In this episode, Wade breaks down a clear, straightforward process that’s helping clients rethink how they manage money. From understanding income flow to building savings and making better financial decisions, this conversation reveals why the right sequence matters—and how whole life insurance can play a foundational role. Whether you're just getting started or looking to regain control, this episode lays the groundwork for building clarity, confidence, and long-term stability.
Episode Highlights
01:00 - Understanding the Flow of Money
01:35 - Simplifying Financial Decisions with Gary Keller
02:51 - Wealthy Decision-Making Processes
04:15 - Impact of Lack of Liquidity on Businesses
05:58 - Importance of Savings Strategy
08:34 - Proper Sequencing for Financial Management
10:45 - Liquidity and Financial Pressure
11:19 - Long-term Impact of Defined Benefit Strategy
Episode Resources