Wade Borth - Sage Wealth Strategy

In today's episode Wade talks about the Infinite Banking Concept (IBC) and why it's more than just interest rates. While interest rates matter, the real focus should be on control. Your whole life policy, whether new or old, is the key. Forget the noise about interest rates; it's about who controls your loan. Take a listen to hear how becoming the banker in your life can transform your financial d...

Join Wade today as he navigates the age-old debate: Is the tool more valuable than the mastery of the craft? He explores the financial industry's obsession with product design and emphasizes the importance of knowledge and effective tool use. Tune in to empower yourself with financial wisdom and discipline, focusing on building your financial future step by step. Episode Highlights 00:51 What carp...

Joining Wade again is Kyle Fuller of Factum Financial. In this podcast episode, they delve into the often underestimated concept of acquisition costs and its vital role in sustaining a business. They shed light on Factum Financial's innovative strategies that support insurance agents in this aspect. Factum's approach encompasses a franchise-like model, the utilization of a Cash Flow Dashboard for...

In this podcast episode, Wade and Kyle discuss their unique approach to leadership development within their agencies, which also happens to offer insurance services. Their primary focus lies in empowering their team members and cultivating a thriving community atmosphere. They place a strong emphasis on personal and professional growth strategies, including the transformation of unproductive habit...

Wade 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 contri...

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 ap...

Joining 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, Unrelen...

In 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-d...

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 m...

Today, 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...

In 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...

In today's episode, Wade discusses the idea of starting businesses without the fear of failure and highlights the power of properly structured whole life insurance policies in eliminating that fear. By embracing the principles used by major financial institutions, individuals can take control of their banking function and unlock new opportunities for personal and financial growth. Join us on this...

In this final episode of the collaboration between Wade and Tarisa, they talk about the objections and misconceptions that come with the Infinite Banking Concept. They talk more about the difference between traditional banks and using your whole life policy to be your own banker. If you have reservations about IBC, this episode is for you. Tune in to get more clarity around becoming your own banke...

Continuing this series with Wade and Tarisa, today, they talk about the journey that is IBC. It's about changing the rest of your life and how you go about that change. Not everyone's journey is going to look the same. We are driven by different goals and values but ultimately want the same financial freedom and control in our lives. Tune it to part three to hear more about the steps to start your...

For part two of this series, Wade and Tarisa discuss the client; who is the person coming to her and wanting to learn more? She often finds people are wanting more out of the financial part of their life which in turn leads them to wanting more out of life. Are they achieving their dreams and goals? How can IBC help them get further ahead and take more control? Take a listen today to see if you sh...

Fellow IBC Practitioner Tarisa Shelton joins Wade today (and over the next few episodes) to share her journey into IBC. She shares about her past and watching her parents take the traditional finance route and how that affected their lives. Moving forward for herself, she wanted to learn how to better her financial success. This is when she learned about IBC. Tune in to listen to how easy it is to...

Sage Wealth Strategy was built on the desire to help clients take control of their financial future through education and empowerment. Rather than trying to sell just another financial product, we teach them new processes for managing their money. Listen in to hear about the five-step process to help you truly understand your current financial situation then schedule a call with us to create a str...

With recent changes to tax laws, many Americans found themselves with much smaller tax refunds than they anticipated. Most chalk it up to the belief, "that's just the way government and taxes work," others are more upset. Believing the government is out to rob you of your hard-earned money is a limiting mindset. In reality, the government wants you to reduce your taxes. Reducing your taxes may sou...

Do you have an estate tax problem? Most people say no. And they are right, you may not have one today, but you could in the future. If you haven't heard about the Sunset Provision? This could impact the amount of taxes your loved ones have to pay after your death. Tune in to hear more about how to protect your assets from this wealth destroyer. Episode Highlights 00:48 The sunset provision in the...

When 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 prepar...

Today, 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, focusi...

They say actions speak louder than words and that's true for money management too. Rather than listening to what banks and wealthy people say they're doing, we should be observing how they really spend and store their money. Listen in to hear how putting your money in motion will build and grow your wealth. Episode Highlights 01:08 Money is like water and there is one pool of money in the world, s...

Have you ever associated a certain smell, phrase, or sound to a specific time, place or person? Maybe the smell of chocolate chip cookies baking in the oven reminds you of your grandma. Or, perhaps you can clearly picture an object in your mind just by hearing its name. That's conditioned thinking! Conditioned thinking is present in how we view financial products and growing wealth, too. Tune in t...

I 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 th...

Retiring to something requires planning whereas retiring from means you aren't looking towards new opportunities. Getting to retirement doesn't have to leave you feeling worn out and defeated. With the right guide to help you navigate the peaks and valleys along the way, you'll arrive at the summit of retirement ready to embrace the next part of your journey and face any challenges that may come y...