Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

Are you worried you might outlive your savings? Join hosts Jerry Goodman and Megan Hubbard in this compelling episode of ‘The Organized Investor PodCLASS’, where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for …

Read More Read More

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

Tired of the same old investment advice?  Unlock your financial future’s potential with Jerry Goodman and Megan Hubbard in this captivating episode of ‘The Organized Investor PodCLASS’. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the …

Read More Read More

How To Unleash Your Portfolio’s Power (Ep. 12)

How To Unleash Your Portfolio’s Power (Ep. 12)

Is your investment strategy holding you back?  Join Jerry Goodman and Megan Hubbard in ‘The Organized Investor PodCLASS’ as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance. Key …

Read More Read More

Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

Could your portfolio be working harder for you? Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of “The Organized Investor PodCLASS”. Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend …

Read More Read More

Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

Ready to transform your investment strategy? Join hosts Jerry Goodman and Megan Hubbard on “The Organized Investor PodCLASS” as they deep-dive into dividend growth investing. Together, they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients.  Key Highlights: DSIP List …

Read More Read More

Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

Feeling stuck with traditional investments?  Learn how to shift gears for better returns in the latest “Organized Investor PodCLASS” episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry’s extensive financial experience with Megan’s educational expertise, they dive into effective and engaging investment strategies. This episode, focusing on investment organization, targets boosting …

Read More Read More

How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)

How To Simplify Your Finances with Jerry Goodman and Megan Hubbard (Ep. 8)

Wondering how to streamline your financial life?  Navigate the nuances of finance with a unique blend of humor and simplicity in “The Organized Investor PodCLASS.” Jerry Goodman, with four decades of financial insights, and Megan Hubbard, a former first-grade teacher skilled at breaking down financial terms into easy-to-digest lessons, are about to unfold secrets of …

Read More Read More

Unveiling Common Misconceptions and Tips for your Finances and Investments (Ep. 7)

Unveiling Common Misconceptions and Tips for your Finances and Investments (Ep. 7)

One of the most important aspects of financial planning is to optimize your long-term performance.  This means not only choosing the right investments but also minimizing the fees and costs that can deteriorate your returns. Are there some strategies for this? In this episode, Jerry Goodman and Megan Hubbard explore strategies for improving long-term financial …

Read More Read More

Trusts vs. Wills: What You Don’t Know (Ep. 6)

Trusts vs. Wills: What You Don’t Know (Ep. 6)

Confused about choosing between a trust and a will?  Let’s clear the air once and for all. In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct …

Read More Read More

How We Guard Your Legacy (Ep. 5)

How We Guard Your Legacy (Ep. 5)

Think estate planning is just for the wealthy?  Think again.  Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future. In this PodCLASS, Jerry and Megan explore: Why neglecting estate planning could be the biggest risk to …

Read More Read More