Breakaway Wealth Podcast Podcast Por CreateTailwind arte de portada

Breakaway Wealth Podcast

Breakaway Wealth Podcast

De: CreateTailwind
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Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms.©2020 CreateTailwind. All Rights Reserved. Economía Finanzas Personales
Episodios
  • Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts
    Sep 30 2025

    Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it’s painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.

    Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility.

    What You’ll Learn:

    • Why most CPAs “report the score” and how a true tax strategist changes outcomes

    • Tax flow vs. cashflow: deferring cap gains to compound what would’ve gone to the IRS

    • A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning

    • When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg)

    • How to define and build TPI (truly passive income) so your time, not the asset, drives your life

    Action Steps:
    1. Build the Exit Blueprint
    Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI.

    2. Upgrade the Bench
    Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma.

    3. Allocate for TPI
    Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals.

    Brett Swarts’ Final Word
    “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.”

    Connect with Brett Swarts:

    Website: https://capitalgainstaxsolutions.com/

    Website https://brettswarts.com/

    YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

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    38 m
  • Do Hard Things: Discipline, Cashflow, and AI with Mark Young
    Sep 23 2025

    Most people wait for perfect conditions and call it “planning.” That’s just stuck.

    In this conversation, Mark Young, an entrepreneur, educator, author, and functional doctor, joins Jim to break the addiction to comfort, reframe failure, and get back to ownership. We hit health, wealth, and work: why public goals matter, why cashflow beats accumulation, and how to use AI as a collaborator (not a crutch). If you’re serious about building your Wealth Engine, this one’s about action, not consensus.

    What You’ll Learn:

    • Why momentum beats “getting ready to get ready”, and how to act before everything is perfect

    • The real fear behind inaction: public failure and tying your value to others’ opinions

    • How “do hard things” compounds in health, business, and wealth—discipline creates predictable outcomes

    • Cashflow > accumulation: stop outsourcing your financial future to Wall Street narratives

    • How to treat AI as a collaborator to upgrade decisions in health and money (without letting your brain atrophy)

    Action Steps:
    1. Own One Hard Thing Today
    Pick a single uncomfortable action (call the prospect, publish the post, book the consult). Do it before noon. Momentum is a decision.

    2. Make It Public
    Choose one measurable goal and share it with your circle (deadline included). Public commitments kill excuses and create follow-through.

    3. Shift from Accumulation to Cashflow
    Audit your plan: Where does monthly cashflow come from? Map one move to increase it (IBC policy design, a small real-estate cashflow play, or a skill that raises your floor).

    Mark Young’s Final Word:
    “Curiosity begets curiosity. Ask better questions, do hard things, and use AI as your collaborator. The harder I worked, the luckier I got—and proximity creates opportunity.”

    Connect with Mark Young:

    Instagram: www.instagram.com/themarkyoung

    Website: ryzeagency.com

    Website II: themarkyoung.com

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    47 m
  • How to Activate Your Network and Make Money with Jarrod Randolph
    Sep 16 2025

    In this episode, Jim sits down with real estate pro turned relationship operator, Jarrod Guy Randolph. They talk straight about access to wealth and why your phone is a graveyard of unrealized capital. They break down Jarrod’s “Buying Favor” operating system, the FAVOR network map, why most masterminds are wasting time, and how humility beats ego when you’re leveling up.

    What You’ll Learn

    • Why the saying “your network is your net worth” misses the real key: activation

    • How Jarrod’s FAVOR framework (Friends, Associates, Vendors, Organizations, Relatives) becomes a roadmap to deals, capital, and growth

    • Why proximity creates access, and access creates knowledge that can’t be learned in a classroom

    • How the most successful entrepreneurs lead with humility, not ego—and why giving comes before asking

    • A proven system to make masterminds profitable: host the room, follow up fast, and become a center of influence

    Action Steps
    1. Map the FAVOR Five
    Entrepreneurs can list three to five names under each category of FAVOR. Each name should be tied to a specific ask, whether it’s insight, a connection, or capital.

    2. Practice Give-Give-Ask
    Before making any ask, add value twice. Share a resource, make an introduction, or help solve a problem. On the third touchpoint, make a high-value, aligned request.

    3. Host the Room
    At the next event or mastermind, book a dinner with 10–12 attendees. Curate the group, build real connections, and follow up within 14 days to keep momentum alive.

    Jarrod Guy Randolph’s Powerful Word

    “Your phone isn’t a contact list—it’s a balance sheet. The moment you learn to activate it, you unlock the capital, the partners, and the opportunities you’ve been sitting on.”

    Connect with Jarrod Randolph:
    Instagram: www.instagram.com/jarrod_guy/

    YouTube: www.youtube.com/@JGRlll

    LinkedIn: www.linkedin.com/in/jarrodguyrandolph/

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    36 m
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