Episode 165: Deferred Sales Trust Investment, with Brett Swarts

Brett 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...

Episode 162: What Is Private Banking?, with Vance D. Lowe

With 40 years in the financial industry, Vance has extensive knowledge in the financial arena, extending far beyond his numerous accreditations, honors and accolades. For over two decades, Vance owned and operated a successful money management firm. As an expert in...

Episode 161: Creating a Passive Income, with Mark Yegge

Mark Yegge (YEG-ee), the Wealth Architect, is a lifelong learner, author, course-creator, mentor, and fund manager. He’s traded over $14-billion worth of securities. Using his experience and expertise, Mark is on a mission to change the way we invest. What You Will...