WADE REED
Reed family crest with the word VictoryWade Reed Media

Wade Reed

Entrepreneur/Author/Investor/Wealth Strategist

Family Bank strategy, cash-flow coaching, and financial education for high earners, business owners, practice owners, and investors.

Find the cash flow. Then put it to work.

Explore my work ↓
Portrait of Wade Reed
1,000+clients served
$8M+a year in cash flow freed,
combined across coaching clients
True WealthAmazon bestselling author
HostWealth Acceleration Podcast
Professional relationships
Money Mastery Coaching Paradigm Life Penn Mutual Truth Concepts MassMutual Wealth Factory
Wade Reed presenting to an audience
Meet Wade

Money is a tool. Used well, it serves the life you’re building.

I’m Wade Reed, a husband, father, Christian, entrepreneur, author, and wealth strategist. I’ve been married to my sweetheart, Catherine, for over 20 years, and together we’re raising six children. My faith is the foundation of everything I do.

For over two decades, I’ve worked with high earners, business owners, practice owners, and investors who earn well but feel stuck in the Money Fog. Through my coaching work, I help them organize their cash flow and build systems around it. Through Paradigm Life, I help them put that cash flow to work with a Family Bank strategy built on properly designed, high cash value whole life insurance.

Find the cash flow. Then put it to work.

I share these ideas through my book, True Wealth, the Wealth Acceleration Podcast, guest conversations, and the Financial Freedom Academy.

BS in Entrepreneurship from the University of UtahMBA from Westminster College
Wade’s Amazon bestselling book

True Wealth

True Wealth by Wade L. Reed, shown in hardcover and on a Kindle, with an Amazon Best Seller badge

Replace Financial Fear and Worry with Confidence and Capability

The work I do with families, business owners, and audiences doesn’t begin in a coaching session or on a podcast. It begins with a pattern I see every day.

Smart, capable people aren’t failing with money. They’re operating without a clear structure. Decisions feel emotional. Conversations feel tense. Progress feels uncertain.

In True Wealth, my best-selling book, I lay out the ideas, frameworks, and lived experience that shape my approach. It’s the foundation for the conversations I lead, the systems I teach, and the clarity my clients experience as they step into confident financial leadership.

If you want to understand how I guide people from stress and confusion to stability and momentum, this is where the journey starts.

Get the book on Amazon

Foreword by Kim D. H. Butler · Reached #1 in Amazon categories at launch, December 2025

Family Bank strategy

The wealth strategy I’m most passionate about

How properly designed, high cash value whole life insurance can become a family’s own source of capital, and how that fits into a broader financial strategy.

Start here · Episode 27

The Family Bank Strategy: Build Generational Wealth with High Cash Value Whole Life Insurance

I break down the Family Bank strategy in simple, practical terms.

YouTubeApple PodcastsAmazon MusicShow notes
EPISODE 28 · PART 1

From Submarine Commander to Wealth Strategist: Why Gary Pinkerton Took Back Control of His Money
EPISODE 29 · PART 2

Real Estate, Liquidity & the Family Bank: How Gary Pinkerton Puts the Strategy to Work
EPISODE 30

Real-Life Use Cases for the Family Bank Strategy, with Dr. Justin Southall

Wade is a licensed life insurance agent and does his insurance work through Paradigm Life. This content is educational. Life insurance strategies depend on individual suitability and policy design, and results are not guaranteed.

The O.S.O.M. (“Awesome”) Method

Four steps to money that works on purpose

O.S.O.M. is pronounced “awesome.” It’s the framework behind my coaching, the book, and the podcast series, and each step builds on the one before it.

OSTEP 1

Organize

See your whole financial picture clearly and clear out the beliefs and habits that keep you stuck.

SSTEP 2

Systemize

Build a system for the flow of money so that saving and wealth creation happen automatically.

OSTEP 3

Optimize

Cut what isn’t working, fill gaps in knowledge, and put the right team and financial products in place.

MSTEP 4

Maximize

Learn the skill of a well-educated investor and turn the surplus you’ve created into more cash flow.

