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

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

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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 performance. They emphasize the importance of reducing advisory fees, avoiding unnecessary investment expenses, and being selective with investments. Introducing the Diversified Stock Income Plan (DSIP) list, a collection of dividend-raising individual stocks, they highlight its remarkable outperformance compared to the S&P 500 index.

In this PodCLASS, Jerry and Megan explore:

  • The misconceptions surrounding the need for a Revocable Living Trust
  • The need for a second opinion on investment management
  • The importance of paying attention to fees and costs, and how they can significantly impact savings over time
  • The importance of being more selective with investments to achieve better rates of return
  • The historical performance of the DSIP list, which has outperformed the S&P 500
  • Their goal of helping listeners make informed decisions
  • And more!

 

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1)

TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1)

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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 advisor. He discusses the uniqueness of his firm’s approach and how they consistently drive value for their clients.

Throughout this episode, Jerry covers:

  • His professional journey, marked by significant experiences and a transition into the financial sector 
  • The diverse clientele of the firm, spanning 40 states and multiple generations
  • The role of education in the firm, through the use of resources like this “pod class”
  • The firm’s investment strategy focusing on companies that raise their dividends
  • A glimpse into the firm’s succession plan to ensure service continuity
  • And much more!

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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