Build It To Billions Podcast

In this episode, Lee Heisman, CEO of ESL Advisors, shares expert advice on how entrepreneurs can maximize the value of their businesses. With over 30 years of experience, Lee discusses the importance of mindset, strategy, and building a sustainable business for successful exits. Learn from his proven strategies to scale your business and achieve maximum impact. #BusinessValue #Entrepreneurship #Bu...

In this episode of the Build it to Billions, Brett Swartz sits down with Jon Bassford, an operations expert and entrepreneur, to explore how curiosity has been a driving force behind his personal and professional success. With a background in law and an MBA, John explains how leveraging curiosity and analytical thinking has helped him innovate and lead in various organizations. Brett and John disc...

In this episode of the Build It to Billions Podcast, Brett Swarts sits down with Pete Neubig, founder of VPM Solutions and host of the NARPM podcast. Pete shares insights on scaling a business through delegation, building clear processes, and integrating virtual assistants. He provides actionable tips for hiring, training, and maximizing remote team members, especially for property management and...

In this episode of Build It to Billions, Brett Swarts sits down with Pete Neubig, property management expert, entrepreneur, and co-founder of VPM Solutions . Pete shares how virtual assistants can revolutionize your business, helping you scale efficiently while cutting costs. He dives into hiring the right remote talent, setting up KPIs, and avoiding the biggest mistakes business owners make. Pete...

In this episode of the Build It to Billions Podcast, host Brett Swarts sits down with Josh Woodward, founder of Mastermind Advisor Marketing. Josh shares transformative insights into how financial advisors can scale their businesses, enhance client trust, and dominate their niche through innovative marketing strategies. From leveraging digital tools to creating impactful webinars and educational s...

In this episode of Build to Billions, Brett welcomes seasoned insurance professional Kent Crawford to share his entrepreneurial journey—from launching an agency in Portland to building a thriving business in Southern California with partner Bob Clemo. Kent discusses key moments of growth, including investing in commercial real estate, selling the agency, and transitioning into consulting. The conv...

In this episode, seasoned insurance professional Kent Crawford shares his journey from launching a successful agency in Newport Beach to becoming a trusted financial consultant. He opens up about navigating capital gains tax challenges, adopting the Deferred Sales Trust as an alternative to the 1031 exchange, and leveraging life insurance through trusts for tax-efficient wealth transfer. Kent also...

In this episode of the Build to Billions podcast, Brett Swartz interviews Josh Woodward, founder of Mastermind Advisor Marketing. Josh shares valuable insights on how financial advisors can enhance their online presence, build brand awareness, and foster trust with clients. He emphasizes the importance of delegating tasks to a support team to focus on core strengths and grow as a top financial adv...

In this episode of the Build It to Billions podcast, Brett Swarts interviews Kamyar Rezaie, President and CEO of Wembley's Inc. Kamyar discusses his journey from residential real estate to leading commercial real estate transactions worth over $500 million. He shares valuable insights on market trends, interest rates, and strategies for success in today’s economic landscape, while stressing the im...

In this episode of the Build It to Billions Podcast, host Brett Swarts interviews Gideon Pfeffer, Managing Partner of The GSH Group, who shares his remarkable journey from single-family investments to leading a billion-dollar multifamily portfolio. With over 7,000 units under management, Gideon discusses the keys to scaling efficiently, balancing ambition with stewardship, and tapping into emergin...

In this episode of Build to Millions, Brett Swartz interviews Kamyar K Rezaie, CEO of Wembleys Inc., who shares insights from his 18 years of experience in real estate. Kamyar discusses the current commercial real estate landscape, including the impact of high interest rates, inflation, and the rising demand for SBA loans by owner-occupied buyers. He also highlights the improving cap rates for buy...

In this episode of Build to Billions, Brett interviews Gideon Pfeffer, a seasoned real estate investor with over 20 years of experience. Gideon shares his journey from building a large single-family rental platform to transitioning into multifamily investments through the GSh Group. He discusses raising over $300 million in equity, amassing a portfolio of 7,000 apartment units worth over a billion...

In this episode of Build It to Billions, Brett Swarts interviews Ben Fraser, CIO of Aspen Funds, to explore the booming industrial real estate sector, the hidden potential of oil and gas investments, and how Aspen Funds is capitalizing on these opportunities. Ben shares his journey from banking to private equity, offering valuable insights into macroeconomic trends, investor psychology, and strate...

