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

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

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/

In this Breakaway Wealth episode, Jim digs in with leadership coach Pankaj Singh on how purpose, clarity, and simple mindful practices make you a sharper leader at home and at work. We get practical—how to carve purpose, build the right relationships, run cleaner meetings, and reset your brain in 60 seconds.

Who is Pankaj? He’s the founder of Singh Leadership, creator of the Inner Compass Journey, and longtime practitioner of mindful leadership who helps people find fulfillment and performance without the fluff.

What You’ll Learn:

• A practical shift: vision is the output of Purpose → Reflection → Organizing, not a lightning bolt

• A personal breakthrough: grace and gratitude remove the pressure to “boil the ocean by 10 a.m.”

• A simple move: start every meeting with three questions—What do we want from this? What would you do instead if you weren’t here? Who would do this better?

• A real story: how a stuck high-performer pivoted by testing value on the side, guided by accountability

• A faith and energy tie-in: intention + disciplined breath interrupts fear, aligns action, and opens flow

Action Steps:

1. Clarify Your One Thing
Write the single outcome that makes everything else easier or unnecessary. Use it to filter tasks and meetings this week.

2. Run Every Meeting With 3 Questions
Open with: What do you want from this? If you weren’t here, what would you do instead? Who would do this better? Keep it under 30 seconds.

3. Install the STOP + Box Breath Reset
Several times a day: Stop, Track sensations, Observe thoughts, Put a name to the emotion. Then 4x4 box breathing to re-engage your prefrontal cortex.

Pankaj Singh's Final Word

“Slow is smooth, smooth is fast. Take a deliberate pause, get clear, then act with intention.”

Connect with Pankaj Singh:

Website: www.singhpowerupcoach.com/

Linkedin: www.linkedin.com/in/pankaj-singh-390bb86/

Website 2: www.singhleadership.com/

Instagram: www.instagram.com/transformationtalkradio/

Facebook: www.facebook.com/transformationtalkradio

YouTube: www.youtube.com/channel/UCNAroSMP_8B2TOURH77mA1A?sub_confirmation=1

Twitter: www.twitter.com/transformnet

In this solo episode, Jim breaks down the timeless principles from Wallace D. Wattles’ 1910 classic, The Science of Getting Rich. But this isn’t a book report—it’s a powerful call to action for anyone who’s ready to stop playing small, stop competing, and start creating real wealth, legacy, and impact.

In true Jim fashion, this episode is raw, faith-tinged, and energized. Whether you're stuck in survival mode or already building your empire, Jim’s message will light a fire under you.

• Why poverty is selfish - and how Jim learned this the hard way

• The scientific formula behind getting rich—yes, it’s a formula

• The one thing every successful wealth builder must master

• Why waiting for the perfect time is a lie - and what to do instead

1. Do a Thought Audit
   Ask yourself: Are my thoughts rooted in fear or faith? Scarcity or abundance?

2. Declare Your Vision
   Choose one clear goal—an asset, a business, an income level—and act like it’s already yours.

3. Cut the Noise
   Remove one broke-minded voice, person, or distraction this week. Just one.

“Being broke is selfish. You can't serve God or humanity when you're in survival mode. The science of getting rich isn’t just about money—it’s about impact. It’s your responsibility.”

In this episode of Breakaway Wealth, Jim is joined by Blair Gatchell of Breva.ai to discuss how business owners can use artificial intelligence to make better acquisition and management decisions. They examine how replacing gut instinct with real-time analytics can reduce risk, improve cash flow, and create a sustainable framework for growth.

3 Key Takeaways:

• The Value of a Defined Process – A clear, repeatable process for evaluating and acquiring businesses creates consistency and reduces reliance on intuition.

• AI as a Decision-Making Tool – Artificial intelligence can assess financial health, identify risks, and surface opportunities faster and more accurately than manual analysis.

• Post-Acquisition Performance – Technology can help monitor cash flow, measure operational health, and keep managers accountable long after the deal closes.

Business ownership requires more than vision—it demands a system for making informed, fact-based decisions. The right tools can help owners identify the best opportunities, manage them effectively, and expand without sacrificing control.

Connect with Blair Gatchel:
Linkedin: www.linkedin.com/in/blairgatchel/

Website www.breva.ai

In this episode of Breakaway Wealth Podcast, Jim sits down with Jill Schulman—US Marine veteran and positive psychology expert—to break down the science of bravery and why action - not motivation - moves outcomes. They map a practical path to confront fear, build daily reps, and apply courage to business and money decisions.

3 Key Takeaways:

• Bravery reframed: not heroics, but voluntary action in the presence of fear toward a worthwhile goal; most modern fear is social (failure, rejection, embarrassment), amplified by a comfort-first culture.

• Action over fear: use graded exposure and “mastery experiences” (Bandura) to build self-efficacy; schedule the hard task early, track behaviors not outcomes, and let consistency—not motivation—carry the work.

• Environment and systems: build a “brave tribe” to leverage conformity effects; apply PERMA (Positive emotion, Engagement/flow, Relationships, Meaning, Accomplishment) to raise performance; treat early failures as required feedback on the way to results.

Thanks to Jill for outlining a clear model for building bravery and putting it to work! If this episode moved you to act, take one small step today and track it.

Subscribe to Breakaway Wealth, leave a review, and share the show with a colleague who leads others.

Connect with Jill: take her Bravery Assessment and download the Bravery Blueprint at her site; read The Bravery Effect for the full framework.

Connect with Jill Schulman:

Facebook: www.facebook.com/jill.schulman.5

Instagram: www.instagram.com/jillschulman

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

In this episode, Jim welcomes the extraordinary Chris Prefontaine, founder of Smart Real Estate Coach, for a deep dive into the mindset, structure, and discipline required to build financial freedom through creative real estate investing. Prefontaine shares lessons from the 2008 crash, explains why coaching matters, and offers practical pathways for people looking to break free from traditional financial systems and build sustainable wealth.

3 Key Takeaways:

• Creative real estate is a discipline, not a tactic. Chris outlines a three-step approach to real estate success.

• Coaching is about accountability, not just motivation. Real transformation comes from daily tracking, public accountability, and consistent feedback—not from a one-time seminar.

• Cash flow > Nest eggs. Chris and Jim challenge conventional retirement thinking, offering examples of individuals who liquidated 401(k)s and replaced stagnant savings with income-producing assets.

Let this episode serve as a prompt to evaluate your current trajectory—are you building wealth, or just accumulating hope?

Connect with Chris Prefontaine:

Instagram: www.instagram.com/smartrealestatecoach

Facebook: www.facebook.com/smartrealestatecoach

TikTok: www.tiktok.com/@wickedsmartinc

YouTube: www.youtube.com/@wickedsmartinc

Linkedin: www.linkedin.com/company/wickedsmartinc/