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

If you have kids, plan to have kids, or care about what your wealth truly means...this episode is a must-listen.

Take Control,

Resources mentioned in the episode:

1. Brett Swarts

Brett Swarts Website

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