Wade Borth - Sage Wealth Strategy

Summary Recorded from the lake, Wade Borth uses a fishing analogy to talk about goal-setting and purpose: you won't catch fish by dropping the boat in the water and drifting, you have to start the motor and steer toward...

Summary Wade Borth is recording from the lake this week, and it gets him thinking about purpose, patience, and where people store their money. He shares a story about fishing with his son Josh and compares the pressure...

SUMMARY Robert Kiyosaki's Cashflow Quadrant maps out four types of people in the money game: employees, self-employed workers, business owners, and investors. It's a powerful framework, but Wade Borth argues it's...

Summary Wade Borth takes listeners inside a recent Tough Money live event, using real data to show what financial life actually looks like for a top 10% household earning $150,000 per year. The numbers may surprise you...

Summary Most people know Medicare costs money in retirement, but few understand how much their income level affects what they actually pay. In this episode, Wade Borth unpacks IRMAA, the income-related surcharge that...

Summary This is part 3 of our series. What if your quarterly tax bill could become a retirement engine? In this episode, Wade sits down with Rohit Punyani, founder of The Owner's Asset, to unpack the pension strategy...

Summary In part 1 Wade Borth and Rohit Punyani, founder of The Owner's Asset, explore how small business owners can use a cash balance plan to capture six-figure tax deductions while building a seven-figure guaranteed...

Summary Most business owners know that taxes are their biggest expense. Fewer know there is a legal, IRS-approved way to redirect that money into a guaranteed retirement asset. In this episode, Wade sits down with Rohit...

Episode Summary In this episode of Wade Borth Podcast, Wade Borth and Beth Reich tackle one of the most common reactions people have when they first hear about Infinite Banking and whole life insurance strategies: "This...

Episode Summary In this episode of the Wade Borth Podcast, Wade Borth sits down with assistant Beth Reich to tackle one of the most common reactions people have when hearing about Infinite Banking and whole life...

Summary What would happen if $5 million suddenly landed in your bank account today? Would it change your life for the better—or quietly destroy it? In this episode, Wade Borth explores a powerful and often overlooked...

🎙️ Episode Summary Have you ever felt like everyone else is getting the best investment opportunities — except you? Market downturns happen. Crypto dips. Real estate deals surface. And somehow… you're watching from the...

🎙️ Episode Summary In this deeply personal episode, Wade Borth clarifies what he really means by "liquidity." After releasing a previous episode on burn rate and days of liquidity, someone asked him a simple question...

🎙️ Episode Summary In this episode, Wade Borth breaks down a powerful yet surprisingly simple framework to eliminate financial pressure: understanding your burn rate and calculating your days of liquidity. Instead of...

Episode Summary In this episode of The Wade Borth Podcast, Wade Borth and frequent guest David Zapata recap their experience attending the Nelson Nash Institute Think Tank in Birmingham, Alabama — a gathering of...