Jun 9, 2026
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 most business owners and their advisors overlook. The conversation covers the sequence of financial...
Jun 2, 2026
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 retirement. Rohit walks through the two schools of retirement thought, the mechanics of a pension...
May 26, 2026
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 Punyani of The Owner's Asset to walk through cash balance plans, the modern business owner's version...
May 19, 2026
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 sounds too good to be true.”
Wade breaks down why skepticism around alternative financial...
May 12, 2026
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 insurance strategies: “This sounds like a scam.”
Through an open and candid conversation, Wade...