The Organized Investor Pod-CLASS
by Jerry Goodman and Megan Hubbard
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.
Episodes
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The Organized Investor Show with Erik Ainge (#31)
The TN Wealth Management team explores why so many investors own accounts they don’t fully understand in this episode of the Organized Investor. They discuss the hidden costs and complexity of mutual fund advisory accounts, why transparency matters, and how knowing exactly what you own—and what...
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The Organized Investor Show with Erik Ainge (#30)
The TN Wealth Management team explains in this episode why successful investing isn’t about predicting the next market downturn—it’s about being prepared for it. They discuss the importance of building a portfolio around high-quality dividend growth companies while taking advantage of…
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The Organized Investor Show with Erik Ainge (#29)
The TN Wealth Management team explores the difference between investing in exciting “story stocks” and owning businesses that generate dependable, long-term income in this episode. Using SpaceX as an example, they explain why a great story doesn’t always make a great investment. The conversation...
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The Organized Investor Show with Erik Ainge (#28)
In this episode of The Organized Investor, the TN Wealth Management team discusses one of the biggest threats to retirement: inflation. While CDs, savings accounts, and money markets may feel safe, they explain how inflation can quietly erode purchasing power over time. The conversation explores...
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The Organized Investor Show with Erik Ainge (#27)
In this episode of The Organized Investor, the TN Wealth Management team discuss why successful investing is about focusing on what you can control. Using the analogy of steering a boat through changing seas, they explain how managing fees, selecting quality investments, maintaining discipline…
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The Organized Investor Show with Erik Ainge (#26)
In this episode, the TN Wealth Management team tackles what they call the most expensive sentence in retirement: “I don’t want to sell, I’d have to pay taxes.” They explain why tax fear often costs investors far more in missed opportunities than the taxes themselves, and how running the math can...
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The Organized Investor Show with Erik Ainge (#25)
In Episode 25 of The Organized Investor, the TN Wealth Management team tackles the concept of the “inertia hire” — why so many investors stay with underperforming financial advisors simply because change feels difficult. The conversation explores the hidden costs of inaction, the importance of...
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The Organized Investor Show with Erik Ainge (#24)
On this episode of The Organized Investor, the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, and breaks down the four key documents everyone...
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The Organized Investor Show with Erik Ainge (#23)
In this episode of The Organized Investor, the TN Wealth Management team explores a key question: Is your advisor managing your money — or just managing your expectations? They discuss the difference between relationship managers and portfolio managers, the risks of orphaned 401(k)s, common...
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The Organized Investor Show with Erik Ainge (#22)
In this episode of The Organized Investor, the TN Wealth Management team breaks down why successful investing is less about luck and more about math. Using the analogy of casino card counting, the team explains how small, repeatable advantages — like lower fees, selective investing, and buying...
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The Organized Investor Show with Erik Ainge (#21)
In this episode of The Organized Investor Show, the team at Tennessee Wealth Management contrasts their personalized, local approach with the committee-driven model of Fisher Investments. They highlight 36.3% client returns in 2025 versus the Dow Jones Industrial Average’s 13%, and explain how...
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The Organized Investor Show with Erik Ainge (#20)
In this episode of The Organized Investor, the team at Tennessee Wealth Management shares how their approach—lower fees, avoiding mutual funds, and selective stock investing—led to 36.3% net returns in 2025 compared to the Dow Jones Industrial Average’s 13%. They also challenge the $1.2 million...
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The Organized Investor Show with Erik Ainge (#19)
In this episode of The Organized Investor Show, the Tennessee Wealth Management team discusses retirement planning and the impact that fees and investment strategy can have on long-term results. They share their 2025 performance, with average client accounts earning 36.3% net of fees compared to...
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The Organized Investor Show with Erik Ainge (#18)
In this episode, the Tennessee Wealth Management team discusses why estate planning is a vital part of a comprehensive financial plan, including the importance of powers of attorney and trusts to avoid costly legal complications. They also explain their disciplined investment approach—lower fees,...
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The Organized Investor Show with Erik Ainge (#17)
In this episode, the TN Wealth Management team explores the emotional side of retirement planning, focusing on how fear and decision-making can impact long-term results. They explain how their approach—lower advisory fees, avoiding mutual funds with hidden costs, and selective stock investing—led...
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The Organized Investor Show with Erik Ainge (#16)
In this episode the team at Tennessee Wealth Management uncover the hidden fees and industry practices that can quietly reduce investor returns, emphasizing the importance of transparency. They share their 2025 results—an average client return of 36.3% net of fees compared to the Dow’s 13%—and...
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The Organized Investor Show with Erik Ainge (#15)
On this episode the Tennessee Wealth Management team challenges the idea that credentials alone make a great financial advisor, arguing that real performance matters most. They share their transparent track record—36.3% net returns in 2025, along with strong three-, five-, and seven-year...
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The Organized Investor Show with Erik Ainge (#14)
On this episode the TN Wealth Management team breaks down four of the biggest risks facing today’s retirees—and how to plan around them before it’s too late. They dive into the IRA Tax Time Bomb, Sequence of Returns Risk, Social Security timing mistakes, and the often-overlooked cost of long-term...
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The Organized Investor Show with Erik Ainge (#13)
The Tennessee Wealth Management team breaks down the critical difference between tax filing and proactive tax planning, highlighting the “Sweet 16” years between retirement and required minimum distributions at age 73 as a key opportunity for strategic moves. They discuss how tools like Roth...
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The Organized Investor Show with Erik Ainge (#12)
Listen in as the Tennessee Wealth Management team and Erik Ainge, former University of Tennessee quarter back, share what it means to work with an advisor that has “skin in the game". They share how they manage their own retirement money using the same strategies used for clients and highlighting...