In this episode of Build It to Billions, host Brett Swarts interviews Ben Frazier, CIO of Aspen Funds, who shares his journey from commercial banking to private equity. Ben discusses the growth of Aspen Funds, which focuses on risk-adjusted opportunities in various asset classes based on macroeconomic trends. He dives into the world of industrial real estate wealth building and the importance of s...

In this episode of the Build It to Billions Podcast, host Brett Swarts sits down with Brandon Rooks, founder and manager of Rockstar Capital Group. Brandon shares his incredible journey from humble beginnings and military service to becoming a successful fund manager specializing in land entitlement investments. Discover how Brandon and his team strategically control and develop high-value land as...

In this episode of the Build It to Billions podcast, host Brett Swarts sits down with Kevin Lavelle, CEO and Co-Founder of Harbor and Founder of Mizzen Main. Kevin shares his inspiring journey from revolutionizing the menswear industry with the world’s first performance fabric dress shirt to now reshaping the baby monitor market with Harbor. Discover how Kevin’s gifts of inspiring belief, fosterin...

In this episode of the Build to Billions podcast, host Brett Swarts interviews Brandon Rooks, founder of Rockstar Capital Group. Brandon shares his inspiring journey, starting from humble beginnings and military service to becoming a successful real estate investor. He discusses his transition from sales to real estate, his challenges in the 2008 crash, and the lessons he learned, such as the impo...

In this episode of the Build It to Billions podcast, Brett Swarts interviews Kevin Lavelle, CEO and co-founder of Harbor. Kevin discusses his journey from creating Mizzen and Main to pioneering a revolutionary baby monitor with Harbor. He shares key entrepreneurial insights, the power of belief, and his commitment to philanthropy. #Entrepreneurship #ParentingTech #Philanthropy #BusinessGrowth #Inn...

In this episode of the Build It to Billions podcast, host Brett Swarts interviews KC Chohan, founder of TogetherCFO.com . KC shares insights into the power of Private Family Foundations as a tool to maximize tax savings, build multigenerational wealth, and create lasting legacies. He breaks down complex financial strategies and explains how billionaires like Warren Buffett and Elon Musk use these...

In this episode of the Build to Billions podcast, Brett Swartz interviews Mark Anderson, a Texas-based expert in algorithmic zero-day index option trading. Mark shares his inspiring journey from overcoming dyslexia to earning over a million dollars annually. He emphasizes the importance of asymmetric risk-reward, liquidity, and compounding income in trading. Mark also discusses the democratization...

In this episode of Build to Billions, Brett Swartz interviews KC, an expert in CFO strategy and wealth protection for high-net-worth families. KC shares his journey from a Big Four accounting firm to founding a CFO services business in Beverly Hills. He discusses the power of private family foundations for tax advantages, legacy building, and how billionaires use them to control wealth while ownin...

In this episode of Build It to Billions, Brett Swarts interviews Mark Anderson, founder of MBH Capital Management, who shares his remarkable journey from a dyslexic student to building a cutting-edge hedge fund. Mark reveals his strategies for wealth-building through zero-day options trading, risk premium wealth planning, and market inefficiencies. He also discusses his commitment to stewardship a...

In this episode of the Build it to Billions Podcast, Brett Swarts sits down with Kevin White, co-founder of Expo Group, to discuss the critical steps for building hyper-scalable finance functions in growth-stage companies. Kevin shares his expertise on identifying the right financial tools, timing their implementation, and the importance of aligning financial operations with company growth stages....

In this episode of Build It to Billions, Brett Swarts is joined by Kevin Gwen White, an expert in building scalable finance systems for businesses. Kevin shares his insights into creating robust financial structures that can grow alongside expanding businesses, emphasizing the importance of strategic planning, effective cash flow management, and leveraging technology. He also discusses the common...

In this episode of Build It to Billions, host Brett Swarts interviews Brian Burke, Founder of Praxis Capital and author of The Hands-Off Investor. Brian shares his journey from flipping houses to scaling a billion-dollar lending business and managing over $800 million in real estate assets. #BuildItToBillions #RealEstateInvesting #BillionDollarJourney #PraxisCapital #TheHandsOffInvestor #RealEstat...