Podcast

For part two of this series, Wade and Tarisa discuss the client; who is the person coming to her and wanting to learn more? She often finds people are wanting more out of the financial part of their life which in turn leads them to wanting more out of life. Are they achieving their dreams…

Fellow IBC Practitioner Tarisa Shelton joins Wade today (and over the next few episodes) to share her journey into IBC. She shares about her past and watching her parents take the traditional finance route and how that affected their lives. Moving forward for herself, she wanted to learn how to better her financial success. This…

Sage Wealth Strategy was built on the desire to help clients take control of their financial future through education and empowerment. Rather than trying to sell just another financial product, we teach them new processes for managing their money. Listen in to hear about the five-step process to help you truly understand your current financial…

With recent changes to tax laws, many Americans found themselves with much smaller tax refunds than they anticipated. Most chalk it up to the belief, “that’s just the way government and taxes work,” others are more upset. Believing the government is out to rob you of your hard-earned money is a limiting mindset. In reality,…

Do you have an estate tax problem? Most people say no. And they are right, you may not have one today, but you could in the future. If you haven’t heard about the Sunset Provision? This could impact the amount of taxes your loved ones have to pay after your death. Tune in to hear…

When most people think of planning for the future, their first thought relates to saving for retirement. While retirement planning is an important piece of the puzzle, many don’t think beyond their early retirement years. Though often overlooked, preparing for long-term care is a necessary part of aging. Don’t Go Broke in the Nursing Home…

Today, Wade is celebrating his 100th episode with Mike Brevik from Cyberdogz Marketing. During their conversation Wade shares what he’s learned in this process, how having a podcast has impacted his business, and the added value it’s brought to not only his clients but also his listeners. Here’s to the next 100 episodes!

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.

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…

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.…

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…

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…