Estate planning isn’t just about documents; it’s about the details. Ready to master yours? In this enlightening PodCLASS, the father-daughter duo of Jerry Goodman and Megan Hubbard from Tennessee Wealth Management decode the complexities of estate planning. Drawing from Jerry’s four-decade-long financial experience and Megan’s teaching background, the hosts unravel the importance of meticulous planning …
Ready to organize your investments and plan for retirement? Welcome to “The Organized Investor,” a unique “PodCLASS” experience hosted by father-daughter duo, Jerry Goodman and Megan Hubbard. Jerry brings 40 years of experience in the financial industry, while Megan, a former first-grade teacher, contributes her Master’s Degree in Curriculum and Instruction. Their casual and relatable …
Are you ready to take control of your financial future? Meet your guides, Jerry Goodman and Megan Hubbard, as they introduce The Organized Investor Pod-CLASS, your textbook to handling your financial affairs. In this episode, Jerry Goodman introduces co-host Megan Hubbard, your Pod-CLASS teacher! Megan shares her background as a licensed teacher and together they …
How does one firm stand out in terms of wealth management? In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy’s in Knoxville, leading him to his fulfilling role as an …
Welcome to The Organized Investor Pod-CLASS with Jerry Goodman and Megan Hubbard from TN Wealth Management. Think of these Pod-Classes as a College of Knowledge and the Curriculum is organizing your Investments, your Retirement, and your Affairs. Listening may materially improve your life in a number of ways, but for that to happen, it also takes …