Shows
Wade Borth - Sage Wealth StrategyUnlock Profit with Smart Insurance with Suzanne WhiteSummary In this episode of the Wade Borth Podcast, we're joined by Suzanne White, an expert in business property and casualty insurance. Suzanne shares insights on financial strategies that help business owners avoid costly pitfalls, ensuring they don't unknowingly spend money while safeguarding their assets. She and Wade discuss the importance of collaboration and building a strong financial team to empower businesses. Learn how understanding insurance and liquidity can transform potential chaos into opportunities. Don't miss this essential episode for any business owner looking to secure their financial future.. Episode Highlights 00:00:06...
2025-12-3135 min
Wade Borth - Sage Wealth StrategyBecoming Empty Nesters: Trusting You Raised Them RightSummary In this episode of the Wade Borth Podcast, Wade and guest Kira discuss the emotional and financial journey of parents as they transition to empty nester life with a child in college. Gain insightful perspectives on balance, independence, and financial wisdom—essential for every parent facing this stage. Don't miss Kira's unique insights and Wade's seasoned guidance! Episode Highlights 00:00:12 - Launch of Kira's Consumer Corner 00:00:25 - Discussion on Empty Nest Syndrome 00:01:09 - Importance of Interdependence 00:02:02 - Parenting an Only Child 00:05:11 - Emotional Shif...
2025-12-2313 min
Wade Borth - Sage Wealth StrategyCompilation Episode: Best of 2025In this "Best of 2025" episode of the Wade Borth Podcast, explore transformative insights on building personal banking systems, the security of life insurance, and a real client's inspiring Infinite Banking Concept (IBC) journey. A highlight is guest Nate Scott's enlightening perspective on infinite banking stages. Essential listening for anyone seeking to redefine financial freedom and legacy building. Episode Highlights 01:09 - Understanding Infinite Banking 03:00 - Four Stages of Whole Life Insurance 05:00 - Importance of Being a Saver 06:07 - The Financial Pressure of Being Asset Rich, Cash Poor
2025-12-1617 min
Wade Borth - Sage Wealth StrategyIUL Controversies Explained: Why Whole Life Still Stands StrongIn this episode of The Wade Borth Podcast, Wade breaks down the recent headlines about NASCAR driver Kyle Busch allegedly losing $8.5 million in an Indexed Universal Life (IUL) scheme—and why stories like this create so much confusion about life insurance. Wade explains the likely factors behind the situation, including premium financing and unrealistic illustrations, and clarifies why IUL shifts risk back to the client while dividend-paying whole life insurance operates on guarantees, transparency, and long-term stability. Instead of letting one bad actor or bad tool tarnish the entire industry, Wade uses this moment to highlight the critical differences be...
2025-11-1811 min
Wade Borth - Sage Wealth StrategyYour Money, Your Future: Planning Retirement on PurposeIn this episode of The Wade Borth Podcast, we rethink what retirement should really look like. Wade digs into the common "save, save, save" approach with 401(k)s and why accumulation alone is not enough. He explores the importance of a clear distribution plan, how fear of running out of money holds retirees back, and strategies to create guaranteed, reliable income for life. If you want to retire with confidence — not scarcity — and enjoy the freedom you've worked so hard for, this conversation is for you. Episode Highlights 00:18 - Challenging Conventional 401k Thinking 0...
2025-10-0716 min
Wade Borth - Sage Wealth StrategyMaintaining Long Term Generational WealthIn this episode of the Wade Borth Podcast, Wade explores why so many families lose their wealth within just a few generations and what can be done to stop the cycle. Using real-life examples from farming families and well-known legacies like the Vanderbilts and Rockefellers, Wade dives into the critical role of education, communication, and intentional planning in preserving generational wealth. He highlights the importance of family banking, setting standards for stewardship, and creating systems that help future generations understand, respect, and grow the legacy they inherit. Episode Highlights 01:01 - Education over money for...
2025-09-3011 min
Wade Borth - Sage Wealth StrategyLife Insurance - The Beginning or the EndIn this heartfelt episode of the Wade Borth Podcast, Wade shares why life insurance is one of the most powerful and misunderstood financial tools available. Drawing on 35 years of experience—and his own personal story—he explains how life insurance provides guaranteed liquidity, removes financial pressure during life's most difficult moments, and allows families and businesses to move forward with certainty. Wade discusses why he believes life insurance is ultimately a contract of love, how it protects your legacy, and why education and planning are key to making sure your family is financially secure when it matters most. ...
2025-09-2312 min
Wade Borth - Sage Wealth StrategyBuilding Financial Resilience Through Infinite Banking with Michael HessionIn this episode of the Wade Borth Podcast, Wade welcomes Michael Hession, fellow Nelson IBC practitioner, to share his personal journey into Infinite Banking. From running a marine canvas shop to experiencing the financial crash of 2008, Michael's story highlights the importance of building a strong foundation and controlling the banking function in your life. Together, Wade and Michael explore how Infinite Banking creates peace of mind, financial resilience, and the ability to turn debt into wealth for generations. Episode Highlights [03:54] Understanding the significance of Infinite Banking Concept (IBC). [07:23] Michael's early career and...
2025-09-0939 min
Wade Borth - Sage Wealth StrategyFrom Career Goals to Generational Wealth with Joe FullerIn this episode of the Wade Borth Podcast, Wade sits down with Joe Fuller to discuss family banking and its transformative power on financial habits. Joe shares his journey from aspiring neurosurgeon to a financial strategist after realizing the importance of managing money within families. Learn how intentional money conversations can unite families and create wealth for generations. Joe emphasizes the concept of building a legacy and offers insights into the practicalities of setting up a family bank, showcasing his family's experiences. This episode is a must-listen for anyone interested in financial independence and family unity.
2025-09-0247 min
Wade Borth - Sage Wealth StrategyBuilding a Legacy with Intention and Preparation with Clarke TuiteleJoining Wade today all the way from Hawaii is fellow agent Clarke Tuitele where they have a conversation that blends real-life preparedness with financial readiness. After recounting a recent tsunami warning and the chaos that followed, Clarke draws powerful parallels between disaster preparedness and taking control of your money. He shares his personal story—raising six children on a teacher's salary, living intentionally, and embracing the Infinite Banking Concept to create a lasting legacy. From building "financial 72-hour kits" to teaching future generations the value of stewardship, Wade and Clarke explore how awareness, education, and discipline can transform both yo...
2025-08-2638 min
Wade Borth - Sage Wealth StrategyTough Money Mastery with David Zapata: Part 3In this final installment of the Tough Money Mastery series, Wade Borth and returning guest David Zapata wrap up their discussion on building financial abundance and purpose. They explore the deeper "why" behind Infinite Banking, challenge traditional retirement and accumulation mindsets, and share practical ways to align your finances with every area of life. From the myths of qualified plans to the importance of liquidity, investing in yourself, and creating interdependence between money and purpose—this conversation offers a fresh, actionable perspective on taking control of your financial future. Episode Highlights 01:00 - Infinite Ban...
