Shows
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...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 “liquidi...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 - Commo...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. 0...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 ...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...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. Ep...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 Highlights2024-01-0210 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 Highlights2023-08-1537 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 Ho...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 importa...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 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 th...2023-01-1742 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 en...2023-01-0329 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 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 mi...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 hand...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 li...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 be...2022-10-1835 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 sp...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 priori...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 ne...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...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 StrategyPractical Wealth Advisor: Curtis MayWade is joined by colleague, fellow IBC Practitioner, President of Practical Wealth Solutions, and Host of The Practical Wealth Show Podcast, Curtis May. Curtis is part of the Prosperity Economics Movement (PEM) and is dedicated to breaking down each client’s unique financial situation, so they can rebuild it to fit their ideal lifestyle. Don't miss this one! Highlights Who Curtis May is How he got started What generational intergenerational wealth transfer is The three rules of investing Curtis’ saving strategy surrounding insurances What the power of association is The most valuable operations to have in y...2022-05-1738 min
Wade Borth - Sage Wealth StrategyBecoming Your Own Banker: The Grocery Store with Nicole TateWade is joined again by colleague and fellow IBC Practitioner, Nicole Tate to talk about The Grocery Store less with BYOB. Someone must perform the function of the grocer! Highlights The marketing strategy of banks in the past: Using toasters The story of how a restaurant was able to control the supply chain Why you should use cash in financing everything that you do The problem when it comes to understanding how money works How you can empower yourself to take control Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com...2022-05-1021 min
Wade Borth - Sage Wealth StrategyBecoming Your Own Banker: Imagination with Nicole TateThe Infinite Banking Concept is an exercise in imagination, reason, logic, prophecy, AND IMAGINATION. Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate to discuss (chapter by chapter) Becoming Your Own Banker by R. Nelson Nash. Highlights The process of rethinking our thinking Is money a solution to solve a lot of problems? What everybody focuses on Understanding the process of banking Why do banks and financing institutions find a value in the dollar that has no interest-earning capabilities? Ways to get an interest in dollars Episode Resources...2022-05-0319 min
Wade Borth - Sage Wealth StrategyHow IBC Got Started with Nicole TateEvery journey has a beginning, so in this episode Wade is joined again by colleague and fellow IBC Practitioner, Nicole Tate to talk about how IBC got started. Highlights How the infinite banking concept got started Having a root system Where Nelson’s clarity came from What the context of today's economic situation is Paying interest for your own money If you owe someone money, there are strings attached The best long-term strategy for dividends payment according to Nelson The best place to put your money Episode Resources Connect with Wade Borth ht...2022-04-2623 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 wi...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 insu...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 ht...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 StrategyClient Case Studies with Kira NylandWade is joined by team member Kira Nyland to discuss Client Case Studies. The goal of this episode is to get you to think differently, use your imagination, and to ultimately realize that you too can control the banking function AND take back control of your financial destiny. Highlights How do we put the theoretical idea of taking control of the banking function in your life and putting it into work? - 2:22 The real transformation. - 7:51 Whoever owns the money always wins the deal. - 11:25 Taking advantage of the opportunity using your policy. - 14:42 Who...2022-03-0826 min
Wade Borth - Sage Wealth StrategyIBC Unfiltered with Mary Jo Irmen - Part 3For the last part of Mary Jo Irmen and Wade’s three-part talk, Mary Jo talks more about her two books: Farming Without the Bank and Without the Bank. They also discuss changing the vicious cycle in farming and what are the common problems why most farms are not making enough money. Coming from a family of farmers, Mary Jo shares what she thinks are the purchasing and taxation decisions that greatly impact the cash flow of most farmers. Highlights Mary Jo’s books. - 0:47 How can we use what Nelson is teaching us? - 4:13 Chan...2022-03-0118 min
Wade Borth - Sage Wealth StrategyIBC Unfiltered with Mary Jo Irmen - Part 2In this second part of his discussion with Mary Jo Irmen, founder of Farming Without The Bank and Life Without The Bank, Wade talks to her about the banking system and people’s behavior towards spending and earning money. Mary Jo also shares her experiences working with and empowering farmers. Together, they discuss the concepts behind infinite banking, dealing with banks, and the paradox of making a choice. Highlights How much money flows through a farmer’s hand that you never see? - 1:03 Money has to reside somewhere it has to flow. - 2:53 What the infi...2022-02-2227 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 Th...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 beyo...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 Th...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 s...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...2021-11-1643 min
