Ep 52: Alternative Investments, Early Tax Planning is Key, and Protecting Your Legacy with NextGen Prep

Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor, and nationally recognized financial expert featured in Forbes, Fox News, and New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom and share the truth about money.Top of Form

Listen to this insightful Private Equity Profit episode with Jerry Fetta about sound investing strategies and financial education for your children best pave the way for generational wealth.

 

Here are some of the beneficial topics covered on this week’s show:

• The importance of basic financial literacy for everyone, starting at a young age
• Teaching your children how to manage and grow assets for generations
• Jerry’s 6 tenets of investing wisely
• Degrees of passive income- how much oversight is required of you?
• Opportunities to leverage your investments for optimal returns
• Are there recession proof assets? Tax advantageous assets?

 

 

Connect with Jerry:

Website https://wealthdynamx.com/

Facebook https://www.facebook.com/WealthDynamX/

Twitter https://twitter.com/JerryFetta

LinkedIn https://www.linkedin.com/in/jerry-fetta/

Instagram https://www.instagram.com/jerryfetta/

YouTube https://www.youtube.com/channel/UCsGCnD2cXDbNj53GH4y50zg?view_as=subscriber

Links Mentioned:

Weiss Bank Ratings https://weissratings.com/en/products/bank-ratings

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