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Private Equity Profits

Business & Economics Podcasts

The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.

Location:

United States

Description:

The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.

Language:

English

Contact:

6314966464


Episodes
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Ep71: Investing Like the .001%

4/5/2023
Salvatore M. Buscemi is the CEO and Co-Founding Partner of HRN, LLC a private multi-family investment office, and CEO for Dandrew Partners Capital Management, his own investment office. Top of Form Listen to this informative Private Equity Profit episode with Sal Buscemi about investing like the 1%. Here are some of the beneficial topics covered on this week’s show: Sal tells Seth how and why he created the Fine Art Enhancing Credit Fund; and fine art investing and how this can be used as an income replacement for real estate. Sal explains that private equity is not risky when you can control the terms and the price you get in. Sal discusses that leverage is one of the most important lessons he’s learned. Connect with Seth: · Website - https://marketdominationllc.com · Podcast: https://apple.co/2TITKym · LinkedIn - https://www.linkedin.com/in/sethgreene/ · Facebook - https://www.facebook.com/sethngreene · Twitter - https://twitter.com/mktdominationus?lang=en · YouTube - https://www.youtube.com/user/APMFunnel · Link to Forbes - https://www.forbes.com/sites/kateharrison/2018/05/16/is-podcast-marketing-right-for-your-business/?sh=189de5af2669 Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:17:16

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Ep70: Real Estate Returns without Real Estate - Prime DeFi

3/29/2023
Private Equity Profit Podcast with Cliff Locks and Seth Greene Episode 070 Real Estate Returns without Real Estate - Prime DeFi with Dan Ryder Dan Ryder is the founder of Prime DeFi, the World’s #1 DeFi education company obsessed with helping clients achieve financial freedom leveraging DeFiCashFlow opportunities. Listen to this informative Private Equity Profit episode with Dan Ryder about decentralized finance. Here are some of the beneficial topics covered on this week’s show: Prime DeFi focuses on educating people on how to participate in defi opportunities to achieve financial freedom. Dan explains decentralized finance and the removal of the ‘middle man’ – (think of self-checkout.) “DeFi allows you to have all the perks of real estate returns, without the baggage of real estate.” Connect with Seth: Website - https://marketdominationllc.com · Podcast: https://apple.co/2TITKym · LinkedIn - https://www.linkedin.com/in/sethgreene/ · Facebook - https://www.facebook.com/sethngreene · Twitter - https://twitter.com/mktdominationus?lang=en · YouTube - https://www.youtube.com/user/APMFunnel Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:18:44

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Ep69: Scaling Fast and Smart by using Brilliant Advisors and Coaches

3/22/2023
Private Equity Profit Podcast with Cliff Locks Episode 069 Scaling Fast and Smart by using Brilliant Advisors and Coaches Eric Estevez Eric Estevez graduated from the University of Miami with a degree in International Finance and Marketing and was a 14-year leadership veteran for two Fortune 50 companies (Target and Walmart). While there, he started exploring entrepreneurial opportunities. He wrote a children's book, flipped mobile apps, and then started investing in real estate, which led him to leave his corporate job and start a mortgage lending branch with his father. Listen to this inspiring Private Equity Profit episode with Eric Estevez about scaling your business. Here are some of the beneficial topics covered on this week’s show: Eric discusses the importance of leadership and having the right team in order to successfully scale. Always be learning! Eric explains to Cliff that continuing education and training is a fundamental characteristic in being successful in the industry. Be accountable to your daily activities; that can be difficult when you are your own boss. Connect with Eric: ● Tiktok - https://www.tiktok.com/@ericthelender ● Facebook - https://www.facebook.com/EricEstevez1652378/ ● Instagram - https://www.instagram.com/ericestevez/ ● LinkedIn - https://www.linkedin.com/in/eric-estevez-133b1946/ ● Website: https://www.ericestevezthelender.com/ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:35:04

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Ep68: Advantages of working with M&A Experts when Selling a Portfolio Company

