EPISODE · Sep 1, 2021 · 41 MIN
RG 275 - Why Finances Should Be Kept Simple, Stupid – w/ Jerry Fetta
from Investing In The U.S. · host Reed Goossens
Finances should not be complex, and yet so many people make it so. In this week’s episode, we talk with Jerry Fetta, an expert financial advisor who is dedicated at bridging the gap in financial education for everyone. Jerry Fetta is the founder and CEO of Wealth DynamX, a company that is dedicated to helping families achieve financial freedom by investing in alternative assets. Starting at selling mutual funds and retirement accounts, Jerry is now a diverse investor and nationally recognized financial advisor, having been featured on many platforms like Yahoo! Finance, Forbes, New York Finance, as well as over 45 podcasts. Jerry grew up in a low-income family. Growing up was hard for him, especially after his parents divorced due to finances. Today, Jerry dedicates himself to helping people live financially free, abundant, and prosperous lives by breaking finances down into its fundamentals and making financial education accessible for everyone. Tune in to this episode as we talk about the importance of simplifying finances, investing in alternative assets, and achieving financial freedom in the most uncomplicated ways possible. KEY TAKEAWAYS 1. If you can’t draw it on a napkin and make sense of it, it’s not a good deal. 2. Finances should be simplified to become accessible to everyone. 3. Never invest in something that you don’t understand. 4. Financial knowledge can be easy to understand if third parties do not make it complex to make a sense of inferiority. LINKS https://jerryfetta.com/ https://www.linkedin.com/in/jerry-fetta/ https://www.linkedin.com/company/wealth-dynamx "Want to invest in my deals? - Click Here to Find out More!" and link to my website: https://reedgoossens.com/invest-with-reed
What this episode covers
Finances should not be complex, and yet so many people make it so. In this week’s episode, we talk with Jerry Fetta, an expert financial advisor who is dedicated at bridging the gap in financial education for everyone. Jerry Fetta is the founder and CEO of Wealth DynamX, a company that is dedicated to helping families achieve financial freedom by investing in alternative assets. Starting at selling mutual funds and retirement accounts, Jerry is now a diverse investor and nationally recognized financial advisor, having been featured on many platforms like Yahoo! Finance, Forbes, New York Finance, as well as over 45 podcasts. Jerry grew up in a low-income family. Growing up was hard for him, especially after his parents divorced due to finances. Today, Jerry dedicates himself to helping people live financially free, abundant, and prosperous lives by breaking finances down into its fundamentals and making financial education accessible for everyone. Tune in to this episode as we talk about the importance of simplifying finances, investing in alternative assets, and achieving financial freedom in the most uncomplicated ways possible. KEY TAKEAWAYS 1. If you can’t draw it on a napkin and make sense of it, it’s not a good deal. 2. Finances should be simplified to become accessible to everyone. 3. Never invest in something that you don’t understand. 4. Financial knowledge can be easy to understand if third parties do not make it complex to make a sense of inferiority. LINKS https://jerryfetta.com/ https://www.linkedin.com/in/jerry-fetta/ https://www.linkedin.com/company/wealth-dynamx "Want to invest in my deals? - Click Here to Find out More!" and link to my website: https://reedgoossens.com/invest-with-reed
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RG 275 - Why Finances Should Be Kept Simple, Stupid – w/ Jerry Fetta
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