2025-08-191h 08
Wade Borth - Sage Wealth StrategyTough Money Mastery with David Zapata: Part 2In this continuation of the Tough Money Mastery series, Wade Borth welcomes back David Zapata to explore how to take control of your financial life through strategic leverage and intentional money flow. They discuss four more of the twelve key ideas for mastering tough money—including how to supercharge investments, maximize lending returns, integrate banking functions into your business, and protect your most valuable asset: your people. If you are ready to stop working harder and start having your money work smarter, this episode is for you. Episode Highlights 03:40 - Importance of Protection in...
2025-08-0545 min
Wade Borth - Sage Wealth StrategyTough Money Mastery with David Zapata: Part 1In this powerful episode, Wade Borth welcomes back David Zapata to introduce the Tough Money Mastery series—starting with the foundational idea of building your own family banking system. They unpack the principles behind Factum Tough Money, explore the importance of saving with intention, and show how you can reclaim control of your financial future. Whether you're leading a family, building a business, or simply want to get smarter with your money, this episode lays the groundwork for financial clarity, intergenerational wealth, and creating a system that supports long-term abundance. Episode Highlights 01:08 - Imp...
2025-07-2949 min
Wade Borth - Sage Wealth StrategyAwareness, Education, Action – The Thought Process Behind Financial EmpowermentIn this episode of the Wade Borth Podcast, Wade reflects on how his approach to working with clients has evolved with greater intentionality and purpose. He shares the three-step framework that drives every client relationship: awareness, education, and action. Rather than jumping straight to products or solutions, Wade emphasizes the importance of understanding your unique goals, values, and what's keeping you up at night. From there, education becomes the tool to empower you—not to rely on someone else, but to confidently take control of your financial future. If you're looking for more than just advice, and want a pr...
2025-07-0806 min
Wade Borth - Sage Wealth StrategyRethinking Retirement – Clarity, Certainty, and Creating Your Own PathToday on the Wade Borth Podcast, Wade challenges the traditional view of retirement and encourages listeners to rethink what it truly means. Whether you see retirement as retooling, relaxing, or chasing new adventures, one thing remains the same—your financial strategy should reflect your values, not someone else's template. Wade explores why relying solely on market-based income can create unnecessary fear and scarcity, and how guaranteed income solutions like annuities can offer peace of mind and stability. If you're approaching retirement or simply thinking about your future, this episode will help you align your money decisions with the life yo...
2025-07-0113 min
Wade Borth - Sage Wealth StrategyAre Life Insurance Companies Really Safe?In this episode of the Wade Borth Podcast, Wade addresses a common and important question: How safe are life insurance companies? Drawing from conversations with industry leaders and over 35 years of experience, Wade explains why mutually owned life insurance companies are some of the most stable financial institutions in the world. He breaks down how they operate differently from Wall Street-driven firms, why long-term thinking matters, and how these companies prepare for both the expected and the unexpected. Whether you're new to Infinite Banking or questioning the long-term security of your policy, this episode will offer clarity, context, and...
2025-06-2413 min
Wade Borth - Sage Wealth StrategyUnderstanding Infinite Banking Through the Four StagesIn this episode of the Wade Borth Podcast, Wade dives deeper into the often-misunderstood concept of Infinite Banking. Instead of overwhelming listeners with financial jargon, he reframes the conversation using a more approachable framework: the Four Stages of Whole Life Insurance. From becoming a disciplined saver to evolving into a true Infinite Banker, Wade explains how each stage builds more control, clarity, and confidence in your financial journey. Whether you're just getting started or looking to expand your financial ecosystem, this episode offers clarity, encouragement, and a practical path forward. Episode Highlights 01:30 - T...
2025-06-1715 min
Wade Borth - Sage Wealth StrategyThe 8 Benefits of Whole Life Insurance (Part 2)In this episode of The Wade Borth Podcast, Wade wraps up his deep dive into the eight key benefits of whole life insurance. Building on Part 1, he explores how privacy, tax-free death benefits, guaranteed monthly cash value growth, and income statement improvements make this asset a powerful tool for long-term financial confidence. If you've ever viewed premiums as a burden, this conversation may flip the script—showing how whole life insurance aligns with your values and financial goals to serve you for life. Episode Highlights 01:45 - Understanding the multiple benefits of whole life ins...
2025-06-1015 min
Wade Borth - Sage Wealth StrategyThe 8 Benefits of Whole Life Insurance (Part 1)In this episode of The Wade Borth Podcast, Wade kicks off a two-part series diving deep into the eight powerful benefits of whole life insurance. From guaranteed death benefits and constant compounding to unmatched liquidity and flexible loan provisions, Wade breaks down how this often-misunderstood asset can bring certainty, control, and long-term value to your financial life. If you've ever questioned the real purpose of whole life insurance—or just want to think differently about money—this episode is for you Episode Highlights 03:12 - Life insurance: guarantees and certainty 06:04 - The "liqui...
2025-06-0321 min
Wade Borth - Sage Wealth StrategyCommon Thinking vs. Uncommon StrategyIn this episode of The Wade Borth Podcast, Wade tackles the common misconceptions surrounding whole life insurance—addressing why so many people claim it has a low return, is too expensive, or is the "worst investment of all time." He explains why these beliefs are often rooted in misinformation or biased experiences, and reframes whole life as a savings tool, not an investment. If you're seeking clarity, consistency, and long-term financial control, this conversation offers a fresh, honest perspective that cuts through the noise. Episode Highlights 00:22 - Whole life insurance myths. 01:04 - C...
2025-05-2014 min
Wade Borth - Sage Wealth StrategyThe #1 Lie You've Been Told About Whole Life InsuranceIn this episode of the Wade Borth Podcast, Wade dives into the power of mutual insurance companies and why ownership matters. He breaks down common misconceptions about life insurance, highlights the difference between mutual and stock companies, and explains how clarity, certainty, and long-term thinking can relieve financial pressure. If you are seeking more control, freedom, and security in your financial life, this conversation is for you. Episode Highlights 00:21 - Clarifying financial misconceptions. 01:29 - Empowering people through mutual insurance. 02:29 - Why mutual insurance companies benefit policyholders. 03:45 - Historical roots of mutual insurance companies.
2025-04-2915 min
Wade Borth - Sage Wealth StrategyCash is King: Mastering Money FlowIn this episode, Wade unpacks what the recent stock market downturn—and how Warren Buffett's surprising moves—can teach us about how the wealthy think. As the market sees sharp declines and uncertainty rises, Wade reminds us that true opportunity lies in preparation, not prediction. It's not about chasing returns—it's about having savings in safe, liquid places so you can act when others hesitate. This episode is a powerful mindset shift for anyone looking to gain clarity, control, and a long-term advantage in turbulent times. Episode Highlights 01:22 - Observing Buffett's strategic moves. 03:39 - Market turbul...
2025-04-2214 min
Wade Borth - Sage Wealth StrategyPlanning Beyond Retirement with Kent KraiterIn this episode of the Wade Borth Podcast, Wade sits down with Kent Kraiter—a long-time client, friend, and newly minted colleague. With over 30 years of military service and a deep curiosity for financial education, Kent shares his personal journey from soldier to servant-leader in the world of personal finance. They dive into life transitions, financial empowerment, the importance of planning beyond retirement, and how curiosity and clarity can pave the way to a more abundant future. If you're navigating change or searching for a deeper sense of purpose, Kent's story will resonate. Episode Highlights 02:00 - Ke...
