Is your investment strategy holding you back?  Join Jerry Goodman and Megan Hubbard in 'The Organized Investor PodCLASS' as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance. Key Highlights: Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive management to unlock immense value Impressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rate Navigating 'Pay to Play' Dynamics: Uncover how 'Pay to Play' arrangements in the investment industry could impact your financial choices Strategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolio The Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or funds Learn and Grow with Professionals: Engage in Jerry and Megan's self-funded workshops and educational resources for unbiased, invaluable financial guidance Future Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real difference   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Could your portfolio be working harder for you? Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of "The Organized Investor PodCLASS". Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging. Key Highlights: Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management's 190 advisory accounts boasting a notable five-year return rate of 14.06% Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Ready to transform your investment strategy? Join hosts Jerry Goodman and Megan Hubbard on "The Organized Investor PodCLASS" as they deep-dive into dividend growth investing. Together, they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients.  Key Highlights: DSIP List Detailed: Dive into the 'DSIP List' (Diversified Stock Income Plan) from Wells Fargo Research. Discover how it consistently outperforms the S&P 500, reducing volatility and boosting returns Personalized Investing with DGP: Get introduced to their Dividend Growth Portfolios (DGP) and learn what makes this approach both innovative and tailored to individual needs Dividend Companies Decoded: Understand the crucial difference between high current yielders and consistent dividend growers Yield Impact Explained: Grasp the crucial concept of dividend yield and its significant impact on your investment returns Navigating Market Emotions: Learn how to stay calm and focused on long-term gains during periods of market volatility And much more!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan: 865-415-2070

Feeling stuck with traditional investments?  Learn how to shift gears for better returns in the latest "Organized Investor PodCLASS" episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry's extensive financial experience with Megan's educational expertise, they dive into effective and engaging investment strategies. This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy. Key Highlights: Uncover the dangers of excessive diversification and its impact on portfolio health Compare the superior performance of the DSIP list against traditional mutual funds and ETFs Explore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growth Gain insights into the crucial role of financial advisors in managing investments Dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks And much more!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Wondering how to streamline your financial life?  Navigate the nuances of finance with a unique blend of humor and simplicity in "The Organized Investor PodCLASS." Jerry Goodman, with four decades of financial insights, and Megan Hubbard, a former first-grade teacher skilled at breaking down financial terms into easy-to-digest lessons, are about to unfold secrets of financial planning and investment management in ways you've never heard before! Curiosity-Sparking Highlights: Organize to Maximize: Uncover how streamlining your investments and retirement plans can transform your financial health The 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returns Fee Fiasco Uncovered: We're exposing the often-overlooked truths behind financial advisory fees and how they might be draining your wallet DSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it matters Revamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performance Battle of the Giants: A detailed comparison of the DSIP list, the S&P 500, mutual funds, and ETFs – find out who really comes out on top Beware of 'Diworsification':  Learn why having too many investments might be sabotaging your financial growth Real-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFs Rethink Your Investment Plan: Confident in your current strategy? We'll give you compelling reasons to reconsider and optimize for better results And much more!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

One of the most important aspects of financial planning is to optimize your long-term performance.  This means not only choosing the right investments but also minimizing the fees and costs that can deteriorate your returns. Are there some strategies for this? In this episode, Jerry Goodman and Megan Hubbard explore strategies for improving long-term financial performance. They emphasize the importance of reducing advisory fees, avoiding unnecessary investment expenses, and being selective with investments. Introducing the Diversified Stock Income Plan (DSIP) list, a collection of dividend-raising individual stocks, they highlight its remarkable outperformance compared to the S&P 500 index. In this PodCLASS, Jerry and Megan explore: The misconceptions surrounding the need for a Revocable Living Trust The need for a second opinion on investment management The importance of paying attention to fees and costs, and how they can significantly impact savings over time The importance of being more selective with investments to achieve better rates of return The historical performance of the DSIP list, which has outperformed the S&P 500 Their goal of helping listeners make informed decisions And more!   Resources: Estate Planning Series: More than Just Tidying Up (Ep. 4) How We Guard Your Legacy (Ep. 5) Trusts vs. Wills: What You Don't Know (Ep. 6) Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Confused about choosing between a trust and a will?  Let's clear the air once and for all. In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct perspective of Tennessee law. In this episode, you'll discover: Trust Truths Unveiled: Are trusts really superior for estate taxes and protection? Hidden Trust Benefits: There's more to trusts than meets the eye, but are they overvalued in Tennessee? Trusts vs. Wills Face-Off: Dive into the pros, cons, costs, and complexities of each. Setting Up a Trust – Worth It?: Explore the reality behind establishing a trust. Is it a smart move or just added stress? Ethical Estate Planning: Join Jerry and Megan as they navigate the ethical implications of recommending trusts. Empowered Decision-Making: Arm yourself with essential insights to make the best choice between a trust and a will. And much more!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Think estate planning is just for the wealthy?  Think again.  Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family's financial future. In this PodCLASS, Jerry and Megan explore: Why neglecting estate planning could be the biggest risk to your family's legacy How choosing the right estate planning package could save you money compared to traditional legal services An insider's guide to two crucial estate packages that put you in control of your future A creative spin on 'Leave it to Beaver' that reveals the stark realities of dying without a will in Tennessee The surprising truths about revocable living trusts and why they might not be the safeguard you thought A critical look at the hidden drawbacks of trusts - especially when it comes to accessing your assets when you need them most And much more!   Resources: Estate Planning Series: More than Just Tidying Up (Ep. 4) Leave It to Beaver Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

Estate planning isn’t just about documents; it's about the details. Ready to master yours? In this enlightening PodCLASS, the father-daughter duo of Jerry Goodman and Megan Hubbard from Tennessee Wealth Management decode the complexities of estate planning. Drawing from Jerry's four-decade-long financial experience and Megan's teaching background, the hosts unravel the importance of meticulous planning and the dangers of overlooking the details. In this PodCLASS, Jerry and Megan highlight: Their 5-step estate planning process, initiated with their PodCLASS spiral learning The need for in-depth discussions to grasp personal situations, with a focus on in-person meetings Essential attorney involvement for crafting and refining estate documents The document signing ceremony and its inherent adaptability Step Five: the crucial housekeeping stage safeguarding previous planning Challenges include Tennessee's probate process, out-of-state probate issues, and pitfalls of incorrect asset ownership. Plus more insights!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan: 865-415-2070 

Ready to organize your investments and plan for retirement?  Welcome to "The Organized Investor," a unique "PodCLASS" experience hosted by father-daughter duo, Jerry Goodman and Megan Hubbard. Jerry brings 40 years of experience in the financial industry, while Megan, a former first-grade teacher, contributes her Master's Degree in Curriculum and Instruction. Their casual and relatable tone sets the stage for in-depth discussions on organizing investments and planning for retirement. Throughout this episode, Megan and Jerry discuss: The irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust How small annual improvements in your financial planning can significantly elevate your long-term financial health The advantages of individual stocks over mutual funds and ETFs Why they focus on high-quality stocks with a history of raising dividends Where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and long-form retirement planning forms. And more! Resources: The Organized Investor Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor TN Wealth Management LinkedIn: Jerry Goodman [email protected] [email protected] Office: 865-415-2060 Megan: 865-415-2070