Save Yourself Podcast

Most people never realize how much wealth silently leaks out through the interest they pay to banks and lenders — money that could be working for them instead. In this episode, Brad Lowe and Mike Schwallie walk through one of the foundational principles from Nelson Nash's Becoming Your Own Banker : what the "financial problem" actually is, and how the Infinite Banking Concept gives...

Every dollar of capital has a cost — whether you recognize it or not. Economic Value Added (EVA) is the principle that all capital on your balance sheet must be assigned its true cost, including money you borrow from yourself. In this episode, Brad Lowe and Mike Schwallie break down how applying EVA thinking to your IBC policy changes the way you account for capital, and why repaying the cost of t...

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, manag...

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,...

Most people are taught to earn, spend, and save what’s left. The wealthy tend to follow a different playbook. In this episode, the team breaks down how high-net-worth individuals think about control, liquidity, and long-term efficiency when it comes to their money. We cover why they prioritize access to capital over chasing returns, how they structure assets to stay in motion, and the role tools l...

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 loa...

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...

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. 

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.

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! 

Join us for this episode between John Blalock and Mike Schwallie as they swap stories of how they have used infinite banking policies to help business owners finance their business' capital investment needs, from farm equipment to store inventories! 

I'm thrilled to kick off Season 5 where the Unlimit team delves into client success stories, exploring how infinite banking has empowered their financial strategies through well-crafted policies. In this episode, Brad Lowe and Mike Schwallie engage in a compelling discussion about the financial nuances of buying and selling businesses, highlighting the advantages of infinite banking in enhanc...

Strategies for Financial Freedom with Ray Burkhalter In this episode of the 'Save Yourself' podcast, hosted by the founders of Unlimit Wealth, guest Ray Burkhalter shares his journey from a career in mechanical engineering to becoming a real estate entrepreneur and private lender. Ray discusses his initial exposure to real estate, the importance of passive income, and the valuable lesson...

Bringing Humanity to Crypto: Josh Rhodes' Journey and Insights Josh Rhodes, founder of Crypto Y'all, shares his personal journey from a rural, financially illiterate background to becoming an evangelist for crypto and financial literacy. He talks about how his father's post-Vietnam lumber business paved the way for his entrepreneurial spirit, reads Robert Kiyosaki's 'Rich...

Unlocking Financial Freedom: David Stern's Journey and Lessons from Nelson Nash In this episode of 'Save Yourself,' the hosts from Unlimit Wealth engage in an in-depth conversation with David Stern, the son-in-law of financial consultant Nelson Nash. David recounts his personal and professional journey, sharing how marrying Nash's daughter introduced him to the principles of In...

Entrepreneurial Journey and Financial Strategies with Chris Walker In this episode of 'Save Yourself' by Unlimit Wealth, host Jordan Cole and his co-founders Chris Walker and Mike Schwallie discuss strategic thinking and ideas that have brought financial freedom to them and their clients. The focus is on Chris Walker's entrepreneurial journey, from his early days in Greenville, Miss...

Unlimit Your Wealth: Financial Wisdom and Lessons from Thomas Cox Join the founders of Unlimited Wealth on 'Save Yourself,' where they discuss financial strategies and personal stories aimed at achieving financial freedom. In this episode, the hosts chat with Thomas Cox, a former athlete, coach, entrepreneur, and real estate investor, about his journey from living with his dad and workin...

Unlimiting Wealth: Real Estate Insights and Infinite Banking Explained In this episode of 'Save Yourself', the four founders of Unlimit Wealth share their conversations, debates, and strategies that have brought them and their clients financial freedom. The hosts are joined by Jason Garrison, a realtor based in Birmingham, who shares his journey from banking to real estate, emphasizing t...

Empowering Financial Freedom Through Infinite Banking with Zach Sims This episode of the Save Yourself Podcast by Unlimit Wealth features a conversation with Zach Sims, who shares his journey from playing football in Alabama to specializing in infinite banking at Nalin Wealth Management. The discussion delves into Sims' realization of the power and uniqueness of infinite banking as a tool for...

Achieving Financial Independence through Infinite Banking   This episode of the Save Yourself Podcast, presented by Unlimit Wealth, features a conversation with Justin Kraft, where he shares his extensive experience with the infinite banking concept. He illustrates the value of focusing on significance over success, advocating for a shift from self-centric goals to those that benefit others. Justi...

The Infinite Banking Concept: A Shift in Financial Planning In this episode of the Save Yourself Podcast, the hosts welcome Justin Craft, President of Nowland Wealth Management, to discuss his journey in the financial industry, from traditional financial planning focused on market investments to embracing the Infinite Banking Concept (IBC). Justin shares his early career emphasis on mutual funds a...

From Pro Baseball to Real Estate Mastermind: Nolan Sanburn's Journey In this episode of the Save Yourself Podcast, hosts Brad and Mike Schwallie welcome special guest Nolan Sanburn, a former professional baseball player turned real estate investor and educator. Sanburn shares his journey from sports to real estate, detailing his early days in Kokomo, Indiana, his transition from residential t...

Unlimit Wealth - Balancing Investments, Insurance, and Legacy Dr. Lev Bragg joins hosts Brad Lowe and Jordan Cole on the 'Save Yourself' podcast sponsored by Unlimit Wealth. The episode dives into Dr. Bragg's background in medicine, his unique insights into the importance of avoiding debt, the value of infinite banking, and his thoughts about financial planning. He also discusses hi...

Unlimit Wealth – 'Save Yourself' Podcast with Mike Schwallie and Clay Hagler In this episode of 'Save Yourself', Mike Schwallie and Clay Hagler of Unlimit Wealth speak about being strategic with finances for achieving financial freedom. Hagler, a certified public accountant, shares his professional journey, beginning with working for Deloitte and starting his own practice in 20...

Unlimiting Your Wealth through Real Estate and Infinite Banking Strategy The podcast episode 'Save Yourself' by the founders of Unlimit Wealth features a compelling conversation with guest Jay Benoit, who has a long career in residential real estate. Benoit shares his experience growing and managing his wealth, and the critical role of the 'Infinite Banking Concept' in his fina...