Claim OwnershipSave Yourself Podcast
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© 2026 Save Yourself Podcast
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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.
45 Episodes
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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...
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...
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...
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 ...
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 enhancing the bottom line and optimizing tax planning.
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 lessons learned from early mistakes. He also delves into the use of private lending, the impact of macroeconomic...
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 Dad, Poor Dad', and dives into financial education. Rhodes discusses his passion project, Crypto Y'all, aimed at making c...
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 Infinite Banking. He delves into the evolution of his financial perspective, comparing his current philosophy with his...
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, Mississippi to owning multiple businesses. Chris shares insights on Efficient Operations, Betting on Yourself, and ...
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 working multiple jobs to building successful businesses and investment strategies. Thomas emphasizes the importa...
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 the importance of knowing the market and strategic investing. Garrison discusses the challenges and opportu...
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 to commercial real estate, and how reading 'Rich Dad Poor Dad' and 'Becoming Your Own Banker' changed ...
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 his perspective on parenting adult children, his approach to charitable giving, the concept of generational legac...
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 2005. They also discuss the importance of tax planning for small businesses and real estate investors while highlighti...
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 financial strategy. Raised as an expatriate in Egypt, his global background has shaped his financial perspectives. He di...
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