Wade and Barry continue their conversation today on the safety of insurance companies and the complications around traditional retirement accounts. They control your money - whole life insurance allows you to control your own money. Access to and control of money is the most important part of your retirement. Listen in to hear more about how you best control your retirement investment.

Episode Highlights

• 02:44 How to get access to Barry Dyke’s book, The Pirates of Manhattan
• 04:45 The idea of guaranteed incomes
• 10:34 Retooling to gain some passive income
• 13:24 Different retirement planning strategies
• 16:01 Why retirement in the US is considered of low standard
• 20:17 Life insurance contracts for retirement planning
• 22:43 The benefits of whole life insurance
• 27:01 Controversial bank practices
• 29:05 Benefits of bank-owned life insurance
• 32:54 Bank investments in life insurance and non-profits Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Barry Dyke
• https://www.barryjamesdyke.com/
• Pirates of Manhattan: https://www.amazon.com/Pirates-Manhattan-Barry-Dyke/dp/0979317703
• https://www.facebook.com/thepiratesofmanhattan
• https://www.youtube.com/channel/UCMgvWBPowk4xZ-hcfh9-SUw 

Today Wade is joined by Barry Dyke to discuss pensions, guaranteed income, and purchasing Whole Life to “de-risk” terminated pensions. Safest place to warehouse your capital is a whole life insurance company. They discuss retirement planning and the desire to provide safe, secure passive income. Tune in to hear a great conversation about retirement options and how insurance companies can change the retirement game.

Episode Highlights

• 02:44 How to get access to Barry Dyke’s book, The Pirates of Manhattan
• 04:45 The idea of guaranteed incomes
• 10:34 Retooling to gain some passive income
• 13:24 Different retirement planning strategies
• 16:01 Why retirement in the US is considered of low standard
• 20:17 Life insurance contracts for retirement planning
• 22:43 The benefits of whole life insurance
• 27:01 Controversial bank practices
• 29:05 Benefits of bank-owned life insurance
• 32:54 Bank investments in life insurance and non-profits Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Barry Dyke
• https://www.barryjamesdyke.com/
• Pirates of Manhattan: https://www.amazon.com/Pirates-Manhattan-Barry-Dyke/dp/0979317703
• https://www.facebook.com/thepiratesofmanhattan
• https://www.youtube.com/channel/UCMgvWBPowk4xZ-hcfh9-SUw 

In today's episode, Wade gives a refresher on the Infinite Banking Concept. So what is IBC? It’s learning to borrow from yourself instead of corporations and allowing you to build your own wealth rather than someone else’s. Tune in to learn more about the elements that make IBC successful: time, money, and discipline.

Episode Highlights

• 00:18 What is the Infinite Banking Concept?
• 01:01 Personal success story: Taking control of finances.
• 04:17 Exploring the Infinite Banking Concept: A Step-by-Step guide
• 05:41 Steps to make it happen and start taking control of your finances and banking system
• 09:55 The discipline of financial planning Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]    

Tune in today to listen in as Wade talks about the different types of Long-Term Care policies and the benefits of each. You can make a Long-Term Care (LTC) policy work for you with the right information and understanding that not all LTC coverage is equal. Visit our website to schedule a call to help determine which policy is right for you!

Episode Highlights

• 00:46 Exploring nursing home insurance and long-term care
• 02:19 Why should you get long-term care insurance?
• 02:54 Reasons why people are not getting long-term care insurance
• 05:18 Benefits of purchasing long-term care insurance: A personal story
• 09:10 Learnings from getting a long-term care insurance Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected] 

Todd Bookspan joins Wade again today where they talk about the fear of rising interest rates and how taking control of your finances can help ease that fear. They talk about thinking outside the box when it comes to investing and investment opportunities. 

Episode Highlights

• 2:58 Moving from fear to knowledge in exploring opportunities in real estate
• 6:11 Taking advantage of the chaos to create opportunities in real estate and the stock market
• 8:11 Reducing fear by taking control
• 9:02 Benefits of having access to cash
• 13:28 Techniques to start taking control of your financial life
• 14:07 Why are people buying real estate?
• 15:58 Impact of the housing market on financial security
• 19:59 Real estate investment strategies and interest rates for long-term mortgages
• 21:38 The benefits of cold plunges for mental and physical health Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]  
• Connect with Todd Bookspan
• https://winbynoon.com/
• https://www.instagram.com/winbynoon
• https://www.linkedin.com/in/toddbookspan
• https://www.instagram.com/toddbookspan
• https://www.youtube.com/channel/UCDSJ3FfJkben9b-zbIoe0Tg 

Today, Wade is joined by Executive Coach Todd Bookspan, owner of Win By Noon. During this episode, they discuss the importance of time-blocking and how to make the most of your day by being as efficient as possible by creating processes that work for you. Tune in to learn how to get the results you want from your day.

