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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Estate Tax Exemption

Do you have an estate tax problem? Most people say no. And they are right, you may not have one…

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Don’t Go Broke In The Nursing Home

When most people think of planning for the future, their first thought relates to saving for retirement. While retirement planning…

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The Road to 100 with Mike Brevik

Today, Wade is celebrating his 100th episode with Mike Brevik from Cyberdogz Marketing. During their conversation Wade shares what he’s…

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A Simple Illustration of IBC

They say actions speak louder than words and that’s true for money management too. Rather than listening to what banks…

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Wealth is an Exercise in Imagination

Have you ever associated a certain smell, phrase, or sound to a specific time, place or person? Maybe the smell…

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My Pathway to Prosperity Story

I didn’t know an encounter with Nelson Nash many years ago would have such an impact on my life path.…

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Retiring to vs Retiring From

Retiring to something requires planning whereas retiring from means you aren’t looking towards new opportunities. Getting to retirement doesn’t have…

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What To Know About Whole Life Insurance

Whole life insurance differs from term life insurance in the sense that it is designed to be in effect for…

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The Four Steps to IBC

Today, Wade dives into the four steps to the Infinite Banking Concept: Recognize the problem, request help, understand the process,…

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