Save Yourself Podcast

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 like whole life insurance can play in that system. You’ll hear practical examples of how this approach shows up in business ownership, real estate, and everyday decision-making. Educational only. Not tax, legal, or accounting advice.

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.

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.

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