2025-04-0836 min
Wade Borth - Sage Wealth StrategyFrom Kicking in Doors to Unlocking Financial Freedom with Brian FlemingIn this episode, Wade Borth sits down with former police officer turned IBC advocate Brian Fleming. Brian shares his journey from 25 years in law enforcement to discovering the Infinite Banking Concept and returning to the financial world with a mission to serve. Together, they explore how control, financial education, and a properly structured whole life policy can transform lives—especially for those in high-risk professions like law enforcement and for real estate investors seeking smarter ways to fund their ventures. It's a powerful conversation about truth, stewardship, and taking ownership of your financial future. Episode Highlights 05:55...
2025-04-0127 min
Wade Borth - Sage Wealth StrategyMoney Mindset Revolution with Joshua SmithIn this episode of the Wade Borth Podcast, Wade sits down with Joshua Smith, a former real estate investor turned financial strategist. Josh shares his journey through the 2008 financial crisis, the lessons he learned about debt, liquidity, and financial control, and how he transitioned from traditional financial advice to Infinite Banking. They discuss the pivotal moments that reshaped his mindset, the benefits of whole life insurance as a financial tool, and how he now helps others take control of their financial future. Tune in for a deep dive into financial resilience, long-term wealth strategies, and the power of financial...
2025-03-1840 min
Wade Borth - Sage Wealth StrategyTough Money Series with David Zapata: Part 4In the final installment of the Tough Money series, Wade Borth and David Zapata conclude their deep dive into building a resilient financial strategy. This episode focuses on aligning your investments with your values, understanding risk, and achieving financial freedom through intentional planning. Learn how liquidity serves as the foundation for managing risk and explore the critical balance between savings and investments. Wade and David also discuss strategies for setting freedom numbers, navigating risk, and creating a framework for long-term financial health. Don't miss this powerful conversation that ties together the principles of the Tough Money curriculum. ...
2025-02-0434 min
Wade Borth - Sage Wealth StrategyTough Money Series with David Zapata: Part 3In part three of the Tough Money series, Wade Borth and guest David Zapata explore the vital role of liquidity in building financial resilience. They discuss why having liquid, safe assets is foundational to weathering life's challenges and seizing opportunities. From understanding what truly counts as liquidity to calculating your "days of liquidity," this episode offers practical insights to align your finances with your values and create a robust financial foundation. Don't miss this crucial conversation, and stay tuned for part four, where they'll dive into investments and their relationship with liquidity! Episode Highlights 04:10...
2025-01-2828 min
Wade Borth - Sage Wealth StrategyTough Money Series with David Zapata: Part 2In part two of the Tough Money series on the Wade Borth Podcast, Wade and guest David Zapata continue their exploration of building financial resilience by diving into debt strategies. They discuss how to evaluate your relationship with debt, classify it effectively, and make intentional decisions aligned with your values and goals. This episode provides practical insights for creating a thoughtful financial framework, whether you're managing personal or business finances. Don't miss this engaging conversation, and stay tuned for part three, where they'll explore liquidity and investments! Episode Highlights 01:06 - Relationship and exercise analogy with money.
2025-01-2125 min
Wade Borth - Sage Wealth StrategyTough Money Series with David Zapata: Part 1In this episode of the Wade Borth Podcast, Wade is joined by frequent guest and colleague David Zapata of Factum Financial to delve into the concept of "Tough Money." They explore the importance of building a stronger, more resilient relationship with your finances by addressing foundational habits, improving financial awareness, and preparing for life's unexpected events. David shares insights from the Tough Money Workbook, breaking down actionable strategies to help you take control of your financial future. Tune in for practical advice and thought-provoking discussion, and stay tuned for part two, where they'll tackle debt strategies. Episode...
2025-01-1423 min
Wade Borth - Sage Wealth StrategyWhy Do We Want Policies on our KidsIn this episode of The Wade Borth Podcast, Wade tackles a common question: "Should I take a life insurance policy out on my child?" Wade dives deep into the Infinite Banking Concept (IBC), explaining the benefits of starting policies early, teaching financial stewardship, and ensuring guaranteed insurability. He also addresses misconceptions, explores the importance of a family banking system, and shares insights on maintaining control of policies. Whether you're new to IBC or a seasoned listener, this episode is packed with valuable insights for building generational wealth. Tune in, learn, and take the first step toward financial freedom.
2024-12-1016 min
Wade Borth - Sage Wealth StrategyTaking Control of DebtIn this episode, Wade dives into real-life examples of how clients have harnessed the Infinite Banking Concept (IBC) to take control of their finances and create opportunities. From tackling credit card debt and financing real estate purchases to building cash reserves for business growth, Wade shares inspiring stories of clients who transformed their financial lives by redirecting the flow of money back to systems they own and control. Learn how IBC empowers individuals to eliminate dependency on traditional banks, unlock hidden opportunities, and build long-term financial freedom. Tune in to discover how this powerful strategy can work for you!
2024-12-0324 min
Wade Borth - Sage Wealth StrategyUnlocking Guaranteed Credit with David ZapataToday, Wade welcomes back one of his favorite guests, David Zapata, to discuss the critical value of unstructured loans and guaranteed lines of credit within the Infinite Banking Concept (IBC). They dive into real-life examples, including Wade's personal experience during the 2008 financial crisis and a recent story from one of David's clients. The conversation emphasizes the importance of controlling your own access to capital, rather than relying on third-party lenders who may pull the plug at any time. This episode is a must-listen for anyone interested in understanding how to secure financial certainty in uncertain times. Episode...
2024-09-1030 min
Wade Borth - Sage Wealth StrategyUnlocking Economic Value Added: A Deep Dive into Maximizing Your CapitalIn this episode of the Wade Borth Podcast, he dives deep into the concept of Economic Value Added (EVA), a topic that Nelson Nash highlighted in his book Becoming Your Own Banker. EVA is often misunderstood, but it's crucial for anyone looking to maximize the value of their capital. Wade explores a key 1993 Fortune magazine article that discusses how major companies like Coca-Cola and Quaker Oats utilized EVA to drive profitability. Join Wade as he breaks down the principles of EVA, its relevance to personal finance, and how understanding the true cost of your capital can lead to better...
2024-09-0319 min
Wade Borth - Sage Wealth StrategyWhat Happens When the Unexpected HappensToday's episode brings a little bit of sadness as Wade shares a deeply personal story about the unexpected loss faced by a client, highlighting the importance of life insurance in times of crisis. He discusses how life insurance can provide financial certainty and peace of mind during the most vulnerable moments in life. Wade reflects on the value of planning ahead and how life insurance serves as a critical resource, not just for the living, but for those left behind. Tune in as he explores the real impact of being prepared for the unexpected and why it's a vital...
2024-08-2710 min
Wade Borth - Sage Wealth StrategyMastering Infinite Banking: Steps to Financial FreedomIn this episode, Wade continues the conversation on starting the Infinite Banking Concept (IBC) by diving deeper into the critical steps beyond understanding the problem. Many people mistakenly begin with the product rather than addressing the foundational issues first. Wade emphasizes the importance of finding a knowledgeable practitioner, establishing a solid process, and selecting the right tools to achieve financial freedom. Listen in as Wade shares his insights, experiences, and practical advice to help you take control of your financial future. Episode Highlights 01:10 - Importance of understanding the problem. 02:40 - Noise in the industry...
