Fractional CFO

Wade welcomes special guest(s) Fractional CFO to discuss the role of the Chief Financial Officer and how they approach this…

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Uncle Sam Wants You (to Reduce Your Taxes)

Wade breaks down the truth behind the fact that the government (believe it or not) actually wants you to pay…

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Love Yourself More Than You Love Wells Fargo

Listen in as Wade examines how we treat our money. It would appear we love our banks (or at least…

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Mentorship with Nicole Tate

Listen in as Wade talks about the idea and art of mentorship with guest and colleague Nicole Tate. Don’t miss…

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Policy Health Check with Kira Nyland

Wade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the…

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5 Ways to Reduce Risk in Retirement

Ever heard the phrase “Don’t Go Broke In The Nursing Home”? Listen in as Wade discusses reducing risk in retirement…

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IBC Explained By Nature

Listen in as Wade talks about the Infinite Banking Concept and its comparisons to nature. Sometimes it’s all about how…

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Thoughts On Taxes in 2021

Tax season is here! If we lose money in the market we may get that back, but if you pay…

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College Planning with Ryan Keel, College Planning Specialist

Wade interviews certified college planning specialist Ryan Keel. Listen in as they talk through the ins and outs of college…

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