EPISODE · Feb 28, 2025 · 1 MIN
MFREE 098 Trailer # 4 with Brett Swarts: What’s the Best Investment Strategy You’re Probably Ignoring?
from The Multifamily Real Estate Experiment Podcast · host Shelon Hutchinson
Aloha, It’s Shelon "Hutch" Hutchinson here! If you’re enjoying 'The Multifamily Real Estate Experiment' podcast, please like, comment, and share our episodes to help us reach and inspire more people. Thank you for your support!What if you could pass down your wealth without the IRS taking a huge bite? 🤔 In this episode, Brett Swarts breaks down next-level estate planning, trust strategies, and tax loopholes that high-net-worth investors use to keep their assets intact for future generations.We get into the power of time in investing, the hidden estate tax traps that could cost millions, and how tools like the Deferred Sales Trust (DST 2.0) can help eliminate estate taxes and protect your legacy. 🏡💰 Ever watched Yellowstone? Think of it like that—except you can actually plan ahead instead of scrambling when it’s too late. 👀🔥If you (or someone you know) has built a solid portfolio, don’t let bad planning undo it all. This conversation is a must-listen for investors thinking long-term! 🎧*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Thank you to all of our listeners!!! We would love to hear from you!!!Email me at:[email protected]*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Visit our website to find out more:www.hsquaredcapital.comJoin our Facebook Group:The Multifamily Real Estate ExperimentFollow us on Instagram:@hutchthemarineinvestor
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Aloha, It’s Shelon "Hutch" Hutchinson here! If you’re enjoying 'The Multifamily Real Estate Experiment' podcast, please like, comment, and share our episodes to help us reach and inspire more people. Thank you for your support! What if you could pass down your wealth without the IRS taking a huge bite? 🤔 In this episode, Brett Swarts breaks down next-level estate planning, trust strategies, and tax loopholes that high-net-worth investors use to keep their assets intact for future generati...
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MFREE 098 Trailer # 4 with Brett Swarts: What’s the Best Investment Strategy You’re Probably Ignoring?
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