The Organized Investor Pod-CLASS By cover art

The Organized Investor Pod-CLASS

By: Jerry Goodman and Megan Hubbard
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  • Summary

  • Welcome to The Organized Investor Pod-CLASS with Jerry Goodman and Megan Hubbard from TN Wealth Management. Think of these Pod-Classes as a College of Knowledge and the Curriculum is organizing your Investments, your Retirement, and your Affairs. Listening may materially improve your life in a number of ways, but for that to happen, it also takes an open mind, an interest to learn, and your trust in the information we’re sharing. We focus on what is relevant and will explain some things several times, in different ways, over multiple classes… to ensure you understand their importance. The information is covered in a Circular Manner, so as long as you listen to 12 Pod-Classes in sequential order, you’ll have the knowledge and understanding to help you make more informed decisions. We constantly create new Pod-Classes to keep the information current and suggest you SUBSCRIBE to them so you’ll receive reminders to listen to the next one.
    Copyright © 2023 The Organized Investor Pod-CLASS
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Episodes
  • How to Make the Most of Dividend Growth (Ep. 16)

    How to Make the Most of Dividend Growth (Ep. 16)
    Jun 25 2024
    Are you on the hunt for an investment strategy that can weather any storm? Join hosts Jerry Goodman and Megan Hubbard in this episode of 'The Organized Investor PodCLASS' as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future. Key Highlights: Personal Touch: Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable Core Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growth DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500's 9.6% Exhibit B: Summary of a Ned Davis research report showing that dividend-growing stocks outperform the S&P 500 over a period longer than 30 years Exhibit C: Insights from past episodes detailing the performance of 84 advisory accounts managed with a dividend growth strategy, achieving an average net return of 14.06% per year over five years Educational Approach: Learn the importance of repeating key concepts to ensure they sink in, as Jerry likens it to the rinse-and-repeat process in hair washing Engagement: Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing help And much more! Connect with Jerry Goodman and Megan Hubbard: The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070
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    33 mins
  • How to Make the Most of Dividend Investing (Ep. 15)

    How to Make the Most of Dividend Investing (Ep. 15)
    Jun 11 2024
    Are you struggling with the complexities of modern investment options? In this episode of 'The Organized Investor PodCLASS,' hosts Jerry Goodman and Megan Hubbard unravel the principles of dividend investing, helping you to understand your portfolio and to prepare your financial future. Discover tried and true methods that have benefited their clients for decades and gain practical knowledge to organize your investments effectively. Key Highlights: Personal Touch: Jerry and Megan blend professional insights with personal anecdotes, making complex financial strategies approachable and relatable Core Investment Principles: Learn the importance of adhering to fundamental investment principles amidst a constantly evolving array of financial products DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from AG Edwards, a strategy that boasts a 30-year average annual return of 12%, outperforming the S&P 500 Advisory Accounts Performance: Hear about the impressive performance of their advisory accounts, which have averaged a 14.06% net return per year over five years, highlighting the potential of dividend-raising stocks Research-Backed Strategies: Jerry and Megan discuss supporting research from Ned Davis, showing that dividend-raising stocks have outperformed the market over a span of 48 years And much more! Connect with Jerry Goodman and Megan Hubbard: The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070
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    32 mins
  • Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

    Overcoming the Top Five Fears in Retirement Planning (Ep. 14)
    May 28 2024
    Are you worried you might outlive your savings? Join hosts Jerry Goodman and Megan Hubbard in this compelling episode of 'The Organized Investor PodCLASS', where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for transparent investment fees. Learn actionable strategies to ensure your financial security and longevity. Key Highlights: Understanding Financial Anxiety: Confront the common fear of depleting retirement funds with effective long-term financial strategies Navigating Retirement Uncertainties: Equip yourself with tactics to control what's within your reach and prepare for the unforeseeable elements like economic fluctuations Critiquing 401(k) Plans: Dive into a case study revealing the often-overlooked disadvantages of 401(k) plans that could be compromising your retirement goals Exploring "Pay to Play" Dynamics: Shed light on the secretive financial relationships influencing your retirement plans and how to advocate for your best interests Making Informed Retirement Choices: Optimize your retirement outcomes by understanding the real impacts of your financial decisions And much more! Connect with Jerry Goodman and Megan Hubbard: The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2060
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    28 mins
Economics
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