Uncategorized

I want to dive into a lesson from Nelson Nash’s book Becoming Your Own Banker, which lays the foundation for the Infinite Banking Concept (IBC). One key idea from Nelson is the importance of taking control of your financial system by ensuring your money flows back into an entity that you own and control. This…

I want to discuss a concept that Nelson Nash highlighted in his book Becoming Your Own Banker – Economic Value Added (EVA). This concept, often shrouded in confusion and misconceptions, is crucial for understanding how we can maximize the value of our capital. So, let’s break down what EVA is and why it matters, especially…

The Uncertainty of Life Life is full of uncertainties, and sometimes, the unexpected happens. I was recently reminded of this harsh reality when I received a distressing call from a client. She told me her husband had been taken to the hospital because he wasn’t feeling well—and tragically, he never came home. The shock and…

What is conditioned thinking? It is the process our brain goes through when it has been exercised repeatedly to think a certain way. Conditioned thinking is to our mind like weight lifting is to our muscles or running is to a marathoner. With a marathon, you get the first mile into the race and your…

How Keeping an Open Mind Helps Develop a Healthy Financial Perspective There’s no doubt the coronavirus has made the last year incredibly challenging. Every time we turn on the radio or tune into the news, we’re told we need to accept the “new normal” brought on by the pandemic. While we don’t disagree that things…

How Financial Preparedness Helps You Plan for the Unexpected Sage Wealth Strategy is built on four founding principles: long-term thinking, tapping into infinite knowledge, empowering others, and making a generational impact. These core principles play a significant role in everything we do and the people we serve. In this blog post, we want to talk more…

The Founding Principles of Sage Wealth Strategy Over the years, we’ve found that the best client relationships are often with those who have similar values to our own. So, it got us thinking about the importance of understanding your founding principles. Having a clear picture of who you are and what you want to achieve…

Taking Control of Your Finances Isn’t a Threat to the Economy Every once in a while, we come across an article that has us scratching our heads. That’s exactly what happened when we read an article published on CNN Business titled, “New threat to the economy: Americans are saving like it’s the 1980s.” The article highlights two…

How to Reduce Your Tax Liability While Saving for Retirement When it comes to your finances, there are three wealth destroyers to be aware of: taxes, inflation, and fees. Today, we will be looking more closely at taxes in relation to traditional retirement vehicles like a 401(k) and IRA. Keep reading to find out how you can…

Did you know, approximately 10,000 baby boomers turn 65 every day? From early adulthood and beyond, we’re taught that retirement planning is essential to our financial future. While not wrong, this idea can put a strain on young adults and baby boomers alike. The truth is, retirement planning isn’t as cut and dried as an employer-sponsored 401(k). There…

When most people think of life insurance, they are often thinking about term life insurance. Term life insurance is used to cover death risks in a given time frame, and typically comes with a higher death benefit and has lower premium costs. However, there’s an alternative to term life insurance. Whole life insurance differs from…

People are often conditioned to associate financial advice with investment portfolios. However, there is much more to managing and growing wealth than this. To plan for a healthy financial future, it is important to take a look at your finances as a whole in order to see the big picture. A certified wealth strategist is the key…