43 min listen
177: A Dave Ramsey Disciple Transformed Into An Income-Centric Wealth Coach featuring Jerry Fetta | The Dave Ramsey Show
177: A Dave Ramsey Disciple Transformed Into An Income-Centric Wealth Coach featuring Jerry Fetta | The Dave Ramsey Show
ratings:
Length:
52 minutes
Released:
Jun 27, 2018
Format:
Podcast episode
Description
#177: Are you serving the 40-year-to-life sentence? Today’s guest, Jerry Fetta, is a former Dave Ramsey-endorsed local provider. Jerry learned a better way and changed his life and the lives of others. There’s a more abundant way. You just can’t afford to forgo the benefits of leverage and arbitrage. Jerry is an expert at uncovering how the mutual fund industry manipulates reporting the ROI to their advantage and your detriment. Questions that put your financial advisor on the hot seat are revealed today. We discuss why “tax deferral” is a scam. I simply don’t have time to do 1-on-1 coaching. Jerry is a good friend, lives in my hometown, and he’s offering GRE listeners a free consultation. See if you’re a good fit: GetRichEducation.com/Coaching. Want more wealth? 1) Grab my free E-book and Newsletter at: GetRichEducation.com/Book 2) Actionable turnkey real estate investing opportunity: GREturnkey.com 3) Read my new, best-selling paperback: getbook.at/7moneymyths Listen to this week’s show and learn: 00:41 Mortgage interest rates are rising. Take action. 04:10 I used to be a debt-free, save-in-a-401(k), 15-year mortgage guy myself. 06:45 Jerry Fetta interview begins. 08:42 Jerry is a former Dave Ramsey-endorsed local provider. 11:14 Some things aren’t worth owning. 13:49 Affirmation vs. Information. 15:43 Jerry’s turning point: scarcity to abundance. 19:30 Stocks don’t produce wealth, but few make that correlation. 21:55 How mutual fund rates of return are reported: CAGR vs. AAR. 26:35 Questions to ask your financial advisor. 30:07 Tax deferral is a scam. 34:15 Case study: How Jerry helps a typical client. 39:03 The “passive income epiphany”. 43:24 Maybe someday? Come on. Integrity. 47:08 Engage with Jerry for 1-on-1 coaching free at GetRichEducation.com/Coaching. Resources Mentioned: GetRichEducation.com/Coaching RidgeLendingGroup.com ValhallaWealth.com GREturnkey.com GetRichEducation.com
Released:
Jun 27, 2018
Format:
Podcast episode
Titles in the series (100)
19: Tax-Free Wealth and The WealthAbility Show with Tom Wheelwright, CPA: #19: Benjamin Franklin said, “In this world, nothing can be said to be certain except death and taxes.” Has today’s guest, Rich Dad Advisor Tom Wheelwright, CPA, turned that upside down with his popular book, Tax-Free Wealth? Tom’s firm could... by Get Rich Education