Save Yourself Podcast

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

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 opportunities in the current real estate market, highlighting the impact of interest rates and the importance of finding the right deal for investors. He also explains the concept of infinite banking, a strategy to use life insurance as a personal banking system to finance investments. Jason's personal definition of success, deeply rooted in his faith and family, showcases a transformative journey from material to spiritual fulfillment.

00:00 Welcome to Save Yourself: Unlimiting Wealth with the Founders
00:20 The Evolution of House Flipping: From Easy Profits to Strategic Investments
00:49 Jason Garrison's Journey: From Banking to Real Estate Success
01:30 The Art of Real Estate and Personal Branding with Jason Garrison
07:06 Navigating Financial Freedom: The Infinite Banking Concept
15:49 The Current State of Real Estate: Challenges and Opportunities
22:38 Investment Strategies in a Shifting Market
26:41 Reflecting on Success: A Personal Transformation
29:17 Closing Thoughts and Resources

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 freedom and differentiating in the financial services industry. It addresses the role of infinite banking in holistic financial planning, the challenges of educating clients about its benefits, and its applications for safely enhancing liquid assets without risking principal returns. Sims emphasizes the importance of an open-minded approach to financial planning, focusing on data-driven decisions, and the significance of balance and predictability in managing financial risks and opportunities. The episode encourages listeners to consider infinite banking as a versatile component of a comprehensive financial strategy, highlighting its potential for improving financial outcomes in various macroeconomic conditions and life stages.

00:00 Welcome to Save Yourself Podcast by Unlimit Wealth
00:49 Meet Zach Sims: From Football to Financial Freedom
01:45 Discovering Infinite Banking: A Game Changer for Zach
03:03 Infinite Banking Explained: Beyond Traditional Financial Planning
15:35 The Ideal Infinite Banking Client: Who Benefits the Most?
16:57 Advice for Young Couples: Financial Planning Together
26:55 Zach's Reflections: Success, Survival, and Enjoying Life

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. Justin emphasizes the importance of partnering with knowledgeable individuals to structure policies correctly, highlighting how infinite banking can be a potent tool for wealth growth and offering practical examples from his own use. He addresses misconceptions and clarifies that infinite banking, when done correctly, is about understanding and implementing a wealth-building process, not just purchasing a product. The conversation also underscores the role of proper coaching and ongoing education in maximizing the benefits of infinite banking strategies within one's financial plan. Through personal anecdotes and a dedication to educating clients, Justin and the hosts illuminate how infinite banking can fit into broader financial objectives, providing peace of mind and financial security.

00:00 The Power of Focusing on Others for Success

00:23 Infinite Banking Explained: Real-Life Success Stories

00:56 Welcome to the Save Yourself Podcast: Infinite Banking Deep Dive

01:26 Justin Kraft's Journey with Infinite Banking

09:15 The Philosophy Behind Infinite Banking and Financial Planning

18:53 Addressing Misconceptions and the Essence of Infinite Banking

27:12 The Importance of Coaching in Infinite Banking

29:02 Nelson Nash's Legacy and Defining Success  

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 and variable life insurance, transitioning to whole life insurance as a savings tool after meeting mentor Nelson Nash in 2008. He details the difference between variable life insurance (investment-focused) and whole life insurance (savings-oriented), emphasizing the importance of understanding the role of each in financial planning. Justin recounts the pivotal moment of starting his first infinite banking policy in June 2008 and how this concept transformed his and his clients’ approach to financial independence, underscoring the importance of thinking long-term and valuing one's money.

00:00 The Changing Economy and the Role of Whole Life Insurance
00:52 Introduction to the Save Yourself Podcast and Guests
01:15 Justin Craft's Journey: From College to Financial Planning
03:27 The Evolution of Nowlin Wealth Management
11:24 Discovering Infinite Banking and Nelson Nash
17:22 Implementing Infinite Banking: A Personal and Professional Transformation
19:25 Lessons Learned and the Impact of Infinite Banking
21:19 Wrapping Up and Teasing Part Two

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 his perspective on earning. He discusses the shift in focusing on square footage over units in property investment and the benefits of commercial real estate for generating passive income. Sanburn also talks about his mentorship through the CRE Collective, aimed at helping individuals transition from being heavily involved in their real estate business to enjoying more passive income and family time. The discussion also touches on the impact of Infinite Banking on his investment strategy and the importance of genuine education and mentorship in the real estate space. Sanburn emphasizes the value of spending time with family and how his definition of success has evolved from materialistic achievements to meaningful personal experiences.

00:00 Introduction to Real Estate Investment Strategies
00:57 The Journey from Professional Baseball to Real Estate Mogul
02:53 Discovering Infinite Banking and Shifting to Commercial Real Estate
06:26 The Transition to Commercial Real Estate and Its Benefits
14:12 Building a Real Estate Mastermind and Sharing Knowledge on Social Media
21:14 Reflections on Success: Then and Now

Connect With Our Guest:
TikTok: industrialre_investor

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 legacy, and his definition of success. With profound insights into investments and wealth management, the episode also explores the transformative impact that infinite banking can have on one's financial portfolio.

00:00 Introduction to the Podcast
00:25 Guest Introduction: Dr. Lev Bragg
01:03 Dr. Lev Bragg's Background and Career Journey
01:20 The Influence of Family and Early Career Choices
04:49 The Impact of Financial Decisions and Lessons Learned
10:33 The Role of Infinite Banking in Financial Planning
10:56 The Benefits and Challenges of Infinite Banking
16:07 Generational Impact and Legacy Planning
28:51 The Role of Taxes in Financial Planning
31:53 Redefining Success and the Importance of Right Relationships
36:47 Conclusion and Final Thoughts

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 highlighting common mistakes. Hagler underscores the need for businesses to maintain detailed financial records. The topic of infinite banking is also introduced and explored further, emphasizing its advantages. They end with discussing the importance of whole life insurance policies and its provision for life's unforeseen setbacks. Hagler concludes with a reflection on success, associating it to the practice of servant leadership rather than monetary gain.

00:00 Introduction to the Podcast
00:25 Meet the Guests: Mike Schwallie and Clay Hagler
00:36 Clay Hagler's Journey to Accounting
01:34 The Importance of Client Service in Accounting
02:12 Common Mistakes Small Businesses Make
03:41 Opportunities for Real Estate Investors
06:28 Understanding Infinite Banking
08:31 The Role of Whole Life Insurance in Financial Planning
14:25 The Importance of Accurate Financial Statements
15:43 Current Trends in Mergers and Acquisitions
18:29 Advice for Young Business Owners
28:38 Defining Success: A Personal Perspective
29:52 Conclusion and Contact Information