3/15/2023
Private Equity Profit Podcast with Cliff Locks Episode 068 Advantages of working with M&A Experts when Selling a Portfolio Company with Jacob Koenig Jacob is responsible for managing the sale process from bid through closing and serves as a trusted advisor for Woodbridge’s clients. Prior to joining Woodbridge, Jacob spent 12 years at Goldman Sachs in Asia, most recently as Executive Director, heading Execution Services in Taiwan. His team covered more than 500 institutional clients globally. Top of Form Listen to this informative Private Equity Profit episode with Jacob about mergers and acquisitions. Here are some of the beneficial topics covered on this week’s show: Jacob explains the biggest obstacles in M&A: working through the emotions of selling a business. Jacob and his team focus is on finding the best fit for the company. Jacob and Cliff talk about the importance of preparing management when selling a portfolio company. The ‘closers’ main focus are the needs of that particular transaction. Connect with Jacob: LinkedIn: https://www.linkedin.com/in/jacobkoenig/ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:20:00

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Ep67: Creating a Spectacular Life in Private Equity: Tips and Strategies

3/8/2023
Jeff Higgins has been a self-employed real estate investor for the last 17 years. Jeff is continuing to accumulate cash flowing rental properties but also pursuing passion projects like his work with the men’s group, the Fraternity of Excellence. Jeff enjoys coaching men to find their inner strength and become their best. Listen to this informative Private Equity Profit episode with Jeff Higgins about helping men get to the next level. Here are some of the beneficial topics covered on this week’s show: The fraternity of excellence and the help it provides men with fatherhood, finance, and marriage. “Let the cash flow be your guide.” Jeff discusses why men are not fulfilling their potential. Connect with Jeff: Website: http://www.fraternityofexcellence.com/ Missionofexcellence.com Mensvictoryalliance.com Twitter: http://twitter.com/jeffreyhiggins Instagram: http://instagram.com/jeffhig Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:17:32

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Ep66: Fight Inflation with Precious Metals Royalties & Streaming Interest

3/1/2023
Today we welcome David Garofalo to our show. David is the Chief Executive Officer, President, and Chairman of the board of directors of Gold Royalty. David is a globally recognized chief executive with over 30 years of experience in creating and growing multibillion-dollar sustainable mining businesses. He is here to educate us on how important the precious metals royalty market is to the mining industry and how you can diversify your investment portfolio. Top of Form Listen to this informative Private Equity Profit episode with David Garofalo about investing in gold. Here are some of the beneficial topics covered on this week’s show: Gold is not a commodity, it is a currency, with zero interest rates. Gold is one currency you cannot print or manipulate. Base metals are driven by the fundamentals of supply and demand. Connect with David: Website: https://goldroyalty.com/ Twitter: https://twitter.com/GoldRoyaltyCorp LinkedIn: in/GoldRoyaltyCorp Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:32:24

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Ep65: Boosting Trust by Navigating Cybersecurity & Privacy in the Digital Age

2/22/2023
Justin's corporate practice consists of representing domestic and international businesses and business owners in all aspects of their growth cycles, from structuring new ventures, raising capital, deploying technology, and advising about acquisitions and divestitures to reviewing and negotiating key vendor, employment, and customer contracts. He has closed M&A transactions valued collectively at more than $2 billion. Listen to this informative Private Equity Profit episode with Justin Daniels about cybersecurity. Here are some of the beneficial topics covered on this week’s show: Justin makes the correlation how you treat someone’s data is a direct reflection of how you treat them. Justin discusses the three ‘buckets’ of cybersecurity. 1. investments 2. Making Operations 3. Incident Response Justin also talks about the book he and his wife wrote for the non-technical business executives to help educate non-technical business executives on creating trust regarding cybersecurity. Connect with Justin: Website: www.bakerdonelson.com LinkedIn: https://www.linkedin.com/in/justinsdaniels/ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:25:14

