Individual Stocks – The Organized Investor Pod-CLASS

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

By TheOrganizedInvestorPod-Class | December 19, 2023

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

By TheOrganizedInvestorPod-Class | October 3, 2023

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!