S5E1: The Business Buyout Featuring Brad Lowe & Mike Schwallie

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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