At Sage Wealth Strategy, we make planning for your financial future simple, practical, and inspiring. On the Sage Wealth Podcast, we explore unconventional strategies, alternative solutions, and proven approaches to help you build lasting wealth that spans generations. Each episode brings you insights from years of hands-on experience, giving you the tools and mindset to create abundance and live a truly fulfilling life. Tune in, and start building your warehouse of wealth—one conversation at a time.
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The Secret Playbook Investors Use
Have you ever felt like everyone else is getting the best investment opportunities — except you?
Market downturns happen. Crypto dips. Real estate deals surface.
And somehow… you’re watching from the sidelines.
In this episode, Wade Borth explains why.
It’s not because others have a secret playbook.
It’s not because you’re not smart enough.
It’s not even about access.
It’s about liquidity and framework.
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.
Summary
What would happen if $5 million suddenly landed in your bank account today? Would it change your life for the better—or quietly destroy it?
In this episode, Wade Borth explores a powerful and often overlooked truth: money doesn’t create success—it amplifies who you already are. Without the right mindset, habits, and financial framework, even large sums of money can disappear quickly, leaving families worse off than before.
Through real-life experiences delivering multimillion-dollar life insurance checks, Wade reveals how lack of preparation—not lack of money—is the real problem. He introduces the concept of the “Path of Money”, a simple yet powerful framework to help families manage, grow, and protect wealth across generations.
This episode is a call to action: stop avoiding money conversations and start building a financial legacy through intentionality, education, and family alignment.
Links & Resources
https://www.youtube.com/watch?v=xnrmblds0Jo
https://www.youtube.com/watch?v=9jeNtlmvceM
Keywords
money mindset wealth building family legacy financial literacy inheritance planning life insurance path of money liquidity financial habits generational wealth stewardship financial education infinite banking personal finance discipline wealth psychology
Episode Highlights
00:00–00:34 – The core question: What would you do with $5 million today?
00:34–01:02 – Why sudden wealth (like the lottery) often leads to negative outcomes
01:02–01:28 – The idea: money redistributes based on behavior, not luck
01:28–02:07 – The real issue: lack of systems and financial frameworks
02:07–02:45 – Life insurance payouts: real stories of wealth disappearing quickly
02:45–03:25 – Why money itself isn’t bad—it’s just a tool
03:25–04:00 – Misconception: “I don’t want to leave money to my kids”
04:00–04:42 – Introducing the Path of Money framework
04:42–05:18 – The danger of defaulting to spending without thinking
05:18–06:04 – The importance of a “liquidity bucket” before decisions
06:04–06:40 – Applying family values to financial decisions
06:40–07:22 – Money amplifies behavior: discipline vs. chaos
07:22–08:05 – Helping vs. handing money to the next generation
08:05–09:14 – Why money conversations must happen openly in families
09:14–10:22 – Teaching habits early: small lessons → lifelong impact
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