Tag: Investment Strategies
How Organizing Your Investments Could Save You Thousands (Ep. 24)

How Organizing Your Investments Could Save You Thousands (Ep. 24)

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Could small tweaks in your investment strategy be the key to thousands in extra returns? 

Discover how cutting hidden fees, focusing on high-growth dividend stocks, and avoiding conflicts of interest could transform your portfolio—just like it did for one client who saved $9,800 a year.

In this final episode of a 24-part series, your hosts Jerry Goodman and Megan Hubbard reveal how reducing advisory fees and avoiding hidden mutual fund costs can boost your portfolio by 2% annually—adding up to significant long-term savings.

The Dividend Growth Strategy, which focuses on top-tier companies with rising dividends, offers higher returns with less risk. You’ll also learn how to capitalize on market downturns to find bargain investment opportunities, while sidestepping the risks of “pay-to-play” practices in financial services.

This episode offers the key insights you need to take control, organize your affairs, and start building lasting wealth today to prepare for tomorrow.

Key Highlights:

  • Investment Performance Improvement: Improve your financial outcomes by 2% annually through smarter investment choices and reduced fees
  • Lowering Hidden Costs: Cutting advisory fees by just 0.25% can lead to significant long-term savings, while avoiding hidden mutual fund costs boosts returns
  • Dividend Growth Strategy: Focusing on companies with a track record of increasing dividends offers lower volatility and better returns compared to mutual funds or ETFs
  • Avoiding Pay-to-Play Conflicts: Discover how to avoid conflicts of interest where financial advisors might prioritize their profits over your portfolio
  • Client Success Story: Bruce’s portfolio restructuring saved him $9,800 a year while improving his overall returns
  • Market Downturn Opportunities: Learn how to invest in high-quality stocks during market downturns for long-term gains
  • Organized Financial Management: The importance of organizing your investments with a comprehensive approach that includes tax and estate planning
  • And much more!

 

Actionable Takeaways:

  • Lower your advisory fees and avoid mutual fund fees to maximize your savings
  • Implement the Dividend Growth Strategy for consistent, long-term returns with lower risk
  • Be cautious of pay-to-play practices that could skew your financial advisor’s objectivity
  • Rebalance your portfolio during market dips to take advantage of undervalued stocks

Connect with Jerry Goodman and Megan Hubbard: 

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How to Organize Your Financial Affairs to Save Thousands (Ep. 21)

How to Organize Your Financial Affairs to Save Thousands (Ep. 21)

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Do you think you’ve covered all your financial bases, or are you struggling to keep up with your financial plans, retirement goals, or estate management?

You’re not alone. Hosts Jerry Goodman and Megan Hubbard are here with strategies to help you gain control and clarity, showing how small financial changes could earn big results.

In this episode, Jerry and Megan focus on how to organize your finances and improve your long-term financial outlook through proven techniques, including the powerful dividend growth strategy. Whether you’re new to retirement planning or need to streamline your investments, this episode offers actionable steps that could make a big difference.

Take Bruce, for example—a client whose holistic financial strategy saved him nearly $200,000 in advisory fees over 20 years. His success story shows how small adjustments can yield enormous financial benefits. If you’re ready to optimize your portfolio and create a solid financial future, this episode is packed with practical advice you won’t want to miss.

Key Highlights:

  • Dividend Growth Strategy: Learn how this investment approach yielded a 14.06% return over five years, ensuring long-term financial stability and growth
  • Client Success Story – Bruce: See how one client saved nearly $10,000 annually by cutting unnecessary fees and simplifying his investments, leading to significant long-term savings
  • Estate & Tax Planning: Discover the importance of aligning your estate planning, tax advisors, and financial strategies to maximize efficiency and ensure assets are managed correctly
  • Holistic Approach: Jerry emphasizes the value of having all your financial, legal, and tax advisors work together for a seamless and stress-free process
  • Cost Savings: Uncover how reducing advisory fees and eliminating underperforming mutual funds can drastically improve your financial future
  • Target Audience: This episode is particularly beneficial for clients and their families, offering clear guidance on managing investments and preparing for the future as beneficiaries
  • And much more!

 

Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio.

 

Connect with Jerry Goodman and Megan Hubbard: 

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Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

Overcoming the Top Five Fears in Retirement Planning (Ep. 14)

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Are you worried you might outlive your savings?

Join hosts Jerry Goodman and Megan Hubbard in this compelling episode of ‘The Organized Investor PodCLASS’, where they guide you through uncovering your financial destiny. Addressing fears like outliving your savings, this episode empowers you with knowledge about the intricacies of 401(k) plans and the necessity for transparent investment fees. Learn actionable strategies to ensure your financial security and longevity.

Key Highlights:

  • Understanding Financial Anxiety: Confront the common fear of depleting retirement funds with effective long-term financial strategies
  • Navigating Retirement Uncertainties: Equip yourself with tactics to control what’s within your reach and prepare for the unforeseeable elements like economic fluctuations
  • Critiquing 401(k) Plans: Dive into a case study revealing the often-overlooked disadvantages of 401(k) plans that could be compromising your retirement goals
  • Exploring “Pay to Play” Dynamics: Shed light on the secretive financial relationships influencing your retirement plans and how to advocate for your best interests
  • Making Informed Retirement Choices: Optimize your retirement outcomes by understanding the real impacts of your financial decisions 
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)

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Feeling stuck with traditional investments? 

Learn how to shift gears for better returns in the latest “Organized Investor PodCLASS” episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry’s extensive financial experience with Megan’s educational expertise, they dive into effective and engaging investment strategies.

This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy.

Key Highlights:

  • Uncover the dangers of excessive diversification and its impact on portfolio health
  • Compare the superior performance of the DSIP list against traditional mutual funds and ETFs
  • Explore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growth
  • Gain insights into the crucial role of financial advisors in managing investments
  • Dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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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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