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
    Show more Show less
    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
    Show more Show less
    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
    Show more Show less
    28 mins
  • How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

    How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)
    May 14 2024
    Tired of the same old investment advice? Unlock your financial future's potential with Jerry Goodman and Megan Hubbard in this captivating episode of 'The Organized Investor PodCLASS'. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions. Key Highlights: Robust Investment Strategies: Discover the advantages of individual stocks like those in the Wells Fargo DSIP list, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades Navigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversification Effective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understanding Impressive Performance Insights: Uncover the secrets behind their advisory services' remarkable 14.06% net annual return over five years Personalized Retirement Strategies: Get acquainted with the 'Envision' tool and how it tailors retirement planning to individual needs Commitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensive 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
    Show more Show less
    32 mins
  • How To Unleash Your Portfolio’s Power (Ep. 12)

    How To Unleash Your Portfolio’s Power (Ep. 12)
    Apr 11 2024
    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 jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070
    Show more Show less
    38 mins
  • Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

    Why You Should Unlock Your Portfolio’s Potential (Ep. 11)
    Mar 28 2024
    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 jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070
    Show more Show less
    39 mins
  • Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

    Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)
    Feb 6 2024
    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 jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070 
    Show more Show less
    39 mins
  • Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

    Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)
    Jan 16 2024
    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 jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan:  865-415-2070
    Show more Show less
    40 mins