40 min
Financial Fortitude: Unveiling the Power of Whole Life Insurance & Infinite Banking with Curtis May Wade Borth - Sage Wealth Strategy
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- Investing
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/
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/
40 min