May 27, 2026
Selling a boutique fitness studio is about far more than finding a buyer — it’s about maximizing value, protecting what you’ve built, and creating freedom for the next chapter of your life. In this episode, Brett Swarts sits down with fitness business broker Mitch...
May 25, 2026
In this episode, we sit down with Vlad Tayman, founder of Trader Foundation, to discuss how he went from corporate burnout and painful trading losses to building a disciplined swing trading system designed for busy professionals with demanding 9-to-5 careers. After...
May 22, 2026
In this episode, Brett Swarts sits down with Earl Yaokasin, founder of WealthArch Investment Services, to unpack what it really takes to build a resilient, long-term investment strategy in uncertain markets. With decades of experience as a fiduciary advisor and value...
May 21, 2026
What separates transactional advisors from true legacy builders? In this episode, Brett Swarts sits down with financial industry leader Stan Gregor, CEO of Summit Financial, to unpack the mindset shift that changes everything: stop selling products and start building...
May 18, 2026
For entrepreneurs and investors, managing finances today requires more than basic bookkeeping and year-end tax filing. Strategic financial leadership has become essential for scaling businesses, maximizing cash flow, reducing tax exposure, and creating long-term...
May 15, 2026
In today’s competitive real estate market, finding great deals is only half the battle — the real challenge is getting investors confident enough to write the check. So what separates the operators who constantly struggle to raise capital from those who attract...
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 9
