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 financial planning and investment management in ways you’ve never heard before!

Curiosity-Sparking Highlights:

• Organize to Maximize: Uncover how streamlining your investments and retirement plans can transform your financial health
• The 2% Magic: A small number with a big impact – discover how a 2% improvement can revolutionize your investment returns
• Fee Fiasco Uncovered: We’re exposing the often-overlooked truths behind financial advisory fees and how they might be draining your wallet
• DSIP Decoded: Wells Fargo’s Diversified Stock Income Plan explained – what it is, and why it matters
• Revamp Your Financial Strategies: Move beyond conventional advice with innovative tactics to enhance your financial performance
• Battle of the Giants: A detailed comparison of the DSIP list, the S&P 500, mutual funds, and ETFs – find out who really comes out on top
• Beware of ‘Diworsification’:  Learn why having too many investments might be sabotaging your financial growth
• Real-Life Returns: Real-world examples showing how the DSIP list fares against traditional mutual funds and ETFs
• Rethink Your Investment Plan: Confident in your current strategy? We’ll give you compelling reasons to reconsider and optimize for better results
• And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

• The Organized Investor
• LinkedIn: Jerry Goodman
• jerry@tnwealthmgt.com
• megan@tnwealthmgt.com
• Office: 865-415-2060
• Megan:  865-415-2070

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