
S5E1: The Business Buyout Featuring Brad Lowe & Mike Schwallie
From Save Yourself Podcast by UnlimitWealth
August 2, 2024 · 24 min · Season 5 · Episode 1
About this episode
The episode discusses the financial nuances of buying and selling businesses with insights from Brad Lowe and Mike Schwallie on infinite banking.
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.
People in this episode
Host: UnlimitWealth
Guests: Brad Lowe, Mike Schwallie
Topics covered
- business buyout
- infinite banking
- financial strategies
- tax planning
- client success stories
Keywords
- business buyout
- infinite banking
- financial strategies
- tax planning
- client success
Mentioned in this episode
Organizations: UnlimitWealth
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- S5E5: Mindset Matters: Rate vs Volume, Owner vs. Customer Featuring Brad Lowe and Jordan Cole · August 29, 2024 · 17 min
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