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Ep64: How to Design Your Legacy for Success and Empower the Next Generation

2/15/2023
Chris Molenaar is a top agent in Saskatoon Canada. He’s a 2X icon award winner with eXp and was actually the 1st agent to join eXp Realty in Saskatoon. He’s managed to build a real estate team there locally and recently surpassed 100 agents in his rev share group. Chris teaches real estate lead generation and social media marketing to real estate agents across Canada and internationally. Listen to this informative Private Equity Profit episode with Chris Molenaar about setting up the next generation for success. Here are some of the beneficial topics covered on this week’s show: The importance of teaching the next generation personal responsibility and not taking things for granted. Knowing your family member and their strengths and weaknesses to set up succession planning. The role of social media in this generation; and how social media shows the best and worst. Connect with Chris Molenaar: Website: https://chrismolenaar.exprealty.com Facebook: https://www.facebook.com/cmolenaar Facebook Page: https://www.facebook.com/therealchrismolenaar Twitter: https://twitter.com/12Molenaar Linkedin: https://www.linkedin.com/in/chrismolenaar/ Youtube: https://www.youtube.com/channel/UCTlBYNkVtOmRpM1W-CNNugw Instagram: https://www.instagram.com/molenaarchris_/ Tiktok: https://www.tiktok.com/@molenaarchris_ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:32:39

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Ep63: Enhancing Your Success Through Building Trust

2/8/2023
Natalie is the author of The Power of Trust: How Top Companies Build, Manage and Protect It and President of Success Through Trust. She’s been named one of the world’s Top Thought Leaders in Trust for 5 years in a row by Trust Across America. Other leaders who have been named include Howard Schultz founder and CEO of Starbucks and author Steven Covey. Natalie is recognized as one of Canada’s Most Inspiring Women Business Leaders and Entrepreneurs. She’s on a mission to help business owners and leaders grow their companies by helping them build relationships of trust with their customers and colleagues. Natalie’s training programs are based on research and science conducted over ten years and tested by 1,000’s of individuals. A regular podcast guest and writer, she is a contributor to Forbes and featured in Economist Impact as a "Business Trust Expert.” Listen to this informative Private Equity Profit episode with Natalie Doyle Oldfield about the science behind trust. Here are some of the beneficial topics covered on this week’s show: Natalie discusses the ‘science of how we trust’ and how to build trust with your clients. How to determine your trust index to get a trust equity score. Natalie explains, higher trust equity correlates to customer loyalty. Connect with Natalie Doyle Oldfield: LinkedIn: www.linkedin.com/in/nataliedoyleoldfield YouTube: https://www.youtube.com/@nataliedoyleoldfield7668 Links Mentioned: https://www.successthroughtrust.com Natalie's book summary: The Power of Trust; How Top Companies, Build, Manage & Protect It Natalie's book summary on website: website book summary here Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:28:20

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Ep62: Partner for Financing Success. Value Creation with Rising Interest Rates

1/25/2023
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process, including sourcing, transaction execution and portfolio oversight. His mandate is to focus on opportunities across Canada and ensure that both Roynat Equity Partners’ and its portfolio companies’ goals are met. Mark has extensive experience with investments and operations in small and medium sized businesses. Prior to joining Roynat, he was the head of Mergers and Acquisitions at Lynx Equity, a Toronto-based diversified private equity firm focused on acquiring small and medium-sized businesses. At Lynx, Mark was responsible for sourcing and executing new acquisitions, monitoring and overseeing existing portfolio companies, and developing the firm’s strategic direction. During his tenure at Lynx, the portfolio grew to 45 operating businesses with revenue in excess of $400M CAD. Prior to working at Lynx, Mark was the CEO and founder of OutdoorPartnerMedia which grew to be a publicly-traded company with a market capitalization of $60 million and displays in major cities in the United States. Prior to founding OutdoorPartner, Mark worked as an investment banking professional at Salomon Smith Barney in New York, and a corporate lawyer at Heenan Blaikie in Toronto. Mark received an LL.B/MBA from the University of Toronto, where he won the Hewlett Packard Award for top performance in Finance. He also graduated with honours from the University of Western Ontario with a B.A. in social science and statistics. Listen to this informative Private Equity Profit episode with Mark Brodkin about partnering for financing success. Here are some of the beneficial topics covered on this week’s show: The correlation between having a good management team and lending. The importance of trusting your team and how that trust makes you grow. “If any business can ruin your week with one call, it’s not a good investment.” Connect with Mark: Website: www.roynat.com LinkedIn: https://www.linkedin.com/in/mark-brodkin-8872759/?originalSubdomain=ca Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:42:03

