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.

06/08/2026

Most people don’t struggle because they lack money.

They struggle because their money isn’t aligned with what matters. 💭💰

Wade’s job is about helping people align their dollars, decisions, and actions with their values so their money supports the life they want to build.

Follow Sage Wealth Strategy for more conversations about building a financial life with clarity and intention. 👇

Stop funding the IRS and start funding your own pension. In this episode, Rohit Punyani joins the show to share how olde...
06/05/2026

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.

06/05/2026

Your business should reward you for the years you spent in the trenches.

Reach out to our team to find out how you can start buying your retirement without interrupting your wealth.

06/04/2026

A $1M 401k sounds great until taxes turn your $40k withdrawal into $22k.

Watch as Rohit Punyani breaks down a better strategy. Reach out to our team to learn more.

Stop interrupting your wealth.Connect with our team today to learn how to keep your money compounding every time you buy...
06/03/2026

Stop interrupting your wealth.

Connect with our team today to learn how to keep your money compounding every time you buy, borrow, or pay.

Stop writing massive tax checks. Turn a six-figure deduction into a guaranteed retirement asset.👇 Podcast link in the co...
06/02/2026

Stop writing massive tax checks. Turn a six-figure deduction into a guaranteed retirement asset.

👇 Podcast link in the comments.

Generational wealth is something you teach, something you model, and something the next generation learns to build again...
06/01/2026

Generational wealth is something you teach, something you model, and something the next generation learns to build again. 💰🌱
Money alone does not create lasting wealth. The habits, values, and financial thinking behind it do.
That is where real legacy begins.

Follow Sage Wealth Strategy for more conversations about building stronger financial foundations for the next generation. 💡

05/29/2026

A lot of financial commercials ask, "What's your number?" But a single number isn't enough when you don't know the second variable: how long you are going to live.

True financial clarity means you never have to take a job you don't want when you are 90 years old just because you ran out of money.

The goal of a sound strategy is to transfer that risk. It is about moving away from the uncertain "I think" world of investing and shifting into the secure "I know" world.

Listen to the clip below.

👇 Podcast link in the comments.

05/27/2026

My clients often ask me if they can buy life insurance with before-tax dollars. The answer is yes, but it requires a very specific strategy.

In this clip, Rohit Punyani breaks down the contrast between funding a policy with after-tax dollars versus leveraging pre-tax dollars through a pension. When you look at the actual math he shares, the efficiency speaks for itself.

Building financial clarity means looking past conventional wisdom and understanding how money flows more intentionally through your business and your life.

Take a look at Rohit's breakdown below and let me know your thoughts.

👇 Full podcast link in the comments below.

Some things matter more than markets, money, and business. Memorial Day is one of those days.Today we honor the men and ...
05/25/2026

Some things matter more than markets, money, and business. Memorial Day is one of those days.

Today we honor the men and women who gave their lives in service to this country. As someone rooted in rural America, family values, and stewardship, this day carries weight. Freedom was bought at a cost. May we remember those who paid it. 🇺🇸

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3523 45th Street South
Fargo, ND
58104

Opening Hours

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

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