Sage Wealth Strategy

Sage Wealth Strategy At Sage Wealth Strategy, we strive to make planning for the future as straightforward as possible.

Together, we work to develop a tailor-made strategy that fits the needs of our clients.

06/24/2026

Are you accidentally setting yourself up for higher healthcare costs in retirement? 📉

The way you draw your retirement income heavily impacts your IRMAA calculations. Without the right framework, you could end up paying far more than necessary.

Wade Borth breaks down how a properly structured life insurance policy protects your wealth. Because policy loans are not included in these calculations, they give you a strategic way to keep your money flowing without triggering unnecessary fees.

Head to the link in the comments to watch the full episode and get the complete context behind this strategy. 💼✨

06/22/2026

Your finances are a lot like a garden. 🌱 If you want something to grow, you have to pull the weeds first.
The same is true with money. When unnecessary habits and distractions are removed, the things that truly matter have room to flourish. 💰 Wade’s goal is to help you clear the weeds and create a financial system where your future can grow with intention.

Follow Sage Wealth Strategy for more insights on building a financial life that flourishes. 👇

Being a father is about so much more than just providing for today. It is about equipping your kids with the right tools...
06/21/2026

Being a father is about so much more than just providing for today. It is about equipping your kids with the right tools, mindset, and framework to handle whatever the future throws at them.

Happy Father’s Day to all the incredible dads out there who are teaching their kids how to think outside the box, become self-reliant, and protect their future.

Let’s celebrate the great dads today. Share the best piece of advice your father ever gave you in the comments below. 👇

A $1 mistake in retirement could cost you up to $350,000 in hidden Medicare penalties. In this episode, learn how IRMAA ...
06/19/2026

A $1 mistake in retirement could cost you up to $350,000 in hidden Medicare penalties.

In this episode, learn how IRMAA penalizes high earners and how a properly structured saving strategy protects your net worth.

Reach out to our team if you want to start buying things without interrupting your wealth.

👇 Link in the comments.

06/18/2026

Is your current financial plan giving you sleepless nights? 📉

A lot of people experience intense anxiety about their investments simply because they did things in the wrong order. Jumping straight into accumulation without locking down a secure cash reserve is a recipe for stress.

Wade Borth sheds light on why the proper sequence is everything when it comes to true financial peace of mind. If you are missing that foundational layer, your entire strategy is at risk.

You will want to catch the whole episode to get the full context behind this strategy and learn how to secure your framework. Click the link to watch now. 💼✨

06/16/2026

How much certainty do you actually have when it comes to your current retirement plan? 📉

Standard retirement planning leaves a lot of room for anxiety because it is difficult to plan the next 30 years of your life without total clarity on how your wealth is protected.

Wade Borth shares how we help our clients regain control by building absolute certainty and clarity into their financial future, all while maximizing massive tax deductions along the way.

When your financial system gives you clarity and tax perks, that is what we call a true win. 💼✨

Share your thoughts in the comments on how much certainty you feel you have for the next 30 years of your retirement plan.

06/16/2026

Most leaders think building a massive pile of assets is the ultimate goal. But true freedom isn’t about what you own. It is about the guaranteed income you have coming in. People with assets live in a scarcity mindset, while people with income actually go out and live.

Watch this quick clip to see why your strategy might be causing you unnecessary stress.

What part of this perspective hit hardest for you? Tag a fellow leader who needs to hear this to invite them into the conversation!

Give a man a fish, he eats for a day. Hand your kids a pile of cash without a framework, and the "wealth destroyers" (ta...
06/15/2026

Give a man a fish, he eats for a day. Hand your kids a pile of cash without a framework, and the "wealth destroyers" (taxes, inflation, fees) will eat it for breakfast. 📉

Teach them how to become their own banker, keep money flowing, and control their own future. That’s the Sage Wealth way. 💼

👇 What’s the biggest financial lesson you’re teaching your kids? Let’s talk in the comments.

Here’s the truth…Most people don’t actually control their money. 💰Traditional systems limit access, flexibility, and con...
06/10/2026

Here’s the truth…
Most people don’t actually control their money. 💰

Traditional systems limit access, flexibility, and control. A Family Bank puts it back in your hands.
Which would you choose? 🤔

Follow Sage Wealth Strategy for more strategies that put you back in control. 👇

Stop funding the IRS and start funding your own pension.In this episode, Rohit Punyani joins the show to share how older...
06/09/2026

Stop funding the IRS and start funding your own pension.

In this episode, Rohit Punyani joins the show to share how older business owners can turn required minimum distributions into non-taxable cash flow.

Reach out to our team to learn how to buy your retirement without interrupting your wealth.

👇 Link in the comments.

Address

3523 45th Street South
Fargo, ND
58104

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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