Save Yourself Podcast

UnlimitWealth
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We are a podcast devoted to helping teach others to opportunity that exists with infinite banking.Powered by UnlimitWealth - Wealth strategy professionals, focused on building and servicing infinite banking solutions.

  1. FEB 2

    Infinite Banking & Syndicated Real Estate with Mike Schwallie & Nolan Sanburn

    In this episode, Mike sits down with returning guest Nolan Sanburn to talk about using an Infinite Banking policy alongside syndicated real estate. They cover practical moves for LPs and GPs, including funding commitments from cash value, bridging capital calls, handling earnest money and co-invest, and recycling distributions back into the policy. You will hear guardrails for loan-to-value, managing interest, and when to favor a policy loan versus a bank line. The team walks through a simple timeline for a 100k commitment and the recordkeeping that keeps both the deal and the policy on track. Educational only. Not tax, legal, or accounting advice.

    17 min

  2. JAN 26

    Leveraging your IBC Policy with Jordan Cole & Mike Schwallie

    In this episode, Mike and Jordan get practical about putting an Infinite Banking (IBC) policy to work. We cover when to borrow against cash value versus pay cash, how to set a simple repayment rhythm that keeps compounding uninterrupted, and ways owners use IBC for real needs—equipment and truck cycles, payroll seasonality, taxes, and opportunity funding. You’ll hear guardrails for loan-to-value, premium discipline, and avoiding common pitfalls like over-borrowing or letting interest snowball. We also touch on using outside bank lines alongside policy loans, recordkeeping that keeps you sane, and coordinating with your CPA. Educational only. Not tax, legal, or accounting advice.

    18 min

  3. JAN 19

    How the Wealthy Use Their Money with Brad Lowe & Jordan Cole

    Save Yourself Podcast

    16 min

  4. JAN 14

    Infinite Banking & Succession Planning with Brad Lowe & Jordan Cole

    Succession planning begins the day you become an owner. In this episode, Brad and Jordan walk through the core pieces of a simple, durable plan: valuation method, buy-sell structure, who owns the policy, and how cash value can provide orderly funding when a trigger event happens. We compare cross-purchase and entity-redemption designs, talk through key person protection, and outline how policy loans or collateralized loans can deliver liquidity without freezing operations. You will leave with a checklist that turns a vague idea into a working plan you can review with your CPA and attorney. Educational only. Not tax, legal, or accounting advice.

    23 min

  5. JAN 10

    Back to Basics - Term vs. Permanent

    In the Season 6 opener, Mike Schwallie and Brad Lowe go back to basics. What is term life. What is permanent life. How do premiums, guarantees, riders, and flexibility differ. We walk through practical scenarios for families and business owners, including buy-sell and key person coverage, and show where cash value can support operations. We separate myths from facts and give a simple checklist to choose a mix that fits your timeline and budget. Educational only. Not tax, legal, or accounting advice.

    16 min

  6. 08/29/2024

    S5E5: Mindset Matters: Rate vs Volume, Owner vs. Customer Featuring Brad Lowe and Jordan Cole

    Join us for the last episode of Season 5 of the Save Yourself Podcast and Brand and Jordan talk about how policy design is only as effective as your mindset that allows you to leverage it! In this episode the guys discuss the nuance of rate vs volume, and being a customer vs being an owner of the banking function.

    17 min

  7. 08/22/2024

    S5E4: "The And Asset" Featuring Jordan Cole and Mike Schwallie

    Join Jordan Cole and Mike Schwallie as they share thoughts on how Infinite Banking is the only "And Asset" out there. In this episode the guys swap stories from their clients from business owners to real estate investors.

    16 min

  8. 08/14/2024

    S5E3: Characters in the Play Featuring Brad Lowe and Jordan Cole

    Join us for a fun discussion of the game of finance and the various roles we play in our lives. Reshape the way you approach your finances and goals by better understand the role you fit in the game!

    20 min
See All (45)

Ratings & Reviews

5
out of 5
13 Ratings

About

We are a podcast devoted to helping teach others to opportunity that exists with infinite banking.Powered by UnlimitWealth - Wealth strategy professionals, focused on building and servicing infinite banking solutions.

Information

  • Creator
    UnlimitWealth
  • Years Active
    2023 - 2026
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © 2026 Save Yourself Podcast
  • Show Website
    Save Yourself Podcast