The Tennessee Wealth Management team breaks down the critical difference between tax filing and proactive tax planning, highlighting the “Sweet 16” years between retirement and required minimum distributions at age 73 as a key opportunity for strategic moves. They discuss how tools like Roth conversions can help reduce future tax burdens, including the often-overlooked “IRA tax bomb” and the “widow tax penalty.” The team also shares their firm’s strong performance—posting a 36.3% net return over the past year, well ahead of the Dow Jones—and offers free resources to help listeners better understand their financial picture and plan confidently for the future.

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Listen in as the Tennessee Wealth Management team and Erik Ainge, former University of Tennessee quarter back, share what it means to work with an advisor that has “skin in the game”. They share how they manage their own retirement money using the same strategies used for clients and highlighting their track record that has significantly outperformed the Dow over time.  Other topics of discussion include why benchmarks matter as well as being aware of the fact that mutual funds can come along with buried fees and costs.  This episode provides practical insights and free tools designed to help listeners get organized, plan with confidence, and make informed decisions about their financial future.

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The TN Wealth Management team, joined by former University of Tennessee quarterback Erik Ainge, kick off the new year by sharing how their clients averaged a 36.3% net return in 2025—well ahead of the Dow’s 13%. In this episode, they also explain why regular financial checkups and having your estate planning documents in order are so important. And you won’t want to miss hearing what they have to say about common misconceptions surrounding Trusts and Wills, noting that for most people, a properly written will is all that’s needed. Through real client stories, they highlight the value of planning ahead and invite listeners to take advantage of a free financial checkup and help with estate planning documents.

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The TN Wealth Management team and  co-host Erik Ainge, former University of Tennessee quarterback, share real client stories and explain how they help clients organize investments, retirement plans, and overall finances. They’ll also highlight their four “Get One Free” offers and outline the three core strategies behind their approach.

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The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to share real client stories and explain how they help individuals organize their investments, retirement plans, and overall financial affairs. They’ll also walk through their four “Get One Free” offers and break down their three core strategies designed to help clients build stronger financial futures.

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The TN Wealth Management team joins co-host Erik Ainge, former University of Tennessee quarterback, to review the strategies behind their track record—one that has consistently outperformed the Dow Jones Industrial Average. Tune in to learn more about these strategies and discover how you can receive a free Morningstar Report, complimentary assistance with your will through their partner Trust & Will, and a signed autographed football from Erik Ainge.

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The TN Wealth Management team teams up with co-host Erik Ainge, former University of Tennessee quarterback, to discuss real client experiences and how they’ve guided people through organizing their investments, retirement, and financial affairs. They’ll also break down their four “Get One Free” offers—valuable opportunities you won’t want to miss. Plus, you’ll gain a clear understanding of their three core strategies and how each one is designed to help clients make meaningful improvements in their financial future.

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The TN Wealth Management team returns with co-host Erik Ainge—former UT quarterback—to talk through real client stories and how they’ve helped people get their investments, retirement, and financial affairs in order. They’ll also break down their four “Get One Free” offers so you know exactly how to benefit. And on top of that, they’ll dive into their three core strategies and how those tools help clients build stronger financial futures.

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The TN Wealth Management team is back to share some stories of current clients with co-host Erik Ainge, former University of Tennessee Quarterback, and how they have been able to assist them with organizing their investments, retirement and affairs.  They’ll also recap the four “Get One Free” offers they have to share , so you won’t want to miss out on hearing about how you can take advantage of these.  In addition to all this, you’ll also learn more about their three core strategies and how they use them to assist their clients with materially improving their financial futures.

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