Owners Table
by Thomas Cox
Thriving owners talking about everything from the boardroom table to the dinner table.
Podcast episodes
Season 1
Episode 59: Jordan Cole Part II - From Home Security Industry to Financial Entrepreneurship
In this podcast episode, Jordan and Thomas explore the concept of infinite banking and its role in financial planning. Jordan emphasizes the importance of understanding the purpose of every dollar and building trust with clients through education. He explains infinite banking as using life insurance policies to function like a bank, allowing for efficient wealth growth and control. The discussion covers the benefits for business owners and real estate investors, the significance of financial literacy, and the value of setting SMART goals. They also highlight alternative investments and the shift towards safer investment options post-COVID-19.
Episode 58: Jordan Cole Part I- From Home Security Industry to Financial Entrepreneurship
In this podcast episode, Jordan Cole discusses his upbringing in Memphis, Tennessee, and his journey through college and early career. He reflects on his love for sports, his experience at Samford, and the values instilled by his parents. Jordan shares insights into his early career, including his time at Defender Direct and a moving company, where he learned valuable leadership skills. He also talks about his transition to financial planning, inspired by the concept of infinite banking and mentorship. The episode highlights the pivotal moments that shaped Jordan's professional path and entrepreneurial mindset.
Episode 57: The Pivot from Corporate to Entrepreneurship with Jamie Warren
In our latest episode, Jamie Warren, an entrepreneur and franchise owner of Iron Tribe in Nashville, shares his inspiring journey. He discusses his upbringing, career path, and the pivotal moment when he left a stable corporate job to start his own marketing business. Jamie reflects on the challenges and rewards of entrepreneurship, including his transition to owning Iron Tribe franchises. He emphasizes the importance of following one's passion, building sustainable businesses, and balancing professional success with personal values. Jamie also opens up about the emotional and spiritual challenges of raising a special needs child and the lessons learned along the way.
Episode 56: Mastering Infinite Banking: Insights from Mike Schwallie
In this podcast episode, Mike, a former college basketball star at Birmingham Southern and infinite banking specialist at Nowlin and Associates, shares his journey from athletics to finance. He discusses his upbringing in Cincinnati, Ohio, and the influence of his parents' careers in sales and entrepreneurship. Mike delves into the concept of infinite banking, explaining its benefits, such as uninterrupted compounding and leveraging cash value. The conversation also covers whole life insurance, the importance of delayed gratification, and financial literacy. Mike emphasizes the value of long-term financial planning and provides practical insights into wealth management strategies.
Episode 55: Unlocking Real Estate Success: Insights from Eric Schaefer
Thomas interviews Eric Schaefer, a young real estate entrepreneur who transitioned from wholesaling to becoming a real estate agent. Eric shares his journey from high school, military service, and college to finding his passion in real estate. He discusses the challenges and successes in wholesaling and flipping houses, the importance of focus, and the benefits of starting a business in your 20s. Eric emphasizes hiring a coach, diversifying investments, and strategic financial planning. He also shares his future goals, including building a passive income business and expanding into multifamily properties and private money lending.