Wade Borth - Sage Wealth Strategy

Listen 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 -...

Wade 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 ben...

Ever 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 you...

Listen 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 opport...

Tax 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...

Wade 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 select...

Wade 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 -...

Listen 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 c...

Listen 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...

Listen 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...

Listen 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 abundanc...

Wade 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 P...

Wade 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 C...

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 fami...

Wade 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 Bull...

Wade 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.   High...

Wade 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...

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 credi...

Listen 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 C...

Wade 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 Infinit...

Wade and Mike Brevik break down the reality that most people are in a different place financially than they might think and when faced with this reality, why listen to the generic advice that's generated for the masses versus the advice that's unique to your financial goals.   Highlights Uncommon vs. Common - 0:30 Ordinary income in today's world - 1:05 Making reasonable income - 2:41 Defining com...

Wade 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...

Wade 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...

Wade 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.