In this episode, Wade breaks down a clear, straightforward process that’s helping clients rethink how they manage money. From understanding income flow to building savings and making better financial decisions, this conversation reveals why the right sequence matters—and how whole life insurance can play a foundational role. Whether you're just getting started or looking to regain control, this episode lays the groundwork for building clarity, confidence, and long-term stability.

Episode Highlights 01:00 - Understanding the Flow of Money 01:35 - Simplifying Financial Decisions with Gary Keller 02:51 - Wealthy Decision-Making Processes 04:15 - Impact of Lack of Liquidity on Businesses 05:58 - Importance of Savings Strategy 08:34 - Proper Sequencing for Financial Management 10:45 - Liquidity and Financial Pressure 11:19 - Long-term Impact of Defined Benefit Strategy

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]