October 2023 – The Organized Investor Pod-CLASS

Estate Planning Series: More than Just Tidying Up (Ep. 4)

By TheOrganizedInvestorPod-Class | October 31, 2023

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:

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Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)

By TheOrganizedInvestorPod-Class | October 3, 2023

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!