Wade Borth - Sage Wealth StrategyThe Truth and Grace ParadoxWade digs into the book "The Truth and Grace Paradox" by Randy Alcorn. In this episode, he reflects on the meaning of truth and grace, some relevant examples, and how we can all learn to use truth and grace to educate each other to achieve our goals. Highlights Seeing what you need to see - 2:42 What’s the truth - 3:51 Truth and grace have to be in combination - 4:18 What truth and grace really mean - 5:41 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com https://www...2021-07-2711 min
Wade Borth - Sage Wealth StrategyThe Day Wells Fargo Pulled MY Line of CreditFrom personal experience, Wade talks about the fact that banks hold (and control) lines of credit AND use tactics that make them a TON of money. Why play THEIR game with YOUR money? TAKE CONTROL and start by listening to this episode! Highlights Having a line of credit - 1:14 How banks make money - 4:11 Why “suspending lines of credit” - 5:03 Why inflation is an issue - 6:32 The inflation idea - 7:07 What are you doing to take control - 11:10 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 2021-07-2011 min
Wade Borth - Sage Wealth StrategyFractional CFOWade welcomes special guest(s) Fractional CFO to discuss the role of the Chief Financial Officer and how they approach this need in the industry with more value at a fraction of the price. If you're looking for logical insight on how to better manage the finances for your business, here's your chance! Highlights What’s Fractional CFO - 1:11 What’s the CPA - 3:01 Being in the real estate industry for more than 10 years - 4:58 Hiring professionals to do a professional job - 8:49 It’s exhausting to work on your business - 10:02 What they teach entrep...2021-06-0834 min
Wade Borth - Sage Wealth StrategyUncle Sam Wants You (to Reduce Your Taxes)!Wade breaks down the truth behind the fact that the government (believe it or not) actually wants you to pay fewer taxes! BUT are you reading all the signs and asking the right questions? Find out now! Highlights The tax code - 1:12 Giving your options - 2:59 Taxation and thoughts - 3:15 Trying to influence behavior - 4:34 Understanding the rules of the game - 6:31 Do I need to understand the tax code? - 11:16 There’s nothing we can do for taxation - 18:19 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.co...2021-06-0120 min
Wade Borth - Sage Wealth StrategyLove Yourself More Than You Love Wells FargoListen in as Wade examines how we treat our money. It would appear we love our banks (or at least treat them better) than we do ourselves and even our own family, at least from a financial perspective. Are you guilty of this? Highlights What is important to us - 0:58 Do we love Wells Fargo more than we love our families? - 1:31 Repaying money to your bank institution - 3:25 You have to love yourself and love your family - 6:02 Controlling the banking function - 6:44 Are you willing to pay Wells Fargo? - 0:58 Money is valuable...2021-05-2516 min
Wade Borth - Sage Wealth StrategyMentorship with Nicole TateListen in as Wade talks about the idea and art of mentorship with guest and colleague Nicole Tate. Don't miss out on their combined perspectives and experiences with mentorship inside of the finance industry. Highlights Mentoring others - 1:41 The idea of using infinite banking - 2:22 The infinite banking concept and the arrival syndrome - 3:48 It’s not about the product, it’s about the process - 5:05 The importance of having a mentor - 11:19 The concept is easy but the process is not necessarily easy - 12:46 What’s a part of mentoring? - 17:56 Coaching vs. mentorship - 22:0...2021-04-2725 min
Wade Borth - Sage Wealth StrategyPolicy Health Check with Kira NylandWade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the same traps by doing an annual "Policy Health Check". Highlights The relationship with your client - 1:58 Empowering you to take control - 2:57 Life changes - 3:32 Working the most efficiently as possible - 4:47 Your policy’s features - 6:04 The power of your policy - 8:17 Maximizing the benefits of your policy - 15:10 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Kira Nylandkira@sagewealthstrategy.com 2021-04-2016 min
Wade Borth - Sage Wealth Strategy5 Ways to Reduce Risk in RetirementEver heard the phrase "Don't Go Broke In The Nursing Home"? Listen in as Wade discusses reducing risk in retirement and preparing for long-term care! Highlights Start with your mindset - 0:24 Being a long-term thinker - 1:08 What does retirement mean - 2:15 Want to retire earlier? - 2:45 Do not worry about retirement - 4:18 Having more or less certainty - 6:48 How to reduce risk - 12:32 What’s your long-term strategy - 17:36 Align your vision with your actions - 18:38 Take control of your finances - 20:20 Align your goals with your actions - 21:07 Episode Resources Connect wi...2021-04-1323 min
Wade Borth - Sage Wealth StrategyIBC Explained By NatureListen in as Wade talks about the Infinite Banking Concept and its comparisons to nature. Sometimes it's all about how you explain things! Don't miss this simple explanation and self-rewarding concept. Highlights The infinite banking concept - 1:05 Read Nelson Nash’s book - 2:25 How this process really works - 2:48 The context of money - 5:08 The velocity of money - 7:41 Taking advantage of opportunity - 9:32 What value do we see in our money - 12:40 Controlling the banking function of your life - 13:34 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wa...2021-04-0614 min
Wade Borth - Sage Wealth StrategyThoughts On Taxes in 2021Tax season is here! If we lose money in the market we may get that back, but if you pay TOO MUCH in taxes, you will NEVER get that back! Listen as Wade talks about taxes in 2021! Highlights Long-term thinking - 0:44 Tax rates are going to change - 1:36 What tax rate are you going to be paying? - 2:32 Taking control of your finances - 5:14 Creating cash flow for you and your business - 7:01 Taking advantage of taxes - 7:55 What income is and what income is not - 12:47 Paying more in taxes today - 14:02 Move forward - 14:22...2021-03-3017 min
