Wade sits down with Dallas-based advisor Brent White to unpack why most financial advice fails business owners—and what a team-based, "family office" approach can do instead. From Infinite Banking and cash-flow efficiency to avoiding siloed planning (hello, audits and missing 401(k) bonds), Wade and Brent share real-world tactics to build resilient companies, create liquidity, and make the same dollar do multiple jobs—with an abundance mindset and a servant's heart. Tune in to hear how thinking differently about your business—and surrounding yourself with the right team—can help you build lasting wealth, reduce risk, and keep your money in motion for generations to come.

Episode Highlights

• 02:15 - Rethinking the banking system.

• 06:40 - Financial awakening through experience.

• 11:25 - The "Mount Everest" approach to business.

• 16:50 - Efficiency over growth.

• 22:10 - The danger of doing business "like everyone else".

• 27:30 - Money in motion creates wealth.

• 32:05 - The power of team specialization.

• 41:10 - It's not about debt—it's about strategy.

• 45:20 - Education is empowerment

Episode Resources:

• sagewealthstrategy.com

• https://www.sagewealthstrategy.com/planning-beyond-retirement-with-kent-kraiter/

• Connect with Brent White

• bossfinancialgrp.com

• [email protected]