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Wade Borth - Sage Wealth StrategyAuthor: 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. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Why Financial Decisions Aren't About Math (And Why Small Changes Matter) - PART 3
Episode 182
Tuesday, 10 February, 2026
Summary In the final episode with Wade, Todd, and David, the conversation shifts from philosophy to history and mentorship. Wade asks what has changed in the financial industry over the past several decades and what hasn't. Todd reflects on the early days before computers, the impact of mentors like Norman Baker, the myth of "deals" in insurance, and the importance of integrating tools—not replacing human judgment with them. The discussion highlights why math must be paired with context, conversation, and strategy in order to truly serve clients. It's a timely reminder that the future of financial advice isn't about replacing the advisor — it's about elevating them. Episode Highlights 00:15:50 - Evolution of Industry Conversations. 00:03:18 - Addressing Industry's Adversarial Past. 00:03:52 - Life Insurance and Cash Value Benefits. 00:04:41 - Asset Flow: Evaluating Investment Synergy. 00:06:39 - Painting a Picture of Financial Sacrifice. 00:09:02 - The Importance of Asking the Right Questions. 00:11:49 - Balancing Technology with Human Insight. 00:13:25 - Challenges of AI in Financial Advice. 00:13:37 - Importance of Mentorship in Industry. 00:13:38 - Mentorship's Role in Leveraging Experience. Episode Resources sagewealthstrategy.com About Todd And The Financial Software Guest Name Todd LangfordGuest Emailtlangford@truthconcepts.com Additional guest David Zapata davidzapata@factumfinancial.com Keywords Wade Borth Podcast smart ideas new opportunities money management financial independence investment strategies insurance industry real estate vs stock market holistic financial planning rate of return asset flow cash value life insurance distribution phase financial software financial calculators AI in finance investment biases financial advising financial conversation client confidence financial mentorship financial industry evolution interest rates financial context financial education
