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!