Mutual Funds – The Organized Investor Pod-CLASS

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

By TheOrganizedInvestorPod-Class | January 16, 2024

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)

By TheOrganizedInvestorPod-Class | January 2, 2024

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)

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!