Tag: Financial Decision Making
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)

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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: 

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

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

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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 perspective of Tennessee law.

In this episode, you’ll discover:

  • Trust Truths Unveiled: Are trusts really superior for estate taxes and protection?
  • Hidden Trust Benefits: There’s more to trusts than meets the eye, but are they overvalued in Tennessee?
  • Trusts vs. Wills Face-Off: Dive into the pros, cons, costs, and complexities of each.
  • Setting Up a Trust – Worth It?: Explore the reality behind establishing a trust. Is it a smart move or just added stress?
  • Ethical Estate Planning: Join Jerry and Megan as they navigate the ethical implications of recommending trusts.
  • Empowered Decision-Making: Arm yourself with essential insights to make the best choice between a trust and a will.
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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