In this episode: Wade walks through Business Banker (treating capital like a business, routing more cash flow through policies, and demanding payback with interest) and Infinite Banker (a closed family banking ecosystem where money consistently flows through your policies across generations). Expect practical criteria for loans, deal flow, and protecting liquidity while you invest. Tune in to see how disciplined policy use becomes a system—so your family controls the money game, not the banks.

Episode Highlights

00:47 - Overview of podcast stages: business banking and infinite banking.

01:28 - Definition of a business banker and control over finances.

02:26 - Mindset shift: Premiums as investments, not expenses.

03:04 - Redirecting cash flow: Benefits and privacy of policies.

08:12 - Hard money lending and expanding banking systems.

10:02 - Key components of wealth building and financial conversations.

11:20 - Treating money transactions like a business.

13:02 - Infinite banking mindset and the closed financial ecosystem.

15:52 - Interdependence and family financial ecosystems.

Episode Resources

• sagewealthstrategy.com