Show notes
We cover:🔹 The three biggest mistakes of “never sell” Bitcoiners🔹 Deferred Sales Trusts vs. 1031 exchanges — why timing is everything🔹 Why deferral beats relocation (no Puerto Rico move required)🔹 Real-world client stories: turning $50K into $50M in BTC and exiting without liquidation risk🔹 The importance of family mission, vision, and values in wealth planning🔹 How to avoid trading what’s priceless for what’s merely profitable🔹 Estate tax traps, generational wealth, and the $100T transfer on the horizon🔹 Why “truly passive income” is the foundation of impact and freedom🎙 Guest: Brett Swartshttps://capitalgainstaxsolutions.com/https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUAhttps://www.instagram.com/capitalgainstaxsolutions1/https://www.youtube.com/@BuildItToBillionshttps://www.facebook.com/buildittobillions/https://brettswarts.com/https://www.linkedin.com/in/brett-swarts/https://www.instagram.com/brett_swarts/https://www.facebook.com/brett.swarts00:00 – Intro & Welcome01:05 – Brett’s Journey from Real Estate to Tax Strategy07:18 – Lessons from the 2008 Crash & Broken Systems14:12 – “Never Sell” Bitcoin Strategy & Its Risks20:27 – Client Story: $50K to $50M in Bitcoin28:44 – Building Truly Passive Income & Family Mission37:10 – Deferred Sales Trust Explained47:22 – Audit Track Record & Compliance Confidence56:48 – Legacy, Impact & Parting AdviceDisclaimer: The information shared in this episode is for informational and entertainment purposes only. Nothing discussed should be considered financial, legal, or tax advice. Always do your own research and consult with a qualified professional before making any investment or financial decisionsLearn more: https://abundantmines.com/ Follow us on X/Twitter: https://x.com/AbundantMines Follow us on Instagram: https://www.instagram.com/abundantmines/Follow us on YouTube: https://www.youtube.com/@AbundantMinesFollow us on LinkedIn:https://www.linkedin.com/company/abundant-mines/