Tag: Investment Strategy
The Hidden Power of Transparency in Boosting Your Wealth (Ep. 22)

The Hidden Power of Transparency in Boosting Your Wealth (Ep. 22)

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Hidden fees could be eating into your returns, and transparency is key to unlocking better financial outcomes. 

Hosts Megan Hubbard and Jerry Goodman reveal how strategies like the Dividend Growth Strategy—which delivered a 14.06% return over five years—can outperform traditional mutual funds.

Megan and Jerry share a success story featuring Bruce and explain how aligning his advisors saved him thousands in fees and boosted his returns. They also expose the issues that come with pay-to-play relationships at some firms and discuss how getting a second opinion can help uncover hidden costs and improve performance.

This episode is packed with insights to help you optimize your portfolio and take control of your financial future.

Key Highlights:

  • Dividend Growth Strategy: Discover how adopting this approach led to a 14.06% return over five years, outperforming a typical mutual fund strategy by 77%
  • Client Success Story – Bruce: See how aligning his advisors saved Bruce thousands in fees and unlocked unexpected investment returns
  • Streamlined Wealth Management: How discretionary portfolio management at Tennessee Wealth Management improves efficiency and drives long-term results
  • Pay-to-Play Pitfalls: Learn how some investment firms may choose mutual funds based on incentives, not your best interests, and what to watch out for
  • Second Opinions: Find out why getting a fresh perspective on your investments could save you from hidden fees and deliver higher returns
  • The Power of Transparency: Understanding the true cost of advisory fees and decision-making processes can dramatically improve your financial outcomes
  • And much more!

Don’t let hidden fees and outdated strategies hold you back. Tune in now to discover how you can take charge of your financial future today.

 

Connect with Jerry Goodman and Megan Hubbard: 

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How to Boost Your Portfolio with Dividend Growth Strategies (Ep. 20)

How to Boost Your Portfolio with Dividend Growth Strategies (Ep. 20)

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Are your investments not performing as well as you’d like? Looking for a strategy that consistently outperforms the market?

In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you think managing your finances is as simple as checking the numbers, think again. This conversation could save you tens of thousands of dollars annually, and it all starts with knowing what to look for.

Jerry and Megan explore how investors can unknowingly miss out on potential gains and share their insights on ways to improve your investment portfolio. And the best part? Finding those improvements doesn’t cost a dime—it just requires a little time and a willingness to dig into your financial details.

Key Highlights:

  • Core Investment Principles: Discover how the dividend growth strategy ensures stability and growth in your portfolio, even during market volatility
  • Proven Performance: Jerry presents compelling evidence from multiple studies, showcasing how dividend growth strategies have consistently outperformed the market over the long term
    • Exhibit A: Wells Fargo’s DSIP showing a 12% annual return over 30 years
    • Exhibit B: Research from Ned Davis confirming the long-term success of dividend growth
    • Exhibit C: A five-year review of advisory accounts showing a 14.06% annual net return
    • Exhibit D: An article on FOMO and its risks compared to a steady dividend strategy
    • Exhibit E: Insights on finding bargain opportunities during bear markets
  • Target Audience: Understand why this strategy is particularly beneficial for potential clients and the families of current clients, ensuring a clear comprehension of how their investments are managed
  • Practical Benefits: Jerry emphasizes achieving a 2% annual improvement in performance through lower advisory fees, avoiding mutual fund costs, and selective investments, significantly impacting overall portfolio value
  • Estate Planning: Revisit earlier episodes on estate planning to understand how to organize your affairs and utilize revocable living trusts, particularly relevant for Tennessee residents
  • 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.

 

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Seizing Market Opportunities: The Dividend Growth Strategy (Ep. 19)

Seizing Market Opportunities: The Dividend Growth Strategy (Ep. 19)

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Are you ready to turn market downturns into investment opportunities?

You’re in the right place!

Buckle up for the 19th episode of ‘The Organized Investor PodCLASS,’ where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. This episode continues our series on organizing investments and managing retirement planning, with a special focus on the benefits of dividend growth investing.

Key Highlights:

  • Core Investment Principles: Discover how the dividend growth strategy can provide stability and growth in your financial portfolio, especially during volatile markets
  • Bargain Opportunities: Jerry Goodman illustrates how market downturns, like the 2020 COVID-19 pandemic and the 2023 regional bank crises, present unique buying opportunities. Learn how these events allowed for strategic investments in undervalued sectors
  • Strategic Diversification: Understand the importance of diversifying your portfolio. Jerry and Megan discuss balancing investments between stable dividend growth stocks and undervalued stocks affected by market downturns, leading to significant gains
  • Market Insights: Jerry emphasizes the importance of being prepared for unpredictable market opportunities and acting quickly to capitalize on them, supported by thorough research and diversification
  • Professional Advice: The episode underscores the value of professional financial advice and understanding the risks associated with market investments. Jerry and Megan offer personalized assessments to help optimize your investment strategy
  • Estate Planning: The discussion also touches on the importance of clients’ families understanding their investment strategies, especially concerning future inheritances
  • 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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How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

How You Could Outsmart the Market with Proven Investment Strategies (Ep. 13)

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Tired of the same old investment advice? 