2024-08-1315 min
Wade Borth - Sage Wealth StrategyPutting Together The Puzzle Pieces of IBCIn today's episode, Wade dives into the Infinite Banking Concept, exploring the intricacies and processes that often leave people puzzled. He emphasizes the importance of understanding the proper sequence in becoming your own banker and shares insights from his discussions with business coach Tammy Brennan. Wade explains why it's crucial to grasp the problem of not controlling the banking function in our lives and how identifying and addressing this issue can lead to financial freedom. Tune in to learn about the four-step process to take control of your financial future and the true power of becoming your own bank.
2024-08-0616 min
Wade Borth - Sage Wealth Strategy2024 Think Tank Takeaways - Part TwoIn today's episode, Wade continues his discussion on key takeaways from the Nelson Nash Institute's annual Think Tank. He shares a compelling client story about understanding the importance of choosing the right product for Infinite Banking, the differences between Whole Life and Universal Life policies, and why Whole Life is the cornerstone for those practicing Infinite Banking. Join Wade as he dives into these crucial insights to help you take control of your financial future. Episode Highlights 01:02 - Story of client inquiry into IBC. 01:43 - Product vs. human problem in financial decisions. 02:11 - Whole...
2024-07-2313 min
Wade Borth - Sage Wealth Strategy2024 Think Tank TakeawaysFresh off of the return from IBC Think Tank, Wade shares his thoughts and takeaways of the event. This unique gathering is a must-attend for IBC practitioners and anyone interested in exploring the concept of Infinite Banking. He shares key takeaways and insights from the event, starting with a profound realization: "Premium is a contribution to capital." Join Wade as he unpacks this and more, aiming to provide valuable content for those who want to understand becoming their own banker. Episode Highlights 01:57- Rethinking your thinking. 04:11 - Two businesses: a back-and-forth exchange of time and...
2024-07-1813 min
Wade Borth - Sage Wealth StrategyFinancial Fortitude: Unveiling the Power of Whole Life Insurance & Infinite Banking with Curtis MayJoining Wade today is friend Curtis May where they discuss the power of whole life insurance and infinite banking strategies. Discover how whole life policies offer guaranteed benefits and find out how to leverage these strategies for personal and business success. Tune in for valuable insights on building wealth, managing risk, and maximizing financial potential! Episode Highlights 03:36 - Their shared passion for infinite banking and the insights they gain from attending the industry symposium Circular Wealth. 23:38 - Curtis talks about two schools of financial thought: the accumulation theory and the velocity method, advocating for the...
2024-04-2340 min
Wade Borth - Sage Wealth StrategyUnlocking Abundance: The Journey of Infinite Banking with Shala Lamboy - Episode 126In this episode, Wade welcomes his dear friend and fellow agent Shala Lamboy, to discuss the journey of infinite banking. Shala shares her early experiences with money, including insights gained from working with successful entrepreneurs and witnessing the wealthy's unique mindset towards finances. Together, they delve into the concept of infinite banking and how it offers a strategic approach to saving and wealth-building. Shala's personal anecdotes, including her family's intentional approach to travel, highlight the importance of aligning financial strategies with personal values. Join Wade and Shala as they explore the power of intentionality in achieving financial abundance.
2024-03-1940 min
Wade Borth - Sage Wealth StrategyBanks and Your MoneyIn today's episode, Wade dives into a recent frustrating yet eye-opening experience with banking. He recounts a saga involving a significant check transfer between accounts, revealing the complexities and hurdles encountered in the process. From initial attempts to wire transfers to unexpected holds on checks, Wade navigates the maze of bank protocols, shedding light on why banks make transferring money so challenging. Episode Highlights 02:55 - Proceeds to share how attempts were made to wire the money and the hassle of Wells Fargo holding the cash for an extended period. 03:58 - Explains how the banks suggested usi...
2024-02-2713 min
Wade Borth - Sage Wealth StrategyThe Sequence for Saving and InvestingHappy New Year from the Wade Borth podcast! To start the year off right, Wade dives into the crucial topic of the proper sequence for savings and investments. Successful real estate investors have shared eye-opening insights about this sequence that could significantly impact your financial journey. Join him as he explores the importance of getting the sequence right, how it can supercharge your wealth growth, and why having a well-structured life insurance policy plays a pivotal role. Discover the power of controlling the flow of your money and learn why savings should come before investments. Episode Highlights
2024-01-0210 min
Wade Borth - Sage Wealth StrategyThe Factum Community with Kyle FullerWade and Kyle Fuller of Factum Financial discuss the ethos at Factum - using their business to build an abundance-minded community founded on strong relationships. They highlight the 'infinite banking' concept, using life insurance as a tool for financial education to empower others. Finally, they advocate for whole life insurance and infinite banking to serve clients and attract passionate contributors. Tune in today to hear more about the infinite banking concept! Episode Highlights 00:44 What makes Factum unique 02:00 Building a community and how it can't be bought or mimicked 05:24 Attracting people with shared values into...
2023-10-0334 min
Wade Borth - Sage Wealth StrategyIs Whole Life The Greatest Savings Vehicle?In this episode, Wade dives deep into the intriguing question: Is whole life insurance the ultimate savings vehicle? He passionately makes the case for why whole life insurance, often misunderstood as an investment, stands out as a powerful long-term savings strategy. With certainty, professional management by large institutions, and a contractual guarantee, whole life insurance offers a unique approach to securing your financial future. Join us in rethinking traditional savings methods and explore the potential of this often-overlooked financial tool. Schedule your call with Wade today! Episode Highlights 00:30 Is whole life insurance the greatest savings vehicle?
2023-09-2613 min
Wade Borth - Sage Wealth StrategyA Shared Vision of Life Insurance with Kyle FullerJoining Wade today is Kyle Fuller of Factum Financial. During this episode, they discuss their shared vision for the life insurance industry. They emphasize focusing on community and relationships, and their goal of building a mutually owned agency with 5,000 agents. Their principles are summed up by the acronym FACTUM (Focus, Authentic Leadership, Compelling Vision, Training and Coaching, Unrelenting Innovation, and Mutually Owned). They believe in intentional growth in all life aspects and aim to create long-term abundance. Tune in today to hear more about this industry. Episode Highlights 02:51 - They share how their collaboration has resulted i...
2023-09-1938 min
Wade Borth - Sage Wealth StrategyMentoring Clients and AgentsIn today's episode, Wade shares his insights on empowering individuals to discover their unique abilities and align their actions with their values. Whether you're an agent looking to build your practice or a client seeking financial guidance, Wade's mentorship approach will inspire you to reach your highest potential. Tune in for a transformative conversation on the power of mentorship and self-discovery. Episode Highlights 01:17 - Wade shares his experience with mentoring agents and helping them grow. 01:55 - Insight into understanding and promoting uniqueness and strengths in the people he mentors. 03:04 - The concept of mentorship lik...
2023-09-1209 min
Wade Borth - Sage Wealth StrategyDoes Your Money Flow To You?Join Wade today as he explores the powerful concept of redirecting your money flow to an entity you own and control. He breaks down how this concept applies to real-world scenarios, from car purchases to personal finance. Discover the hidden costs of traditional banking methods and learn how to retain your money within your own financial ecosystem. Tune in to uncover the potential of having your money work for you, not just for others. Episode Highlights 00:50 Is buying a car worth the investment and can help save you some cash? 02:26 How money is often flowing...
