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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The Secret Playbook Investors Use
Have you ever felt like everyone else is getting the best investment opportunities — except you?
Market downturns happen. Crypto dips. Real estate deals surface.
And somehow… you’re watching from the sidelines.
In this episode, Wade Borth explains why.
It’s not because others have a secret playbook.
It’s not because you’re not smart enough.
It’s not even about access.
It’s about liquidity and framework.
Ready to take control of your financial future? Using properly structured whole life insurance, Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for your family. This show is all about sharing that sage wisdom to help others build strong financial futures.
🎙️ Episode Summary
Have you ever felt like everyone else is getting the best investment opportunities — except you?
Market downturns happen. Crypto dips. Real estate deals surface. And somehow… you’re watching from the sidelines.
In this episode, Wade Borth explains why.
It’s not because others have a secret playbook. It’s not because you’re not smart enough. It’s not even about access.
It’s about liquidity and framework.
The difference between chaos and opportunity is often one thing: access to cash with a plan.
Wade shares a client story about a disciplined saver who had built significant reserves — yet still felt financial pressure. The problem wasn’t a lack of money. It was a lack of clarity about how much was enough.
Once they defined his burn rate and established a one-year liquidity target, everything changed.
He didn’t just feel safe. He felt free.
This episode is about building a structure that protects your family first — and gives you a permission slip to invest second.
🔗 Links & Resources
🔑 Keywords
Liquidity
Burn Rate
Investment Framework
Financial Certainty
Cash Access
Opportunity Investing
Market Downturn Strategy
Wealth Building
Financial Freedom
Permission Slip Investing
Emergency Fund Strategy
Scarcity vs Abundance
Real Estate Investing
Crypto Investing
Financial Confidence
🔥 Episode Highlights
00:00–00:30 – Why it feels like everyone else gets the deals
00:00:46–00:01:08 – The difference between opportunity and chaos
00:01:26–00:01:50 – Why most people feel financial anxiety
00:02:06–00:02:26 – The two-step solution: security first, opportunity second
00:02:41–00:03:21 – Client story: disciplined saver with financial pressure
00:03:21–00:03:58 – Determining how many days of liquidity are enough
00:04:15–00:04:33 – Realizing he had twice the liquidity he needed
00:04:33–00:04:50 – The “permission slip” to invest
00:05:08–00:05:26 – Building investment criteria around personal values
00:06:19–00:06:37 – The life jacket analogy: protect first, prosper second
00:06:59–00:07:13 – When accumulation becomes clarity
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