First Podcasts

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! Episode 28
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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! Episode 27
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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! Episode 26
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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? Episode 25
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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. Episode 24
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Policy Health Check with Kira Nyland

Wade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the same traps by doing an annual “Policy Health Check”. Episode 23
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5 Ways to Reduce Risk in Retirement

Ever heard the phrase “Don’t Go Broke In The Nursing Home”? Listen in as Wade discusses reducing risk in retirement and preparing for long-term care! Episode 22
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IBC Explained By Nature

Listen in as Wade talks about the Infinite Banking Concept and its comparisons to nature. Sometimes it’s all about how you explain things! Don’t miss this simple explanation and self-rewarding concept. Episode 21
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Thoughts On Taxes in 2021

Tax season is here! If we lose money in the market we may get that back, but if you pay TOO MUCH in taxes, you will NEVER get that back! Listen as Wade talks about taxes in 2021! Episode 20  
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College Planning with Ryan Keel, College Planning Specialist

Wade interviews certified college planning specialist Ryan Keel. Listen in as they talk through the ins and outs of college planning and the strategy of the www.gocollegesmart.com approach! Episode 19
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Planning vs. Preparing

Wade explores the differences in planning vs. preparing and why preparing is the first step in taking control over your financial future. This episode provides the perspective a lot of us need to hear more often. It’s time to think differently! Episode 18
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Changing Prospective

Listen in as Wade talks about prospective, the “new normal”, and the importance of thinking differently. The world and financial landscape is changing all the time, so why wouldn’t our thinking evolve too? Episode 17
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