Apr 02 2024 21 mins 1
Join Wade and returning guest Nicole Tate as they delve into the empowering world of family banking and legacy building. Through their insightful discussion, they uncover the transformative potential of creating a closed financial system that puts you in control. Discover how to leverage policies, generate wealth, and secure a legacy that transcends generations. Don't miss out on this enlightening conversation that could reshape your financial future.
Episode Highlights
03:56 The process of using insurance policies for family banking
10:19 Separating uncertainty on the investment side from certainty on the capitalization side
16:14 The two choices people have: Creating their own financial system versus depending on others
18:26 The importance of instilling saving habits in the next generation as part of wealth and legacy building
19:41 Building a non-traditional home as an example of gradual progress toward a vision
20:11 Seeing your money grow and putting it to work in the system
Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- [email protected]
- Connect with Nicole Tate
- [email protected]