2023-09-0710 min
Wade Borth - Sage Wealth StrategyDiving Into Unconventional Success with Terry HellenbrandToday, Wade is joined by Terry Hellenbrand, an exceptional guest with a unique journey from growing up in a family water conditioning business to becoming an innovative thinker and problem solver. Terry's unwavering curiosity led him to develop a groundbreaking solution for water treatment, defying conventions and proving that success often stems from questioning the norm. Tune in as we delve into Terry's inspiring story, exploring his passion for IBC and how he serves others through his distinct approach. This conversation showcases the power of challenging boundaries and forging your own path. Tune in today! Episode Highlights
2023-08-1537 min
Wade Borth - Sage Wealth StrategyFrom Farm Boy to IBC with David HanksIn this episode, Wade is joined by special guest David Hanks, an old farm boy, to discuss his transformative journey with Infinite Banking Concept (IBC). They'll explore the impact of controlling the banking function in your life, sharing personal stories about farming challenges, and unexpected banking decisions. Join them for an inspiring and insightful conversation that sheds light on the power of IBC to regain financial freedom and stability. Episode Highlights 01:27 Wade's devastating experience where his father was pressured by a banker to drop life insurance, which had dire consequences when his father died 03:27 How...
2023-08-0835 min
Wade Borth - Sage Wealth StrategyDon't Go Broke in the Nursing HomeWhen most people think of planning for the future, their first thought relates to saving for retirement. While retirement planning is an important piece of the puzzle, many don't think beyond their early retirement years. Though often overlooked, preparing for long-term care is a necessary part of aging. Don't Go Broke in the Nursing Home provides readers with an outside the box approach to preparing for long-term care. Schedule a call with us to make sure you're adequately prepared and protecting your assets. Episode Highlights 00:50 The financial struggles of Wade's family 01:34 The importance of having c...
2023-06-0612 min
Wade Borth - Sage Wealth StrategyThe Road to 100 with Mike BrevikToday, Wade is celebrating his 100th episode with Mike Brevik from Cyberdogz Marketing. During their conversation Wade shares what he's learned in this process, how having a podcast has impacted his business, and the added value it's brought to not only his clients but also his listeners. Here's to the next 100 episodes! Episode Highlights 00:50 How the podcast began and its journey so far, focusing on empowering listeners to take control of their money and personal financing system 02:24 The podcast's role as a calibration process for Wade Borth's brand and guiding principles 04:42 Stories of clients...
2023-05-3038 min
Wade Borth - Sage Wealth StrategyMy Pathway to Prosperity StoryI didn't know an encounter with Nelson Nash many years ago would have such an impact on my life path. Sage Wealth Strategy was born out of the desire to teach people a new process for understanding and managing their finances. Having a deeper understanding of your finances changes the way you view your money. My passion lies in teaching people how to make their money work for them by maximizing their cash flow as they plan for retirement. It is my belief that with the proper education and right strategy, you can create a legacy that can be...
2023-05-0912 min
Wade Borth - Sage Wealth StrategyThe Four Steps to IBCToday, Wade dives into the four steps to the Infinite Banking Concept: Recognize the problem, request help, understand the process, and characteristics of the ideal product to solve the problem. Take a listen as Wade breaks down each step further to help you understand the benefits of following this process and how it can change the way you look at your finances. Episode Highlights 00:42 The importance of taking things in order to get the proper outcome in implementing the Infinite Banking Concept. 01:40 The problem that the Infinite Banking Concept tries to address 02:44 The first step...
2023-04-1831 min
Wade Borth - Sage Wealth StrategyThe Fear of Rising Interest Rates with Todd BookspanTodd Bookspan joins Wade again today where they talk about the fear of rising interest rates and how taking control of your finances can help ease that fear. They talk about thinking outside the box when it comes to investing and investment opportunities. Episode Highlights 2:58 Moving from fear to knowledge in exploring opportunities in real estate 6:11 Taking advantage of the chaos to create opportunities in real estate and the stock market 8:11 Reducing fear by taking control 9:02 Benefits of having access to cash 13:28 Techniques to start taking control of your financial life 14:07 Why are people buying r...
2023-02-1426 min
Wade Borth - Sage Wealth StrategyThe Importance of Efficiency and Processes with Todd BookspanToday, Wade is joined by Executive Coach Todd Bookspan, owner of Win By Noon. During this episode, they discuss the importance of time-blocking and how to make the most of your day by being as efficient as possible by creating processes that work for you. Tune in to learn how to get the results you want from your day. Episode Highlights Getting to know who Todd Bookspan is. - 1:02 The concept of Win by Noon. - 1:36 How to get in touch with Todd Bookspan and Win by Noon. - 6:34 Getting started in real estate investing...
2023-02-0723 min
Wade Borth - Sage Wealth StrategyDon't Run Out of Money During RetirementIf you're in the workforce, there's a good chance you've thought about your retirement to some extent. With an increase in life expectancy, ensuring there is enough money for retirement is a struggle many people face. Tune in to listen as Wade talks about the importance of laying out a plan that provides you clarity and predictability when it comes to retirement income. Episode Highlights The three fears of people retiring. - 0:23 Understanding life expectancy and rationing resources. - 1:58 Two things to think about when you're planning for your retirement. - 3:30 The best ways t...
2023-01-2409 min
Wade Borth - Sage Wealth StrategyFranchising and the Benefits with Scott MilasJoining Wade today is career transition, Franchise Consultant Scott Milas. Wade and Scott discuss how to discover financial freedom through franchise ownership, as well as how to franchise their current company. Wade adds how the Infinite Banking Concept can be a great place to get the cash to start the franchise process. Tune in to see if owning a franchise is the right path for you for passive income. Episode Highlights Who is Scott Milas? - 2:08 The difference between the entrepreneur who's a visionary and those who want to develop processes and systems by themselves...
2023-01-1742 min
Wade Borth - Sage Wealth StrategyPerennial Pride with Tom SuvansriWade is joined by colleague and fellow IBC Practitioner, Tom Suvansri from Perennial Pride to discuss the concepts of IBC (Infinite Banking Concept), some of the practical mindsets, the challenges, AND their experiences and individual perspectives. Episode Highlights Uncertainty and weird things to people that take them off guard. - 1:09 Struggles that Tom's family experienced. - 2:47 The importance of discipline in financial planning. - 3:55 Scarcity mindset versus prosperity mindset. - 9:27 The difference between Dave Ramsey and R. Nelson Nash. - 10:55 Benefits of becoming your own banker. - 15:01 Being in control of your own finances. - 18:19...
2023-01-1232 min
Wade Borth - Sage Wealth StrategyWhat It Takes to Grow Your Small Business to a Bigger Business with Michael HansenWade is joined by friend and colleague, Michael Hansen of ProfitMax Professionals to talk about why it's important to control cash flow. The primary issue holding some entrepreneurs back in their profits is the way they are managing their cash flow. Wade and Michael talk about how to optimize the financial return on time, money, and risk back into their business. Highlights Getting to know who Michael Hansen is and how he helps his clients. - 1:50 Who's the ideal clientele? - 3:32 Different types of business commingling and how to avoid them. - 6:51 Using grandma's envelope...
