Kira Nyland is back on the podcast to help Wade flush out the why behind IBC and why it's so important to Wade, his clients, and those who are interested in taking control of the banking function. Listen in as Wade and Kira talk through the details and help answer the question of whether or not this is right for you.

Highlights

• The topics of today's show. - 1:04
• Eyeopener: What resonated with Kira about the whole life policy. - 2:02
• The three things that people have to do to make it happen. - 2:35
• The biggest difference between moving from a consumer mindset to a business mindset. - 6:19
• The discipline that most people don't understand. - 7:17
• One of the things that make the whole concept click. - 9:29
• Storytime: Three different examples that will make it relatable for people to say, "I now see that yes, this is right for me in addition to the time, money, and discipline aspect to it." - 10:09
• What are Opportunities and Chaos? - 21:06
• Everybody can do it at any level. You just have that commitment to move forward - 28:16
• The possible solution. - 31:51 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Wade and Kira break down the "perfect" and/or ideal client and help listeners better understand whether they're ready to become a student of IBC and client of Sage Wealth Strategy. Of course, it's always a process, but there are a few key factors and mindset shifts you need to consider before you're ready. Are you ready to take control of your finances?

Highlights

• Making sure that the client's values align with my values. - 1:18
• One of Wade's core values. - 2:37
• Is it a good long-term strategy? - 4:31
• If you need to do something financially, you have to do it in a bank. If you wanna grow wealth, you have to do it on Wall Street. - 7:03
• Your client is not discriminated against by age or income. - 10:44
• Who is the client I would say is a good fit for me and my organization? - 13:03 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Wade welcomes back guest and new podcast sidekick Kira Nyland to the podcast! Wade and Kira talk about how money works and how we (typically) think about money. It all comes back to what we value and how we perceive the banking process. Think about it as you listen to this one!

Highlights

• What the topics will be for today. - 0:35
• Is the discussion of money difficult for other people? - 1:22
• The mindset of money. - 3:10
• Ask yourself: What's the value you are getting? - 4:41
• What is always economical doesn't always value equality. - 9:47
• You have to love yourself more than Wells Fargo. - 14:00
• People that have wealth think differently than people who don't. - 16:14
• The meaning behind "You have to love yourself more than Wells Fargo." - 16:28
• Does it apply to people of different ages? - 24:43
• What is wealth? - 28:27
• Thinking differently: Money is like water, it has to flow. - 34:02
• Why should you feel empowered? - 41:20 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Wade digs into the book "The Truth and Grace Paradox" by Randy Alcorn. In this episode, he reflects on the meaning of truth and grace, some relevant examples, and how we can all learn to use truth and grace to educate each other to achieve our goals.

Highlights

• Seeing what you need to see - 2:42
• What's the truth - 3:51
• Truth and grace have to be in combination - 4:18
• What truth and grace really mean - 5:41

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• https://www.amazon.com/Grace-Truth-Paradox-Responding-Christlike/dp/1590520653

From personal experience, Wade talks about the fact that banks hold (and control) lines of credit AND use tactics that make them a TON of money. Why play THEIR game with YOUR money? TAKE CONTROL and start by listening to this episode!

Highlights

• Having a line of credit - 1:14
• How banks make money - 4:11
• Why "suspending lines of credit" - 5:03
• Why inflation is an issue - 6:32
• The inflation idea - 7:07
• What are you doing to take control - 11:10 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Wade welcomes special guest(s) Fractional CFO to discuss the role of the Chief Financial Officer and how they approach this need in the industry with more value at a fraction of the price. If you're looking for logical insight on how to better manage the finances for your business, here's your chance!

Highlights

• What's Fractional CFO - 1:11
• What's the CPA - 3:01
• Being in the real estate industry for more than 10 years - 4:58
• Hiring professionals to do a professional job - 8:49
• It's exhausting to work on your business - 10:02
• What they teach entrepreneurs to do - 11:10
• What the values are for a simple CFO - 14:30
• Profit first is a mentality and a formula - 18:02
• The cash flow methodology - 21:51
• The discipline of profit first - 28:58
• Save first, spend after - 31:39

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with David Richter and Michael Hansen
• [email protected]
• [email protected]
• https://simplecfosolutions.com/

Wade breaks down the truth behind the fact that the government (believe it or not) actually wants you to pay fewer taxes! BUT are you reading all the signs and asking the right questions? Find out now!

Highlights

• The tax code - 1:12
• Giving your options - 2:59
• Taxation and thoughts - 3:15
• Trying to influence behavior - 4:34
• Understanding the rules of the game - 6:31
• Do I need to understand the tax code? - 11:16
• There's nothing we can do for taxation - 18:19 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Listen in as Wade examines how we treat our money. It would appear we love our banks (or at least treat them better) than we do ourselves and even our own family, at least from a financial perspective.‍ Are you guilty of this?

Highlights

• What is important to us - 0:58
• Do we love Wells Fargo more than we love our families? - 1:31
• Repaying money to your bank institution - 3:25
• You have to love yourself and love your family - 6:02
• Controlling the banking function - 6:44
• Are you willing to pay Wells Fargo? - 0:58
• Money is valuable - 12:19
• Stop thinking like a bank - 13:55 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• https://www.sagewealthstrategy.com/blogposts/lovefamily

Listen in as Wade talks about the idea and art of mentorship with guest and colleague Nicole Tate. Don't miss out on their combined perspectives and experiences with mentorship inside of the finance industry.

Highlights

• Mentoring others - 1:41
• The idea of using infinite banking - 2:22
• The infinite banking concept and the arrival syndrome - 3:48
• It's not about the product, it's about the process - 5:05
• The importance of having a mentor - 11:19
• The concept is easy but the process is not necessarily easy - 12:46
• What's a part of mentoring? - 17:56
• Coaching vs. mentorship - 22:00
• Being hungry for knowledge - 24:10 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]

Wade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the same traps by doing an annual "Policy Health Check".

Highlights

• The relationship with your client - 1:58
• Empowering you to take control - 2:57
• Life changes - 3:32
• Working the most efficiently as possible - 4:47
• Your policy's features - 6:04
• The power of your policy - 8:17
• Maximizing the benefits of your policy - 15:10 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with
• Kira [email protected]