The Organized Investor Pod-CLASS

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 during market fear — can compound into meaningful long-term wealth. They also discuss hidden investment costs, the “Receipt Test” for evaluating advisors, current market opportunities, and their free estate planning resources available through The Organized Investor Workshop.

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 transparency, selective stock investing, and avoiding mutual funds drive their results.

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 retirement myth and highlight the importance of Social Security, transparency, and comprehensive financial planning.

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 the Dow’s 13%, and explain how lower fees, avoiding mutual funds, and selective stock investing contribute to their approach. The team also challenges the common $1.2 million retirement myth and highlights the importance of transparency, Social Security planning, and comprehensive financial planning.

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, avoiding mutual funds, and selective stock investing—which produced a 36.3% net return in 2025 compared to the Dow’s 13%. The team highlights common estate planning pitfalls, tax strategies to reduce inheritance burdens, and the free resources available to help families protect their legacy.

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 to average client returns of 36.3% in 2025 compared to the Dow’s 13%, and 19.3% annually over three years. The team also highlights their commitment to transparency and shares information about their free workshops and resources designed to help investors build a balanced, confident retirement plan.

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 explain how lower advisory fees and selective stock investing contribute to their strategy. Listeners will also learn about the free resources available to help them make more informed and confident financial decisions.

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 results—and explain why they publicly show actual account performance. The team also calls out the “fiduciary illusion,” where impressive titles don’t always translate into results, and contrasts their disciplined, low-fee, selective stock investing approach with the high costs and often mediocre returns of traditional mutual funds.

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 care.You’ll hear how their clients achieved an average 36.3% net return in 2025, significantly outperforming the Dow Jones Industrial Average, and why smart tax planning—especially strategic Roth conversions—can make a major difference in long-term retirement success. The team also explains why delaying Social Security until age 70 can maximize lifetime benefits and how market downturns can impact retirement income if not properly planned for. If you’re looking to protect your savings, reduce taxes, and create a more secure retirement strategy, this episode offers practical insights you won’t want to miss.

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 conversions can help reduce future tax burdens, including the often-overlooked “IRA tax bomb” and the “widow tax penalty.” The team also shares their firm’s strong performance—posting a 36.3% net return over the past year, well ahead of the Dow Jones—and offers free resources to help listeners better understand their financial picture and plan confidently for the future.

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 their track record that has significantly outperformed the Dow over time.  Other topics of discussion include why benchmarks matter as well as being aware of the fact that mutual funds can come along with buried fees and costs.  This episode provides practical insights and free tools designed to help listeners get organized, plan with confidence, and make informed decisions about their financial future.

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 estate planning documents in order are so important. And you won’t want to miss hearing what they have to say about common misconceptions surrounding Trusts and Wills, noting that for most people, a properly written will is all that’s needed. Through real client stories, they highlight the value of planning ahead and invite listeners to take advantage of a free financial checkup and help with estate planning documents.

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 core strategies behind their approach.

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” offers and break down their three core strategies designed to help clients build stronger financial futures.

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 receive a free Morningstar Report, complimentary assistance with your will through their partner Trust & Will, and a signed autographed football from Erik Ainge.

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” offers—valuable opportunities you won’t want to miss. Plus, you’ll gain a clear understanding of their three core strategies and how each one is designed to help clients make meaningful improvements in their financial future.

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 to benefit. And on top of that, they’ll dive into their three core strategies and how those tools help clients build stronger financial futures.

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” offers they have to share , so you won’t want to miss out on hearing about how you can take advantage of these.  In addition to all this, you’ll also learn more about their three core strategies and how they use them to assist their clients with materially improving their financial futures.

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 can get a free Morningstar Report, free assistance with your will documents through a company they partner with, Trust & Will, and a signed autographed football by cohost Erik Ainge!  Also, listen in to find out who is joining the team!

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 begin to discuss the importance of not only focusing on your investments, but also your retirement and affairs.  Listen today to learn more about this three legged stool approach and how you too could be taking advantage of the strategies they share to improve your own financial situation.

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 exceed the Dow Jones Industrial Average. Listen today to hear them share their most recent track record results and how you too could be taking advantage of these strategies to improve your own financial scorecard.

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 financial scorecard with what they have been able to accomplish for their current clients with their financial plays, with the hopes of this comparison encouraging you to consider if you have the best Financial coach at work for you.