Hear the O.S.O.M. podcast series

In my own words

What it’s like working with me

A short video on how I approach the work, the questions I ask, and what people can expect when we sit down together.

Podcast & appearances

Conversations about money, business & family

Wealth Acceleration Podcast

My own show: practical strategy and the mindset shifts behind lasting wealth, including the four-part O.S.O.M. series.

SpotifyApple PodcastsAmazon MusicAll episodes

Guest appearances

Paradigm Life · Perpetual Wealth & Wealth Standard podcasts, with Patrick Donohoe

The Wealth Standard · E.482 · Sep 2026

Whose Dream Are You Living?
Perpetual Wealth · S3 E2 · Sep 2023

Spending Strategy vs. Budgeting
Perpetual Wealth · S3 E3 · Sep 2023

Navigating the Landscape of Risk Management
Perpetual Wealth · S3 E4 · Oct 2023

The High Risk = High Reward Myth

Other shows

The Anti-Preneurs

The Money Mistake Keeping W-2 Professionals from Achieving Financial Success
Ultimate Life Formula

You Don’t Have a Money Problem. You Have a System Problem.
Profitable Pineapple · Dr. Travis Zigler

Money Mindset, Wealth Creation, Tax Strategies & Investing Like the Wealthy
Financial Freedom Academy course shown on laptop, tablet and phone
Educational work

The Financial Freedom Academy

An online course that turns my financial-organization and cash-flow ideas into a step-by-step learning experience.

  • See your entire financial life in one clear picture
  • A simple plan for cash flow, debt, and savings
  • Know what to do next with your money
Explore the curriculum →
Client experiences

In their words

Real clients describing their own experience. Every situation is different.

Wade helped us not just organize our finances, but truly understand how to manage them with purpose. It’s been a total mindset shift.

Natalie & Dragi Nedanovski · Coaching clients · Watch

Working with Wade gave my wife and me the clarity and confidence we needed. We’re finally on the same page financially.

Chris Hill · Coaching client · Watch

A real-life look at building a Family Bank, in his own words.

Dr. Justin Southall · Wealth Acceleration Podcast E30 · Listen

More from clients

Beyond the work

Family man, businessman, adventurer

The life behind the work: the people I learn alongside, the family I build for, and the adventures we share.

Professional life

Wade Reed teaching a workshop
Leading a workshop
Wade and Catherine Reed at a Penn Mutual event
With Catherine at Penn Mutual’s 175th anniversary celebration
Wade Reed with a colleague
Wade Reed with a colleague
Wade Reed with a colleague

Family & adventure

The Reed family in an autumn outdoor portrait
Catherine, our six kids, and me
Wade and Catherine Reed
With Catherine
Wade Reed jumping a mountain bike
Out on the bike
Wade Reed on safari with a giraffe behind him
On safari
The Reed family in front of a cruise ship
Family cruise adventure
Wade Reed in a market in Abu Dhabi
A personal trip to Abu Dhabi
Reed family selfie in the mountains
Family time in the mountains
Mountain biking on a trail
On the trail
Media, speaking & general inquiries

Let’s talk

For interviews, speaking, or questions about my work, reach out through the site contact form.

Contact form
Suggested interview questions
  1. Why did you decide to become a financial coach?
  2. How is a financial coach different from a financial advisor?
  3. Who are your typical clients, and what do they experience working with you?
  4. What holds people back from building wealth?
  5. Why do people at every income level struggle with money management?
  6. How do we move into a thriving mindset of abundance?
  7. How does one overcome lifestyle creep?
  8. What financial problems do high earners run into as they build wealth?
  9. How does life insurance fit into a long-term wealth strategy?
  10. What is the O.S.O.M. (“Awesome”) Method?
  11. How can wealth last through generations and serve a purposeful mission?
  12. How do you shift from accumulating wealth to building a legacy?

© Money Mastery Coaching, LLC. Wade Reed is a licensed life insurance agent and does his insurance work through Paradigm Life. Content on this site is educational. Client experiences reflect individual circumstances and are not a guarantee of future results.