In this episode of the Wade Borth Podcast, Wade sits down with Joe Fuller to discuss family banking and its transformative power on financial habits. Joe shares his journey from aspiring neurosurgeon to a financial strategist after realizing the importance of managing money within families. Learn how intentional money conversations can unite families and create wealth for generations. Joe emphasizes the concept of building a legacy and offers insights into the practicalities of setting up a family bank, showcasing his family's experiences. This episode is a must-listen for anyone interested in financial independence and family unity.

Episode Highlights

05:34 - Building family banking for a lasting legacy.

11:01 - Shifting mindset towards family financial unity.

21:27 - Importance of long-term habits for financial success.

31:10 - The power of saying no to align with purpose.

38:24 - Leveraging whole life insurance for generational wealth.

46:18 - The role of interdependence in family wealth.

54:36 - How family banking redefines retirement.

01:07:40 - Teaching financial literacy across generations.

01:23:19 - Building intergenerational wealth through family banking.

Episode Resources

• Connect with Wade Borth

• https://www.sagewealthstrategy.com/

• [email protected]