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.
Podcast: Play in new window | Download | Embed
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.
Podcast: Play in new window | Download | Embed
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.
Podcast: Play in new window | Download | Embed
In this episode of The Organized Investor, the team at Tennessee Wealth Management shares how their approach—lower fees, avoiding mutual funds, and selective stock investing—led to 36.3% net returns in 2025 compared to the Dow Jones Industrial Average’s 13%. They also challenge the $1.2 million retirement myth and highlight the importance of Social Security, transparency, and comprehensive financial planning.
Podcast: Play in new window | Download | Embed
In this episode of The Organized Investor Show, the Tennessee Wealth Management team discusses retirement planning and the impact that fees and investment strategy can have on long-term results. They share their 2025 performance, with average client accounts earning 36.3% net of fees compared to the Dow’s 13%, and explain how lower fees, avoiding mutual funds, and selective stock investing contribute to their approach. The team also challenges the common $1.2 million retirement myth and highlights the importance of transparency, Social Security planning, and comprehensive financial planning.
Podcast: Play in new window | Download | Embed
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
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
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
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
On this episode the TN Wealth Management team breaks down four of the biggest risks facing today’s retirees—and how to plan around them before it’s too late. They dive into the IRA Tax Time Bomb, Sequence of Returns Risk, Social Security timing mistakes, and the often-overlooked cost of long-term care.You’ll hear how their clients achieved an average 36.3% net return in 2025, significantly outperforming the Dow Jones Industrial Average, and why smart tax planning—especially strategic Roth conversions—can make a major difference in long-term retirement success. The team also explains why delaying Social Security until age 70 can maximize lifetime benefits and how market downturns can impact retirement income if not properly planned for. If you’re looking to protect your savings, reduce taxes, and create a more secure retirement strategy, this episode offers practical insights you won’t want to miss.
Podcast: Play in new window | Download | Embed