The 8 Benefits of Whole Life Insurance (Part 1)
Wade Borth - Sage Wealth Strategy
In this episode of The Wade Borth Podcast, Wade kicks off a two-part series diving deep into the eight powerful benefits of whole life insurance. From guaranteed death benefits and constant compounding to unmatched liquidity and flexible loan provisions, Wade breaks down how this often-misunderstood asset can bring certainty, control, and long-term value to your financial life. If you've ever questioned the real purpose of whole life insurance—or just want to think differently about money—this episode is for you Episode Highlights 03:12 - Life insurance: guarantees and certainty...
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Common Thinking vs. Uncommon Strategy
Wade Borth - Sage Wealth Strategy
In this episode of The Wade Borth Podcast, Wade tackles the common misconceptions surrounding whole life insurance—addressing why so many people claim it has a low return, is too expensive, or is the “worst investment of all time.” He explains why these beliefs are often rooted in misinformation or biased experiences, and reframes whole life as a savings tool, not an investment. If you're seeking clarity, consistency, and long-term financial control, this conversation offers a fresh, honest perspective that cuts through the noise. Episode Highlights 00:22 - Whole life insurance...
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Understanding the Flow of Money
Wade Borth - Sage Wealth Strategy
In this episode, Wade breaks down a clear, straightforward process that’s helping clients rethink how they manage money. From understanding income flow to building savings and making better financial decisions, this conversation reveals why the right sequence matters—and how whole life insurance can play a foundational role. Whether you're just getting started or looking to regain control, this episode lays the groundwork for building clarity, confidence, and long-term stability. Episode Highlights 01:00 - Understanding the Flow of Money 01:35 - Simplifying Financial Decisions with Gary...
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The #1 Lie You’ve Been Told About Whole Life Insurance
Wade Borth - Sage Wealth Strategy
In this episode of the Wade Borth Podcast, Wade dives into the power of mutual insurance companies and why ownership matters. He breaks down common misconceptions about life insurance, highlights the difference between mutual and stock companies, and explains how clarity, certainty, and long-term thinking can relieve financial pressure. If you are seeking more control, freedom, and security in your financial life, this conversation is for you. Episode Highlights 00:21 - Clarifying financial misconceptions. 01:29 - Empowering people through mutual insurance. 02:29 - Why mutual insurance...
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Cash is King: Mastering Money Flow
Wade Borth - Sage Wealth Strategy
In this episode, Wade unpacks what the recent stock market downturn—and how Warren Buffett’s surprising moves—can teach us about how the wealthy think. As the market sees sharp declines and uncertainty rises, Wade reminds us that true opportunity lies in preparation, not prediction. It’s not about chasing returns—it’s about having savings in safe, liquid places so you can act when others hesitate. This episode is a powerful mindset shift for anyone looking to gain clarity, control, and a long-term advantage in turbulent times. Episode Highlights 01:22 - Observing Buffett’s...
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Planning Beyond Retirement with Kent Kraiter
Wade Borth - Sage Wealth Strategy
In this episode of the Wade Borth Podcast, Wade sits down with Kent Kraiter—a long-time client, friend, and newly minted colleague. With over 30 years of military service and a deep curiosity for financial education, Kent shares his personal journey from soldier to servant-leader in the world of personal finance. They dive into life transitions, financial empowerment, the importance of planning beyond retirement, and how curiosity and clarity can pave the way to a more abundant future. If you're navigating change or searching for a deeper sense of purpose, Kent’s story will resonate....
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From Kicking in Doors to Unlocking Financial Freedom with Brian Fleming
Wade Borth - Sage Wealth Strategy
In this episode, Wade Borth sits down with former police officer turned IBC advocate Brian Fleming. Brian shares his journey from 25 years in law enforcement to discovering the Infinite Banking Concept and returning to the financial world with a mission to serve. Together, they explore how control, financial education, and a properly structured whole life policy can transform lives—especially for those in high-risk professions like law enforcement and for real estate investors seeking smarter ways to fund their ventures. It's a powerful conversation about truth, stewardship, and taking...
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Money Mindset Revolution with Joshua Smith
Wade Borth - Sage Wealth Strategy
In this episode of the Wade Borth Podcast, Wade sits down with Joshua Smith, a former real estate investor turned financial strategist. Josh shares his journey through the 2008 financial crisis, the lessons he learned about debt, liquidity, and financial control, and how he transitioned from traditional financial advice to Infinite Banking. They discuss the pivotal moments that reshaped his mindset, the benefits of whole life insurance as a financial tool, and how he now helps others take control of their financial future. Tune in for a deep dive into financial resilience, long-term wealth...
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Tough Money Series with David Zapata: Part 4
Wade Borth - Sage Wealth Strategy
In the final installment of the Tough Money series, Wade Borth and David Zapata conclude their deep dive into building a resilient financial strategy. This episode focuses on aligning your investments with your values, understanding risk, and achieving financial freedom through intentional planning. Learn how liquidity serves as the foundation for managing risk and explore the critical balance between savings and investments. Wade and David also discuss strategies for setting freedom numbers, navigating risk, and creating a framework for long-term financial health. Don’t miss this powerful...
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Tough Money Series with David Zapata: Part 3
Wade Borth - Sage Wealth Strategy
In part three of the Tough Money series, Wade Borth and guest David Zapata explore the vital role of liquidity in building financial resilience. They discuss why having liquid, safe assets is foundational to weathering life’s challenges and seizing opportunities. From understanding what truly counts as liquidity to calculating your "days of liquidity," this episode offers practical insights to align your finances with your values and create a robust financial foundation. Don’t miss this crucial conversation, and stay tuned for part four, where they’ll dive into investments and their...
info_outlineJoin 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 stability in the financial world
09:20 Why you should get out of survival mode and thrive by finding certainty and calmness in their financial world
Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- [email protected]