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 personal performance, they are also sharing their entire 81 month track record. Click here to see it for yourself! For the first nine months of 2025, you’ll see 210 accounts that averaged 33.2%… which is almost four TIMES better than the Dow Jones Industrial Average.  As of September 30th, you’ll find 109 Advisory Accounts with a 5-Year net return of 18.3%…which is EIGHT points better than the Dow.  To learn more listen to the entire episode for a detailed explanation of how this information may possibly help you materially improve your financial future as well!

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 final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard reveal how reducing advisory fees and avoiding hidden mutual fund costs can boost your portfolio by 2% annually—adding up to significant long-term savings. The Dividend Growth Strategy, which focuses on top-tier companies with rising dividends, offers higher returns with less risk. You’ll also learn how to capitalize on market downturns to find bargain investment opportunities, while sidestepping the risks of “pay-to-play” practices in financial services. This episode offers the key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow. Key Highlights: Investment Performance Improvement: Improve your financial outcomes by 2% annually through smarter investment choices and reduced fees Lowering Hidden Costs: Cutting advisory fees by just 0.25% can lead to significant long-term savings, while avoiding hidden mutual fund costs boosts returns Dividend Growth Strategy: Focusing on companies with a track record of increasing dividends offers lower volatility and better returns compared to mutual funds or ETFs Avoiding Pay-to-Play Conflicts: Discover how to avoid conflicts of interest where financial advisors might prioritize their profits over your portfolio Client Success Story: Bruce’s portfolio restructuring saved him $9,800 a year while improving his overall returns Market Downturn Opportunities: Learn how to invest in high-quality stocks during market downturns for long-term gains Organized Financial Management: The importance of organizing your investments with a comprehensive approach that includes tax and estate planning And much more!   Actionable Takeaways: Lower your advisory fees and avoid mutual fund fees to maximize your savings Implement the Dividend Growth Strategy for consistent, long-term returns with lower risk Be cautious of pay-to-play practices that could skew your financial advisor’s objectivity Rebalance your portfolio during market dips to take advantage of undervalued stocks 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

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 are sharing key strategies to safeguard your financial future. Discover how the Envision planning tool can assess your retirement readiness for free and learn why essential legal documents like wills and power of attorney are crucial. Using real-life stories, they highlight the importance of early planning, debunk myths about revocable living trusts, and explain why probate in Tennessee may not be as daunting as you think. Plus, find out how the “step-up in basis” tax rule can save your heirs from large capital gains taxes. Key Highlights: Retirement Planning Tools: The Envision planning tool helps clients assess their retirement readiness, with Sally’s story showcasing its value Estate Planning Pitfalls: Learn from Jack’s story about the dangers of not having essential legal documents, such as a will or power of attorney Trusts vs. Wills: Misconceptions about revocable living trusts are cleared up, and the reality of probate in Tennessee is explained Step-Up in Basis: This powerful tax provision can save heirs from massive capital gains taxes, as shown in a case involving Truist Bank stock Organizational Tools: The Housekeeping Profile and a Five-Step Process ensure all your affairs are in order, providing direction and clarity Final PodCLASSes: This episode is part of a two-episode wrap-up that summarizes key takeaways from over 12 hours of content on financial stability And much more! Don’t leave your financial future to chance—listen now to learn how to protect your assets and provide clarity for yourself and your loved ones.   Resources: Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3) 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

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. Megan and Jerry share a success story featuring Bruce and explain how aligning his advisors saved him thousands in fees and boosted his returns. They also expose the issues that come with pay-to-play relationships at some firms and discuss how getting a second opinion can help uncover hidden costs and improve performance. This episode is packed with insights to help you optimize your portfolio and take control of your financial future. Key Highlights: Dividend Growth Strategy: Discover how adopting this approach led to a 14.06% return over five years, outperforming a typical mutual fund strategy by 77% Client Success Story – Bruce: See how aligning his advisors saved Bruce thousands in fees and unlocked unexpected investment returns Streamlined Wealth Management: How discretionary portfolio management at Tennessee Wealth Management improves efficiency and drives long-term results Pay-to-Play Pitfalls: Learn how some investment firms may choose mutual funds based on incentives, not your best interests, and what to watch out for Second Opinions: Find out why getting a fresh perspective on your investments could save you from hidden fees and deliver higher returns The Power of Transparency: Understanding the true cost of advisory fees and decision-making processes can dramatically improve your financial outcomes And much more! Don’t let hidden fees and outdated strategies hold you back. Tune in now to discover how you can take charge of your financial future today.   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

