
S5E5: Mindset Matters: Rate vs Volume, Owner vs. Customer Featuring Brad Lowe and Jordan Cole
From Save Yourself Podcast by UnlimitWealth
August 29, 2024 · 17 min · Season 5 · Episode 5
About this episode
The episode discusses the importance of mindset in policy design, focusing on the differences between rate and volume, and the perspectives of being a customer versus an owner in banking.
Join us for the last episode of Season 5 of the Save Yourself Podcast and Brand and Jordan talk about how policy design is only as effective as your mindset that allows you to leverage it! In this episode the guys discuss the nuance of rate vs volume, and being a customer vs being an owner of the banking function.
People in this episode
Host: Brand
Guests: Brad Lowe, Jordan Cole
Topics covered
- mindset
- policy design
- rate vs volume
- customer vs owner
- banking function
Keywords
- mindset
- policy design
- rate
- volume
- banking
- customer
- owner
Mentioned in this episode
Organizations: Save Yourself Podcast, 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
- S5E4: "The And Asset" Featuring Jordan Cole and Mike Schwallie · August 22, 2024 · 16 min
Explore listener stats, chart rankings, contacts and more on the Save Yourself Podcast podcast page.