Wade sits down with his marketing director (Mike Brevik from Cyberdogz) to discuss and explain what a Wealth Strategist is compared to a traditional financial advisor.

Highlights

• What is a Wealth Strategist? - 0:39
• A Wealth Strategist as a quarterback - 1:00
• Investing money - 1:48
• Creating a financial wealth plan - 4:38
• Wade's goals and beliefs - 7:30
• Caring about your financial future - 9:22
• What a strong strategy looks like - 10:17
• What control means for people - 14:12
• Education is a process - 18:16

Episode Resources

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

Wade briefly describes the mindset and theme of the Wade Borth podcast to help set the stage for listeners on what they can expect from Wade and each episode he records.

Highlights

• The goal of this podcast - 0:18
• Making an impact on people - 0:42
• The principles of the Wealth Strategist - 0:59
• Taking control of your money - 1:58
• Teaching the Infinite Banking concept - 2:32
• The banking function in our economy - 3:47

Episode Resources

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

Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for you and your family.