Wade Borth - Sage Wealth Strategy

Wade 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 H...

Wade 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 reg...

Wade 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...

What 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 prob...

In 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 g...

Today, 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...

In this chapter review, Wade and Nicole talk about the process of when we stop "growing and learning" because we already know all there is to know. When teaching clients about developing their own Banking Systems, is probably the most difficult thing for people to open their minds about and take a deeper look at what is going on in the business world. Highlights The Arrival Syndrome: A phenomenon...

In this last episode, Wade and Nicole discuss the key points or points to consider when thinking about the Infinite Banking Concept. How do we find dollars that work? What happens if we have a downside in the economy? And overall, why you should want to learn more about the Infinite Banking Concept. Highlights If it's your first time reading R. Nelson's book, what's the best part to start with? Th...

In this last chapter of Becoming Your Own Banker, Wade and Nicole talk about the subject of being uninsurable. Many people may think because of their age or their health, that they aren't insurable when in fact, they are! From an IBC perspective, it doesn't matter - it comes down to the death benefit and Paid-Up Additions. Listen to learn more. Highlights How can somebody be uninsurable? When desi...

Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate, to talk about the value of a college degree. They talk about the pressures of attending college today and the value it has versus teaching the child the value of learning banking through the use of dividend-paying whole life insurance. Highlights What the values of having a college degree are Why people are going to coll...

Continuing their review of Becoming Your Own Banker, Wade and Nicole talk about the importance of generational wealth and how to get that path started. They talk about the importance of teaching youth about money and how to invest in their future. Highlights The advantages of using your policies more How you can use the money to generate income What the benefits of getting policies on your younger...

In this chapter of reviewing Becoming Your Own Banker, Wade and Nicole talk about why it's better to finance anything you buy through your banking system than directly out of your pocket. Highlights Is savings considered investing? Why banks don't want you to understand the banking process The two different financial vehicles The purpose of having a savings What are the advantages and disadvantage...

Continuing 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...

Wade 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...

Wade 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 t...

For 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 Wh...

Wade 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...

Wade 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 l...

Wade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, we learn the option, the best approach, and why you need to be cautious if you are wanting to put every dollar through an IBC whole-life policy. Time might not be on your side! Highlights What the difference is between the process of getting...

Wade and fellow IBC Practitioner, Nicole Tate continue their discussions (chapter by chapter) on Becoming Your Own Banker by R. Nelson Nash. In this episode, we learn the option, the best approach, and why you need to be cautious if you are wanting to put every dollar through an IBC whole-life policy. Time might not be on your side! Highlights What the importance of today's topic is What the fun p...

What is the golden rule? Simple... Those who have the gold make the rules! Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate to continue their discussion (chapter by chapter) of Becoming Your Own Banker by R. Nelson Nash. Don't miss this one! Highlights How the government influences behavior The reasons why a lot of people are not talking about money What people actually...

Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate to continue their discussion (chapter by chapter) of Becoming Your Own Banker by R. Nelson Nash. This episode focuses on The Willie Sutton Rule, which states that one's first choice should be to choose the most obvious route. Named after bank robber William Sutton, the rule applies to investors in that they should most of...

Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate, to continue their discussion (chapter by chapter) of Becoming Your Own Banker by R. Nelson Nash. In this episode, they tackle the human problem and Parkinson's Law. What is Parkinson's Law? Parkinson's Law is the old adage that work expands to fill the time allotted for its completion. Interested? Listen in to learn more...

Wade is joined again by colleague and fellow IBC Practitioner, Nicole Tate. Listen in as they continue to discuss (chapter by chapter) Becoming Your Own Banker by R. Nelson Nash and in this episode, creating your own banking system through dividend paying life insurance. Highlights How banks make money The reasons why you should create your own system through the dividend paying whole life insuran...

Wade 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 peo...