Taking a Blended Approach to Investing in the Stock Market

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The more we can diversify or learn about different strategies, I just think it's so useful. The sacred account is a specifically designed form of high early cash value, dividend paying whole life insurance. A lot of agents themselves don't actually know what this is and don't know how to design it. If you put in 100,000 into your sacred account that will grow at three to five percent per year tax free. It's still going to grow while I borrow against it. My net effective interest cost is maybe one to three percent if I set this up correctly.

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.

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