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The Organized Investor Show with Erik Ainge (#11)
The TN Wealth Management team, joined by former University of Tennessee quarterback Erik Ainge, kick off the new year by sharing how their clients averaged a 36.3% net return in 2025—well ahead of the Dow’s 13%. In this episode, they also explain why regular financial checkups and having your...
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The Organized Investor Show with Erik Ainge (#10)
The TN Wealth Management team and co-host Erik Ainge, former University of Tennessee quarterback, share real client stories and explain how they help clients organize investments, retirement plans, and overall finances. They’ll also highlight their four “Get One Free” offers and outline the three...
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The Organized Investor Show with Erik Ainge (#9)
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to share real client stories and explain how they help individuals organize their investments, retirement plans, and overall financial affairs. They’ll also walk through their four “Get One Free”...
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The Organized Investor Show with Erik Ainge (#8)
The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to review the strategies behind their track record—one that has consistently outperformed the Dow Jones Industrial Average. Tune in to learn more about these strategies and discover how you can...
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The Organized Investor Show with Erik Ainge (#7)
The TN Wealth Management team teams up with co-host Erik Ainge, former University of Tennessee quarterback, to discuss real client experiences and how they’ve guided people through organizing their investments, retirement, and financial affairs. They’ll also break down their four “Get One Free”...
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The Organized Investor Show with Erik Ainge (#6)
The TN Wealth Management team returns with co-host Erik Ainge—former UT quarterback—to talk through real client stories and how they’ve helped people get their investments, retirement, and financial affairs in order. They’ll also break down their four “Get One Free” offers so you know exactly how...
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The Organized Investor Show with Erik Ainge (#5)
The TN Wealth Management team is back to share some stories of current clients with co-host Erik Ainge, former University of Tennessee Quarterback, and how they have been able to assist them with organizing their investments, retirement and affairs. They'll also recap the four "Get One Free"…
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The Organized Investor Show with Erik Ainge (#4)
The TN Wealth Management team and co-host Erik Ainge, former University of Tennessee Quarterback, are back to review their strategies and track record, which has consistently out performed the Dow Jones Industrial average. Join them to hear more details about these strategies and learn how you…
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The Organized Investor Show with Erik Ainge (#3)
In this show, Erik Ainge, former University of Tennessee Quarterback, and the TN Wealth Management Team revisit the strategies they use to help people materially improve their financial future. They'll cover their track record results in addition to discussing these strategies, and will also…
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The Organized Investor Show with Erik Ainge (#2)
Join the TN Wealth Management team and co-host Erik Ainge, former University of Tennessee Quarterback, as they review what it looks like to materially improve your financial future. They will recap the strategies they utilize with their own clients, which have provided consistent results that...
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The Organized Investor Show with Erik Ainge (#1)
Join the TN Wealth Management team as they share with Erik Ainge, former University of Tennessee Quarterback, what it looks like to materially improve your financial future. Also, on this episode the team will share their most recent track record. These numbers will allow you to compare your own...
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Track Record Update (Ep. 25)
Jerry Goodman and Megan Hubbard are back, in Episode 25, to share how they've been able to materially improve the financial lives of many clients as a result of lower fees, lower investment costs, and using a diversified mix of common stocks instead of mutual funds. To help you gauge your own...
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How Organizing Your Investments Could Save You Thousands (Ep. 24)
Could small tweaks in your investment strategy be the key to thousands in extra returns? Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year. In this...
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The Critical Role of Estate Planning and Retirement Readiness (Ep. 23)
Have you prepared for a comfortable retirement? Is your estate in order? To retire in comfort, your plan depends on more than just saving—discover the critical steps to protect your wealth and loved ones. In this episode, your hosts Jerry Goodman and Megan Hubbard from Tennessee Wealth Management...
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The Hidden Power of Transparency in Boosting Your Wealth (Ep. 22)
Hidden fees could be eating into your returns, and transparency is key to unlocking better financial outcomes. Hosts Megan Hubbard and Jerry Goodman reveal how strategies like the Dividend Growth Strategy—which delivered a 14.06% return over five years—can outperform traditional mutual funds.…
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How to Organize Your Financial Affairs to Save Thousands (Ep. 21)
Do you think you’ve covered all your financial bases, or are you struggling to keep up with your financial plans, retirement goals, or estate management? You’re not alone. Hosts Jerry Goodman and Megan Hubbard are here with strategies to help you gain control and clarity, showing how small...
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How to Boost Your Portfolio with Dividend Growth Strategies (Ep. 20)
Are your investments not performing as well as you'd like? Looking for a strategy that consistently outperforms the market? In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you…
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Seizing Market Opportunities: The Dividend Growth Strategy (Ep. 19)
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...
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Stable Returns in Any Market: The Dividend Growth Strategy (Ep. 18)
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...
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Dividend Growth Strategy Explained (Ep. 17)
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…
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How to Make the Most of Dividend Growth (Ep. 16)
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…
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How to Make the Most of Dividend Investing (Ep. 15)
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...
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Overcoming the Top Five Fears in Retirement Planning (Ep. 14)
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...
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How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)
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...
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How To Unleash Your Portfolio’s Power (Ep. 12)
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...
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Why You Should Unlock Your Portfolio’s Potential (Ep. 11)
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...
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Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)
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…
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Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)
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,...
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How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)
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...
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Unveiling Common Misconceptions and Tips for your Finances and Investments (Ep. 7)
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...
About this show
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.
Hosted by
Jerry Goodman and Megan Hubbard
Categories