133 episodes

Ready to take control of your financial future? Using properly structured whole life insurance, Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for your family. This show is all about sharing that sage wisdom to help others build strong financial futures.

Wade Borth - Sage Wealth Strategy Wade Borth

    • Business
    • 5.0 • 4 Ratings

Ready to take control of your financial future? Using properly structured whole life insurance, Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for your family. This show is all about sharing that sage wisdom to help others build strong financial futures.

    Exploring the Infinite Banking Concept with Jubril Wilson

    Exploring the Infinite Banking Concept with Jubril Wilson

    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 

    • 24 min
    Harnessing Financial Freedom with Nicole Tate

    Harnessing Financial Freedom with Nicole Tate

    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  

    • 21 min
    Experience Empowerment

    Experience Empowerment

    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 

    • 6 min
    Unlocking Abundance: The Journey of Infinite Banking with Shala Lamboy - Episode 126

    Unlocking Abundance: The Journey of Infinite Banking with Shala Lamboy - Episode 126

    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  

    • 40 min
    Unlocking Financial Freedom: Navigating Mortgages with Matthew Shanlian

    Unlocking Financial Freedom: Navigating Mortgages with Matthew Shanlian

    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  

    • 40 min
    Banks and Your Money

    Banks and Your Money

    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  - 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/ wade@sagewealthstrategy.com 

    • 13 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Engine84 ,

100% Spot On

Wade is very knowledgeable about IBC and much more and I always enjoy listening while I work. Would recommend to anyone looking to better themselves financially and build their vocabulary in the world of financing. Great podcast Wade!

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