Podcast

A Simple Illustration of IBC

They say actions speak louder than words and that’s true for money management too. Rather than listening to what banks and wealthy people say they’re doing, we should be observing how they really spend and store their money. Listen in to hear how putting your money in motion will build and grow your wealth.
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Wealth is an Exercise in Imagination

Have you ever associated a certain smell, phrase, or sound to a specific time, place or person? Maybe the smell of chocolate chip cookies baking in the oven reminds you of your grandma. Or, perhaps you can clearly picture an object in your mind just by hearing its name. That’s conditioned thinking! Conditioned thinking is…
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My Pathway to Prosperity Story

I didn’t know an encounter with Nelson Nash many years ago would have such an impact on my life path. Sage Wealth Strategy was born out of the desire to teach people a new process for understanding and managing their finances. Having a deeper understanding of your finances changes the way you view your money.…
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Retiring to vs Retiring From

Retiring to something requires planning whereas retiring from means you aren’t looking towards new opportunities. Getting to retirement doesn’t have to leave you feeling worn out and defeated. With the right guide to help you navigate the peaks and valleys along the way, you’ll arrive at the summit of retirement ready to embrace the next…
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What To Know About Whole Life Insurance

Whole life insurance differs from term life insurance in the sense that it is designed to be in effect for your “whole life.” But it really should be called Death Insurance because it’s designed to help replace an income or asset due to death. Life Insurance isn’t a bad investment but it’s the only one…
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The Four Steps to IBC

Today, Wade dives into the four steps to the Infinite Banking Concept: Recognize the problem, request help, understand the process, and characteristics of the ideal product to solve the problem. Take a listen as Wade breaks down each step further to help you understand the benefits of following this process and how it can change…
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Controlling the Mechanics of Your Banking with Luke Tatum

Fellow IBC Practitioner and author Luke Tatum joins Wade today to discuss his book and what drew him to pursue the Infinite Banking Concept.  They talk about the importance in controlling the mechanics of how you bank so you aren’t caught flat footed with forces beyond your control.  Many people take access to capital for…
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Why Defer Taxes at a Lower Rate

When planning for retirement, many of us have been conditioned to save using tax-deferred plans like an employer-sponsored 401(k) or IRA. The idea behind these accounts is to allow you to put away untaxed money to save for retirement. If your retirement savings strategy is to only utilize tax-deferred accounts, you may be setting yourself…
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From Immigrant to IBC with David Zapata

Listen in today as fellow IBC practitioner David Zapata joins Wade to discuss his journey from immigration to growth and transformation. They talk about growth taking time, intentions, experiences, and purpose. David walks us through how he got to where he is today after coming to America 16 years ago. Tune in to hear how…
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Two Economic Powers

It’s safe to say planning for retirement is one of the best things you can do for yourself. That being said, it can be a confusing process. There are a lot of elements to consider when determining how much money you’ll need. One way to ensure you’re in control of your retirement fund is by…
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The Safety of Insurance Companies with Barry Dyke

Wade and Barry continue their conversation today on the safety of insurance companies and the complications around traditional retirement accounts. They control your money – whole life insurance allows you to control your own money. Access to and control of money is the most important part of your retirement. Listen in to hear more about…
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How Insurance Companies Are Changing the Retirement Game

Today Wade is joined by Barry Dyke to discuss pensions, guaranteed income, and purchasing Whole Life to “de-risk” terminated pensions. Safest place to warehouse your capital is a whole life insurance company. They discuss retirement planning and the desire to provide safe, secure passive income. Tune in to hear a great conversation about retirement options…
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