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

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 discusses the transfer of financial discipline and knowledge to the next generation as a critical aspect of wealth management. Benoit also emphasizes the need for an active and passive source of income to maximize one's wealth. He reflects on his personal journey and the evolution of his definition of success throughout his twenties, thirties, and now forties; moving from fun and liberty to responsibility and focused accumulation of wealth, and finally, sustainability and quality of life.

00:00 Introduction to the Podcast and Guests
00:33 Jay Benoit's Journey in Real Estate
01:52 Growing Up as an Expat: A Different Perspective on Finances
05:13 Entering the Real Estate Business: The Beginning
09:00 Balancing Full-Time Job and Building Passive Income
11:24 The Power of Infinite Banking Concept
15:43 Teaching the Next Generation About Wealth
24:25 The Evolution of Success: A Personal Perspective
27:20 Conclusion and Contact Information

Investing in and Revitalizing Businesses with John Morris

The podcast, Save Yourself, affiliated with Unlimit Wealth, features a conversation with a few of the company's founders (Jordan Cole and Brad Lowe) and guest, John Morris. Morris discusses his journey from college baseball player to successful businessman. He began his career as a licensed financial advisor before he decided to break free from traditional boundaries to become an entrepreneur. Morris goes into detail about his businessman philosophy: Instead of starting his own businesses, he assesses existing enterprises and invigorates them. He emphasizes the importance of forming beneficial business relationships, having an open mind, and the valuable potential of his income-earning pot of money commonly practiced as Infinite Banking. His views on success have significantly shifted over the years, shifting his priorities from material possessions to inner peace and positive, meaningful interpersonal connections.

00:00 Introduction to the Podcast
00:34 Guest Introduction: John Morris
00:46 John's Journey: From College Baseball to Business Ownership
03:18 The Drive for Entrepreneurship
04:30 The Art of Evaluating and Buying Businesses
08:21 The Challenges and Trade-offs of Business Ownership
21:38 The Importance of Relationships in Business
29:28 Utilizing Infinite Banking for Business Investments
37:33 Defining Success: A Shift in Perspective
40:35 Conclusion and Final Thoughts

Unlimit Your Wealth: A Conversation with Real Estate Advisor, Michael Johnson

In this episode of 'Save Yourself', the founders of Unlimit Wealth host a conversation with Michael Johnson, a commercial real estate expert from Engel Real Estate in Birmingham, Alabama. The discussion pertains to real estate investing and wealth-building strategies, with Michael sharing his personal journey into real estate and insights into the Birmingham market. Michael touches on the impact of the current interest rates on property values, the importance of relationships in business, and the significance of having capital in real estate investing. He also discusses the concept of infinite banking and how this strategy can enhance one's return on investment and negotiating power when closing real estate deals. The episode concludes with Michael's take on the definition of success and how it has evolved over the years.

00:00 Introduction to the Podcast
00:35 Meet the Special Guest: Michael Johnson
01:07 Michael's Journey into Commercial Real Estate
03:59 The Challenges and Rewards of Real Estate
05:06 The Current State of Commercial Real Estate
06:25 Transitioning from Small to Commercial Real Estate
08:40 The Importance of Relationships in Real Estate
10:21 The Role of Infinite Banking in Real Estate
13:57 The Power of Cash Deals in Real Estate
17:49 Michael's Experience with Infinite Banking
24:48 Advice for Aspiring Commercial Real Estate Investors
27:17 Defining Success in Real Estate and Life
29:01 Conclusion and Final Thoughts

Unlocking Business Potential, Planning and Policies

In this episode of 'Save Yourself', the founders of Unlimit Wealth - Jordan Cole, Mike Schwallie, and Brad Low, highlight a variety of financial strategies and planning tools beneficial for businesses. They delve into the benefits of using uniquely structured policies to solve assorted problems for business owners, targeting aspects like retention and protection of assets. They further share a case study on a successful transportation business, discussing how the application of a buy-sell agreement and the use of infinite banking techniques resulted in significant growth and value of the business. Unlimit Wealth team also talks about the use of permanent insurance policies along with key person insurance strategy as a retention tool.

