Save Yourself Podcast

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 factors on the real estate market, and the integration of infinite banking with real estate strategies. Additionally, Ray offers insights on scaling up business operations and emphasizes the importance of holistic success encompassing financial, physical, spiritual, and relational well-being.

00:00 Introduction to Save Yourself Podcast
00:20 The Real Estate Market Dynamics
01:23 Guest Introduction: Ray Burkhalter
01:47 Ray's Journey into Real Estate
04:24 First Real Estate Deal and Lessons Learned
05:47 Transition to Private Lending
08:58 The Four C's of Private Lending
13:23 Economic Impacts on Real Estate
18:06 Infinite Banking Concept
26:22 Scaling the Business and Future Plans
29:32 Defining Success
31:22 Conclusion and Wrap-Up

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 crypto investment accessible and safe for everyday people through education and consulting. From strategies on profit-taking to helping victims of crypto fraud, Rhodes emphasizes the need for financial literacy and responsible investing. He also touches on concepts like infinite banking and the future of digital currency, offering a holistic view of blending traditional finance with the evolving world of crypto.

00:00 Introduction and Personal Background
00:57 Early Financial Literacy and Entrepreneurial Journey
02:47 Discovering and Diving into Crypto
04:16 Founding Crypto Y'all
05:54 Crypto Education and Mastermind
08:45 Crypto Market Strategies and Infinite Banking
15:03 Challenges and Barriers in Crypto Adoption
22:36 Future of Crypto and Bitcoin
32:43 Defining Success

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 earlier views on success. The discussion includes the growth and significance of the Nelson Nash Institute and the critical role of the Authorized IBC Practitioner program. David also reflects on managing his father's and Nelson Nash's estates, highlighting the stark differences in outcomes. The episode wraps up with a profound take on defining success, emphasizing personal and spiritual growth.

00:00 Introduction to Save Yourself Podcast
00:20 Meet David Stern: A Personal Journey
01:31 The Story of Nelson Nash
06:08 Life Insurance and Financial Strategies
10:38 The Genesis of the Nelson Nash Institute
12:56 Challenges and Misconceptions in IBC
16:48 The Authorized Practitioner Program
20:19 A Tale of Two Dads: Personal Reflections
28:31 Defining Success: Past and Present
29:45 Conclusion and Final Thoughts

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 the Infinite Banking Concept as a financial strategy. The conversation highlights the importance of the 'who' over the 'what' in business success, managing chaos, and leveraging life insurance for business growth. Chris also reflects on personal growth, family, and redefining success beyond financial metrics.

00:00 Welcome to Save Yourself: Unlimit Your Wealth
00:22 Life Lessons and Financial Freedom: A Personal Journey
01:07 Introducing Chris Walker: From Entrepreneurship to Family Life
03:18 Building Businesses and Learning on the Go
11:07 The Infinite Banking Concept: A New Perspective on Finance
20:02 Looking Ahead: New Ventures and Personal Growth
23:22 Redefining Success: A Personal Reflection
26:48 Farewell and Discover Unlimited Wealth

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 importance of financial education, teaching his kids through real-life examples, and how he uses innovative investment tactics like IBC to optimize his returns. Tune in to hear a compelling story of hard work, financial literacy, and strategic thinking.

00:00 Welcome to Save Yourself: Unleashing Financial Freedom
00:21 A Personal Journey: From Uncertainty to Financial Savvy
01:07 Season Four Kickoff: Special Guest Thomas Cox
01:53 Thomas Cox: The Athlete, Coach, and Entrepreneur
11:20 The Real Estate Investment Strategy That Changed Everything
15:23 Imparting Financial Wisdom to the Next Generation
16:53 Financial Planning for Kids: A Parent's Strategy
16:58 Introducing Managed Funds and Work Ethics to Children
17:50 The Importance of Teaching Good Debt vs. Bad Debt
18:19 Discovering Infinite Banking Concept (IBC)
18:41 The Journey to Financial Education and Infinite Banking
22:46 Sharing Wisdom: The Owner's Table Podcast
24:44 Exploring Land Investing and Private Money Lending
26:25 Maximizing Returns with Infinite Banking Concept
33:53 Reflecting on Success: Then and Now