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Wade Borth - Sage Wealth Strategy


Jun 17, 2025

In this episode of the Wade Borth Podcast, Wade dives deeper into the often-misunderstood concept of Infinite Banking. Instead of overwhelming listeners with financial jargon, he reframes the conversation using a more approachable framework: the Four Stages of Whole Life Insurance. From becoming a disciplined saver to evolving into a true Infinite Banker, Wade explains how each stage builds more control, clarity, and confidence in your financial journey. Whether you're just getting started or looking to expand your financial ecosystem, this episode offers clarity, encouragement, and a practical path forward.

 

Episode Highlights

01:30 - The Four Stages of Whole Life Insurance

02:12 - Infinite Banking: A Small Subset's Journey

02:32 - Becoming: Essential Part of Financial Control

03:39 - Importance of Savings Strategy

05:06 - Whole Life Insurance Benefits

06:02 - Misclassification of Financial Assets

06:20 - Debt Control vs. Debt Control Over You

07:04 - Wealth Building Strategy

08:09 - Difference Between Chaos and Opportunity

14:32 - Understanding Life Insurance Contracts

14:59 - Small Shifts, Lasting Change

 

Episode Resources