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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David Stearns, President of Infinite Banking Concepts

Wade welcomes the President of Infinite Banking Concepts LLC and a Director of the Nelson Nash Institute, David Stearns. Wade…

You Can’t Finance a Funeral with Monty Flack

Wade is joined by colleague and fellow IBC Practitioner, Monty Flack. Monty is also the Co-Founder of Factum Financial and…

Jumping on the Real Estate Bandwagon with Heather Dreves

Wade is joined today by Heather Dreves who works with people looking for passive real estate investment opportunities. They talk…

Identify The Problem

What is the problem? In this episode, Wade talks about the problems that hold us back and keep us from…

BYOB: Points to Consider with Nicole Tate

In this last episode, Wade and Nicole discuss the key points or points to consider when thinking about the Infinite…

BYOB: What If I Am Uninsurable? with Nicole Tate

In this last chapter of Becoming Your Own Banker, Wade and Nicole talk about the subject of being uninsurable. Many…

BYOB: A Different Look at the Monetary Value of a College Degree with Nicole Tate

Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate, to talk about the value of a…

BYOB: Even Distribution of Age Classes with Nicole Tate

Continuing their review of Becoming Your Own Banker, Wade and Nicole talk about the importance of generational wealth and how…

BYOB: But, I Can Get a Higher Rate of Return with Nicole Tate

In this chapter of reviewing Becoming Your Own Banker, Wade and Nicole talk about why it’s better to finance anything…

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