Lisa L. Levy interviews Brett Swarts, best-selling author of "Building a Capital Gains Tax Exit Plan" and a leading expert on capital gains tax strategies. He has been featured on major platforms like Fox Business Network and has closed over $500 million in Deferred Sales Trusts, Delaware Statutory Trusts, and 1031 Exchanges, including strategies for Bitcoin owners.

In this insightful conversation, Brett discusses the historic wealth transfer from baby boomers and how purpose-driven entrepreneurs can prepare. He emphasizes the importance of legacy, building passive income, and the leadership needed to cultivate resilient businesses, delivering both practical and inspirational insights.

 -wealth transfer 

-capital gains tax 

-legacy 

-passive income 

-entrepreneurship 

-business growth 

-leadership 

-family values 

-financial freedom 

-investment strategies 

If you’re ready to build a capital gains tax exit plan that multiplies your freedom, wealth, and impact, this episode with Brett Swarts is a must-watch.

👉 Learn more about Brett at: BrettSwarts.com

#WealthTransfer #CapitalGainsTax #PassiveIncome #Entrepreneurship #BusinessGrowth #Leadership #Legacy #FinancialFreedom #InvestmentStrategies #FamilyValues

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Lisa L. Levy interviews Dani Dufresne, founder of The Auxiliary Co. (The Aux Co.), a consulting and creative operations powerhouse known for executing high-stakes campaigns flawlessly. Dani has revolutionized creative production by eliminating red tape, building elite teams, stretching budgets, and preventing campaign disasters.

In this engaging conversation, she shares her journey as a creative producer and entrepreneur, highlighting the flaws in today’s agency model and the importance of a consulting mindset. Dani offers insights on team management, time protection for business owners, and embracing disruption, delivering powerful truths along the way.

Keywords: 

-Dani Dufresne 

-The Aux Co 

-creative production 

-consulting 

-agency model 

-leadership 

-business growth 

-client relationships 

-disruption 

-niche markets 

If you’re ready to ditch outdated processes, scale smarter, and build something truly disruptive, this conversation with Dani Dufresne is the wake-up call you don’t want to miss.

#DaniDufresne #TheAuxCo #CreativeProduction #Consulting #AgencyModel #Leadership #BusinessGrowth #ClientRelationships #Disruption #NicheMarkets

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Lisa L. Levy interviews Dr. Karen Jacobson, a high-performance strategist, military veteran, and founder of the Aligned Leadership Academy. Karen combines precision, resilience, and energy to help leaders enhance human capital, foster cohesive teams, and cultivate trust in organizational cultures.

In this conversation, she shares her journey of overcoming challenges, emphasizes the need for adaptability in change, and highlights the importance of calm decision-making for business success. If you want to reduce conflict and lead with intention, this discussion is a must-watch.

Keywords: 

-leadership 

-change management 

-team dynamics 

-personal growth 

-business strategy 

-coaching 

-resilience 

-innovation 

-human potential 

-organizational culture 

#Leadership #ChangeManagement #TeamDynamics #BusinessStrategy #Resilience #HumanPotential #OrganizationalCulture #Coaching #Innovation #PersonalGrowth

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Lisa L. Levy speaks with Deanne Earle — project interventionist, change agent, and creator of the Genius Model — about the art of delivering certainty in technology transformation and large-scale project management.

With years of hands-on experience rescuing troubled initiatives, Deanne shares how she interrupts ineffective processes, rebuilds trust, and drives real business impact. She emphasizes the importance of clarity, purpose, and strong leadership when managing projects under pressure, illustrating how effective communication and human dynamics unlock team success.

This conversation also looks to the future — exploring how disruption and innovation can reshape project management and how conscious leadership will define the next era of technology-driven transformation.

If you want to understand how to navigate complex change, lead with certainty, and recover high-stakes technology projects, this conversation with Deanne Earle is a masterclass.

#ProjectManagement #ChangeAgent #TechnologyTransformation #Leadership #Certainty #Disruption #Innovation #GeniusModel #ProjectDelivery #BusinessImpact

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Lisa L. Levy interviews Josh Elledge, an entrepreneur, U.S. Navy veteran, and expert in authority building and client attraction.

As the founder of SavingsAngel.com, Josh grew it into a 7-figure business with over 2,500 media appearances without paid ads. Now, as CEO of UpMyInfluence, he helps leaders generate reliable revenue through trust-building and strategic visibility. He also hosts The Thoughtful Entrepreneur podcast, featuring over 2,200 interviews.

In this conversation, Josh discusses leveraging podcasting, networking, and genuine service to build authority and attract clients. His strategies focus on integrity-driven growth, helping you avoid slimy sales tactics while nurturing meaningful relationships.

-authority building 

-client attraction 

-podcasting 

-networking 

-guesting 

-hosting 

-business growth 

-relationships 

-visibility 

-entrepreneurship 

If you’re ready to grow your visibility the right way, attract clients authentically, and build an authority-based business, this episode is packed with golden insights.

👉 Learn more at: www.upmyinfluence.com

#AuthorityBuilding #ClientAttraction #Podcasting #Networking #Guesting #Hosting #BusinessGrowth #Relationships #Visibility #Entrepreneurship

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Lisa L. Levy speaks with Dilip Dubey — a pioneering force in Artificial Intelligence, multi-exit entrepreneur, investor, and founder of Sutra.AI and Inventrepreneur.me. With over 100 successful AI-driven business transformations across industries like healthcare, aviation, SaaS, education, manufacturing, and social impact, Dilip brings nearly three decades of proven results in scaling businesses intelligently.

Keywords:

- AI 

-artificial intelligence

 -mid-market companies 

-Sutra.ai

 -business transformation

-profitability

-data management

 -Innovation

 -organizational change

 -AI believer

If you’re a business leader, innovator, or entrepreneur ready to scale smarter and build purpose-driven impact, you won’t want to miss this episode with Dilip Dubey.

#AI #ArtificialIntelligence #BusinessTransformation #SutraAI #MidMarketCompanies #Profitability #Innovation #DataManagement #OrganizationalChange #AIBeliever

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Lisa L. Levy had a conversation with Elena Levy, the Director of Product at Voyantis, about the transformative impact of AI and predictive analytics on user acquisition and business growth. Elena emphasized the importance of understanding customer needs and discussed the challenges organizations face in adopting AI technologies. Their discussion also addressed the growing emphasis on privacy in data handling and the changing landscape of data science. They highlighted how Voyantis assists businesses in navigating these complexities to create value and build trust in their analytics.

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Lisa L. Levy had an engaging conversation with Brittany Hansen, a tech entrepreneur and co-founder of a successful SaaS company, discussing the challenges of communication in the digital age, the importance of truth in business, and the cultural sensitivities required for global operations. She shares insights into her innovative communication platform designed to enhance consumer engagement and her entrepreneurial journey of bootstrapping a business without venture capital. Brittany emphasizes the need for businesses to connect with their customers on their terms and the significance of understanding diverse perspectives in a global market.

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Lisa L. Levy speaks with innovation expert Doug Hall about proactive problem-solving and its role in enhancing employee engagement and organizational culture. Doug emphasizes empowering employees to identify and resolve issues, thereby fostering continuous improvement. He discusses the importance of standard operating procedures in driving innovation and efficiency, and the need for leadership to create an environment where employees feel valued and motivated to contribute to the organization's success.

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