Wade Borth - Sage Wealth Strategy

Author: Wade Borth

Ready to take control of your financial future? Using properly structured whole life insurance, Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for your family. This show is all about sharing that sage wisdom to help others build strong financial futures.
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Language: en

Genres: Business, Education, Investing

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Awareness, Education, Action – The Thought Process Behind Financial Empowerment
Episode 156
Tuesday, 8 July, 2025

In this episode of the Wade Borth Podcast, Wade reflects on how his approach to working with clients has evolved with greater intentionality and purpose. He shares the three-step framework that drives every client relationship: awareness, education, and action. Rather than jumping straight to products or solutions, Wade emphasizes the importance of understanding your unique goals, values, and what’s keeping you up at night. From there, education becomes the tool to empower you—not to rely on someone else, but to confidently take control of your financial future. If you're looking for more than just advice, and want a process built around your needs—not a one-size-fits-all solution—this episode is for you. Episode Highlights 01:06 - Intentionality in Business. 01:17 - The Go-Giver: Adding Value. 01:45 - Financial Awareness: Key to Change. 02:53 - Empowerment Through Education. 04:16 - Importance of Self-Empowerment. Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com