2023-01-0329 min
Wade Borth - Sage Wealth StrategyThe Drive for Change with Zack BootheJoined today on the podcast is Zack Booth, Founder of Driving For Dollars Mastery, where he helps people replicate his success through real estate investing. Wade and Zack talk about going through tough times and wanting to change. They discuss the most significant thing you need to change: drive and what that drive looked like for both of them through their lives and careers. Highlights Who is Zack Boothe? - 0:19 The bigger you get, the less money you're getting. - 1:28 Transitioning from window washing to real estate investing. - 3:36 Deciding and understanding what you want to...
2022-12-2747 min
Wade Borth - Sage Wealth StrategyIs A Digital Economy Just Around The Corner with Joe RobertJoe Robert, CEO of Robert Ventures joins Wade on the podcast today. He believes we are in the early stages of a digital economy and shares his experience with investing in cryptocurrency. They talk about taking advantage of market trends and how investors experience and triple their wealth during a bear market. Highlights What is Joe Robert's background and specialty? - 0:52 What drove Joe to invest in cryptocurrency. - 4:26 Is crypto for everyone? - 6:40 The fees being paid in Web 3.0 and the software space. - 11:38 Taking advantage of opportunities with Joe through their 36 Month Term...
2022-12-2034 min
Wade Borth - Sage Wealth StrategyBuilding a Legacy Through Passive Income with Brandon CobbIn today's episode, Wade is joined by Brandon Cobb of HBG Capital where he shares actionable advice about using real estate investing as a form of passive income. Wade and Brandon dive into controlling the systems and processes you can use to grow your business. Highlights Who is Brandon Cobb? - 1:36 The process of building a business - 4:29 Nashville is an affordable and attractive market for real estate investment. - 5:12 The risks of high-return investments like cryptocurrency. - 11:58 What sponsors should be looking at when making a deal. - 13:50 Importance of vertical integration and controlling...
2022-12-1342 min
Wade Borth - Sage Wealth StrategyDiversifying Your Wealth with Professional Capital Raising and Real Estate Investment Deals with Stephanie WalterOn today's episode of the Wade Borth Podcast, Stephanie Walter, CEO of Erbe Wealth, joins us to talk about creating wealth through passive real estate investment. Stephanie specializes in multi-family real estate investment opportunities and shares her thought process of making your money work for you and how to make money on the buy. Highlights Who is Stephanie Walter? - 0:19 The process of moving from insurance to real estate. - 3:14 Determining her tribe who helped her business grow. - 6:41 What her niche is. - 7:40 Waking with accredited investors. - 10:07 How does the economy affect her...
2022-12-0633 min
Wade Borth - Sage Wealth StrategyEveryone's in a Family Business with Jonathan GoldhillWade is joined today by Jonathon Goldhill of the Goldhill Group. They talk about family businesses being an economical unit passing from one generation to another. As each generation takes over family businesses, they have to adapt to changes in technology and grow the business through the different seasons in life. Listen as Wade and Jonathan talk about what it takes to keep family businesses going beyond the third generation! Highlights Who is Jonathan Goldhill? - 1:37 How he started with the idea of building businesses. - 2:13 The reasons why Jonathan decided to write a b...
2022-11-2937 min
Wade Borth - Sage Wealth StrategyRaw Land Investing with Mark PodolskyWade is joined by Mark Podolsky from The Land Geek in today's episode. Considered an expert on buying and selling raw and undeveloped land, they talk about why raw land is the best passive income and how to create wealth efficiently. Mark walks through his process of finding, buying, and acquiring raw land and then creating wealth efficiently. Tune in to learn more! Highlights How Mark got started in becoming a raw land developer and investor The importance of a happy customer guarantee What a client can gain from the Frontier Equity Properties company How...
2022-11-2234 min
Wade Borth - Sage Wealth StrategyThe Wealth Mentor: Jackson MillianWade is joined by Wealth Coach, Award-Winning Entrepreneur, and Best-Selling Author Jackson Millan, also known as The Wealth Mentor! Jackson has spent the last decade shaking up the wealth industry. He is the co-founder and CEO of Aureus Financial, a best-selling author, and the host of the Enjoy the Journey podcast. Don't miss this one! Highlights Who is Jackson Millian What his mission is as The Wealth Mentor How to define your destination How we make changes in our lives Wade's four founding principles Controlling the financing What is a lifestyle business The consumer mindset...
2022-11-0831 min
Wade Borth - Sage Wealth StrategyDavid Stearns, President of Infinite Banking ConceptsWade welcomes the President of Infinite Banking Concepts LLC and a Director of the Nelson Nash Institute, David Stearns. Wade and Davis talk about all things IBC and share some great memories of R. Nelson Nash. You're not going to want to miss this one! Highlights How Wade met David Where Infinite Banking is focused The purpose of the invitation-only Think Tank His experience working with Nelson How the Nelson Nash Institute formed What the common misconception is about the institute What the benefits are of being told "no" for a reason How do they...
2022-11-0147 min
Wade Borth - Sage Wealth StrategyYou Can't Finance a Funeral with Monty FlackWade is joined by colleague and fellow IBC Practitioner, Monty Flack. Monty is also the Co-Founder of Factum Financial and believes in empowering small business owners to have MORE CONTROL and MORE MONEY using a time-proven process. In this episode, Wade and Monty break down the reality that you CAN'T finance a funeral. So then what? Highlights Who is Monty Flack? What is Monty's understanding regarding the Hispanic culture surrounding debt, money, and spending The experience made him realize the importance of life insurance If he could change something, what would it be? How life...
2022-10-2530 min
Wade Borth - Sage Wealth StrategyJumping on the Real Estate Bandwagon with Heather DrevesWade is joined today by Heather Dreves who works with people looking for passive real estate investment opportunities. They talk about how the Infinite Banking Concept works hand in hand with real estate opportunities. Wade and Heather are both very passionate about generational wealth and why it's essential and what it can do for families regarding passive income. Who's The Guest? Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been...
2022-10-1835 min
Wade Borth - Sage Wealth StrategyIdentify The ProblemWhat is the problem? In this episode, Wade talks about the problems that hold us back and keep us from doing the right things with our finances. We need to identify the problems, take action, and TAKE CONTROL and start by listening to this episode! Highlights What kind of freedoms do people want? How you can identify your paradigm Which is better: Knowing the right solution or identifying the problem first? How challenging your existing thought process works Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com
2022-10-1116 min
Wade Borth - Sage Wealth StrategyBYOB: Creating The Entity with Nicole TateIn this episode, Wade and Nicole discuss how people become frozen when they lack knowledge about something new. They are unsure how to move forward with this new idea - what are the next steps/process? This chapter is like the instruction manual. What is the tool I'm going to build and use? IBC is about a professionally managed portfolio done at an institutional level that is guaranteed to never go backward. Choose to be a part of that system. Highlights Creating an entity for your pool of capital Importance of life insurance and taking...
2022-10-0725 min
Wade Borth - Sage Wealth StrategyBYOB: Use It Or Lose It with Nicole TateToday, Wade and Nicole discuss that in order for the Infinite Banking Concept to be effective, it must become a way of life - you must use it or lose it. This concept has to do with overcoming human nature and recognizing you have to face the consequences of your actions. Learn the importance of stepping outside of your comfort zone when it comes to IBC. Highlights The importance of taking control of your finances The Infinite Banking Concept: Overcoming human nature Establish your personal monetary system Why should you pay yourself interest if you're...
