Jerry Goodman and Megan Hubbard are back, in Episode 25, to share how they’ve been able to materially improve the financial lives of many clients as a result of lower fees, lower investment costs, and using a diversified mix of common stocks instead of mutual funds. To help you gauge your own personal performance, they …
Could small tweaks in your investment strategy be the key to thousands in extra returns? Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year. In this final episode of a 24-part series, your hosts …
Have you prepared for a comfortable retirement? Is your estate in order? To retire in comfort, your plan depends on more than just saving—discover the critical steps to protect your wealth and loved ones. In this episode, your hosts Jerry Goodman and Megan Hubbard from Tennessee Wealth Management are sharing key strategies to safeguard your …
Hidden fees could be eating into your returns, and transparency is key to unlocking better financial outcomes. Hosts Megan Hubbard and Jerry Goodman reveal how strategies like the Dividend Growth Strategy—which delivered a 14.06% return over five years—can outperform traditional mutual funds. Megan and Jerry share a success story featuring Bruce and explain how aligning …
Do you think you’ve covered all your financial bases, or are you struggling to keep up with your financial plans, retirement goals, or estate management? You’re not alone. Hosts Jerry Goodman and Megan Hubbard are here with strategies to help you gain control and clarity, showing how small financial changes could earn big results. In …
Are your investments not performing as well as you’d like? Looking for a strategy that consistently outperforms the market? In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you think managing your finances is as simple as checking …
Are you ready to turn market downturns into investment opportunities? You’re in the right place! Buckle up for the 19th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. This episode continues our series on organizing investments and managing retirement planning, with a special focus on …
Looking to enhance your long-term financial plan with a strategy that ensures stability and consistent growth? Is this possible in the current bear market? Join us for the 18th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard “harp” on the dividend growth strategy. This episode is part of a broader …
Are you looking for a foolproof investment strategy that ensures stability and growth, no matter the market conditions? Tune in to the 17th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a …
Are you on the hunt for an investment strategy that can weather any storm? Join hosts Jerry Goodman and Megan Hubbard in this episode of ‘The Organized Investor PodCLASS’ as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed …