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.
Everyone's in a Family Business with Jonathan Goldhill
Wade is joined today by Jonathon Goldhill of the Goldhill Group. They talk about family businesses being an economical unit passing from one generation to another. As each generation takes over family businesses, they have to adapt to changes in technology and grow the business through the different seasons in life. Listen as Wade and Jonathan talk about what it takes to keep family businesses going beyond the third generation!
Who is Jonathan Goldhill? - 1:37 How he started with the idea of building businesses. - 2:13 The reasons why Jonathan decided to write a book. - 5:45 How a family business can start to grow. - 7:45 What the book, Disruptive Successor: A Guide to Driving Growth in Your Family Business, is all about. - 10:52 The most important takeaway is when a family business becomes successful. - 16:35 What can kill a business? - 19:30 Reasons why people are working with a business consultant. - 21:05 What’s an ideal client for Jonathan? -26:49 Best ways to reach out to Jonathan. - 29:29
Becoming Your Own Banker by R. Nelson Nash In the Kingdom of Ice by Hampton Sides Connect with Wade Borth https://www.sagewealthstrategy.com/ firstname.lastname@example.org Connect with Jonathan Goldhill Disruptive Successor: A Guide to Driving Growth in Your Family Business https://thegoldhillgroup.com/ https://www.facebook.com/TheGoldhillGroup https://www.linkedin.com/company/the-goldhill-group
Raw Land Investing with Mark Podolsky
Wade is joined by Mark Podolsky from The Land Geek in today's episode. Considered an expert on buying and selling raw and undeveloped land, they talk about why raw land is the best passive income and how to create wealth efficiently. Mark walks through his process of finding, buying, and acquiring raw land and then creating wealth efficiently. Tune in to learn more!
How Mark got started in becoming a raw land developer and investor The importance of a happy customer guarantee What a client can gain from the Frontier Equity Properties company How to sell raw lands for a passive income Primary characteristics of people bring in capital and make it work The importance of time, money, and discipline in investing Risks and rewards of investing in raw land What Mark’s typical client looks like The biggest risk in investing First three steps on how to get started The Abundance Mentality in private equity and hedge funds
Episode Resources Becoming Your Own Banker by R. Nelson Nash In the Kingdom of Ice by Hampton Sides Connect with Wade Borth https://www.sagewealthstrategy.com/ email@example.com Connect with Mark Podolsky Dirt Rich https://www.thelandgeek.com/
VanWest Partners with Jacob Vanderslice
Today’s guest, Jacob Vanderslice, is a Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly-executed, adaptable strategy with an institutional investment approach.
Who Jacob Vanderslice is How the VanWest Partners deliver an expertly executed and adaptable strategy Why they are investing in the self-storage avenue What is his definition of wealth What the biggest hurdles are when it comes to investing in real estate or self-storage type of units What are the three ways to participate in the space What are the two different types of designations that sponsors will typically do for a capital raise The downsides of investing in real estate Is Jacob seeing a price appreciation with his investment? What criteria they are following when it comes to evaluating a potential acquisition How to find more information and get a hold of Jacob and VanWest Partners Where to read more about self-storage investment
Episode Resources Becoming Your Own Banker by R. Nelson Nash In the Kingdom of Ice by Hampton Sides Connect with Wade Borth https://www.sagewealthstrategy.com/ firstname.lastname@example.org Connect with Jacob Vanderslice http://vanwestpartners.com/ email@example.com https://www.linkedin.com/in/jacob-vanderslice-02905b16b
The Wealth Mentor: Jackson Millian
Wade is joined by Wealth Coach, Award-Winning Entrepreneur, and Best-Selling Author Jackson Millan, also known as The Wealth Mentor! Jackson has spent the last decade shaking up the wealth industry. He is the co-founder and CEO of Aureus Financial, a best-selling author, and the host of the Enjoy the Journey podcast. Don't miss this one!
Who is Jackson Millian What his mission is as The Wealth Mentor How to define your destination How we make changes in our lives Wade’s four founding principles Controlling the financing What is a lifestyle business The consumer mindset What are the three requirements for getting your business and turning it into a wealth-creation machine? What are the three questions you should ask yourself How to find Jackson Millian
Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ firstname.lastname@example.org Connect with Jackson Millian https://www.aureusfinancial.com.au/ https://www.facebook.com/jackson.millan https://www.facebook.com/thewealthmentoraus/ Get The Business Scorecard To Break Through Bottlenecks And Unlock Hidden Profits Book a Podcast: Aureus Financial
David Stearns, President of Infinite Banking Concepts
Wade welcomes the President of Infinite Banking Concepts LLC and a Director of the Nelson Nash Institute, David Stearns. Wade and Davis talk about all things IBC and share some great memories of R. Nelson Nash. You're not going to want to miss this one!
How Wade met David Where Infinite Banking is focused The purpose of the invitation-only Think Tank His experience working with Nelson How the Nelson Nash Institute formed What the common misconception is about the institute What the benefits are of being told “no” for a reason How do they handle students, especially those who can’t get certified Where to get more information about David
Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ email@example.com Connect with David Stearns https://infinitebanking.org/ https://infinitebanking.org/what-is-infinite-banking/meet-david-stearns/
You Can't Finance a Funeral with Monty Flack
Wade is joined by colleague and fellow IBC Practitioner, Monty Flack. Monty is also the Co-Founder of Factum Financial and believes in empowering small business owners to have MORE CONTROL and MORE MONEY using a time-proven process. In this episode, Wade and Monty break down the reality that you CAN'T finance a funeral. So then what?
Who is Monty Flack? What is Monty’s understanding regarding the Hispanic culture surrounding debt, money, and spending The experience made him realize the importance of life insurance If he could change something, what would it be? How life insurance can be a great tool for your life
Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ firstname.lastname@example.org Connect with Monty Flack http://factumfinancial.com/ https://www.facebook.com/FactumFinancial https://www.linkedin.com/in/monty-flack-2380ba17 https://www.instagram.com/monty.flack