2022-10-0631 min
Wade Borth - Sage Wealth StrategyThe Cost Of Acquisition with Nicole TateContinuing on with the series Becoming Your Own Banker, Wade and Nicole talk about the cost of acquisition of finance. The cost is broken down into time and opportunity, not just dollars. They dive more into the cost (time and opportunity) in getting the things we want in life and if you are in command of your banking function, you don't have to go through the full cost of acquisition. Highlights The effects of re-reading and doing more book studies around R. Nelson's books What is the cost of acquisition Paying in dollars versus spending...
2022-08-3028 min
Wade Borth - Sage Wealth StrategyThe Retirement Trap with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, Wade and Nicole discuss the downfalls of social security and pension plans. Highlights What the retirement trap is Why the retirement trap gets so much attention What the government's role is in retirement The most dangerous thing you can do with your money Who is Ted Ben Who should be in control of your money Why life insurance is favored Why being in control of your own financial system is...
2022-08-2330 min
Wade Borth - Sage Wealth StrategyCapitalizing Your System and Implementation with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, Wade and Nicole talk about how to capitalize on your system and implementation, how to change your priorities, and then realize the value of becoming your own banker. Highlights What the topics of today's episode are What's Nicole's take on the book after reading it for the first time How you can reorder your financial situation to benefit in the long term How you can change the priorities in your...
2022-08-1629 min
Wade Borth - Sage Wealth StrategyEquipment Financing (Part Three) with Nicole TateFor the last part of talking through the most in-depth chapter of the book, "Equipment Financing", Wade and fellow IBC Practitioner, Nicole Tate continue their discussion on why you should start controlling your own banking function and why you should own your own policy. Listen in to learn more! Highlights Wade and Nelson's conversation about finance companies and emulating what they are doing Who controls the one pool of money Who should own the policy How can a company get a deduction and use it as a tax strategy using a policy Why do you...
2022-08-0911 min
Wade Borth - Sage Wealth StrategyEquipment Financing (Part Two) with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, Wade and Nicole talk more about retirement, borrowing money from your insurance, and line of credit. Stay tuned to hear more about growing your dividends, interest, and premium interests! Highlights Why Nelson is never a big fan of retirement How to use retirement as a financing system and start taking passive income from it How the closed system works and how you can make it much bigger and better The...
2022-08-0232 min
Wade Borth - Sage Wealth StrategyEquipment Financing (Part One) with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, Wade and Nicole talk through the most in-depth chapter of the book, Equipment Financing. You won't want to miss this one! Highlights Why the equipment financing chapter is one of the most exciting chapters of the book Why is it important to look at the equipment financing process and take control of the banking function in your life Who do you want to control the banking system What the three...
2022-07-2611 min
Wade Borth - Sage Wealth StrategyBYOB: Creating A Bank Like The Ones You Already Know About with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, they unpack the details behind creating a bank like the ones you already know about. Highlights What the topics for today's episode are Is banking a bad process? What makes Nicole's perspective about the topics interesting The reasons why people use bank and put their money there What you have to do in order to start with the process Whose money are you getting when you borrow money from a...
2022-06-0722 min
Wade Borth - Sage Wealth StrategyBecoming Your Own Banker: The Problem (Part One) with Nicole TateWade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, they talk about "the problem", the things that hold us back, and the obstacles that keep us from doing the right things with our finances. Highlights What excited Wade about the episode today Practitioners seeing the problems immediately before regular people can see them The first step when finding the solution for the problem Is cash the solution to all problems? What the process of banking is Where the real...
2022-05-2425 min
Wade Borth - Sage Wealth StrategyWhat "Becoming Your Own Banker" Means To You with Nicole TateWade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate to break down the value and what it means to become your own banker. Listen in as Wade and Nicole continue to explore all aspects (chapter by chapter) of Becoming Your Own Banker by R. Nelson Nash. Highlights There's something new every time you re-read it The freedom that can bring to your life Understanding the "why" and what's going on The process of banking and what we think about money Banks control the majority of the money We expect money to...
2022-04-1923 min
Wade Borth - Sage Wealth StrategyBook Intro to Becoming your Own Banker with Nicole TateWade is joined by fellow IBC Practitioner and student of the IBC, Nicole Tate! Listen in as Wade and Nicole discuss not only the journey to understanding IBC, but also as they break down the chapters of Nelson Nash's book Becoming Your Own Banker. Highlights Nelson's belief system regarding the banking process The two forms of finance Difference between the consumer mindset versus the business mindset Where investment comes from The simplest version of banking there is Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with...
2022-04-1220 min
Wade Borth - Sage Wealth StrategyIntroduction to IBC with Nicole TateWade is joined by fellow IBC Practitioner and student of the IBC, Nicole Tate! Listen in as Wade and Nicole discuss not only the journey to understanding IBC, but also as they break down the chapters of Nelson Nash's book Becoming Your Own Banker. Highlights Who Nicole Tate is and what process she had to go through The "We hear things, but maybe we don't listen to things" concept A consumer mindset when buying life insurance Money is not an issue, it's the thought process What's the best time to start getting your own insurance...
2022-04-0527 min
Wade Borth - Sage Wealth StrategyThe Riches Are In The Niches - Part 3 with Mike BrevikWade is joined by owner, founder, and elite marketer Mike Brevik from Cyberdogz. Wade and Mike talk about the fears, the guts, and the focus of thinking differently and following through with it. It's a bold way of thinking, but the riches are in the niches for those who can do it. Highlights Cyberdogz's background Brand and logo creation consulting Getting to know somebody from the beginning Paying attention to yourself and your growth Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Mike Brevik https...
2022-03-2920 min
Wade Borth - Sage Wealth StrategyThe Riches Are In The Niches - Part 2 with Mike BrevikWade is joined by owner, founder, and elite marketer Mike Brevik from Cyberdogz. Wade and Mike talk about the fears, the guts, and the focus of thinking differently and following through with it. It's a bold way of thinking, but the riches are in the niches for those who can do it. Highlights Doing things that you do not enjoy The reality of owning a business Most people are comfortable with expected results The belief start with yourself Be open-minded and accept other possibilities Episode Resources Connect with Wade Borth https://www...
2022-03-2222 min
Wade Borth - Sage Wealth StrategyThe Riches Are In The Niches - Part 1 with Mike BrevikWade is joined by owner, founder, and elite marketer Mike Brevik from Cyberdogz. Wade and Mike talk about the fears, the guts, and the focus of thinking differently and following through with it. It's a bold way of thinking, but the riches are in the niches for those who can do it. Highlights Not everything has to be a financial discussion Two ways that changing happens Not being paralized by fear The riches are in the niches The tools that we have in our tool box Hire someone like Cyberdogz Episode Resources C...
2022-03-1523 min
Wade Borth - Sage Wealth StrategyIBC Unfiltered with Mary Jo Irmen - Part 1Wade is joined by a colleague, author, and founder of Farming Without The Bank AND Life Without The Bank. Wade and Mary Jo are not only long-time friends but share a deep passion for IBC. Listen in as they share their stories, perspectives, and unfiltered thoughts on the banking process! Highlights Who is Mary Jo Irmen and how did she come to IBC? - 1:25 Having spouses on the same page as you totally understand it. - 5:11 Is Nelson teaching the concept of the rates of return? - 8:53 You're not getting anywhere at 3 percent. - 10:32 The...