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Ep61: Simplifying the Mortgage Process

1/11/2023
Eilon Shalev is a recent MBA graduate from the MIT Sloan School of Management At Sloan, he co founded Blockchain Lab which was the first-ever, project-based MIT Blockchain class in cooperation with the Digital Currency Initiative (DCI) which is a part of the MIT Media Lab. He successfully completed the Entrepreneurship & Innovating Track. He is the Founder & CEO of Elphi, a company streamlining the mortgage lifecycle from origination to securitization. Prior to MIT Sloan, Eilon served his country for 12.5 years, configurating, Adopting, and implementing cutting-edge enterprise software. He wrote a novel at the age of 23 and was the first-ever Israeli to crowdfund a project in Israel, financing the publishing of his book. Eilon has a BA in Economics from Ben-Gurion University Listen to this informative Private Equity Profit episode with Eilon Shalev about Elphi and mortgages. Here are some of the beneficial topics covered on this week’s show: How Elphi simplifies the mortgage process The use of artifical intelligence in mortgages Connect with Eilon: https://www.elphi.io Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:35:57

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Ep60: PE 2022 Year in Review and A Look Forward to 2023 The Value of Boards & their Fiduciary Responsibilities

1/4/2023
Listen to this informative Private Equity Profit episode about 2023. Here are some of the beneficial topics covered on this week’s show: biggest challenge for growth in 2023 best new opportunities for 2023 Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:16:47

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Ep59: Enhancing PE Portfolio Value - Invest $5 Million Early to Drive $50 Million and $100 Million Exits

12/28/2022
This week, the tables are turned, as Seth Greene interviews Cliff. Learn more about Cliff Locks and Investment Capital Growth. Here are some of the beneficial topics covered on this week’s show: Understanding a company’s culture Build your relationships to scale your organization Listening and identifying a company’s needs Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:27:39

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Ep58: The Best of Season One, Part 2

12/21/2022
Listen to this informative Private Equity Profit episode with Alternative Investing. Here are some of the beneficial topics covered on this week’s show: Looking at the market for alternative investing Risk and rewards associated with alternative investing Value and price in the market Featuring: Ben Carmona, Managing Partner at Perch Wealth. Ben is an expert in real estate investments, structures, and strategies. www.perchwealth.com Joshua Ziegelbaum, Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. www.legacy-group.co/ Jerry Fetta, CEO and Founder of Wealth DynamX. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom. https://wealthdynamx.com Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:32:39

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Ep57: The Best of Season One Part 1

12/14/2022
Listen to this special Private Equity Profit episode with clips from Season One regarding families and wealth. Here are some of the beneficial topics covered on this week’s show: Does more money really mean more problems? How do people gain and retain wealth to pass to future generations? How do I protect generational wealth? Featuring: Andrew Busser, President of Family Office at Pitcairn. Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes. http://Pitcairn.com Dr. Patrick Maurenbrecher, Managing Partner and CIO at Kontora Family Office. Kontora Family Office provides services to families, single-family offices, and non-profit organizations in Germany http://kontora.com Sean Miller, Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC. Sean’s primary responsibility is research and implantation of investment ideas. www.millerasset.com Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:27:43

