan for it in advance.
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DST Works without fail, despite what people say, as long as you go through the right channels.
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About Today’s Guest:
Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and unlock transformational wealth building options so they can create & preserve more wealth. He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.
https://capitalgainstaxsolutions.com/