In this episode of the Wade Borth Podcast, Wade sits down with Joshua Smith, a former real estate investor turned financial strategist. Josh shares his journey through the 2008 financial crisis, the lessons he learned about debt, liquidity, and financial control, and how he transitioned from traditional financial advice to Infinite Banking. They discuss the pivotal moments that reshaped his mindset, the benefits of whole life insurance as a financial tool, and how he now helps others take control of their financial future. Tune in for a deep dive into financial resilience, long-term wealth strategies, and the power of financial education.

Episode Highlights 22:32 - Job loss: financial safety net. 24:31 - Family legacy. 25:25 - The importance of financial education. 31:36 - Opportunities from having liquidity. 37:00 - Saving vs. investing distinction. .

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Joshua Smith
• https://www.linkedin.com/in/gogiversolutions/