Welcome to another enriching episode of the Accredited Investors Only podcast! In this episode, host Peter Neill takes a deep dive into the fifth stage of his framework for Living the Accredited Life: “Living Your Life.” As an accredited investor, you’ve achieved success, but how do you align your daily actions and choices with your greater purpose? Peter shares actionable insights on building a routine that not only sustains your wealth but also fuels your well-being and legacy.

Join us as Peter discusses how to evaluate your life’s alignment with your goals and values, the importance of daily decision-making, and why financial freedom is more than just a number—it’s about living life on your own terms. Whether you’re just starting on your accredited investing journey or looking to refine your purpose, this episode offers valuable advice to help you thrive.

Timeline Summary:

[0:00] - Introduction

[1:11] - Introduction to the philosophy of Living the Accredited Life

[3:45] - The responsibility that comes with wealth and how to use it wisely

[7:00] - Revisiting the seven stages of living the accredited life

[14:18] - Stage 5: Living Your Life—making daily choices that align with your purpose

[19:22] - Why building a strong routine is key to health, wealth, and self

[24:00] - The balance between taking risks and staying consistent

[28:10] - Reflecting on successes, challenges, and embracing financial freedom

Key Takeaways:

1. Your daily choices define you: Every decision you make either aligns with or deviates from your purpose—be intentional about them.

2. Financial freedom is a responsibility: True wealth is not just about accumulation but using it wisely for personal growth, legacy building, and community impact.

3. A strong routine is foundational: Your health, wealth, and personal fulfillment rely on consistent, purpose-driven habits.

4. Embrace reflection: Regularly assess what’s working and what’s not in your life to stay on track with your goals.

5. Take calculated risks: Growth requires stepping out of your comfort zone while maintaining due diligence and a clear vision of your path forward.

Closing Remarks:

Thank you for tuning in to the Accredited Investors Only podcast! If you found this episode valuable, please rate, follow, and share it with fellow investors. Let’s continue building an incredible community and living our best accredited lives!

In this episode of the Accredited Investors Only podcast, Peter Neill dives into a transformative tax strategy that could change the way accredited investors think about capital gains. Joined by Brett Swarts, founder of Capital Gains Tax Solutions and a deferred sales trust expert, Peter explores the concept of the Deferred Sales Trust—a flexible alternative to the traditional 1031 exchange. Unlike a 1031, this method works for a wide range of assets, from real estate and businesses to crypto and stocks. Brett explains how this strategy offers the freedom to invest on your own terms, while still deferring taxes. You’ll learn about the mechanics, benefits, and real-world examples of how it’s being used to protect and grow wealth. Tune in to understand how you can multiply your financial freedom and make the most of your investments.

Key Takeaways:

1. Deferred Sales Trust Flexibility: The Deferred Sales Trust isn’t limited to real estate like the 1031 exchange; it can be applied to various assets, including stocks, businesses, and even cryptocurrency, making it a powerful tool for accredited investors.

2. Strategic Tax Planning: Timing is crucial in investments. Brett explains how the Deferred Sales Trust allows investors to sell high and wait for favorable market conditions to reinvest, thus avoiding the pitfalls of rushing into investments.

3. Investment Diversification: Unlike a 1031 exchange that typically locks you into another real estate property, the Deferred Sales Trust gives you the option to diversify across different asset classes, from T-bills and stocks to new business ventures.

4. Real-World Success Stories: Brett shares compelling examples, such as helping a Bitcoin investor and real estate owners, to illustrate how the Deferred Sales Trust preserved and grew their wealth, highlighting its practical and significant impact.

5. Legal and Proven Strategy: With a nearly 30-year track record and no issues in multiple IRS audits, the Deferred Sales Trust stands as a well-tested, legally sound strategy that many investors are only just beginning to discover.

Episode Highlights:

[0:00] - Introduction

[1:10] - Introduction to Brett Swarts and the concept of the Deferred Sales Trust.

[3:45] - How the Deferred Sales Trust differs from the 1031 exchange, offering broader flexibility and benefits for various asset types.

[6:30] - The importance of strategic timing in investment and tax planning, and how Brett’s approach avoids common pitfalls.

[11:15] - Real-life examples, including cases of diversifying investments from Bitcoin and major real estate transactions.

[14:40] - Breaking down the process of setting up a Deferred Sales Trust and the role of third-party trustees.

[20:35] - Discussing common objections, legal history, and why most investors haven’t heard of this method before.

[27:55] - How Deferred Sales Trusts can help syndicators and fund managers unlock capital rather than just raise it.

Links & Resources:

• Brett Swarts’ Book: https://www.amazon.com/Building-Capital-Gains-Exit-Plan/dp/B0C2SJHHVJ

• Capital Gains Tax Solutions: capitalgainstaxsolutions.com

Closing Remarks:

Thanks for tuning in! If you found this episode enlightening, don’t forget to rate, follow, and share the podcast. Your support helps us bring more valuable content to the accredited investor community. See you in the next episode!

Welcome back to the Accredited Investors Only podcast, hosted by Peter Neill! Today, we’re diving deep into the heart of what it means to live your purpose. This episode is all about aligning your foundation, vision, and actionable plans to create a life filled with meaning, fulfillment, and continued success. We explore the essential mindset shifts, reflective practices, and commitments that enable accredited investors to truly live their best lives—both professionally and personally.

In our ongoing series on living the accredited life, Peter shares his thoughts on why understanding your “why” is crucial, how to craft a vision that excites you, and the importance of revising your plan as life changes. If you’ve ever felt the tug of unfulfilled potential or questioned whether your investments align with your deeper goals, this episode is a must-listen. Plus, we discuss the power of social feedback and embracing both reflection and active engagement to keep you moving toward your ultimate legacy.

Key Takeaways:

1. Aligning Foundation and Vision: Understanding who you are today and the beliefs and values that have shaped you is crucial for aligning with your future vision.

2. Commit to Your Plan: Building a plan is essential, but committing to it and staying adaptable ensures your actions remain aligned with your purpose.

3. Challenge Limiting Beliefs: Identifying and addressing beliefs that hold you back can open new pathways to growth and success.

4. Purpose and Legacy Are Interconnected: Living with purpose today lays the groundwork for the legacy you want to leave in the future.

5. Embrace Reflection and Social Feedback: Consistent reflection and engaging with others can help refine your purpose and ensure you’re growing in the right direction.

Episode Highlights:

[0:00] - Introduction

[1:12] Introduction to the concept of living your purpose and why it matters.

[4:45] Understanding your foundation: values, beliefs, and the experiences that shaped you.

[10:55] Crafting a vision for your life and tackling the “limiting beliefs” that hold you back.

[15:37] Developing a realistic yet adaptable plan and the importance of commitment.

[21:24] The essence of purpose in personal and professional spheres, and how it intertwines with legacy.

[28:10] How social feedback and engaging with others can redefine your purpose over time.

[31:33] A powerful challenge: Ask yourself why and discover what matters most.

Links & Resources:

• Join our mastermind community: AccreditedLife.com

• Discover more about accredited investing and exclusive opportunities.

If you enjoyed today’s episode, please take a moment to rate, follow, share, and review the podcast. Your support helps us bring more value to the accredited investor community. Until next time, keep striving for your purpose and building the legacy you’re proud of!