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...
info_outline Exploring the Infinite Banking Concept with Jubril WilsonWade 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...
info_outline Harnessing Financial Freedom with Nicole TateWade 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...
info_outline Experience EmpowermentWade 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...
info_outline Unlocking Abundance: The Journey of Infinite Banking with Shala LamboyWade 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...
info_outline Unlocking Financial Freedom: Navigating Mortgages with Matthew ShanlianWade 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...
info_outline Banks and Your MoneyWade 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...
info_outline Uncertainty of What's To ComeWade 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...
info_outline Legacy Building With Whole Life InsuranceWade 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...
info_outline The Sequence for Saving and InvestingWade 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...
info_outlineIn 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 - Explains how the banks suggested using a cashier's check as a solution for the money transfer problem.
05:07 - Shares the realization of banks intentionally holding on to money as part of their profit strategies through lending and earning on interests and fees.
08:31 - Shares the understanding that banks are primarily designed to make profits, thinking and operating in increments; minutes, hours, and days.
09:33 - Emphasizes the importance of thinking like a bank, being intentional and organized with money, and expecting it to generate returns.
11:01 - Reiterates that banks will try to keep control of their customer's money for as long as possible to make as much profit as possible.
11:53 - Expresses his continued frustration with large banks, the administrative difficulties and obstacles they create for the consumers.
Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- [email protected]