In Episode 25 of The Organized Investor, the TN Wealth Management team tackles the concept of the “inertia hire” — why so many investors stay with underperforming financial advisors simply because change feels difficult. The conversation explores the hidden costs of inaction, the importance of evaluating your advisor’s real performance, and why selective investing may outperform cookie-cutter mutual fund strategies. The team also discusses estate planning, highlighting free estate documents available through their Trust & Will partnership, and encourages listeners to take a more proactive approach to their financial future.

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On this episode of The Organized Investor,  the TN Wealth Management team discusses one of the most overlooked parts of financial planning: estate planning. They explain why 75% of people either lack essential estate documents or have outdated plans, and breaks down the four key documents everyone should consider. Also they share how a small performance advantage can make a major long-term impact, highlighting their investment philosophy and the power of compounding over time.

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In this episode of The Organized Investor, the TN Wealth Management team explores a key question: Is your advisor managing your money — or just managing your expectations? They discuss the difference between relationship managers and portfolio managers, the risks of orphaned 401(k)s, common pitfalls in default retirement funds, and why a hands-on investment approach matters for long-term results.

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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.

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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.

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