The Intrinsic Value Podcast - The Investor’s Podcast Network

MI256: How to Become Your Own Bank w/ Jerry Fetta


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Rebecca Hotsko chats with Jerry Fetta, the Founder and CEO of Wealth DynamX. They talk about how to “become your own bank” and build wealth like the top 1%, his thoughts on how the sacred account differs from traditional forms of saving/investing/borrowing, his investment strategy for 2023, and where he sees the most opportunities, and much, much more!


IN THIS EPISODE, YOU’LL LEARN:  

00:00 - Intro

02:44 - Learn how to “become your own bank” and build wealth like the top 1%. 

05:21 - How the sacred account differs from traditional forms of saving/investing/borrowing. 

07:35 - When it makes sense to use the sacred account as a savings tool.

16:43 -How this strategy holds up in down markets and particularly in this economic backdrop? 

33:58 - Examples of ways Jerry has used this method to invest in 2022. 

37:07 - Why Jerry likes secure private lending and seller finance real estate over stock investing.

41:06 - How you can get involved in real estate investing with no prior experience in real estate. 

59:37 -What are the major mistakes people make when implementing this strategy? 

61:40 - Jerry’s investment strategy for 2023 and where he sees the most opportunities. 

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Check out Jerry’s free book: The Blueprint to Financial Freedom 
  • Check out: Wealth DynamX.
  • Check out: The Sacred Account.
  • Related Episode: Listen to MI229: How to Build Wealth Like the Top 1% w/ Jerry Fetta, or watch the video.

  • NEW TO THE SHOW?

    • Check out our Millennial Investing Starter Packs.
    • Browse through all our episodes (complete with transcripts) here.
    • Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
    • Enjoy exclusive perks from our favorite Apps and Services.
    • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
    • Learn how to better start, manage, and grow your business with the best business podcasts.

    • SPONSORS

      Support our free podcast by supporting our sponsors:

      • CFI Education
      • Airbnb

      • Connect with Jerry: Facebook | Instagram

        Connect with Rebecca: Twitter | Instagram


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