Wade Borth - Sage Wealth Strategy Wade Borth

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 theory and the velocity method, advocating for the latter as it emphasizes the velocity of money and the economic value of certainty.
29:12 - Curtis outlines his investment philosophy and his preference for investing in what is known and can be controlled, with a focus on cash flow rather than chasing returns.
33:15 - Wade and Curtis discuss leveraging whole life insurance policies for business purposes, highlighting how it can serve as a volatility buffer and offer advantages like collateral opportunities and uninterrupted compound interest.
45:46 - The conversation turns to business owners and the financial advice that should be tailored to their unique position, separate from advice given to W-2 employees.
52:13 - Wade and Curtis highlight the necessity of discipline, time, and money to achieve financial success with the infinite banking concept, and discuss the importance of becoming the person who can utilize these tools effectively.
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Curtis May https://www.linkedin.com/in/curtismay/  

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 has led Jubril to learn new financial strategies
06:45 The importance of financial efficiency and mention of their podcast series that breaks down each chapter of Nelson’s book on the Infinite Banking Concept
09:51 How Jubril’s thought process has changed since implementing the infinite banking concept in his life
13:51 Real-life examples of how Jubril has leveraged the infinite banking concept to manage finances more efficiently
19:22 The concept of a 'think tank' with practitioners from various fields coming together to discuss worldwide happenings and industry changes
21:21 The debate on life being a "participation sport" not a "spectator sport" and that it is essential to get involved and start participating proactively
22:36 The comment from a Citibank's head on who controls the dollars and the advice on how the difference between chaos and opportunity is who has access to money
23:03 How a consumer can avoid being reactive and take advantage of chaos if they saved enough money and had better control over their finances
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Jubril Wilson jubril10xhomes@gmail.com 

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 certainty on the capitalization side
16:14 The two choices people have: Creating their own financial system versus depending on others
18:26 The importance of instilling saving habits in the next generation as part of wealth and legacy building
19:41 Building a non-traditional home as an example of gradual progress toward a vision
20:11 Seeing your money grow and putting it to work in the system
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Nicole Tate ntate@oneindianafinancial.com  

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 something
02:13 The irreplaceable nature of personal experiences
02:38 The concept of Infinitive Banking Concept (IBC) and the importance of experiencing it before understanding its real impact
04:02 How to engage with IBC and experience the unique aspect of freedom it provides
05:29 The importance of family banking
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

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 and Shala as they explore the power of intentionality in achieving financial abundance.
Episode Highlights
02:29  - Shala shares her passion and interest in money and how this has shaped her financial journey.
13:37  - Shala recounts her personal journey in applying the principles of infinite banking in her life, particularly with regard to finance availability for activities like traveling.
19:29  - The importance of engagement and education before undertaking any endeavor, financial or otherwise, is highlighted. 
34:11  - Discussing the regret that many people have when they realize the potential of intentional saving and infinite banking. They encourage listeners to take action, get educated and start being intentional about their money.
38:38  - Her advice to listeners is to create a life they love and find out what's missing if their current life doesn't reflect that. She adds that learning the infinite banking process and being intentional about finances can aid in creating a life of abundance.
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Shala Lamboy shalaree@factumfinancial.com  

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 for a secure financial future.
Episode Highlights
02:56 The housing market’s current situation and how all of this is impacting the mortgage industry
04:45 The importance of not being mere order takers, but probing to understand the real needs and desires of the clients
08:05 The need for giving sound advice to clients and the importance of saying no when necessary
14:53 The value of having control over your money and the advantages of having a small mortgage payment
18:00 The potential risks associated with paying a 15-year mortgage like a 30-year mortgage
20:46 A story of a person who followed a radio host's advice and faced hardships due to the lack of financial flexibility and a resulting inability to manage an unexpected situation
27:45 The importance of focusing on mortgage payments instead of the purchase price of a house
32:45 How to reach out and contact Matthew
39:44 The importance of maintaining control over one's financial future, warning against allowing external entities to have that control
38:17 Advice to listeners who are looking to buy their own home
 
Episode Resources
Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with Matthew Shanlian Matthew.Shanlian@ccm.com https://www.linkedin.com/in/matthew-shanlian-2b111582