Libsyn Directory

Is Whole Life The Greatest Savings Vehicle?

Release Date: 09/26/2023

Financial Fortitude: Unveiling the Power of Whole Life Insurance & Infinite Banking with Curtis May

Wade Borth - Sage Wealth Strategy

Joining 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...

Exploring the Infinite Banking Concept with Jubril Wilson

Wade Borth - Sage Wealth Strategy

Today, Jubril Wilson, realtor and investor, joins Wade to explore the Infinite Banking Concept (IBC) for financial freedom. Discover practical tips on real estate, leveraging whole life insurance, and embracing abundance mindset. Learn the importance of networking and taking control of your financial destiny. Tune in and start your journey to financial empowerment now! Episode Highlights 01:30 How Jubril helps Realtors in the current market situations 03:23 How his mindset changed from frivolous spending to investing in infinite banking 05:02 The concept of "Pathing" (or sequencing) and how it...

Harnessing Financial Freedom with Nicole Tate

Wade Borth - Sage Wealth Strategy

Join Wade and returning guest Nicole Tate as they delve into the empowering world of family banking and legacy building. Through their insightful discussion, they uncover the transformative potential of creating a closed financial system that puts you in control. Discover how to leverage policies, generate wealth, and secure a legacy that transcends generations. Don't miss out on this enlightening conversation that could reshape your financial future. Episode Highlights 03:56 The process of using insurance policies for family banking 10:19 Separating uncertainty on the investment side from...

Experience Empowerment

Wade Borth - Sage Wealth Strategy

Join Wade as he dives into the journey of understanding the Infinite Banking Concept (IBC) through vivid reflections on sunrises, sunsets, and moonlit lakes. Discover how moving from passive understanding to active engagement unlocks a newfound sense of freedom and control over finances. Explore firsthand accounts and insightful anecdotes that illuminate the emotional depth behind financial literacy and personal growth. Episode Highlights 01:40 How experiencing something, rather than just seeing it, connects you with your inner emotions and soul, which cannot be achieved via merely seeing...

Unlocking Abundance: The Journey of Infinite Banking with Shala Lamboy

Wade Borth - Sage Wealth Strategy

In 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...

Unlocking Financial Freedom: Navigating Mortgages with Matthew Shanlian

Wade Borth - Sage Wealth Strategy

Today, Wade welcomes special guest Matthew Shanlian, a seasoned professional in the real estate and mortgage business. They dive into the complexities of the mortgage industry, exploring topics such as industry events like Circle of Wealth, the ongoing changes in interest rates, and the persistent shortage of available housing. Matthew shares insights from his extensive experience, emphasizing the importance of understanding clients' financial goals and providing tailored solutions. Tune in for a thought-provoking discussion on navigating the mortgage landscape and making informed decisions...

Banks and Your Money

Wade Borth - Sage Wealth Strategy

In 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...

Uncertainty of What's To Come

Wade Borth - Sage Wealth Strategy

Join Wade today as he discusses the rush to secure stability in an ever-changing market and advocates for finding consistency and certainty through whole life insurance. Tune in for valuable insights on navigating financial uncertainty and building long-term resilience. Episode Highlights 01:31 The importance of certainty, time and consistency over yield 02:58 The value of where you are investing their savings 04:36 Why long-term thinking is important in the financial world 06:15 Different financial certainty you should look for during uncertain times 08:46 The benefits of calmness and...

Legacy Building With Whole Life Insurance

Wade Borth - Sage Wealth Strategy

In this episode, Wade discusses the transfer of wealth from baby boomers to millennials, highlighting the importance of efficient asset transfer and financial education. He talks about utilizing whole life insurance and emphasizes empowering heirs for long-term success. Join him as he navigates the complexities of wealth transfer and legacy building. Episode Highlights 00:39 How money will be transferred across generations 01:42 The importance of transferring wealth efficiently and ensuring children and beneficiaries are better off 03:23 Common approach to money-saving and asset depletion for...

The Sequence for Saving and Investing

Wade Borth - Sage Wealth Strategy

Happy 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...

More Episodes

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?
01:13 Whole life insurance and its valuable characteristics including longevity
01:25 Long-term over short-term thinking in financial decisions
03:08 Whole life insurance offers certainty and allows for long-term planning
04:45 Professional versus amateur management of bond and real estate portfolios
07:42 The contractual guarantees covering a whole life insurance policy
09:24 The importance of rethinking

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