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

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

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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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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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How We Guard Your Legacy (Ep. 5)

How We Guard Your Legacy (Ep. 5)

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Think estate planning is just for the wealthy? 

Think again. 

Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future.

In this PodCLASS, Jerry and Megan explore:

  • Why neglecting estate planning could be the biggest risk to your family’s legacy
  • How choosing the right estate planning package could save you money compared to traditional legal services
  • An insider’s guide to two crucial estate packages that put you in control of your future
  • A creative spin on ‘Leave it to Beaver’ that reveals the stark realities of dying without a will in Tennessee
  • The surprising truths about revocable living trusts and why they might not be the safeguard you thought
  • A critical look at the hidden drawbacks of trusts – especially when it comes to accessing your assets when you need them most
  • And much more!

 

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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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!

 

Connect with Jerry Goodman and Megan Hubbard: 

 

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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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