Wade Borth - Sage Wealth Strategy

Whole life insurance differs from term life insurance in the sense that it is designed to be in effect for your "whole life." But it really should be called Death Insurance because it's designed to help replace an income or asset due to death. Life Insurance isn't a bad investment but it's the only one that offers a "contract" and tells you what it's going to do over the course of its life. It isn...

Today, 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 impor...

Fellow IBC Practitioner and author Luke Tatum joins Wade today to discuss his book and what drew him to pursue the Infinite Banking Concept.  They talk about the importance in controlling the mechanics of how you bank so you aren't caught flat footed with forces beyond your control.  Many people take access to capital for granted. Listen in to learn how you better control the banking function in y...

When planning for retirement, many of us have been conditioned to save using tax-deferred plans like an employer-sponsored 401(k) or IRA. The idea behind these accounts is to allow you to put away untaxed money to save for retirement. If your retirement savings strategy is to only utilize tax-deferred accounts, you may be setting yourself up to pay more to withdraw your funds. Tune in to learn abo...

Listen in today as fellow IBC practitioner David Zapata joins Wade to discuss his journey from immigration to growth and transformation. They talk about growth taking time, intentions, experiences, and purpose. David walks us through how he got to where he is today after coming to America 16 years ago. Tune in to hear how his growth journey could help you! Episode Highlights 01:18 - Change is inev...

It's safe to say planning for retirement is one of the best things you can do for yourself. That being said, it can be a confusing process. There are a lot of elements to consider when determining how much money you'll need. One way to ensure you're in control of your retirement fund is by understanding the two economic powers that come into play; investing in the economy and actuarial science. Li...

Wade and Barry continue their conversation today on the safety of insurance companies and the complications around traditional retirement accounts. They control your money - whole life insurance allows you to control your own money. Access to and control of money is the most important part of your retirement. Listen in to hear more about how you best control your retirement investment. Episode Hig...

Today Wade is joined by Barry Dyke to discuss pensions, guaranteed income, and purchasing Whole Life to "de-risk" terminated pensions. Safest place to warehouse your capital is a whole life insurance company. They discuss retirement planning and the desire to provide safe, secure passive income. Tune in to hear a great conversation about retirement options and how insurance companies can change th...

In today's episode, Wade gives a refresher on the Infinite Banking Concept. So what is IBC? It's learning to borrow from yourself instead of corporations and allowing you to build your own wealth rather than someone else's. Tune in to learn more about the elements that make IBC successful: time, money, and discipline. Episode Highlights 00:18 What is the Infinite Banking Concept? 01:01 Personal su...

Tune in today to listen in as Wade talks about the different types of Long-Term Care policies and the benefits of each. You can make a Long-Term Care (LTC) policy work for you with the right information and understanding that not all LTC coverage is equal. Visit our website to schedule a call to help determine which policy is right for you! Episode Highlights 00:46 Exploring nursing home insurance...

Todd 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 op...

Today, 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 W...

For many young professionals just starting to accelerate their careers, retirement planning is often the last thing on their minds. But anyone who has retired or is near their retirement will tell you that it's never too early to plan for it. Starting early puts less pressure on you down the road, and ensures your nest egg isn't depleted soon after retiring. Listen in to learn the five ways to sta...

If 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 th...

Joining 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 i...

Wade 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 importan...

Wade 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 Mic...

Joined 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 Za...

Joe 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 inve...

In 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 rea...

On 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 movin...

Wade 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 goi...

Wade 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...

Today's guest, Jacob Vanderslice, is a Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners' success is driven by a commitment to delivering an...

Wade 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...