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 financial changes could earn big results. In this episode, Jerry and Megan focus on how to organize your finances and improve your long-term financial outlook through proven techniques, including the powerful dividend growth strategy. Whether you’re new to retirement planning or need to streamline your investments, this episode offers actionable steps that could make a big difference. Take Bruce, for example—a client whose holistic financial strategy saved him nearly $200,000 in advisory fees over 20 years. His success story shows how small adjustments can yield enormous financial benefits. If you’re ready to optimize your portfolio and create a solid financial future, this episode is packed with practical advice you won’t want to miss. Key Highlights: Dividend Growth Strategy: Learn how this investment approach yielded a 14.06% return over five years, ensuring long-term financial stability and growth Client Success Story – Bruce: See how one client saved nearly $10,000 annually by cutting unnecessary fees and simplifying his investments, leading to significant long-term savings Estate & Tax Planning: Discover the importance of aligning your estate planning, tax advisors, and financial strategies to maximize efficiency and ensure assets are managed correctly Holistic Approach: Jerry emphasizes the value of having all your financial, legal, and tax advisors work together for a seamless and stress-free process Cost Savings: Uncover how reducing advisory fees and eliminating underperforming mutual funds can drastically improve your financial future Target Audience: This episode is particularly beneficial for clients and their families, offering clear guidance on managing investments and preparing for the future as beneficiaries 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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 think managing your finances is as simple as checking the numbers, think again. This conversation could save you tens of thousands of dollars annually, and it all starts with knowing what to look for. Jerry and Megan explore how investors can unknowingly miss out on potential gains and share their insights on ways to improve your investment portfolio. And the best part? Finding those improvements doesn’t cost a dime—it just requires a little time and a willingness to dig into your financial details. Key Highlights: Core Investment Principles: Discover how the dividend growth strategy ensures stability and growth in your portfolio, even during market volatility Proven Performance: Jerry presents compelling evidence from multiple studies, showcasing how dividend growth strategies have consistently outperformed the market over the long term Exhibit A: Wells Fargo’s DSIP showing a 12% annual return over 30 years Exhibit B: Research from Ned Davis confirming the long-term success of dividend growth Exhibit C: A five-year review of advisory accounts showing a 14.06% annual net return Exhibit D: An article on FOMO and its risks compared to a steady dividend strategy Exhibit E: Insights on finding bargain opportunities during bear markets Target Audience: Understand why this strategy is particularly beneficial for potential clients and the families of current clients, ensuring a clear comprehension of how their investments are managed Practical Benefits: Jerry emphasizes achieving a 2% annual improvement in performance through lower advisory fees, avoiding mutual fund costs, and selective investments, significantly impacting overall portfolio value Estate Planning: Revisit earlier episodes on estate planning to understand how to organize your affairs and utilize revocable living trusts, particularly relevant for Tennessee residents 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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 [email protected] [email protected] Office: 865-415-2060 Megan: 865-415-2060

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 [email protected] [email protected] Office: 865-415-2060 Megan:  865-415-2070

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 

Are you ready to take control of your financial future? Meet your guides, Jerry Goodman and Megan Hubbard, as they introduce The Organized Investor Pod-CLASS, your textbook to handling your financial affairs. In this episode, Jerry Goodman introduces co-host Megan Hubbard, your Pod-CLASS teacher! Megan shares her background as a licensed teacher and together they discuss their goal to educate listeners about organizing their investments, retirement, and affairs through The Organized Investor Pod-CLASS. Jerry and Megan touch upon:  A little bit about Megan’s history as a licensed teacher in Tennessee and how she decided to join the financial industry Their goal to provide client education through The Organized Investor Pod-CLASS and inform listeners on organizing investments, retirement, and other financial affairs Who their team is and what they do What Megan does for fun when she isn’t in the office and what her idea of success is What you can expect to learn from The Organized Investor Pod-Class How they plan to DRAMATICALLY improve listeners’ financial futures, and how you can benefit the most from The Organized Investor Pod-Class And more   Resources: TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1) 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

How does one firm stand out in terms of wealth management? In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy’s in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm’s approach and how they consistently drive value for their clients. Throughout this episode, Jerry covers: His professional journey, marked by significant experiences and a transition into the financial sector  The diverse clientele of the firm, spanning 40 states and multiple generations The role of education in the firm, through the use of resources like this “pod class” The firm’s investment strategy focusing on companies that raise their dividends A glimpse into the firm’s succession plan to ensure service continuity And much more! Resources: The Organized Investor Workshop Video  TN Area Code Story 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

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. We’ll cover a variety of issues in a way you should understand, and with the Tools & Information on our website… TheOrganizedInvestor.com … you can start getting organized RIGHT NOW