Month: May 2024
Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

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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: 

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How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

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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: 

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