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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More