The Organized Investor Pod-CLASS

De: Jerry Goodman and Megan Hubbard
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  • Resumen

  • 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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Episodios
  • Seizing Market Opportunities: The Dividend Growth Strategy (Ep. 19)

    Seizing Market Opportunities: The Dividend Growth Strategy (Ep. 19)
    Aug 13 2024
    Are you ready to turn market downturns into investment opportunities? You're in the right place! Buckle up for the 19th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. This episode continues our series on organizing investments and managing retirement planning, with a special focus on the benefits of dividend growth investing. Key Highlights: Core Investment Principles: Discover how the dividend growth strategy can provide stability and growth in your financial portfolio, especially during volatile markets Bargain Opportunities: Jerry Goodman illustrates how market downturns, like the 2020 COVID-19 pandemic and the 2023 regional bank crises, present unique buying opportunities. Learn how these events allowed for strategic investments in undervalued sectors Strategic Diversification: Understand the importance of diversifying your portfolio. Jerry and Megan discuss balancing investments between stable dividend growth stocks and undervalued stocks affected by market downturns, leading to significant gains Market Insights: Jerry emphasizes the importance of being prepared for unpredictable market opportunities and acting quickly to capitalize on them, supported by thorough research and diversification Professional Advice: The episode underscores the value of professional financial advice and understanding the risks associated with market investments. Jerry and Megan offer personalized assessments to help optimize your investment strategy Estate Planning: The discussion also touches on the importance of clients' families understanding their investment strategies, especially concerning future inheritances And much more! Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio. 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 m
  • Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)

    Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)
    Jul 24 2024
    Looking to enhance your long-term financial plan with a strategy that ensures stability and consistent growth? Is this possible in the current bear market? Join us for the 18th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard “harp” on the dividend growth strategy. This episode is part of a broader series focused on organizing investments and managing financial affairs. Jerry and Megan, professionals with extensive backgrounds in teaching and financial services, bring insights and humor to this engaging discussion, making complex financial concepts accessible. Key Highlights: Core Investment Principles: Understand how investing in dividend-growing companies can lead to long-term financial stability and growth with lower volatility Real-Life Success: Learn about the consistent profitability of the dividend growth strategy, evidenced by an average annual return of 14% over the past five years in accounts managed by Jerry and Megan Market Insights: Discover the opportunities in bear markets. Megan explains their characteristics, emphasizing their shorter duration and less frequent occurrence compared to bull markets, supported by historical data Strategic Investments: Gain insights into how strategic investments during the 2020 COVID-19 market drop, particularly in undervalued sectors like airlines and hospitality, yielded significant returns Practical Advice: Reflect on your current investment performance. If your returns are lower than the discussed 14%, you might have room for improvement. Jerry and Megan offer to review your statements and provide personalized assessments Estate Planning: Explore the importance of estate planning, especially through revocable living trusts, and understand why it's crucial for comprehensive financial management And much more! Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio. 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 m
  • Dividend Growth Strategy Explained (Ep. 17)

    Dividend Growth Strategy Explained (Ep. 17)
    Jul 11 2024
    Are you looking for a foolproof investment strategy that ensures stability and growth, no matter the market conditions? Tune in to the 17th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a Q&A format to make complex concepts simple and relatable. Key Highlights: Core Investment Principles: Discover why investing in well-managed companies with a track record of increasing dividends annually is a cornerstone of financial stability and growth DSIP List Success: Learn about the Diversified Stock Income Plan (DSIP) from Wells Fargo, which has achieved a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6% Exhibit A: Research list from Wells Fargo's DSIP demonstrating long-term success Exhibit B: Summary from Ned Davis Research showing the superior performance of dividend-growing stocks over extended periods Exhibit C: Results from 84 advisory accounts managed by Jerry and Megan, achieving an average net return of 14.06% per year over five years Exhibit D: Discussion on the "Fear of Missing Out" (FOMO) and how the tech bubble’s minimal growth contrasts with the stable returns of dividend growth stocks Engagement: Reflect on your current investment strategy and compare it with the dividend growth approach. Reach out to Jerry and Megan for a personalized assessment and see how you can optimize your portfolio for long-term success 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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    28 m
Economía
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