Wade Borth - Sage Wealth StrategyCollege Planning with Ryan Keel, College Planning SpecialistWade interviews certified college planning specialist Ryan Keel. Listen in as they talk through the ins and outs of college planning and the strategy of the www.gocollegesmart.com approach! Highlights Ryan’s background - 0:27 Retirement planning - 2:25 There’s knowledge in all of us - 3:31 There are a lot of “financial entertainers” - 6:47 We all start with family finances - 8:09 The school selection - 11:12 Three steps to follow - 14:12 The dream school - 24:56 Not knowing what you want to do - 26:16 You have to go to school to be successful - 30:02 There’s a lot of p...2021-03-2346 min
Wade Borth - Sage Wealth StrategyPlanning vs. PreparingWade explores the differences in planning vs. preparing and why preparing is the first step in taking control over your financial future. This episode provides the perspective a lot of us need to hear more often. It's time to think differently! Highlights Talking about financial planning - 0:22 Have a plan - 0:39 Differences between planning and preparing - 1:04 Empowering you to take control - 1:54 Helping people to prepare - 2:59 What are we doing to take control? - 5:33 The ability to take advantage of chaos - 6:42 Taking advantage of financial chaos - 7:26 What are you doing t...2021-02-0912 min
Wade Borth - Sage Wealth StrategyChanging ProspectiveListen in as Wade talks about prospective, the "new normal", and the importance of thinking differently. The world and financial landscape is changing all the time, so why wouldn't our thinking evolve too? Highlights We have to accept the “new normal” - 0:23 The capacity to view things - 1:28 How prospective has changed - 5:59 Educate yourself - 7:37 How he thinks about things - 9:38 Do not be close-minded - 11:05 Challenge your thought process - 15:12 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com wade@sagewealthstrategy.com 2021-02-0215 min
Wade Borth - Sage Wealth StrategyThe Dangers of Conditioned ThinkingListen in as Wade addresses the dangers of conditioned thinking and the importance of keeping an open mind, questioning those things we have been conditioned to believe, and working with those that are thinking outside of the conditioned financial box. With the right strategy, the possibilities are infinite. Highlights Dangerous conditioned thinking - 0:53 How we have been conditioned - 4:22 How do we change our perspectives? - 9:32 Taking advantage of opportunities - 15:25 Helping you understand what’s going on - 20:03 We want people to change their perspectives - 24:00 Episode Resources Connect with...2021-01-2624 min
Wade Borth - Sage Wealth Strategy5 Common Misconceptions About Retirement PlanningListen in as Wade addresses the truth on the fact that retirement planning isn’t as cut and dry as an employer-sponsored 401(k). He walks you through the most common misconceptions about planning for retirement. Highlights Our strategy behind the retirement idea - 0:44 What retirement means - 1:21 It is a hot topic - 2:05 Misconceptions about retirement planning - 2:25 What your retirement plan should look like - 6:57 Being a long-term thinker - 9:10 Making decisions every day - 14:43 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com https://www.s...2021-01-1919 min
Wade Borth - Sage Wealth StrategyAsk the Right QuestionsListen in as Wade tackles the right questions you should be asking yourself to fully maximize the way your money works for you and your financial future. Highlights Are we asking the right questions? - 0:22 What kind of return you want - 2:11 Who do you want to be in control? - 2:57 You want to be independent - 4:36 There are people that do not want to know alternatives - 5:56 Having an abundance mindset - 8:56 The best you can do for yourself - 9:29 The real cost of 401K - 12:24 The best place to put your money...2021-01-1218 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 weal...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 C...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 ...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 Strategy3 Wealth DestroyersWade breaks down the three most important things you can do when it comes to building wealth and understanding how your money is working for you. Having an idea of the factors that negatively impact your savings and investments will help to limit the damage to your wealth, too. Three wealth destroyers to be aware of are taxes, inflation, and fees, and here’s how they can affect your wealth. Highlights Talking about an article - 0:22 Money needs to flow in order to be valuable - 1:27 Is getting out of debt a great thing? - 2...2020-11-0309 min
Wade Borth - Sage Wealth StrategyWashing the Tax Liability from 401k and IRA AccountsWade talks with David Babinski of True North Resources to discuss how to wash the tax liability from 401k and IRA accounts and make it a TAX-FREE bucket of money! Highlights Talking about taxes - 0:39 Understanding and learning the tax code - 2:36 Reducing taxes - 3:43 What is the solution? - 7:03 Making an IRA contribution - 8:09 We have to reduce our taxes - 12:36 Let's look at the things that are tax-free - 14:36 Learning more about tax liability - 17:28 Tax diversification - 17:53 Get in touch with David - 19:00 Episode Resources Connect with Wa...2020-07-2319 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 Connec...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 StrategyMoney and WaterWade describes how money (like water) is more powerful when it's flowing rather than when it's standing still and how money in motion will build and grow wealth. Highlights Money and water, what do they have in common? - 0:19 How money and water are very similar - 1:20 Taxes, fees and inflation - 2:27 Growing our wealth - 4:11 A way to grow wealth - 5:39 Having your money flow - 6:24 The Infinite Banking concept - 6:47 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 2020-07-0207 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 ...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