18 - Avoiding the Next Financial Crisis: Insights from 2008 and the Role of Tax Flow

In this episode of "Bridging Success," host Bo Jenkins interviews Brett Swartz, founder of Capital Gains Tax Solutions. Brett shares how witnessing a client’s financial downfall during the 2008 crash inspired him to champion innovative tax deferral strategies, like the Deferred Sales Trust. He explains the importance of managing tax, cash, and debt flows, and discusses the massive wealth transfer from baby boomers.