29 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 • 2 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.

    The Truth and Grace Paradox

    The Truth and Grace Paradox

    Wade digs into the book "The Truth and Grace Paradox" by Randy Alcorn. In this episode, he reflects on the meaning of truth and grace, some relevant examples, and how we can all learn to use truth and grace to educate each other to achieve our goals.

    Highlights
    Seeing what you need to see - 2:42 What’s the truth - 3:51 Truth and grace have to be in combination - 4:18 What truth and grace really mean - 5:41  

    Episode Resources
    Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com https://www.amazon.com/Grace-Truth-Paradox-Responding-Christlike/dp/1590520653 

    • 11 min
    The Day Wells Fargo Pulled MY Line of Credit

    The Day Wells Fargo Pulled MY Line of Credit

    From personal experience, Wade talks about the fact that banks hold (and control) lines of credit AND use tactics that make them a TON of money. Why play THEIR game with YOUR money? TAKE CONTROL and start by listening to this episode!

    Highlights
    Having a line of credit - 1:14 How banks make money - 4:11 Why “suspending lines of credit” - 5:03 Why inflation is an issue - 6:32 The inflation idea - 7:07 What are you doing to take control - 11:10


    Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

    • 11 min
    Fractional CFO

    Fractional CFO

    Wade welcomes special guest(s) Fractional CFO to discuss the role of the Chief Financial Officer and how they approach this need in the industry with more value at a fraction of the price. If you're looking for logical insight on how to better manage the finances for your business, here's your chance!

    Highlights
    What’s Fractional CFO - 1:11 What’s the CPA - 3:01 Being in the real estate industry for more than 10 years - 4:58 Hiring professionals to do a professional job - 8:49 It’s exhausting to work on your business - 10:02 What they teach entrepreneurs to do - 11:10 What the values are for a simple CFO - 14:30 Profit first is a mentality and a formula - 18:02 The cash flow methodology - 21:51 The discipline of profit first - 28:58 Save first, spend after - 31:39
    Episode Resources
    Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com Connect with David Richter and Michael Hansen david@simplecfosolutions.com michael@simplecfosolutions.com https://simplecfosolutions.com/ 

    • 34 min
    Uncle Sam Wants You (to Reduce Your Taxes)!

    Uncle Sam Wants You (to Reduce Your Taxes)!

    Wade breaks down the truth behind the fact that the government (believe it or not) actually wants you to pay fewer taxes! BUT are you reading all the signs and asking the right questions? Find out now!

    Highlights
    The tax code - 1:12 Giving your options - 2:59 Taxation and thoughts - 3:15 Trying to influence behavior - 4:34 Understanding the rules of the game - 6:31 Do I need to understand the tax code? - 11:16 There’s nothing we can do for taxation - 18:19


    Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

    • 20 min
    Love Yourself More Than You Love Wells Fargo

    Love Yourself More Than You Love Wells Fargo

    Listen in as Wade examines how we treat our money. It would appear we love our banks (or at least treat them better) than we do ourselves and even our own family, at least from a financial perspective.‍ Are you guilty of this?

    Highlights
    What is important to us - 0:58 Do we love Wells Fargo more than we love our families? - 1:31 Repaying money to your bank institution - 3:25 You have to love yourself and love your family - 6:02 Controlling the banking function - 6:44 Are you willing to pay Wells Fargo? - 0:58 Money is valuable - 12:19 Stop thinking like a bank - 13:55


    Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com https://www.sagewealthstrategy.com/blogposts/lovefamily 

    • 16 min
    Mentorship with Nicole Tate

    Mentorship with Nicole Tate

    Listen in as Wade talks about the idea and art of mentorship with guest and colleague Nicole Tate. Don't miss out on their combined perspectives and experiences with mentorship inside of the finance industry.

    Highlights
    Mentoring others - 1:41 The idea of using infinite banking - 2:22 The infinite banking concept and the arrival syndrome - 3:48 It’s not about the product, it’s about the process - 5:05 The importance of having a mentor - 11:19 The concept is easy but the process is not necessarily easy - 12:46 What’s a part of mentoring? - 17:56 Coaching vs. mentorship - 22:00 Being hungry for knowledge - 24:10


    Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

    • 25 min

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