In this episode of *Build it to Billions*, host Brett Swarts speaks with Leisa Peterson, founder of WealthClinic and author of *The Mindful Millionaire*. Leisa shares her journey from financial advisor to mindfulness coach, and how she now helps others find wealth and fulfillment beyond just financial success. They discuss the importance of self-awareness, journaling, and aligning one’s life with deeper values. Leisa explains how her clients move from simply accumulating wealth to achieving true happiness by reconnecting with their purpose. Tune in to learn how you can redefine wealth and live a more fulfilled life.

#BuildItToBillions #TheMindfulMillionaire #WealthAndFulfillment #MindfulMoney #FinancialFreedom #PurposeDrivenLife #SelfAwareness #JournalingForGrowth #MindfulnessInWealth #RedefineWealth #AlignWithPurpose #TrueHappiness #WealthClinic

#FinancialSuccessBeyondMoney #LivingWithPurpose

In this episode of the Build it to Billions podcast, Brett Swarts sits down with Matt Paulson, a serial entrepreneur, author, and investor from South Dakota, who has built multiple thriving businesses, including MarketBeat—an email marketing powerhouse generating $40 million annually. Matt dives into his journey from running gaming websites as a kid to creating a leading stock market information platform. He shares insights on real estate investing, private equity, and scaling businesses using data-driven strategies.

Matt emphasizes the importance of building businesses on solid foundations (like email lists) rather than relying on changing social platforms. He also discusses managing passive losses, reducing tax burdens with real estate investments, and navigating the complexities of estate planning before the upcoming 2026 tax exemption changes. Tune in to learn how Matt blends curiosity, disciplined research, and family-centered values to build sustainable wealth.

#BuildItToBillions

#BrettSwarts

#MattPaulson

#Entrepreneurship

#EmailMarketing

#RealEstateInvesting

#DataDrivenStrategies

#PassiveIncome

#WealthBuilding

#BusinessGrowth

In this engaging episode, Jake Domina of DLP Capital interviews Brett Swarts, a top expert in deferred sales trust (DST) strategies and tax solutions. They explore innovative methods to defer capital gains, boost cash flow, and build sustainable wealth by leveraging advanced DST strategies. Brett unpacks complex concepts with relatable real-world examples, highlighting the freedom and legacy impact of DST for investors, entrepreneurs, and families facing significant capital gains tax obligations. Listen in to discover why deferred sales trusts can be a game-changer for high-net-worth individuals looking to amplify their investments, reduce taxes, and create generational wealth.

#DeferredSalesTrust #TaxDeferral #CapitalGains #WealthBuilding #LegacyWealth #InvestmentStrategies #TaxSolutions #DSTStrategies #GenerationalWealth #FinancialFreedom #RealEstateInvesting #HighNetWorth #WealthManagement

Don't miss out on this insightful episode with Brett Swarts, where he explains how Deferred Sales Trusts can help you defer taxes, amplify your investments, and create lasting wealth. Subscribe now to the Build it to Billions Podcast for more expert insights and strategies on growing and preserving your wealth!