Tag: Financial Advisors
Estate Planning Series: More than Just Tidying Up (Ep. 4)

Estate Planning Series: More than Just Tidying Up (Ep. 4)

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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 and the dangers of overlooking the details.

In this PodCLASS, Jerry and Megan highlight:

  • Their 5-step estate planning process, initiated with their PodCLASS spiral learning
  • The need for in-depth discussions to grasp personal situations, with a focus on in-person meetings
  • Essential attorney involvement for crafting and refining estate documents
  • The document signing ceremony and its inherent adaptability
  • Step Five: the crucial housekeeping stage safeguarding previous planning
  • Challenges include Tennessee’s probate process, out-of-state probate issues, and pitfalls of incorrect asset ownership.
  • Plus more insights!

 

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Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)

Class Is in Session: Unlocking the ABCs of Financial Freedom (Ep. 3)

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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 tone sets the stage for in-depth discussions on organizing investments and planning for retirement.

Throughout this episode, Megan and Jerry discuss:

  • The irreplaceable value of face-to-face consultations for crafting personalized investment strategies and building trust
  • How small annual improvements in your financial planning can significantly elevate your long-term financial health
  • The advantages of individual stocks over mutual funds and ETFs
  • Why they focus on high-quality stocks with a history of raising dividends
  • Where you can access a variety of secure downloadable resources including a 36-page guide, sample Envision reports, and long-form retirement planning forms.
  • And more!

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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Introducing Megan Hubbard, Your Pod-CLASS Teacher (Ep. 2)

Introducing Megan Hubbard, Your Pod-CLASS Teacher (Ep. 2)

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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 discuss their goal to educate listeners about organizing their investments, retirement, and affairs through The Organized Investor Pod-CLASS.

Jerry and Megan touch upon: 

  • A little bit about Megan’s history as a licensed teacher in Tennessee and how she decided to join the financial industry
  • Their goal to provide client education through The Organized Investor Pod-CLASS and inform listeners on organizing investments, retirement, and other financial affairs
  • Who their team is and what they do
  • What Megan does for fun when she isn’t in the office and what her idea of success is
  • What you can expect to learn from The Organized Investor Pod-Class
  • How they plan to DRAMATICALLY improve listeners’ financial futures, and how you can benefit the most from The Organized Investor Pod-Class
  • 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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