2022-02-1523 min
Wade Borth - Sage Wealth StrategyBeyond The Grave with Kira NylandFor many people, the subject of death is taboo. Maybe it is not death that we fear. We are afraid of uncertainty since most do not know their "when." Wade and Kira sit together to discuss the uncomfortable but inevitable concepts and realities of what happens beyond the grave. It is important to discuss death since we are going in this direction. It is whether you remain scared of it or embrace it. Nobody wants to talk about it, but this one is worth listening to. In this episode, their conversation revolves around what should be done...
2022-02-0826 min
Wade Borth - Sage Wealth StrategyHow Do I Know This Is Right For Me?Kira Nyland is back on the podcast to help Wade flush out the why behind IBC and why it's so important to Wade, his clients, and those who are interested in taking control of the banking function. Listen in as Wade and Kira talk through the details and help answer the question of whether or not this is right for you. Highlights The topics of today's show. - 1:04 Eyeopener: What resonated with Kira about the whole life policy. - 2:02 The three things that people have to do to make it happen. - 2:35 The...
2021-11-3035 min
Wade Borth - Sage Wealth StrategyWho Is My "Perfect" Client?Wade and Kira break down the "perfect" and/or ideal client and help listeners better understand whether they're ready to become a student of IBC and client of Sage Wealth Strategy. Of course, it's always a process, but there are a few key factors and mindset shifts you need to consider before you're ready. Are you ready to take control of your finances? Highlights Making sure that the client's values align with my values. - 1:18 One of Wade's core values. - 2:37 Is it a good long-term strategy? - 4:31 If you need to do something...
2021-11-2317 min
Wade Borth - Sage Wealth StrategyHow Money WorksWade welcomes back guest and new podcast sidekick Kira Nyland to the podcast! Wade and Kira talk about how money works and how we (typically) think about money. It all comes back to what we value and how we perceive the banking process. Think about it as you listen to this one! Highlights What the topics will be for today. - 0:35 Is the discussion of money difficult for other people? - 1:22 The mindset of money. - 3:10 Ask yourself: What's the value you are getting? - 4:41 What is always economical doesn't always value equality. - 9:47 You...
2021-11-1643 min
Wade Borth - Sage Wealth StrategyWhat is the Infinite Banking Process? - Part TwoWade addresses the Infinite Banking Concept. Although Infinite Banking, also called privatized banking or "banking on yourself" has gained attention recently, it isn't a new concept. Don't miss Part Two as Wade explains this simple and self-rewarding concept. Highlights What is the Infinite Banking Concept - 0:34 The financing function in your life - 2:16 Where are we storing our money? - 2:59 Practicing the Infinite Banking Concept - 6:40 Making a huge decision in life - 7:55 Get educated and understand Nelson Nash's key ideas - 12:20 Who are we choosing to work with? - 13:46 Where the true wealth g...
2020-12-0819 min
Wade Borth - Sage Wealth StrategyWhat is the Infinite Banking Process? - Part OneWade addresses the Infinite Banking Concept. Although Infinite Banking, also called privatized banking or "banking on yourself" has gained attention recently, it isn't a new concept. Don't miss it as Wade explains this simple and self-rewarding concept. Highlights Traditional banking - 1:48 Time, money and discipline - 2:39 Financing everything you do in life - 4:09 What's the Infinite Banking Concept - 6:06 How we think about money - 7:58 We are in two different businesses - 9:16 Whoever controls financing wins the game - 10:06 You have to capitalize - 14:43 The cost of capital and cost of money - 21:28 Control t...
2020-12-0129 min
Wade Borth - Sage Wealth StrategyWhere Do You Spend Your Capital?Wade breaks down the meaning of capital and what value means to each of us. This perspective is important in defining immediate value and what matters to each of us in the long term. Listen in and think about what matters to you! Highlights What are you spending your capital on? - 0:38 Investing your capital in time and money - 2:33 Being innovative - 4:23 You need to love yourself and your family - 5:38 Think on what's important to you - 6:07 What's important to us - 7:02 Help empower others - 10:20 Wade's job - 11:48 Ep...
2020-11-2414 min
Wade Borth - Sage Wealth StrategyFear and AnxietyWade talks about the current issues in the world and breaks down the fear and anxiety that comes as a result. How do we handle it and what approach should we take to make it easier on ourselves? Wade addresses these questions and more! Highlights Being fearful for a variety of different things - 0:19 Think about why you are fearful - 1:58 Taking control of the banking function - 3:25 Wade's Bullhorn Message - 5:35 Mitigating the fear and anxiety - 6:44 The "Becoming Your Own Banker" concept - 8:06 Being less fearful - 9:55 How you think about money...
2020-11-1716 min
Wade Borth - Sage Wealth StrategyWho's Threatening the Economy?Wade breaks down the article "New Threat to the Economy" recently published in CNN Business; and who that threat is really pointing towards. Wade encourages us to TAKE CONTROL of our money and our financial futures. Highlights Talking about the article - 0:56 The seven principles of prosperity - 1:12 Getting out of debt - 2:10 Who should be in control of the banking function? - 2:30 Having credit card debt - 5:15 We need money and access to cash - 6:09 Take control of your finances - 7:37 Understand the infinite banking concept - 8:24 Episode Resources Co...
2020-07-1609 min
Wade Borth - Sage Wealth StrategyThe Bullhorn MessageListen in as Wade explains and breaks down the purpose of the founding principles and "Bullhorn Message" behind Sage Wealth Strategy. Highlights Knowing who you are - 0:30 Wade's Bullhorn Message - 1:10 What type of client he likes to work with - 1:55 Being a long-term thinker - 3:55 Think on who you are - 6:08 Empowering others - 7:31 Taking control of your finances - 9:32 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com
2020-07-0911 min
Wade Borth - Sage Wealth StrategyWhat is a Wealth Strategist? with Mike BrevikWade sits down with his marketing director (Mike Brevik from Cyberdogz) to discuss and explain what a Wealth Strategist is compared to a traditional financial advisor. Highlights What is a Wealth Strategist? - 0:39 A Wealth Strategist as a quarterback - 1:00 Investing money - 1:48 Creating a financial wealth plan - 4:38 Wade's goals and beliefs - 7:30 Caring about your financial future - 9:22 What a strong strategy looks like - 10:17 What control means for people - 14:12 Education is a process - 18:16 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Conn...
2020-06-0419 min
Wade Borth - Sage Wealth StrategyWade Borth (Wealth Strategist) PodcastWade briefly describes the mindset and theme of the Wade Borth podcast to help set the stage for listeners on what they can expect from Wade and each episode he records. Highlights The goal of this podcast - 0:18 Making an impact on people - 0:42 The principles of the Wealth Strategist - 0:59 Taking control of your money - 1:58 Teaching the Infinite Banking concept - 2:32 The banking function in our economy - 3:47 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com
2020-05-2804 min
Wade Borth - Sage Wealth StrategyWelcome to Sage Wealth Strategy with Wade BorthWade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for you and your family.
2020-05-2600 min