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Wade Borth - Sage Wealth Strategy

Jun 28, 2022

Wade is joined again by a colleague and fellow IBC Practitioner, Nicole Tate to continue their discussion (chapter by chapter) of Becoming Your Own Banker by R. Nelson Nash. This episode focuses on The Willie Sutton Rule, which states that one's first choice should be to choose the most obvious route. Named after bank robber William Sutton, the rule applies to investors in that they should most often seek out low-hanging fruit first, before trying more obscure strategies. Interested? Listen in to learn more!


  • Who the biggest thief is
  • How to know what the value of a business is
  • Where should people put their money: In a savings account or a retirement savings account?
  • What is stopping you from taking action
  • Why Nelson believes that the use of a dividend-paying whole life insurance policy is a solution
  • How you can win by default

    Episode Resources
  • Becoming Your Own Banker by R. Nelson Nash
  • Connect with Wade Borth