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

More episodes of Save Yourself Podcast

• Infinite Banking & Syndicated Real Estate with Mike Schwallie & Nolan Sanburn · February 2, 2026 · 17 min
• he 4 Phases of an IBC Policy with Jordan Cole & Mike Schwallie · January 26, 2026 · 18 min
• How the Wealthy Use Their Money with Brad Lowe & Jordan Cole · January 19, 2026 · 16 min
• Infinite Banking & Succession Planning with Brad Lowe & Jordan Cole · January 14, 2026 · 23 min
• Is your insurance an asset or an expense? · January 10, 2026 · 16 min
• S5E5: Mindset Matters: Rate vs Volume, Owner vs. Customer Featuring Brad Lowe and Jordan Cole · August 29, 2024 · 17 min

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