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Ep56: Gain Value with Cliff

12/7/2022
Cliff Locks is the founder and president of Investment Capital Growth, a strategy, and operations management consulting firm that works with senior management and CEOs to drive the process from planning to implementation and obtaining bottom-line results. Cliff is a Certified - Professional Masters Independent Board of Director by the American College of Corporate Directors. Here are some of the beneficial topics covered on this week’s show: M&A Hyper Accellerator program CK Locks Consulting Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:04:56

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Ep55: Preparing your Portfolio Companies for a Successful Exit with the M&A Hyper Accelerator Educational Program

11/30/2022
Listen to this special Private Equity Profit episode with Cliff Locks as he discusses an opportunity for portfolio companies to help ensure they will sell with a 1.5x average valuation increase. He introduces the M&A Hyper Accelerator Educational Program. The program is designed to help companies prepare for their exit and maximize their value. Here are some of the beneficial topics covered on this week’s show: The importance of preparing portfolio company executives for a successful exit The value of the M&A Hyperaccelerator educational program The potential for a 1.5x average valuation increase for companies that go through the program Connect with Cliff: M&A Hyper Accelerator Educational Program https://www.startupcourse.com/ cliff@investmentcapitalgrowth.com https://www.investmentcapitalgrowth.com/ (631) 338-2114 Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:15:23

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Ep 54: Capturing the Growth Trajectory and Disruptive Value of the Blockchain

11/23/2022
Bryan Ritchie, CEO of SIMBA Chain, has spent 30 years in the technology and software innovation industries, leading the company’s highly successful government contracting business unit. Ritchie comes to SIMBA Chain from the IDEA Center at the University of Notre Dame, where he served as CEO and head of the Investment Committee for the Pit Road Fund. Prior to that, he ran commercialization and startups at the University of Utah and Michigan State University, helping launch more than 600 startups. He is a serial entrepreneur and startup venture de-risking expert. Prior to being named CEO, Ritchie served as chairman of the SIMBA Chain board as well as a key adviser on the Series A fundraise, which generated tremendous excitement among Silicon Valley investors, including lead investor, Valley Capital Partners. Phil Koen has replaced Ritchie as chair of the SIMBA Chain board. Listen to this compelling Private Equity Profit episode with Bryan Ritchie about simplifying the complex task of interfacing with web applications using different blockchains. Here are some of the beneficial topics covered on this week’s show: The potential for blockchain technology to revolutionize the way we interact with web applications, eliminating the need for trusted intermediaries. The challenges associated with developing blockchain applications, including the need for specialized skillsets and knowledge of how to run a decentralized community. The vision for Simba Chain as a tool to help bridge the gap between Web 2.0 and Web 3.0 applications, simplifying the process for enterprises to adopt blockchain technology. Connect with Bryan: Website https://simbachain.com/ LinkedIn https://www.linkedin.com/in/bryan-ritchie-7161b72/ https://www.linkedin.com/company/simbachain/ Twitter https://twitter.com/SimbaChain YouTube https://www.youtube.com/simbachain GitHub https://github.com/SIMBAChain Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:21:57

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Ep 53: The Great Transition In Finance

11/16/2022
Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York. In a world of increasing financial power for the individual, Emmanuel Daniel unpacks what this means for the future of financial institutions and markets. In this episode, you will learn: How will the personalization of finance affect traditional financial institutions? What role will new technologies play in the personalization of finance? How will the data that sits outside of traditional financial institutions become more important than the data that sits within them? Connect with Emmanuel: Website: https://www.emmanueldaniel.com/ Social Media: Twitter - https://twitter.com/EmmanuelDaniel Facebook - https://www.facebook.com/emmanueldanielasianbanker Instagram - https://www.instagram.com/edanielmoments/ LinkedIn - https://www.linkedin.com/in/emmanuel-daniel-5764482/ YouTube - https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos Book: "The Great Transition - Personalization of Finance Is Here" Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:45:37

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

11/9/2022
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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:27:00