00:00 Introduction to Unlimit Wealth Podcast
00:30 The Power of Infinite Banking for Business Planning
01:52 Case Study: Utilizing Infinite Banking in Business
02:21 The Role of Buy-Sell Agreements in Business
03:48 The Impact of Business Growth on Buy-Sell Agreements
04:36 Capital Efficiency and Infinite Banking
04:57 The Benefits of Infinite Banking for Seasonal Businesses
07:09 Transforming Business Expenses into Assets
09:25 Retaining and Protecting Key Employees in Business
10:46 The Power of Deferred Compensation for Employee Retention
16:01 The Importance of Customized Financial Solutions for Businesses
17:03 Conclusion and Invitation to Engage with Unlimit Wealth

Solving the Student Loan Crisis

In this episode of the "Save Yourself Podcast" by Unlimit Wealth, hosts Jordan Cole, Brad Lowe and Mike Schwallie discuss strategies to achieve financial freedom, despite having significant debt such as student loans. The hosts focus on the concept of 'Infinite Banking', which they claim can leverage life insurance contracts to pay off debt, while simultaneously building an asset. They share examples of how this method helped their clients reduce debt and gain control over their finances. Further benefits include creating tax-efficient retirement income and transferring generational wealth without selling assets. The hosts emphasize the importance of maintaining control over cash flow and making informed decisions to manage debt.

00:00 Introduction to the Podcast
00:28 Discussion on Infinite Banking and Student Loans
01:39 Brad's Approach to Student Loans
05:32 Case Study: Young Pharmacist's Debt Management
08:57 Strategies for Paying Off Student Loans
12:35 The Importance of Control in Debt Repayment
20:44 Conclusion and Final Thoughts

Financial Stress and Long-Term Planning

This podcast episode features a discussion among the four founders of Unlimit Wealth: Jordan Cole, John Blalock, and Mike Schwallie. The conversation focuses on the use cases of infinite banking from a generational perspective. They narrate a case study of a client who successfully implemented a family banking system to hedge against taxes, unnecessary expenses, and legal issues, while also creating a lending system for their children to foster a sense of responsibility towards money. The hosts emphasize the importance of teaching the next generation about financial concepts such as interest, opportunity cost, and the tax advantages of insurance policies. The segment ends with a discussion on Nelson Nash’s philosophies on money, financial stress, and thinking beyond one's own lifetime for wealth preservation.

00:00 Introduction to the Podcast
00:29 Discussion on Infinite Banking
00:56 Story of a Client's Journey
03:23 Understanding the Concept of Family Banking
05:27 Benefits of Participating in Family Banking
06:22 Teaching the Next Generation about Family Banking
08:48 The Importance of Long-Term Thinking
09:43 The Role of Privacy and Stress in Financial Planning
10:50 Conclusion and Sign Off

Infinite Banking Strategies

This podcast episode features a discussion with Mike Schwallie and John Blalock on 'Infinite Banking', a financial strategy revolutionizing wealth management. They share a real-life instance of how a utility contracting business successfully used this strategy to gain control over its debt obligations, while creating a sustainable asset. The team also emphasizes the asset's potential as a source of passive income down the line. More examples of how individuals can use and leverage this strategy in their own businesses are promised in future episodes.

00:00 Introduction to the Podcast
00:29 Case Study Discussion: Infinite Banking
00:51 Client Story: Utility Contracting Business
02:10 Strategy: Creating a Hit List
02:49 Implementation: Purchasing a Facility
04:14 Benefits: Control and Uninterrupted Growth
04:22 The Cycle of Equipment Financing
04:28 Infinite Banking in Different Industries
05:01 The Pain Point and the Solution
06:01 The Power of Ownership
06:26 Long-term Impact and Succession Planning
09:49 The Role of Policies in Retirement
11:23 Conclusion: The Versatility of Infinite Banking
12:44 Outro and Contact Information

Strategic Financial Business Decisions

The Unlimit Wealth founders discuss the concept of 'Infinite Banking' and how it can help optimize business operations and financial flow. This episode shares the story of a client who was outsourcing payroll to a service provider but, with strategic advice from Unlimit Wealth, decided to bring it in-house. Using his Infinite Banking policies, he could handle the payroll at a 5% rate instead of the previous 10% charged by the payroll company, generating a more efficient and profitable business model. The founders also provide advice about identifying existing cashflows and opportunities for increasing net worth within a business. They highlight the importance of fresh perspectives in recognizing overlooked resources and propose the creation of assets over expenses.

00:00 Introduction to the Podcast
00:29 The Unexpected Connection Between Payroll and Infinite Banking
00:51 The Role of Unlimit in Business Strategy
01:57 The Concept of In-House Cash Flows
02:16 Case Study: A Client's Experience with Payroll Company
03:51 The Impact of Infinite Banking on Business Operations
05:39 Creating a Profitable Entity Without Changing Cash Flow
07:59 The Value of External Perspectives in Business
09:02 The Power of Creative and Efficient Use of Business Dollars
10:00 The Long-Term Impact of Strategic Business Decisions
11:01 Case Study: A Business's Innovative Approach to Shipping Costs
12:37 Conclusion and Contact Information