Podcast

Welcome to a new episode of the Wade Borth podcast, focusing on “Consumer Corner” where we answer common questions that come across Wade’s desk by clients.  In this episode, Wade is joined by his assistant Kira Nyland to go through questions regarding Term Insurance and if it’s a better fit than Whole Life.  If you’re…

Wade sits down with Dallas-based advisor Brent White to unpack why most financial advice fails business owners—and what a team-based, “family office” approach can do instead. From Infinite Banking and cash-flow efficiency to avoiding siloed planning (hello, audits and missing 401(k) bonds), Wade and Brent share real-world tactics to build resilient companies, create liquidity, and…

Today, Wade sits down with returning guest and former military member Kent Kraiter to discuss the realities of retirement planning for those who serve. Drawing from his own military career and master’s research on retirement strategies in the U.S., Kent shares insights on how service members can better prepare for their financial future—long before retirement…

In this episode of The Wade Borth Podcast, we rethink what retirement should really look like. Wade digs into the common “save, save, save” approach with 401(k)s and why accumulation alone is not enough. He explores the importance of a clear distribution plan, how fear of running out of money holds retirees back, and strategies…

In this episode of the Wade Borth Podcast, Wade explores why so many families lose their wealth within just a few generations and what can be done to stop the cycle. Using real-life examples from farming families and well-known legacies like the Vanderbilts and Rockefellers, Wade dives into the critical role of education, communication, and…

In this heartfelt episode of the Wade Borth Podcast, Wade shares why life insurance is one of the most powerful and misunderstood financial tools available. Drawing on 35 years of experience—and his own personal story—he explains how life insurance provides guaranteed liquidity, removes financial pressure during life’s most difficult moments, and allows families and businesses…

In this episode of the Wade Borth Podcast, Wade welcomes Michael Hession, fellow Nelson IBC practitioner, to share his personal journey into Infinite Banking. From running a marine canvas shop to experiencing the financial crash of 2008, Michael’s story highlights the importance of building a strong foundation and controlling the banking function in your life.…

In this episode of the Wade Borth Podcast, Wade sits down with Joe Fuller to discuss family banking and its transformative power on financial habits. Joe shares his journey from aspiring neurosurgeon to a financial strategist after realizing the importance of managing money within families. Learn how intentional money conversations can unite families and create…

Joining Wade today all the way from Hawaii is fellow agent Clarke Tuitele where they have a conversation that blends real-life preparedness with financial readiness. After recounting a recent tsunami warning and the chaos that followed, Clarke draws powerful parallels between disaster preparedness and taking control of your money. He shares his personal story—raising six…

In this final installment of the Tough Money Mastery series, Wade Borth and returning guest David Zapata wrap up their discussion on building financial abundance and purpose. They explore the deeper “why” behind Infinite Banking, challenge traditional retirement and accumulation mindsets, and share practical ways to align your finances with every area of life. From…

In this continuation of the Tough Money Mastery series, Wade Borth welcomes back David Zapata to explore how to take control of your financial life through strategic leverage and intentional money flow. They discuss four more of the twelve key ideas for mastering tough money—including how to supercharge investments, maximize lending returns, integrate banking functions…

In this powerful episode, Wade Borth welcomes back David Zapata to introduce the Tough Money Mastery series—starting with the foundational idea of building your own family banking system. They unpack the principles behind Factum Tough Money, explore the importance of saving with intention, and show how you can reclaim control of your financial future. Whether…