Unlock your financial future’s potential with Jerry Goodman and Megan Hubbard in this captivating episode of ‘The Organized Investor PodCLASS’. Dive into the world of strategic investment and personal financial management as this episode not only navigates you through effective financial tools and strategies but also underscores the critical role of education in making informed financial decisions.

Key Highlights:

  • Robust Investment Strategies: Discover the advantages of individual stocks like those in the Wells Fargo DSIP list, which has consistently outperformed the S&P 500 with a 12% annual gain over three decades
  • Navigating Financial Pitfalls: Learn why avoiding mutual funds in advisory accounts could protect your returns from high fees and excessive diversification
  • Effective Estate and Succession Planning: Gain practical advice on managing estate transitions smoothly, enhancing family trust and understanding
  • Impressive Performance Insights: Uncover the secrets behind their advisory services’ remarkable 14.06% net annual return over five years
  • Personalized Retirement Strategies: Get acquainted with the ‘Envision’ tool and how it tailors retirement planning to individual needs
  • Commitment to Education: Understand the depth of financial strategies deployed, ensuring confidence and comprehensive
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How To Unleash Your Portfolio’s Power (Ep. 12)

How To Unleash Your Portfolio’s Power (Ep. 12)

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Is your investment strategy holding you back? 

Join Jerry Goodman and Megan Hubbard in ‘The Organized Investor PodCLASS’ as they guide you through the art of effective investment and retirement plan organization. This episode, brimming with actionable advice, emphasizes the critical role of proactive management and an open mindset in enhancing your financial performance.

Key Highlights:

  • Transform Your Portfolio: Learn to view your investment portfolio as a potential goldmine, requiring attentive management to unlock immense value
  • Impressive Performance Insights: Explore the impressive five-year journey of 190 advisory accounts, showcasing a 14.06% net return rate
  • Navigating ‘Pay to Play’ Dynamics: Uncover how ‘Pay to Play’ arrangements in the investment industry could impact your financial choices
  • Strategy for Annual Improvement: Discover their innovative approach to boost financial performance, aiming for a 2% annual improvement in your portfolio
  • The Power of Active Involvement: Embrace the importance of being hands-on in managing your investments, moving beyond dependence on advisors or funds
  • Learn and Grow with Professionals: Engage in Jerry and Megan’s self-funded workshops and educational resources for unbiased, invaluable financial guidance
  • Future Episodes Preview: Stay tuned for more episodes packed with financial insights and investment strategies that can make a real difference

 

Connect with Jerry Goodman and Megan Hubbard: 

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Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

Why You Should Unlock Your Portfolio’s Potential (Ep. 11)

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Could your portfolio be working harder for you?

Get your pen and pad ready for a wealth of investment wisdom with Jerry Goodman and Megan Hubbard in the latest episode of “The Organized Investor PodCLASS”. Episode 11 turns the spotlight on maximizing your investment performance, blending expert advice with practical strategies. With their unique blend of experience and humor, Jerry and Megan make finance both accessible and engaging.

Key Highlights:

  • Striking Performance Revealed: Uncover the secrets behind Tennessee Wealth Management’s 190 advisory accounts boasting a notable five-year return rate of 14.06%
  • Lottery Ticket Metaphor: Grasp the significance of treating your investment portfolio as a potential goldmine, emphasizing the need for vigilant management and regular reviews
  • DSIP List Insights: Dive into the Wells Fargo Research DSIP List, a dividend-raising stock strategy aimed at boosting investment performance by 2% annually
  • Active Investment Strategy: Learn how Jerry and Megan’s selective stock choices and balanced allocations contribute to robust, risk-minimized returns
  • Tailored Financial Guidance: Discover the potential in even the smallest of portfolios and the simplicity of getting a professional second opinion
  • Engaging Learning Experiences: Connect with the hosts in live Knoxville workshops and through personalized consultations to dive deeper into your financial journey
  • Sneak Peek into the Future: Anticipate future episodes filled with more vital financial wisdom and impactful investment tactics

 

Connect with Jerry Goodman and Megan Hubbard: 

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Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

Rethink Your Returns: What You Need To Know About Dividend Growth Investing (Ep. 10)

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Ready to transform your investment strategy?

Join hosts Jerry Goodman and Megan Hubbard on “The Organized Investor PodCLASS” as they deep-dive into dividend growth investing. Together, they unravel the intricacies of dividend growth stocks, a strategy that has reshaped their investment outlook and continues to yield significant results for their clients. 

Key Highlights:

  • DSIP List Detailed: Dive into the ‘DSIP List’ (Diversified Stock Income Plan) from Wells Fargo Research. Discover how it consistently outperforms the S&P 500, reducing volatility and boosting returns
  • Personalized Investing with DGP: Get introduced to their Dividend Growth Portfolios (DGP) and learn what makes this approach both innovative and tailored to individual needs
  • Dividend Companies Decoded: Understand the crucial difference between high current yielders and consistent dividend growers
  • Yield Impact Explained: Grasp the crucial concept of dividend yield and its significant impact on your investment returns
  • Navigating Market Emotions: Learn how to stay calm and focused on long-term gains during periods of market volatility
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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