At Sage Wealth Strategy, we make planning for your financial future simple, practical, and inspiring. On the Sage Wealth Podcast, we explore unconventional strategies, alternative solutions, and proven approaches to help you build lasting wealth that spans generations. Each episode brings you insights from years of hands-on experience, giving you the tools and mindset to create abundance and live a truly fulfilling life. Tune in, and start building your warehouse of wealth—one conversation at a time.
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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…
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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…
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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…
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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…
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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.…
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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.…
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A Better Way to Finance – The Infinite Banking Concept
In today’s episode, Wade gives a refresher on the Infinite Banking Concept. So what is IBC? It’s learning to borrow…
Learn More Not All Long-Term Care Insurance is Equal
Tune in today to listen in as Wade talks about the different types of Long-Term Care policies and the benefits…
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The Fear of Rising Interest Rates with Todd Bookspan
Todd Bookspan joins Wade again today where they talk about the fear of rising interest rates and how taking control…
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