Episode Highlights

• Getting to know who Todd Bookspan is. - 1:02
• The concept of Win by Noon. - 1:36
• How to get in touch with Todd Bookspan and Win by Noon. - 6:34
• Getting started in real estate investing while having a W2 job. - 8:10
• Zero down payment options for home buyers. - 11:00
• Real estate investment strategies for young professionals. - 12:15
• Type of people who’ll become successful, rich, and wealthy. - 19:20
• The impact of the rising interest rates on financial decisions. - 22:13 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Todd Bookspan
• https://winbynoon.com/
• https://www.instagram.com/winbynoon
• https://www.linkedin.com/in/toddbookspan
• https://www.instagram.com/toddbookspan
• https://www.youtube.com/channel/UCDSJ3FfJkben9b-zbIoe0Tg 

For many young professionals just starting to accelerate their careers, retirement planning is often the last thing on their minds. But anyone who has retired or is near their retirement will tell you that it’s never too early to plan for it. Starting early puts less pressure on you down the road, and ensures your nest egg isn’t depleted soon after retiring. Listen in to learn the five ways to start saving for retirement now rather than later.

Episode Highlights

• When is the best time to start thinking about retirement? - 0:17
• Things to think about once you start retirement planning. - 1:10
• People who have the best “retirement years”. - 3:09
• Taking control of your financial future. - 4:04
• Analyzing your goals for retirement planning. - 6:09 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected] 

If you’re in the workforce, there’s a good chance you’ve thought about your retirement to some extent. With an increase in life expectancy, ensuring there is enough money for retirement is a struggle many people face. Tune in to listen as Wade talks about the importance of laying out a plan that provides you clarity and predictability when it comes to retirement income.

Episode Highlights

• The three fears of people retiring. - 0:23
• Understanding life expectancy and rationing resources. - 1:58
• Two things to think about when you’re planning for your retirement. - 3:30
• The best ways to guarantee income. - 4:06
• Using real estate to generate passive income. - 6:37
• People living in “just in case” moments and not enjoying their retirement. - 7:58
• Thinking long term and thinking abundance. - 8:58 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected] 

Joining Wade today is career transition, Franchise Consultant Scott Milas. Wade and Scott discuss how to discover financial freedom through franchise ownership, as well as how to franchise their current company. Wade adds how the Infinite Banking Concept can be a great place to get the cash to start the franchise process. Tune in to see if owning a franchise is the right path for you for passive income.

Episode Highlights

• Who is Scott Milas? - 2:08
• The difference between the entrepreneur who’s a visionary and those who want to develop processes and systems by themselves. - 7:14
• The beauty of franchising. - 10:05
• Different pathways of businesses that people can follow. - 16:01
• The processes of helping people. - 18:59
• Scaling your business. - 24:50
• How to get in touch with Scott. - 26:59
• Who are his ideal clients? - 27:27
• Characteristics of people who become successful in the franchising space. - 28:51
• Essential steps for researching the right franchise. - 31:20
• What your exit strategy should be. - 34:20 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Scott Milas
• https://scottmilasfranchisecoach.com/
• https://www.facebook.com/ScottMilasFranchiseCoach
• https://www.linkedin.com/in/smilas/ 

Wade is joined by colleague and fellow IBC Practitioner, Tom Suvansri from Perennial Pride to discuss the concepts of IBC (Infinite Banking Concept), some of the practical mindsets, the challenges, AND their experiences and individual perspectives.

Episode Highlights

• Uncertainty and weird things to people that take them off guard. - 1:09
• Struggles that Tom’s family experienced. - 2:47
• The importance of discipline in financial planning. - 3:55
• Scarcity mindset versus prosperity mindset. - 9:27
• The difference between Dave Ramsey and R. Nelson Nash. - 10:55
• Benefits of becoming your own banker. - 15:01
• Being in control of your own finances. - 18:19
• The Infinite Banking System as a roadmap to financial freedom. - 21:55
• Benefits of the Infinite Banking System for generating wealth - 27:37
• Importance of mindset in achieving success. - 29:43 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Tom Suvansri
• https://perennialpride.com/
• https://www.facebook.com/perennialpride/
• https://twitter.com/perennialpride
• https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA