BYOB: Even Distribution of Age Classes with Nicole Tate

Published: Sept. 13, 2022, 9 a.m.

Continuing their review of Becoming Your Own Banker, Wade and Nicole talk about the importance of generational wealth and how to get that path started. They talk about the importance of teaching youth about money and how to invest in their future.


Highlights

  • The advantages of using your policies more
  • How you can use the money to generate income
  • What the benefits of getting policies on your younger kids or grandchildren are
  • Who should be in control of your money
  • How you can use your policies to start generating income
  • What a guaranteed exit valuation is

    Episode Resources
  • Connect with Wade Borth
  • https://www.sagewealthstrategy.com/
  • wade@sagewealthstrategy.com\xa0